Dedicated and adaptable professional with 10+ years experience in marketing and data analytics. Skilled in creating sales support materials and executing sales strategies to drive business growth within target markets.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Strategic Market Consultant
Unum
06.2014 - Current
Responsible for identifying valuable Individual Disability opportunities and subsequently strategizing effective delivery methods to educate brokers and clients on the need for disability insurance.
Consultative analysis of sales representative’s business franchise and comfort with broker relationship development to drive sales goals
Extensive Salesforce knowledge; lead generation, email delivery, reporting, and dashboard creation
Preston email sales and marketing strategy (too many bullets) 5 in bullet format
Successful track record spearheading new methodologies and timely delivery of concurrent projects.
Key partnership with Aon to drive sales and enhance block of business
Strong collaboration skills and proven success with cross-functional partnerships (internal, brokers, client managers and sales representatives) to drive sales, provide administrative support and manage block growth
Creation of sales support marketing materials, including presentations, case studies, and storyboards for effective and consistent messaging.
Delivery of disability statistics and benchmarking through data analysis and market research based on customer need.
Developed and implemented customized strategies to meet client needs.
Conducted research and analysis of market trends, customer behaviors, and competitive landscape.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Provided recommendations based on quantitative data analysis regarding strategic direction.
Lead Disability Benefits Specialist
Unum
06.2005 - 06.2014
Processed benefits based on thorough analysis of claimants occupational duties, their medical condition, and how their restrictions and limitations affected their ability to perform those occupational duties.
Lean Six Sigma Project Management experience, implementing the development of an internal electronic-based contract library for all Unum employees to utilize.
Education
Master of Business Administration - Marketing
Assumption College
08.2016
Bachelor of Arts - Economics
Framingham State University
06.2005
Skills
Salesforce
Highly Proficient in Microsoft Office, PowerPoint
Excel, Word, Publisher
Politemail
Canva
Global Meet
Tableau
Project management
Certification
Yellow Belt Six Sigma
Managing Conflicts with Success Certificate
Mentor Certificate
Quicknowledge certificates: Business Writing Basics; Achieving Personal Goals; Influencing Others; Leading Effective Meetings; Time Management; Critical Thinking; Mentoring and Providing Effective Feedback and Presentation Skills
OPAL certificates: Influencing Others to Make Things Happen, Fundamentals of Feedback and Improving Your Processes
Collaboration and Partnership Award
Volunteer Experience
United Way, Committee Member, Strategized various planning events and volunteered during these events
United Way, Co-Chair, Lead campaign which generated close to 200K in pledges and donations