Proven Financial Services Consultant with a strong track record of driving business growth through strategic prospecting, account development, and relationship management. Skilled at cultivating long-term client relationships by engaging key decision-makers and delivering tailored financial solutions that align with customer needs. Adept at leveraging an extensive network to identify opportunities and implement growth-focused strategies.
Proactive and goal-oriented professional recognized for exceptional time management, problem-solving abilities, and adaptability in fast-paced environments. Dependable team contributor with a continuous learning mindset, committed to supporting organizational success through strategic insight and client-focused service.
Established and led the Life & Health division at the agency, resulting in an increase in earnings. Manage a diverse portfolio of employer-sponsored benefit accounts with a 100% client retention rate year over year, providing comprehensive support across plan design, open enrollment, compliance, renewals, and ongoing service. Recognized for delivering a high-touch client experience rooted in responsiveness, trust, and strategic insight, meeting deadlines and reporting in a timely manner.
Leverage a unique ability to navigate and advise on a broad spectrum of life and health insurance products—group benefits, Medicare, life, disability, and supplemental plans—tailoring solutions to fit each client's distinct needs and circumstances. Known for crafting personalized strategies that prioritize both coverage and cost-effectiveness.
Excel in account management and serve as a trusted liaison between clients, brokers, and carriers. Maintain strong carrier relationships and facilitate seamless communication to resolve claims, billing, and service issues—consistently advocating for fair outcomes on behalf of clients.
Stay current on industry trends, legislative updates, and compliance requirements to provide clients with proactive, informed guidance. Highly self-motivated, organized, and adaptable, with exceptional problem-solving, time management, and communication skills. Thrive in fast-paced environments and consistently deliver high-quality results with professionalism and care.