Professional Relationship Management
Life Insurance Relationship Management · Life Insurance Product Professional ·Executive Client
Relationship Management · Customer Service
Reliable, dedicated, and hard working relationship manager with a broad range of experiences in life insurance
account management, executive relationship management, sales management, marketing of insurance and
professional life insurance analysis. Quick learning. team oriented and proven executive proficient at increasing
the bottom line through strategic analysis and vision, with a track record of excelling in any position assigned.
Skills
Established track record of exceptional sales results
Client relations expert
Customer advocate
Complaint handling and resolution
Excellent communication skills
National account management
Retirement planning
Self-motivated
In-depth knowledge of markets and relationships
Skilled negotiator
Experience
07/2003 to 07/2012
Life Insurance Relationship ManagerCreative Marketing – City, STATE,
As the top Life Insurance Relationship Manager, I managed my team including (New Business, Life Assistant,
while managing relationships in a database of 1,500 Licensed Life Insurance Agents & Financial Advisors all over
the United States.
I took a block of business by producing life insurance agents from $60K net revenue to our
company to $698,000 net revenue in just under 4 years.
Case design for insurance professionals from a simple term insurance sale all the way to the complex estate
plan or a taxing executive bonus arrangement for companies large and small
- Ran Life Insurance illustrations at the request of licensed insurance advisors daily
- Worked directly with life insurance underwriters at home offices to insure quality service to agents and their
clients
- Follow up and maintain a professional relationship with multi million dollar producing life insurance and
annuity agents all over the country.
Maintained a database of over 1500 life insurance professionals with an array of product knowledge and
support.
07/2003 to 07/2012
Life Insurance Relationship ManagerCreative Marketing – City, STATE,
As the top Life Insurance Relationship Manager, I managed my team including (New Business, Life Assistant,
while managing relationships in a database of 1,500 Licensed Life Insurance Agents & Financial Advisors all over
the United States.
I took a block of business by producing life insurance agents from $60K net revenue to our
company to $698,000 net revenue in just under 4 years.
Case design for insurance professionals from a simple term insurance sale all the way to the complex estate
plan or a taxing executive bonus arrangement for companies large and small
- Ran Life Insurance illustrations at the request of licensed insurance advisors daily
- Worked directly with life insurance underwriters at home offices to insure quality service to agents and their
clients
- Follow up and maintain a professional relationship with multi million dollar producing life insurance and
annuity agents all over the country.
Maintained a database of over 1500 life insurance professionals with an array of product knowledge and
support.
to
Insurance DirectorBarber Financial Group – City, STATE,
Barber Financial Group provides comprehensive wealth management for a select group of individuals in the Kansas City area.
BFG work's exclusively with retirees and pre-retirees who have investable assets of greater than $500,000 and know that there is more to life than money.
They specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk.
Their comprehensive approach, encompassing the "four pillars" of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.
As the Insurance Professional for Barber Financial Group, my responsibilities are endless when it comes to dealing with one of our 1500 clients that are currently under our 750 million in managed monies or our new prospects that are continuously being introduced to our firm via our Nationally syndicated radio program that currently air's in 60 radio markets across the country, America's Wealth Management Show.
Started the Risk Management Division from scratch in July 2013 this included the following:
Built the Risk Management division, single handedly from no life insurance applications to an annual average of over 100 applications every year for the past few years with over $200,000 Net Revenue each of the past few years.
Licensed the firm and myself with all relevant insurance carriers & states to fit our clients needs.
Currently licensed in NE,AR,KS,MO,MI (This is ongoing as needed.) - Responsible for negotiating all insurance contracts/payouts with insurance carriers.
Responsible for all contracting updates & all conversations with existing cliental and future prospects while writing all new business on our clients, whether it is annuities or life insurance which includes ordering exams and medical records on all cases by way of marketing firms.
Responsible for the application all the way from concept to completion. Responsible for appearing on our Radio Show and educating current and potential client's weekly that air's in 60 different cities (Nationally Syndicated) across the country.
Education and Training
Expected in 2009
Bachelor: Science Management BSM Baker University - Overland Park, KS GPA: Science Management
Expected in 1997
AS: University of Cincinnati - Cincinnati, OH GPA:
Expected in 1996
Associates: Science Garden City Community College - Garden City, KS GPA: Science
Expected in 1995
: University of Nebraska - Lincoln, NE GPA: Full Athletic Scholarship/Football)
Expected in 1995
: University of Nebraska - Lincoln, NE GPA: Full Athletic Scholarship/Football)
Expected in 1995
: University of Nebraska - Lincoln, NE GPA: Full Athletic Scholarship/Football)
Expected in 1995
: University of Nebraska - Lincoln, NE GPA: Full Athletic Scholarship/Football)
Interests
Youth Coach -- Head Coach and Organizer of Multiple Sports for the Community Programs: Football, Basketball,
Soccer, and Baseball for all ages and to ensure a postive experience
Co-Chair of Quarterback Club Golf Tournament -- lead role in planning tournament, soliciting donations and organizing
committees and volunteers
2
Skills
Sales Software: Salesforce.com, TapScan
Public Relations Software: Bacon's Mediasource, Factiva
Desktop Publishing Software: Photoshop, Illustrator, HTML
Volunteer
Youth Coach -- Head Coach and Organizer of Multiple Sports for the Community Programs: Football, Basketball,
Soccer, and Baseball for all ages and to ensure a postive experience
Co-Chair of Quarterback Club Golf Tournament -- lead role in planning tournament, soliciting donations and organizing
committees and volunteers
2
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