- I participate in various sports activities for physical activity, camaraderie, and personal growth
- Tech enthusiast, passionate about exploring the latest advancements and innovations
Sam Morris
Madison,WI
Summary
Dedicated individual with a proven track record of building a $300,000 book of business. Expertise in analyzing benefits data, enhancing employee satisfaction, and delivering exceptional client service. Looking for opportunities where I can leverage my interpersonal and client building skills that better matches my interests in personal finance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Corporate Benefits Specialist
The Insurance Center an Alera Group Company
Madison, WI
06.2022 - Current
- Built a book of business from scratch to over $300,000 in annual revenue
- Prospected, onboarded, and serviced clients throughout the state of Wisconsin
- Analyzed benefits data to identify trends and recommend program enhancements for employee satisfaction.
- Experience and licensed in group, individual and medicare benefits - including self funding
Education
Bachelor of Science - Personal Finance
University of Wisconsin, Madison
Madison, WI05-2022
Skills
- Verbal and written communication; both one-on-one and public speaking
- Inbound and outbound sales
- Relationship building
- Healthcare benefits and alternatives
- Installation and offboarding of new programs, software's, and participants
- Excel, Adobe, and Outlook
Certification
Licenses:
- Life and Health Insurance
- Medicare
Certifications:
- Group Benefits Associate (GBA)
Interests
Accomplishments
- 2022 Rookie of the Year - The Insurance Center
Timeline
Corporate Benefits Specialist
The Insurance Center an Alera Group Company
06.2022 - Current
Bachelor of Science - Personal Finance
University of Wisconsin, Madison