employee benefits consultant resume example with 18+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Dedicated benefits professional skilled at networking and advising employers on service and benefit plans in order to meet challenging sales objectives. Experienced with fully insured health plan benefits, and self funded health plan benefits. Proven skills in developing and deepening relationships with employers. Well-versed in benefit plan options and able to customize plans to meet specific employer and market demands. Strategic sales professional with 19 years in the PEO, payroll, HRIS, employee benefits, and technology. Experience as Sales Manager and Channel Director of large regional territory in Mid-West for over 100 Broker and Managing General Agencies, and trainer to both field sales and insurance sales executives/producers. Performance and results driven, received multiple awards throughout career including; 100% Club, President's Club Awards, Fast Starts, Top Sales for Region.

  • Certified in Self-Funded Benefits
  • Major Account and National Account Sales Relationship Building
  • Results-oriented
  • Excellent communication
  • Training and development for all levels in an organization
  • National and Regional Business Development
  • Contract negotiation/review/drafting
  • Strategic planning advice
Employee Benefits Consultant, 03/2019 - 05/2020
Arthur J Gallagher & Co. Scottsdale, AZ,
  • Partner as Employee Benefits Consultant with employers of all sizes to help them attract, retain and engage the right people at the right cost structures to optimize organizational wellbeing & drive success through employee benefits, employee education/communication, compliance, and healthcare analytics.
  • Presented talks to human resources professionals and C-level executives about available services and benefits of different plans.
  • Put together reports and trend models to advise clients on best plan options.
  • Met with clients to develop employee cost-sharing strategies.
  • Created and advised on strategies for employers to share costs with employees.
  • Met with HR leaders and C-level executives to discuss service plans and benefit options.
  • Built a successful referral network of company representatives, third-party administrators and benefits providers.
  • Produced detailed reports and data models to help clients pick optimal plans.
  • Improved customer satisfaction by finding creative solutions to problems.
Vice President of Sales, 07/2017 - 02/2019
M3 Usa Corporation San Diego, CA,
  • Responsible for business development and new sales through the establishment of new and existing broker relationships.
  • Provided sales training and product education to sales producers and Sales Executives.
  • Met with C-Level clients and prospects to provide Executive Overview, analysis, proposal and contract to help improve broker book of business and add to Engage PEO's bottom line.
  • Bring value to insurance agencies by being an extension of their office, increasing their revenue and protecting their current book of clients by bringing value to their clients through the Engage PEO service model.
Director of Broker Channel, 09/2014 - 07/2017
Abm Wilmington, OH,
  • Identified, qualified and developed strategic relationships with Managing General Agencies and over 100 broker agencies consisting of 1,000+ brokers.
  • Educated brokers on employee benefits options, technology and services across Mid-West Region and national channel relationships.
  • Negotiated broker commissions per contract working with legal on amendments and contract changes.
  • Trained 105 field sales consultants as well as sales management every quarter while in the field.
  • Met with each major broker agency quarterly to establish plan of action and measure results based on written agreement and then again at year end to measure results and/or add changes as needed for growth.
  • Worked within an annual $40,000 marketing budget to support partner events to help meet annual sales goals
  • Collaborated with internal and external partners to discuss and develop creative marketing strategies
Sr District Manager, 05/2001 - 08/2014
  • B2B outside sales for PEO, ASO services, Employer Retirement Plans, payroll and employee benefit administration services to C-Level with Small Business and Major Accounts Divisions.
  • Established strong network with Financial Advisors, Health Brokers, Workers' Comp Brokers, establishing partnerships through the accountant and banking channels through relationship building and networking.
  • Achieved cost-savings for clients by developing functional solutions to business process outsourcing problems, with a focus on Payroll/HR technology.
  • Improved operations and costs for business owners by working with team members and customers to find workable solutions.
  • Earned reputation for due diligence in respect to each organizations' specific industry challenges and providing solutions that made sense for both the business and financial goals.
Bachelor of Arts: Counseling, Expected in 1995
Vanguard Bible Institute & Seminary - Meansville, GA
Status -
Professional Training
ADP PEO/ASO/Comprehensive Services ADP Major Account Sales Retirement Services ADP Regional Sales Manager Training ADP Associate Sales Manager Training ADP Advanced District Manager Sales Training ADP District Sales Training ADP/GARTNER - Challenger Sales Training Level 1 ADP/GARTNER - Challenger Training Level 2
  • Licenses/Credentials Previously Held or Currently Hold , State of OK Insurance Producer / Accident & Health, Sickness or Life (3/4/19-3/4/21) ARPC (Accredited Retirement Plan Consultant) FINRA Series 6 & 63 Licensing 1 | Page

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Resume Overview

School Attended

  • Vanguard Bible Institute & Seminary

Job Titles Held:

  • Employee Benefits Consultant
  • Vice President of Sales
  • Director of Broker Channel
  • Sr District Manager


  • Bachelor of Arts

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