Lisa Otero

Mid-Market Sales Executive-New Sales 2023 to present; Renewals 2018-2023

• Cultivate relationships with agency partners to assess and fulfill insurance demands and share updates.
• Meet with agents to identify growth opportunities to help them achieve greater performance metrics, standings, and incentive structures.
• Strengthen overall sales outcomes with successful cross-selling skills.
• Enhance customer satisfaction by effectively resolving issues in collaboration with internal partners.
• Regularly outperform yearly set quotas for New Sales and Renewals through efficient business strategies.
• Maintain CRM systems for tracking and forecasting.

Accomplishments: Met or Exceeded New & Renewal Retention Goals 2019-2024, President's Club 2018 & 2023, Met or Exceeded Ancillary Production Goals 2019-2024

• Cultivated and nurtured relationships with insurance brokers to create strategic partnerships to sell Worksite Products and Enrollment Solutions based on their client's needs
• Educated brokers and employers about services and value-added benefits
• Created RFPs, requesting/obtaining underwriting concessions, and presenting proposals to decision-makers
• Built and maintained a strong pipeline of broker leads
• Post sale: Responsible for New/Renewal Case Implementation, scheduling and staffing of benefit counselors, creating Enrollment Guide to train Enrollment Team, and ensuring enrollment success onsite

Accomplishments:

Earned Premium Pacesetter Awards in 2016 and 2017, Platinum Premium Pacesetter Award in 2015, Completed Invitation Only Advanced Sales Rep Training 2016 and Awarded South Florida Rookie Salesperson of the Year 2015

• Managed Benefits Implementation Project lifecycles from initial sale through customer-facing benefit deployments including Benefit Administration systems.
• Reviewed and negotiated renewal contracts, verified rates, and benefits, and liaised with insurance carriers
• Created and delivered presentations for client organization's employees to educate them about their benefits and empower them to make better healthcare choices
• Coordinated and promoted Health and Wellness Programs to engage and motivate employees to participate
• Maintained and strengthened client relationships by providing VIP concierge service, regular visits, claims review, and resolving escalated service issues
• Recommended solutions and products to enhance a client's benefit package

• Generated new dental and vision insurance sales through South Florida broker community
• Prospected new leads through networking and industry trade shows and organizations and maintained a prospect database (SalesForce)
• Educated brokers and business owners about CompBenefits products and benefits
• Consistently met or exceeded sales goals