High-achieving, driven and passionate professional with track record of accomplishment. Skilled in problem-solving and communication with a good understanding of business principles, driving growth and collaboration with team members.
Overview
34
34
years of professional experience
Work History
VP, Benefits
Orion Risk Management, An Alera Group Company
03.2020 - Current
Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies.
Managed customer accounts to secure customer satisfaction and repeat business.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Sales Advisor
PCF Insurance Services Of The West
02.2013 - 03.2020
Increased sales by establishing rapport with customers and identifying their needs.
Exceeded sales targets consistently through effective product demonstrations and persuasive communication skills.
Contributed to a positive work environment by mentoring junior staff members on best practices in salesmanship, fostering a culture of continuous improvement.
Coordinated effectively with other departments such as marketing and logistics to ensure seamless operations during busy periods.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Presented professional image consistent with company's brand values.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
VP, Benefits
Leavitt Group
04.2010 - 02.2013
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Negotiated contract terms with clients, securing favorable agreements for both parties.
Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Actively participated in networking events within the industry, expanding professional connections and generating leads.
Facilitated client satisfaction and renewed customer relations to drive growth.
VP, Benefits Manager
USI
12.2002 - 04.2010
Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Identified opportunities to improve business process flows and productivity.
Identified and resolved issues between employees, promoting better collaboration and mutual respect.
Life & Health Manager
Grosslight Insurance
01.1998 - 12.2002
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Assisted sales producers with annual open enrollment meetings.
Supported clients with claim and service inquiries.
Prepared benefit presentation for clients and potential prospects.
Senior Account Manager
Peter C. Foy & Associates, Inc.
01.1990 - 01.1998
Boosted client satisfaction by effectively managing and resolving account issues.
Developed long-lasting client relationships by providing exceptional customer service and support.
Mentored junior account managers, fostering their professional growth and skills development within the company.
Negotiated favorable contract terms with carriers/vendors on behalf of clients while maintaining strong relationships with them at the same time.
Administered executive reimbursement programs for clients
Managed firms group benefits program
Supported producers in annual open enrollment meetings
Skills
Account Management
Business Development
Customer Relationship Building
Relationship selling
Relationship Building
Networking
Prospecting clients
Excellent problem solving skills
Languages
Spanish
Native or Bilingual
Timeline
VP, Benefits
Orion Risk Management, An Alera Group Company
03.2020 - Current
Sales Advisor
PCF Insurance Services Of The West
02.2013 - 03.2020
VP, Benefits
Leavitt Group
04.2010 - 02.2013
VP, Benefits Manager
USI
12.2002 - 04.2010
Life & Health Manager
Grosslight Insurance
01.1998 - 12.2002
Senior Account Manager
Peter C. Foy & Associates, Inc.
01.1990 - 01.1998
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