Dynamic leader with 23 years in the insurance industry and over 10 years in technology, adept in team leadership and complex problem-solving. Excelled in driving financial performance and client satisfaction through strategic initiatives and innovative technology solutions. Skilled in Microsoft and CRM software, I've consistently fostered growth and efficiency, ensuring long-term business success.
Overview
23
23
years of professional experience
Work History
VP, Client Relations
BeneChoice Enrollment Solutions & Technology
07.2018 - 10.2024
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Collaborated with senior management to develop strategic initiatives and long term goals.
Lead the Technology and Account Management Divisions of the Organization.
Maintained Premier Clients on the Employee Navigator platform personally.
Designed micro-websites and all of the company marketing.
Supplemented company growth through broker sales and nourishing partnerships.
President
PS Benefits, Inc.
01.2012 - 04.2017
Built a diverse workforce through targeted recruiting efforts.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Streamlined organizational processes by evaluating current systems and implementing improvements.
Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
Focused daily on sales, client relationships, and team building.
Account Executive
Colonial Life
06.2001 - 10.2024
Achieved or exceeded company-defined sales quotas.
Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Built relationships with customers and community to promote long term business growth.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Demonstrated respect, friendliness and willingness to help wherever needed.
Qualified for numerous sales incentive bonuses, trips, and awards.
Education
No Degree - Business
Miami University
Middletown
High School Diploma -
Middletown High School
Middletown
06-1999
Skills
Team Leadership
Relationship Building
Decision-Making
Critical Thinking
Complex Problem-Solving
Employee Navigator Case Builds
Selerix Case Builds (No coding)
Canva Software experience
Microsoft skills
Business Development
Presentations
CRM Software
Corporate Branding
Proposals and presentations
Project Management
Staff Management
Timeline
VP, Client Relations
BeneChoice Enrollment Solutions & Technology
07.2018 - 10.2024
President
PS Benefits, Inc.
01.2012 - 04.2017
Account Executive
Colonial Life
06.2001 - 10.2024
No Degree - Business
Miami University
High School Diploma -
Middletown High School
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