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- https://www.linkedin.com/in/Jessica-Claire-a994539/
Energetic and driven Senior Account Executive offering more than 19 years sales experience in the Seattle employee benefits marketplace. Interested in expanding Medical product knowledge in an effort to become a well-rounded resource within the brokerage community. Grown and expanded on over 100 broker relationships, including market leaders in Washington and Montana. Proven success in new account acquisition as well as growing existing account sales in the 100 - 4,999 group segment. Well respected with skills in underwriting, navigating complex solutions and exceeding the needs of clients. Career characterized by leadership, consultative sales approach and adaptability in an ever changing industry.
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Based on attained goals and sales performance, promoted to "Senior Sales Representative"
- Responsible for Employer Paid and Voluntary Dental, Vision, Life, Disability, Accident, Critical Illness and Absence Management sales for groups in the 100 - 4,999 lives segment
- Driving new sales with close ratios of 12.2% in 2018, 23.9% in 2019, and 18% in 2020 (25% close ratio on opportunities over 1,000 lives for all years)
- Currently growing over 50 Brokerage relationships in Washington and Montana
- Quickly adapted to COVID-19 and embraced change by setting 10-15 Virtual appointments per week through Zoom, Webex and Microsoft Teams
- Managing a $20,000,000 book of business with over 350 groups
- Retention rate of 88%
- Advanced presentation skills utilizing PowerPoint in the virtual environment
- Knowledge source for partners within the local sales office as well as Product, Underwriting and Service teams
- Collaborated with underwriting to evaluate costs against expected market price points and set structures to achieve profit targets.
- In 2020, assigned Mentee by Sales Management
- Valued member of team charged with installing multi-line cases including products such as Dental, Vision, Life, Short-term Disability, Long-term Disability, Voluntary Life, Critical Illness and Accident Insurance
- Managed over 300 accounts
- Contacted new and existing customers to discuss how their needs could be met through specific products and services
- Prospected and conducted face-to-face sales calls with brokers and account managers throughout assigned territory
- Built relationships with customers and brokerage community to reintroduce products and services in under-penetrated markets
- Actively involved in working with home office partners to underwrite business for any size group
- Responsible for working with claims department and HR representatives to resolve claims
- Successful installing multi-line cases including products such as Dental, Vision, Life, Short Term Disability, Long Term Disability and Voluntary Life
- Managed over 100 accounts equaling $6,000,000 in premium.
- Contacted new and existing customers to discuss how their needs could be met through specific products and services
- Prospected and conducted face-to-face sales calls with brokers and account managers throughout assigned territory
- Built relationships with customers and brokerage community to reintroduce products and services in under-penetrated market
- Actively involved in working with home office partners to underwrite business for any size group
- Responsible for working with claims departments and HR representatives to resolve disability claims
- Worked independently selling and servicing 18 products to group clients up to 1000 lives
- Key duties focused on building and maintaining strong relationships to foster sales growth through existing book of business
- Lead Northwest Region in total sales for 2013 with over 60 new cases and $3 MM in sales
- Sustained 10+% annual sales growth for 4 consecutive years by introducing innovative sales approach and excellent customer service
- Gained industry respect by succeeding in six different territories
- Positioned cross-channel product offerings to exhibit a broad range of client solutions
- Built lasting, reciprocal relationships with clients through open communication around mutual objectives
- Provided post-sale service and interaction with clients to maintain relationships and ensure client satisfaction resulting in preferred carrier status
- Actively managed over 200 accounts and $15 MM in revenue
2018 - PayneWest's Benefit Planning "Company Person of the Year"
2014 - The Partners Group Sales "Rep of the Year"
University Of Washington - Bothell, WA And Seattle, WA,
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