Highly accomplished and results-driven Employee Benefits Consultant with over 20 years of experience in new business development, account management, and training & development. Proven track record of forging strategic partnerships and cultivating new relationships with key decision makers by formulating and presenting innovative ideas. Excels at leveraging refined interpersonal, presentation, and team management skills to increase profitability and achieve corporate goals and objectives.
Excellent communication skills
Complex problem solver
In-depth knowledge of markets and relationships
Thrives under pressure
Client relations expert
Prospective Benefit SolutionsMarch 2007 to CurrentEmployee Benefits Account Executive/Consultant Atlanta, GA
Responsible for directing activities of operations, sales, and training development of employee benefits practice.
Responsible for identifying key decision makers, clients, or prospects' risk needs, and determining the services, products, and combinations that will best serve and address their issues and objectives.
Dramatically increased book of business from $6 million to $23 million over 5 year period.
Strategically forged relationships with life insurance agents and financial representatives; resulting in $4 million additional revenue.
Responsible for leading complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, and business placement.
Strategic Employee Benefits, IncJune 2005 to March 2007Employee Benefits Specialist Atlanta, GA
Increased sales production 35%, attaining 75% close ratio; increasing block of business from $44 million to $60 million.
Reclaimed dormant relationships in northwest Georgia territory, increasing market share ~10% in year 1 and an additional 5% in year 2.
Designed and implemented highly successful self-funding strategies driving clients towards beneficial risk management; resulting in $13 million in new revenue.
Slashed case installation turnaround time 40% by consolidating multiple processes into one standardized format, resulting in a streamlined operation and 40% reduction in turnaround time.
Strategic Employee Benefits, IncApril 2003 to June 2005Account Manager Atlanta, GA
Developed, standardized, and simplified case renewal processes; reducing proposal submission turnaround times by 35%.
Averaged a 97% client retention rate by analyzing and implementing various benefit plan designs; thus improving client satisfaction.
Strategically promoted relevant cross-sell opportunities; increasing revenue by $1.7 million.
Aetna, IncJuly 2001 to April 2003Group Health Underwriter Alpharetta, GA
Acted as project leader on many task force changes and committees to create and/or revise departmental underwriting practices, including new systems and procedures.
Slashed department backlog by 15% through the incorporation of time management systems in new associate training sessions.
Underwrote small group new business applications with complex medical history; balancing medical risk with sales objectives; reducing loss ratios by 13% over a two year period.
Underwrote approximately 300 new business cases per month exceeding corporate objectives by 12%; increasing sales revenue by $3.2 million.
U.S. Air ForceJune 1990 to June 2000Director of Training & Development Robins AFB, GA
Developed an award winning training and development program using a combination of case studies, on the job learning, classroom training, on-line learning, and coaching / mentoring to meet specific organizational objectives, and address deficiencies in performance.
Directed the activities of 11 training and education professionals in the design, implementation, and evaluation of training programs to increase employee effectiveness and work skills.
Researched and evaluated new techniques / industry trends related to training and development which resulted in the adaptation of processes that improved mission effectiveness.
Utilized a consulting model (needs assessment, design/develop solution, implement, and evaluate) which resulted in more effectively implementing and achieving organizational wide initiatives.
Central Michigan UniversityJun 2004Master of Science: Human Resources ManagementMt. Pleasant, MIHuman Resources Management
Southern Illinois UniversityJun 1999Bachelor of Science: Health Care ManagementCarbondale, ILHealth Care Management
Community College of the Air ForceSep 1994Associate of Science: Training & DevelopmentMontgomery, AL
Grew group benefits block of business from $6 million to $23 million in 5 years.
Expanded business by 28% while maintaining 97% rate of customer retention.
National Association of Health Underwriters
Society for Human Resource Management
American College of Healthcare Executives
Needs Assessment, Project Management, Risk Management, Business Development, Negotiation, Time Management, Training Development, Team Leadership & Management, Advanced Problem-solving, Relationship Management, Account Management, Market Analysis & Penetration