Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Wade Pladson

Olathe ,KS

Summary

I have worked in health insurance, and property and casualty insurance for the past 20 years. 13 years with Blue Cross of Kansas City, selling direct pay health insurance to individuals. 4 years with Bukaty Companies in Leawood KS, brokering employee benefits. Almost 3 years with Mylo, a Lockton company in Kansas City MO, brokering commercial property and casualty insurance. I Accepted a seasonal sales positions with Spring Venture Group in Kansas city, brokering medicare supplement, and medicare advantage plans to seniors. Accepted a sales position with Marsh McClennan from 2002 through Dec of 2024. Currently with Paramount Exclusive Insurance.

I achieved top sales with all companies consistently. My references are all former and current sales managers. I have attained both my life and health producer license, they are current, I have been selling property and casually insurance in all 50 states.

Overview

24
24
years of professional experience

Work History

Sales Representative

Paramount Exclusive Insurnace
Encino, CA
01.2024 - Current
  • Generated new sales leads through cold calling and networking activities.
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Analyzed customer feedback to improve products and services.
  • Maintained accurate records of all sales and prospecting activities.
  • Collaborated with other departments such as marketing, finance, logistics.
  • Performed regular follow-ups with prospects to close deals in a timely manner.

Sales Consultant

Marsh & McLennan
Urbana, IA
01.2022 - 12.2023
  • Worked with fellow sales team members to achieve group targets.
  • Listened to customers to understand needs and refer to optimal services.
  • Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
  • Adhered to company initiatives and achieved established goals.
  • Presented products and services to prospective and existing customers to meet client needs.

Medicare Insurance Agent

Spring Venture Group
Kansas City, MO
07.2021 - 01.2022
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Handyman

Curb Appeal LLC
Overland Park, KS
04.2020 - 07.2021
  • Operated hand and power tools to complete repairs. Constructed fences and decks primarily for a friend who owns this business. Wanted to work outdoors for the summer.

Commercial Sales Representative

MYLO (Lockton KC)
Kansas City, MO
08.2017 - 04.2020
  • Maintained effective customer communications and built strong customer relationships.
  • Maintained relationships with high-profile and return clients.
  • Contacted prospective customers to introduce property and casualty insurance, and grow sales pipeline.
  • Maintained commercial customer contact information and noted interactions in [Software] CRM system.

Employee Benefits Consultant

Bukaty Companies
Leawood, KS
06.2013 - 06.2017
  • Prospected, implemented, and maintained customer service for over 65 clients.
  • My clients ranged in size from 5 to 100 employees. I managed my own service team consisting of a customer service rep and a new business manager.

Individual Direct Sales

Blue Cross of KC
Kansas City, MO
10.2000 - 06.2013
  • Worked as a direct pay sales agent achieving top individual sales consistently for the last 5 years of service and can provide excellent references

Education

Pschology

University of MN

Public Relations

University of ND

Skills

  • Client-focused
  • Training and development
  • File/records maintenance
  • Computer proficient
  • Proficiency in Sales/Marketing
  • Quick learner
  • Results-oriented
  • Multitasking
  • Active listening
  • Time management
  • Problem resolution

Affiliations

Achieved top sales regularly with Blue Cross. Was the highest grossing agent for my last 4 years of employment.

Achieved Top Sales with Mylo several months during employment.

Top producer with Spring Venture Group immediately out of training.

Achieved top sales representative continuously, each month, for my two years of employment with Marsh. Brought in $480k in revenue in 2022, and estimated slightly more in 2023.

References

REFERENCES

I have excellent references from all employers. Direct managers with each employer.

Ron Rowe

Senior VP, Chief Operating Officer Blue Cross Blue Shield of Kansas City 2301 Main St Kansas City, MO 64108 816-519-8223

Michael Bukaty

1st President/Owner Bukaty Companies 4601 College Blvd #100 Leawood KS 66211 913-647-3947

Salvatore (Torre) Nigro

Former Senior VP Blue Cross Blue Shield of KC Current CEO of Broker Source 4601 College Blvd Leawood KS, 66211 913-333-3891

Jason Gibson

Former Sales Manager for Mylo. My direct manager while with the company. Current Operations Manager for Allied National 4551 W 107th St #100 Overland Park, KS 66207 816-805-0938

Zachary Eggleston AVP Sales Manager

My last direct sales manager with Marsh McLennan 12421 Meredith Dr Urbandale IA 50323. Work phone 515-365-6831 Mobile phone 515-443-1359.

Email- zachary.eggleston@marsh.com. Alternate email - egglestonz@gmail.com

Timeline

Sales Representative

Paramount Exclusive Insurnace
01.2024 - Current

Sales Consultant

Marsh & McLennan
01.2022 - 12.2023

Medicare Insurance Agent

Spring Venture Group
07.2021 - 01.2022

Handyman

Curb Appeal LLC
04.2020 - 07.2021

Commercial Sales Representative

MYLO (Lockton KC)
08.2017 - 04.2020

Employee Benefits Consultant

Bukaty Companies
06.2013 - 06.2017

Individual Direct Sales

Blue Cross of KC
10.2000 - 06.2013

Pschology

University of MN

Public Relations

University of ND
Wade Pladson