Successful partner with broker sales professionals using my extensive industry experience and knowledge to best help their clients. Most importantly, I bring positive and excellent energy to all client experiences
Overview
26
26
years of professional experience
Work History
Broker Coordinator
AFLAC
01.2022 - Current
Cultivate and strengthen Broker relationships as a carrier representative.
Partner with brokers providing service, platform and product solutions; adding value to broker client relationships.
Enhanced broker client satisfaction by efficiently coordinating with brokers and addressing all client inquiries.
Facilitated seamless client onboarding and implementation resulting in a positive first impression for new customers.
Collaborate with various departments to resolve any client-related issues promptly and effectively.
Developed strong relationships with broker clients through consistent follow-up and personalized service.
Southeast US Case Manager
Mark III
07.2020 - Current
Train and manage enrollment teams for onsite and virtual enrollments for broker clients throughout the Southeast United States for large groups
Lead implementation calls with the broker, client executives, account managers, HR, platform and implementation teams.
Offerings include core, ancillary and VB with multiple carriers, platforms and call center technology.
District Sales Coordinator
AFLAC
08.2016 - 07.2020
Managed top 3 sales team in the state with over $1.5M annual new sales and a $7M existing book of business. Group sizes ranged from 3 to 40,000
Recruited career agents and brokers.
Trained career agents how to leverage broker and other network relationships to increase their business revenue.
Developed strong relationships with key clients, associates and brokers to guarantee residual and repeat business.
Educated clients on various options, empowering them to make well-informed decisions about their employee benefits and value added services.
Conducted product, platform, and sales training classes.
Recognized as a Top Leader in the company with trips, awards, and bonuses, including multi time State and National Convention qualifier.
Broker Sales Representative
The Norton Agency
01.2012 - 07.2016
Joined agency to gain support and enhance business services for my personal book of business.
Consulted business owners, HR Directors and decision makers to discover client pain points and provided strategic solutions
Expanded customer base through consistent outreach efforts and relationship building with potential clients.
Increased sales revenue by identifying prospective customers and presenting compelling product offerings.
District Sales Coordinator
AFLAC
01.1999 - 01.2005
Independent Insurance Agent
Independent
02.1998 - Current
Developed and cultivated relationships to grow personal book of business.
Consultative advisor to business owners and decision makers.
Networking, prospecting and account servicing daily.
Recognized as a company top producer with several State and National Convention trips, bonuses and awards.