Yaschica Jackson
Mount Holly,NC
Summary
Structured Implementation Specialist with a strong track record of performance in a fast-paced work environment, seeking the Client Relationship Consultant position. Expertise in data entry, records management, and customer satisfaction. Methodical and communicative professional committed to delivering unparalleled office support and exceptional customer service, driving business growth through client-centric strategies to exceed office goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sr. Account Coordinator/Implementation Specialist
Principal Financial Group
03.2017 - Current
- Ensure accurate and timely implementation of new business and cross purchases for the regional sales office through contact with brokers and, as a result, improve group benefit sales
- Review and interpret information needed for new and cross-purchase case submissions using an analytical approach
- Review all information for accuracy and ensure information is complete and appropriate for the intended actions
- Interpret information and make recommendations to the broker for case structure and servicing
- Interpret results
- Process and submit documentation to the home office according to established product and underwriting guidelines and Department of Insurance regulations
- Be responsible for communication with brokers and groups by providing expertise on products, concepts, proposal systems, processing issues, and relationship management
- Interpret results
- Present recommendations to sales reps and brokers on complex topics or conflicting information
- Participate in client interactions as needed or required
- Lead implementation calls
- Coordinate electronic enrollment as needed and communicate with the broker throughout enrollment
- Monitor the pipeline (quoting and sold cases) of assigned brokers to assist with effectively moving business through the sales process
- Partner with sales reps, account executives, and internal sales specialists to develop and manage broker relationships
- Train broker staff on implementation and new case submissions in person, over the phone, and in writing as needed
- Produce documents and reports using applicable computer applications, including reversion proposals and discounting adjustments
- Update SharePoint with sold opportunity details and partner with Sales Representatives with broker follow-up
- Compose and distribute correspondence to clients, sales rep/brokers, underwriting, and other home office contacts as necessary to enhance business flow
- Provide informal leadership by assisting with mentoring and training new and existing employees: this could include a review of work, assistance with problem-solving, workflow coordination, and communication of process changes.
Account Coordinator
Principal Financial Group
06.2014 - 03.2017
- Ensure accurate and timely implementation of new business and cross purchases for the regional sales office through contact with brokers and, as a result, improve group benefit sales
- Review and interpret information needed for new and cross-purchase case submissions using an analytical approach
- Review all information for accuracy and ensure information is complete and appropriate for the intended actions
- Interpret information and make recommendations to the broker for case structure and servicing
- Interpret results
- Process and submit documentation to the home office according to established product and underwriting guidelines and Department of Insurance regulations
- Be responsible for communication with brokers and groups by providing expertise on products, concepts, proposal systems, processing issues, and relationship management
- Interpret results
- Present recommendations to sales reps and brokers on complex topics or conflicting information
- Participate in client interactions as needed or required
- Lead implementation calls
- Coordinate electronic enrollment as needed and communicate with the broker throughout enrollment
- Monitor the pipeline (quoting and sold cases) of assigned brokers to assist with effectively moving business through the sales process
- Partner with sales reps, account executives, and internal sales specialists to develop and manage broker relationships
- Train broker staff on implementation and new case submissions in person, over the phone, and in writing as needed
- Produce documents and reports using applicable computer applications, including reversion proposals and discounting adjustments
- Update SharePoint with sold opportunity details and partner with Sales Representatives with broker follow-up
- Compose and distribute correspondence to clients, sales rep/brokers, underwriting, and other home office contacts as necessary to enhance business flow
- Perform other job-related duties and special projects as required.
Sr. Proposal Specialist
Principal Financial Group
01.2014 - 06.2014
- Prepare proposals for more significant, complex cases, including review and follow-up for complete information, screen for risks using underwriting guidelines, resolve/negotiate pricing issues with underwriting, analyze data collected, and input in the proposal system
- Consider and recommend alternative quotes and cross-selling opportunities on all businesses reviewed
- Assemble quotes for presentations and follow up with brokers on prospect status
- Perform administrative functions on existing, more significant cases, which could include fielding and answering potentially complex questions by working directly with brokers, agents, customers, and home office – this also includes processing amendments and proactive service work
- Assist with coordinating new case submissions through the initial analysis of information
- Compile missing information and submit cases to the home office in a complete, organized, and timely manner
- Produce documents and reposts using applicable computer applications and quote locally for all more significant cases
- Compose and produce correspondence and electronic mail while processing proposals, new business, and office business administration
- Assist with providing work direction and facilitating training for new and existing administrative staff.
Proposal Specialist
Principal Financial Group
08.2012 - 01.2014
- Prepare proposals, which includes review and follow-up for complete information, screen for risks using underwriting guidelines, analyze data collected, and input in the proposal system
- Consider and recommend alternative quotes and cross-selling opportunities on all businesses reviewed
- Assemble quotes for presentations and follow up with brokers on prospect status
- Perform administrative functions on existing cases, including fielding and answering questions by working directly with brokers, agents, customers, and home office – this may also include processing amendments
- Produce documents and reposts using applicable computer applications
- Compose and produce correspondence and electronic mail while processing proposals, new business, and office business administration
- Assist with answering the phones, offering, assisting, and directing callers to the proper contact
- Maintain case and field files
- Perform other job-related duties and special projects, for example, incoming and outgoing mail, faxing, and creating enrollment packets.
Education
Bachelor of Arts - Communications
NC A&T State University
Greensboro, NC05.1999
Skills
- Capture
- General Proposal System (GPS)
- SharePoint
- Sales Force
- Time Management
- Microsoft Office Suite
- Product Knowledge
- Customer Service
- Troubleshooting and Problem Resolution
- Sales Support
- Cross-functional Collaboration
Certification
Licensed Insurance Producer for North Carolina and South Carolina
Personal - Classification
Personal
Timeline
Sr. Account Coordinator/Implementation Specialist
Principal Financial Group
03.2017 - Current
Account Coordinator
Principal Financial Group
06.2014 - 03.2017
Sr. Proposal Specialist
Principal Financial Group
01.2014 - 06.2014
Proposal Specialist
Principal Financial Group
08.2012 - 01.2014
Bachelor of Arts - Communications
NC A&T State University
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