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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Arrowdel RoadRichmond, VA Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEPROFESSIONAL OVERVIEW COVER LETTER* MBA Professional with 20+ years of experience group insurance and employee benefits.* Detailed focus on group Core and Voluntary Benefits.* New and renewal underwriting experience for groups over 1,500 lives.* Outstanding communicator and consultant with strong Project Management skills.* Motivated to outperform expectations.* Inspired people leader and mentor.* Consummate team player.* In-depth knowledge/experience with multiple core and voluntary enrollment platforms. Candidate's Name
9416 Arrowdel RoadRichmond, VA 23229PHONE NUMBER AVAILABLEEMAIL AVAILABLEPROFESSIONAL OVERVIEWMBA Professional with 20+ years of experience group insurance and employee benefits. Detailed focus on group Core and Voluntary Benefits. New and renewal underwriting experience for groups over 1,500 lives. Outstanding communicator and consultant with strong Project Management skills . Motivated to outperform expectations. Inspired people leader and mentor. Consummate team player. EXPERIENCEMERCER Mercer Voluntary Benefits (2019-2022)Principal - Client Relationship Management Lead Specialist Responsible for client retention/revenue growth strategies in the mid to large size employer segment. Utilization of extensive benefits industry knowledge to develop voluntary benefit solutions in connection to client global benefits needs and objectives. US regional team member that interacts alongside colleagues in our Health & Benefits practice in support of the Voluntary Benefits Center of Excellence. Maintenance and expansion of a mid to large-sized book of business across various industries. Responsible for managing client renewals internally and externally with our carrier partners MERCER Mercer Marketplace / Mercer Consumer, (2014-2019) Senior Voluntary Benefits Consultant Thoroughness in project management scope and delivery coupled with strong consulting skills sets. Strategy development to address/meet required client needs. Serves as a subject matter expert of products, services, technical tools, and carrier markets within Mercer Marketplace. Cultivate vendor relationships in order to recognize and compare products and services being offered for recommendation(s) of solutions to clients. Mercer Marketplace voluntary benefits carrier lead with Chubb and Humana for 2+ years. Develop and maintain personal and professional relationships with key client stakeholders. Ongoing role as a trusted advisor and facilitates the sharing of advice and information relevant to the client while developing new and expanded business opportunities. Supervised staff ranging from 2 4 employees within Mercer Marketplace voluntary benefits. Mining of assigned client business current sales via product expansion, penetration, and retention. SUN LIFE FINANCIAL Employee Benefits Group (EBG) (2007 2014) Voluntary Benefits Underwriter (2013-2014) Analysis of case level information within client industry and demographics. Evaluates risk determination based on established guidelines. Consults and negotiates appropriate case level conditions with sales distribution teams. Supports identification and development of best practices work flows and procedures. Engage participation in project leadership and project participation. Maintain ownership for the delivery of sales reporting, production metrics, and weekly communication. Multi Line Underwriting Senior New Business Consultant (2010 2013) Performs underwriting functions involved in the selection, evaluation, rating and sale of new multi-line products from 150-3000 lives. Fostering ongoing in-depth knowledge of assigned lines of business. Maintains proven proficiency in all areas while working with limited review of activities. Continual undertaking of tasks and assignments requiring a high level of technical expertise and in-depth knowledge of assigned lines of business.Multi Line Underwriting Senior Renewal Consultant (2007 - 2010) Performs underwriting functions involved in the selection, evaluation, rating, and sale of new and renewal insurance products on assigned client prospects. Macro and micro knowledge of assigned lines of business coupled with proven proficiency. Underwriting of large complex clients as well as new policies and revision amendments. Completion of required workload with limited review of activities. Undertakes assignments requiring a high level of technical expertise and in-depth knowledge of assigned lines of business. Work with most regional sales offices across the entire US. GENWORTH FINANCIAL SERVICES Employee Benefits Group (EBG), Windsor, CT (2002 2007) Senior Underwriter (2006 2007) Achieve consistent underwriting production to facilitate sales individual goals expectations basis. Coordinate effectiveness by maintaining all underwriting audit standards set by the Risk Management. Underwrite the larger or more complex insurance applications for consideration on a preferred an impaired risk basis. Determine whether to accept, modify, or decline an opportunity through evaluation of all risk factors. Frequent contact with external and internal customers to gather information on which to base decisions and to explain underwriting courses of actions.GENWORTH FINANCIAL SERVICES Employee Benefits Group (EBG), Windsor, CT Account Manager (2002 2006) Account Manager for the Southwest Region Sales. Resolution specialist working closely with fully insured and self-funded medical, dental, life, short & long-term disability insurance group administrators and their agents. Responsible for the identification of issues and prompt resolution of them. Review of departmental processes to see if a Six Sigma process could provide improvement. PHOENIX INVESTMENT PARTNERS, Greenfield, MA (1998 2002) Mutual Fund Customer Service Representative 1998-2002 Primary function is to provide the highest quality customer service to the shareholders, plan administrators, and broker/dealers on a daily basis. Responsibilities include new account set-up, account redemptions and exchanges, and valuations, both past and present. Create work items for other departments to complete depending on the nature of the telephone request. Effectively communicate fund performance figures to all interested parties. PHOENIX GROUP SERVICES, INC., Agawam, MAClient Service Representative 1996-1998 Responsible for client relations from the point of sale through installation and renewal. Performed monthly client service calls. New sale installation project management. Management of the transfer process of self-funded clients from the Greenfield facility to Agawam. Review of plan certificates, sample plan documents, and amendments for accuracy. Preparation of new case summaries and the appropriate contracts for both new and renewal cases. A major participant in the open enrollment process. EDUCATIONBay Path University Longmeadow, MassachusettsMBA Entrepreneurial Thinking and Innovative Practices Graduation May 2013 University of Massachusetts Amherst Isenberg School of Management BA in Financial Management Graduation May 2006 Cum Laude Honors Greenfield Community College, Greenfield, Massachusetts AA Degree in Business Administration 1993 - "Award for Excellence in Business Administration" LICENSESCurrently renewed licensing Life & Health / Property & Casualty Insurance / Voluntary Benefits |
