Wendi Swann-McNulty
Daytona Beach,FL
Summary
Results-driven Stop loss Specialist with 27 years of experience in high pressure, deadline driven, new business development, renewal retention, marketing, and building new relationships in the stop loss healthcare environment. Results-oriented Executive Vice President of Sales using persuasive techniques to successfully deliver business results. Astute professional offering talents in contract, negotiation and change management. Develops sales personnel into strong, competitive teams.
Overview
27
27
years of professional experience
Work History
Vice President of Sales
Aran Insurance Underwriters
01.2017 - 05.2025
- Territory consists of the Midwest, Southwest, and Southeast
- Responsibility of establishing and developing new Reference Based Pricing clientele
- Build and maintain partnership with current broker/TPA relationships
- Maintain profitability of current block
- Creating meetings with prospective clients
- Traveling throughout my region building healthy business relationships with current clients and prospective clientele
- Renewed 100% of business wrote
- Loss ratio on business 89%
Senior Stop Loss Specialist
Sun Life Financial
01.2015 - 01.2017
- Territory consisted of South Georgia and Charleston, South Carolina
- Responsible for establishing, developing and expanding customer, broker, and third party administrator relationships
- Build and maintain profitability on my block
- Partner with Sun Life Underwriters to establish and achieve sales strategies and pricing objectives
- Continually improve local area market knowledge
Account Executive
Houston International Insurance Group-Elite Underwriting Services
Alpharetta, GA
01.2013 - 01.2015
- Territory consists of North Carolina, South Carolina, Georgia, Alabama, Florida, Tennessee, Mississippi, Louisiana, Arkansas, Texas, Wisconsin, Illinois, and Nebraska
- Maintain and build Third Party Administrators and Broker relationships
- Build and maintain profitability on my block
- Develop new products
Vice President of Sales
Bardon Insurance Group
Canton, GA
02.2007 - 01.2013
- Territory: East Coast, Midwest, and West Coast
- Maintain and build relationships with TPA’s and Brokers
- 2012 added 10% net growth
- 2011 added 28% net growth
- 2010 added 8% net growth
- Developed and implemented sales plans to increase profits and market share.
- Managed, trained, and mentored a team of sales professionals.
- Analyzed customer data to identify new sales opportunities.
Vice President of Sales
East Coast Underwriters, LLC.
Spartanburg, SC
01.2004 - 01.2007
- Met and exceeded sales goals while monitoring the performance, profitability and persistency of an assigned block of business
- Cultivated relationships w/ numerous Third Party Administrators and brokers throughout the self-funded industry
- Collected and analyzed data including past paid claims experience, shock claimant information as well as benefit plan summaries and amendments to determine an account’s degree of risk
Jr. Underwriter
HCC Benefits
Kennesaw, GA
01.2001 - 01.2004
- Quote under 100 employee lives for Medical Stop-loss and Life
- Point of contact for Brokers and Third Party Administrators
- Prepares Renewals for Underwriters
- Assisted the Regional Vice President of Underwriting
- Sold 2.5 million of New Business within 1 year
- Assisted senior level underwriters with facilitation of all phases of the sales and implementation process of both Stop Loss and Life & ADD policies
Underwriting Assistant
American Insurance Managers
Atlanta
01.1998 - 01.2001
- Assisted 5 Underwriters in Underwriting and Marketing Process
- Point of contact for Brokers and Third Party Administrators
- Undertakes special projects as determined by Underwriting Manager
Education
High School Diploma -
Sprayberry High School
Marietta, GASkills
- MS Office Suite
- David Young System
- Outlook
- Sales analytics
- Trade show representation
- Pricing strategy
- Business development and planning
- Sales operations
- Product positioning
Timeline
Vice President of Sales
Aran Insurance Underwriters
01.2017 - 05.2025
Senior Stop Loss Specialist
Sun Life Financial
01.2015 - 01.2017
Account Executive
Houston International Insurance Group-Elite Underwriting Services
01.2013 - 01.2015
Vice President of Sales
Bardon Insurance Group
02.2007 - 01.2013
Vice President of Sales
East Coast Underwriters, LLC.
01.2004 - 01.2007
Jr. Underwriter
HCC Benefits
01.2001 - 01.2004
Underwriting Assistant
American Insurance Managers
01.1998 - 01.2001
High School Diploma -
Sprayberry High School