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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLE EMAIL AVAILABLELINKEDIN LINK AVAILABLEPROFILEBusiness development and sales management professional experienced in finance, life, health insurance, voluntary benefits, and underwriting. Works collaboratively with a diverse population of clients, staff, and external vendors. Effective leadership skills to initiate, develop, and implement delivery of sales and services from inception to end of sales cycle. Excellent verbal, written, interpersonal, and presentation skills to effectively build trust in relationships.SUMMARY OF QUALIFICATIONSBusiness consultant with 19 years of experience in financial, insurance sales, and account management.Responsible for providing presentations, training, building books of business and support for new business quotes, renewals, and specialized accounting functionsInterfaced with clients, underwriting, and finance within the business to resolve complex issuesCritical thinker, excellent customer service, computer skills, and math aptitudeImproved efficiencies to increase profitability and achieve growthPROFESSIONAL EXPERIENCEContractor NationalEmployee Benefits Specialist 09/2016 PresentContract with human resource departments to facilitate employee engagement in annual employee benefits.Deliver education and enrollments of annual medical insurance and voluntary benefits at employee worksites andcall centers.Manage new business in vendors software platformsExpand health and ancillary benefit servicesFluency in HDHP, HRA, FSA, health, term and whole life, LTD, STD, critical illness, hospital indemnity, cancer, dental, and vision insurancesImprove efficiencies and documentation for human resourcesAETNA Blue Bell, PA (Temporary Contract) 07/2018 10/2018Underwriter Financial AnalystProvided underwriting support for new business and renewals.Produced timely and accurate quotes and proposals.Performed risk assessment functions, utilized rating financial tools and source systems for premium.Identified problems and collected information critical to decision making.Performed rating functions essential to new business and renewals.AON Affinity Services Fort Washington, PA (Contract) 03/2017 06/2018Administrative Benefits Consultantmeeting timeliness standards.Provide excellent verbal, written communication skills and daily correspondence.Provides support for new business, renewals, accounting and specialized functions.Customer service centric, addressing life insurance, long term disability, short term disability,hospital indemnity, critical illness, cancer, accidental death and dismemberment, dental and travel insurance plans to numerous professional associations.Strong prioritization and multitasking skills.Resolved complex issues researching certificates of insurance and collaborated with other departments.Interfaced with underwriting and finance to resolve client issues for retention and new business.Track activity and update reports on daily basis using AS400 and Excel whileUnited Integrity Group Quakertown, PA 12/2013 02/2017Estate Planning CoordinatorIncreased sales of estate trusts, annuities, and life insurance.Formulated solutions to exceed clients objectives of protection, accumulation, preservation, and minimization of taxes.Provided client assistance in estate settlements.Cultivated strong relationships with financial stakeholders, executing excellent customer service from inception to end of sales cycle.Independence Blue Cross Philadelphia, PA (Contractor) 09/2013 12/2013Contractor Field Sales Representative Open EnrollmentSold Medicare during open enrollment.Coordinated events and seminarsDeveloped fluency in Centers for Medicare and Medicaid servicesKeystone Financial Management Extended Care Strategies Philadelphia, PA 08/2012 08/2013Associate Director of Sales Long Term Care Insurance DivisionDeveloped and trained advisors in long-term care sellingUpgraded clients life insurance with 90% closing rate.Demonstrated excellence in active listening and problem solving.Authorized AARP AgentExecuted high close, placement, and retention rates.Utilized detailed medical underwriting guide to assist in eligibility of Long Term Care insurance.Determined upon health, if it was feasible to utilize an additional carrier for health qualification.Interfaced with physicians who made determination of approvals and declinations.Acquired vast knowledge of medical terminology and chronic health conditions.Genworth Financial Richmond, VA 09/2005 08/2012Long Term Care Insurance Sales Specialist Built $650,000 book of business providing Long Term Insurance sales. Achieved expertise in medical terminology and underwriting. Demonstrated excellence in active listening and problem solving. Determined upon health feasibility to utilize alternate carrier. Interfaced with physicians who made determination of approvals and declinations. Acquired vast knowledge of medical terminology and chronic health conditions.Microsoft Office Suite, Excel, Word, TeamsAS4000, Salesforce, Ben Select,Selerex, SNG, Allstate All App, AflacEDUCATIONFairleigh Dickinson University - Liberal Arts CurriculumManagers references on LinkedIn: www.linked.com/in/Candidate's Name cltc |
