Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Summary
High-energy sales executive with proven experience cultivating strong relationships, exceeding sales quotas, and delivering on company objectives.
Overview
12
years of professional experience
Work History
Planstin
Saint George, UT
Senior Relationship Manager
03.2021 - Current
Job overview
Hired to manage two of Planstin's relationship channels
Provide clients with customer-centric experiences handing everything from initial inquiries to selling and implementation of Planstin benefits and technical solutions
POC for agents to ensure clear education on latest technical solutions, benefits, and services available
Collaborate with internal departments to provide turn-key solutions with ease and customer satisfaction to all clients and agents
Work strategically with HR teams and agents to maximize opportunities of adding new plans, upgrading technological solutions, and enhancing overall satisfaction
GBS, Benefits Inc.
Salt Lake City, UT
Director of Worksite Voluntary Benefit Department
07.2011 - 09.2019
Job overview
Recruited to build internal department dedicated to voluntary benefits
Fully vetted voluntary benefit plans, solutions, and vendors constantly maintaining expert-level knowledge of VB space
Built strong relationships with brokers, employers (HR and Decision makers) and VB carrier reps
Called on small/mid-sized/large employers in public and private sector (from 2 employees to 10,000 employees)
Presented solutions and value-based propositions to decision makers
Sold and implemented voluntary benefits, overseeing process from RFP status to completed implementation
Developed and leveraged renewal process to educate on current and introduce additional voluntary benefits
Negotiated competitive (exclusive when possible) contracts with insurance companies and technology vendors
Annually exceeded sales quotas
Humana
Sales Representative
03.2009 - 07.2011
Job overview
Called on brokers and Utah businesses/Built strong relationships
Presented Humana insurance plans and value-based propositions
Closed sales and oversaw implementation
Presented Humana' options at open enrollment meetings
Met individually with employees for enrollment purposes
Maintained high close-ratio throughout duration of role
Exceeded client expectations with year-round contact
Skills
Managing Client Relationships
Selling and Negotiation Skills
Presenting solutions and product demos
Strong knowledge of Healthcare trends/technology
Excellent Interpersonal Skills
Creative Problem Solver
Strategic Planning
MS Suite Proficient
Accomplishments
Sold > $1,000,000 in AP and was recognized in 2012 at Aflac's annual conference as a top producer (qualified for annual trip)
Awarded Allstate's annual Heritage Trip in multiple years by selling $1,000,000 AP (only 40 sales reps qualify nationally)
Recognized as a key partner at Voya's 2016-2017 annual conference (Selling > $1,000,000 first year and > $1,500,000 second year)
Won Assurity's annual trip from 2014 - 2019 and was their top producer in 2019 qualifying for Chairman's circle
Invited to speak at the Benefits Mania concert in Las Vegas in 2019
Built highly successful department for a large brokerage firm
Held 2nd highest VB closing ratio in first year at Humana