Tessa Rhodes
Summary
A licensed insurance professional and results-driven individual with proven experience in internal wholesaling, underwriting evaluation, and B2B client relationship management within the employee benefits sector. Adept at negotiating competitive rates, driving RFP processes, and delivering engaging presentations to enhance broker and client engagement
Overview
3
3
years of professional experience
1
1
Certification
Work History
Small Group Internal Wholesaler
Mutual of Omaha
03.2024 - Current
- Managed RFP activity between Brokers and Group Offices to increase sales while ensuring successful product integration
- Maintained relationships with external clients driving business across multiple teams
- Utilized underwriting training while evaluating risk of prospective groups
- Presented Small Business Solutions to Brokers and Account Managers
- Negotiated rates both internally and externally to market products competitively
- Mutual of Omaha Insurance Company | Workplace Solutions Division
Associate Employee Benefits Sales Representative
Mutual of Omaha
Chicago, IL
06.2023 - 03.2024
- Supported the Chicago field office by quoting and proposing contracts
- Increased benefit comprehension by designing tailored presentations for 500+ total employees, enhancing overall understanding and boosting enrollment
- Maintained communication with Brokers and Account Executives to further the relationship between Sales Reps and Broker Firms
- Participated in the Sales Trainee Program strengthening product and sales knowledge
- Mutual of Omaha Insurance Company | Workplace Solutions Division
Event Coordinator Intern
Promedica Foundation
Toledo, Ohio
06.2022 - 08.2022
- Coordinated logistics for events, including venue selection and vendor management.
- Assisted in creating event materials, ensuring alignment with Promedica Foundation branding.
- Developed schedules for event activities, optimizing time management and participant engagement.
- Supported team in executing on-site event operations, ensuring smooth transitions between activities.
Education
BACHELOR OF ARTS - COMMUNICATION STUDIES WITH A FOCUS IN MARKETING
University of Toledo
Toledo, Ohio05.2019
Skills
- RFP management
- product presentation
- risk evaluation
- rate negotiation
- client relationship maintenance
- customer relationship management
- problem solving
- time management
Certification
- Insurance Producer - Life, State Of Illinois, 08/01/23
- Insurance Producer - Health, State Of Illinois, 08/01/23
Timeline
Small Group Internal Wholesaler
Mutual of Omaha
03.2024 - Current
Associate Employee Benefits Sales Representative
Mutual of Omaha
06.2023 - 03.2024
Event Coordinator Intern
Promedica Foundation
06.2022 - 08.2022
BACHELOR OF ARTS - COMMUNICATION STUDIES WITH A FOCUS IN MARKETING
University of Toledo