Samuel St-Phard
Hagerstown,MD
Summary
Dynamic National Marketing Director with expertise in Customer Relationship Management and data-driven marketing analysis. Proven ability to develop innovative strategies that enhance brand visibility, drive engagement, and optimize sales processes. Experienced leader in managing complex projects and guiding teams to achieve strategic objectives while ensuring alignment with organizational goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
National Marketing Director
TSG Business Development Brokers
04.2024 - Current
- Facilitated improved business development through effective training sessions for team members.
- Executed marketing strategies that increased brand visibility and customer engagement significantly.
- Streamlined project workflows, enhancing operational efficiency through cross-functional team coordination.
- Achieved over $120,000 in annual premium from permanent life insurance in one month.
- Generated $1.2 million in annual premium as an IMO within the past year.
- Produced over $1 million in supplemental insurance premiums since open enrollment 2024.
Senior Level FinTech SME
Fiserv Inc.
01.2022 - 03.2024
- Enhanced customer satisfaction through tailored solutions for complex client requirements.
- Streamlined processes with cross-functional teams, improving operational efficiency and response times.
- Ensured compliance with regulatory standards by providing expert industry best practices guidance.
- Advised SMB and Enterprise C-Suite on effective go-to-market strategies for scalability.
- Generated $2.6 million revenue by consulting on Payment Card Industry insights.
- Maintained a 93% client retention rate with an innovative client care strategy.
Senior Benefits Advisor
Alight Solutions
09.2019 - 12.2021
- Ensured accurate employee benefit information delivery, enhancing overall satisfaction.
- Implemented strategies that improved benefits enrollment processes and employee engagement.
- Streamlined benefits administration through collaboration with HR teams, boosting efficiency.
- Analyzed benefits utilization trends to recommend enhancements that meet employee needs.
- Coordinated open enrollment activities, ensuring clear communication of options to employees.
- Educated employees on benefit options, empowering informed decisions regarding coverage.
Principal Broker and Managing Director
SSP Benefits, LLC
02.2011 - 08.2019
- Achieved optimized client benefit offerings through strategic planning initiatives.
- Enhanced service delivery by cultivating relationships with insurance carriers.
- Provided expert compliance guidance on regulatory issues impacting employee benefits.
- Opened 31 B2B accounts within 10 months, setting a company record.
- Generated $310,000 annual premium in supplemental insurance within 10 months.
- Recruited and trained 10 agents, earning fastest promotion to District Sales Coordinator.
Education
Certificate - Business Administration
Centenary College of Louisiana
Shreveport, LA05-1988
Skills
- Customer relationship management
- Innovative design guidance
- Data-driven marketing analysis
- Effective internal communications
- Sales process optimization
- Partnership cultivation expertise
- Targeted customer analysis
- Unified marketing initiatives
- Inclusive brand promotion
- Sales expertise
Accomplishments
- Collaborated with team of 5 in the development of The RevLIFE(R) Corporate Solution.
- Achieved 35% increase in qualified prospects by introducing the Salesforce CRM for follow up and sales cycle tasks.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Health and Accident License - February 2011 - Now
- Life and Annuity License - May 2013 - Now
- Certified Associate Broker. Amwins. 2015 - Now
- Certified SME Salesforce CRM. 2011 - Now
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
National Marketing Director
TSG Business Development Brokers
04.2024 - Current
Senior Level FinTech SME
Fiserv Inc.
01.2022 - 03.2024
Senior Benefits Advisor
Alight Solutions
09.2019 - 12.2021
Principal Broker and Managing Director
SSP Benefits, LLC
02.2011 - 08.2019
Certificate - Business Administration
Centenary College of Louisiana