Kimberly Owens

· Responsible for retaining $18.69 million block of business

· Resolve escalated service issues for 656 Principal clients

· Partner with Sales Representatives and brokers to sell new lines of business to current clients

· Conduct and coordinate offsite open enrollment presentations when necessary

· Responsible for new hire on-boarding and training

· Partaking in company wide and regional projects

• Responsible for supporting three key Sales Representatives in pricing their new business sales
• Prepare daily proposal reviews to discuss with my sales team and release quotes to brokers
• Monitor and track the new business sales of my sales team and ensure all cases are in good order and submitted to our installation team in a timely manner
• Establish and maintain strong trust-based partnerships with my sales team
• Strong understanding of Underwriting guidelines and ability to provide pricing suggestions
• Extensive product and provisions knowledge.

• Supported brokers and clients to improve Group Benefits including life, disability, dental, vision, critical illness, and accident insurance
• Excelled at ensuring successful new business implementations
• Production and quality goals consistently met
• Trained peers on process efficiencies to ensure timely turn around for clients and brokers.