Highly successful and experienced sales professional in the group insurance industry who possesses unique and valuable experience learning all sides of the sale through past positions as an underwriter in commercial accounts, account manager for a top broker, and sales as a carrier representative. Efficiently builds loyalty and long-term relationships with customers. Focused balance on consistently exceeding sales goals while maintaining a profitable block of business.
Grew profitable book of business from $6 million to $50+ million. Excelled at working on internal and external sale. Heavy emphasis on building loyalty with both the broker/consultant customer along with the insured customer. Performed numerous finalist presentations for small and large group cases as the lead presenter. Calculated focus on customer service excellence before, during and after the sale.
Oversaw ancillary lines of account management for employers ranging from 500 to 15,000 employee lives. Close interaction with vendor partners in reviewing cost effective benefit solutions and best practices. Reported directly to CEO daily on large case management. Implemented creative plan design options to tailor benefit plans to customers. Created RFP's for customers and analyzed all proposals.
Graduated Summa Cum Laude
Highest Ranking Graduate (College of Business, May 1997)
Member of Pi Kappa Alpha Fraternity
Member of Golden Key National Honor Society
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