PAMELA Y. MCDONALD
Douglasville,GA
Summary
Committed job seeker with a successful history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
Work History
Benefits Enrollment Counselor
Arthur J. Gallagher
09.2017 - Current
- Assisted with the administration of benefits and retirement programs: Medical, Vision, Dental, Life, Disability, 401(k), and Health Savings Account programs
- Mastered state and Federal benefit laws Including ERISA, FMLA, COBRA, HIPPA and 401k administration.
- Assess insurance needs and create sales opportunities by matching the employees to appropriate ancillary benefits; met daily sales goal in voluntary insurance sales
- Input and process employee benefit elections for payroll deductions
- Update employee demographic information and interaction in HRIS System
- Active Licensed Life, Health, and Accident Insurance Agent in multiple states.
- Assisted new hires with enrollment forms and questions regarding their benefits package.
- Analyzed current benefit offerings for potential cost savings opportunities for employers.
Life Insurance Sales Manager
Equis Financial- An Integrity Co.
03.2017 - 12.2023
- Educate clients on financial and retirement planning, debt eliminations, mortgage protection and final expense insurance, living benefits, and college funding
- Maintained 85% customer acquisition and retained 90% of Customers Persistency
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Education
Liberal Arts -
Liberty University
05-2010
Skills
- Onsite, Call Center Sales
- Analytical Skills
- HRIS Systems
- Salesforce CRM
- Organizational Skills
- Problem-Solving
- Task Prioritization
- Customer Service
- Microsoft Offices
- Excellent Communication
Professional License
Insurance Agent, Accident, Health, Life, Georgia Office of Insurance and Safety Fire Commissioner, Atlanta, GA
Timeline
Benefits Enrollment Counselor
Arthur J. Gallagher
09.2017 - Current
Life Insurance Sales Manager
Equis Financial- An Integrity Co.
03.2017 - 12.2023
Liberal Arts -
Liberty University
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