Leslie French
Montgomery
Summary
Experienced, innovative and motivated employee benefits professional with excellent communication, interpersonal, and mentoring skills. Highly organized, creative, with a strong analytical ability to effectively work with individuals and teams to meet goals. Committed professional with many years of experience engaging key decision-makers to boost sales. Seasoned expert at developing fruitful relationships and offering in-depth client education on products. Self-motivated and confident with talent for growing current accounts, driving profits, and exceeding customer expectations.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Agency Sales Representative
Colonial Life Insurance Company
02.2025 - Current
- Independent 1099 agent - building and supporting a block of business with selected brokers
- Assisted with demonstration and training for clients and brokers on Gathr and Employee Navigator.
- Engaged with current block and inactive accounts for a renewed introduction of services and product offerings
- Developed client relationships to enhance insurance product sales.
Dental Market Development Consultant
Colonial Life Insurance Company
07.2022 - 11.2025
- Developed training materials for agent onboarding and compliance education.
- Analyzed market trends to recommend product improvements and new offerings.
- Facilitated workshops to enhance team skills and boost overall performance.
- Collaborated with cross-functional teams to streamline project implementation processes.
Training & Development Specialist
Colonial Life Insurance Company
08.2010 - 08.2021
- Focus on Territory Training, Benefit Counseling and Coordination
- Field development, recruitment, and support for direct and broker markets on a local, regional, and national level
- Provide sales. product training and support to Territory and District Teams to meet and exceed goals
- On boarding for territory core teams: sales managers, territory trainers and office managers
- Managed field and home office partners for RFPs, enrollments, implementation, product positioning, and general coordination, as needed
- Systems driven through technology: HRIS, enrollment platforms, agent, broker, and client portal and learning management tools.
- Proficient in both in-person individual and group training, including virtual platforms via MS Teams and Zoom
- Special projects as assigned: learning management system roll out, forums and workshops, home office training, event planning and facilitation
- Onboarding core teams
- Designed training programs for employee skill development and knowledge enhancement.
- Facilitated workshops and seminars to promote employee engagement and learning.
- Analyzed training needs through surveys and performance assessments.
- Collaborated with management to align training with company goals and values.
Field Development Specialist
American General Life Companies (AIG)
Austin
01.2007 - 01.2009
- Worksite Sales and Product Training for Brokers and General Agencies to meet their targeted goals
- Facilitated Regional Quarterly meetings and provided workshop support at National Sales Conferences
- Assisted Client Managers in providing strategic planning of customer retention to meet annual goals
Director of Product Development
Scott and White Health Plan
Temple
01.2004 - 01.2007
- Designed and launched new healthcare benefits plans for increased revenue of 20% first year
- Successfully negotiated and implemented third party vendor services for HSA, HRA and FSA
- Analyzed current products for alignment in achieving long-term corporate goals and ensure legal compliance
- Developed and implemented a training program of new products for associates of the health plan
Education
Bachelor of Business Administration - Management
University of Houston, Clear Lake
Skills
- Customer and business growth initiatives
- Customer engagement strategies
- Team onboarding coordination
- Visionary business targets
- Sales growth strategies
- Knowledge of benefits administration
- Knowledge of design principles
- Building professional connections
- Cross-functional teamwork and home office partnerships
- Promoting collaborative team atmosphere
- Advisory solutions
- Targeted needs assessment
- Collaborative dialogue
- Familiarity with state regulations and compliance standards
- Experienced in managing benefits administration through HRIS
Certification
- Group 1 – Life and Health, Texas
- Non-Residence license for multiple states
References
References and Selected Achievements available upon request
Additional Attributes
Association of Health Underwriters, National, Houston, Austin, Austin, Community Involvement – Bentwater Yacht and Country Club, Leslie and Helen Hagaman Scholarship – Ranger ISD, Ranger, Texas
Timeline
Agency Sales Representative
Colonial Life Insurance Company
02.2025 - Current
Dental Market Development Consultant
Colonial Life Insurance Company
07.2022 - 11.2025
Training & Development Specialist
Colonial Life Insurance Company
08.2010 - 08.2021
Field Development Specialist
American General Life Companies (AIG)
01.2007 - 01.2009
Director of Product Development
Scott and White Health Plan
01.2004 - 01.2007
Bachelor of Business Administration - Management
University of Houston, Clear Lake
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