Jeff Greenfield
Senior Account Executive at LTCI Partners- Claim this Profile
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Bio
Credentials
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Life & Health Insurance License
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Property & Casualty Insurance License
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Experience
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LTCI Partners
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United States
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Insurance
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1 - 100 Employee
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Senior Account Executive
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Jul 2021 - Present
Implementation leader for new Group Long Term Care Insurance programs for large and jumbo market accounts. Primary point of contact for clients during the benefit implementation phase and post enrollment for ongoing account management needs. Instrumental in keeping clients abreast of industry trends, including state and federal regulatory changes. • Direct strategic planning sessions with clients prior to implementation to set clear expectations on the scope of work. • Initiate the… Show more Implementation leader for new Group Long Term Care Insurance programs for large and jumbo market accounts. Primary point of contact for clients during the benefit implementation phase and post enrollment for ongoing account management needs. Instrumental in keeping clients abreast of industry trends, including state and federal regulatory changes. • Direct strategic planning sessions with clients prior to implementation to set clear expectations on the scope of work. • Initiate the project framework with stakeholders by defining key objectives and timelines to meet the targeted program launch date. • Effectively track project milestones and gathering of client deliverables. • Execute communication campaigns that maximize employee participation during clients open enrollment. • Host and present live educational webinars on the Long Term Care Insurance program for clients and their employees. • Foster mutually beneficial relationships with insurance carrier partners, clients, and brokers. Show less Implementation leader for new Group Long Term Care Insurance programs for large and jumbo market accounts. Primary point of contact for clients during the benefit implementation phase and post enrollment for ongoing account management needs. Instrumental in keeping clients abreast of industry trends, including state and federal regulatory changes. • Direct strategic planning sessions with clients prior to implementation to set clear expectations on the scope of work. • Initiate the… Show more Implementation leader for new Group Long Term Care Insurance programs for large and jumbo market accounts. Primary point of contact for clients during the benefit implementation phase and post enrollment for ongoing account management needs. Instrumental in keeping clients abreast of industry trends, including state and federal regulatory changes. • Direct strategic planning sessions with clients prior to implementation to set clear expectations on the scope of work. • Initiate the project framework with stakeholders by defining key objectives and timelines to meet the targeted program launch date. • Effectively track project milestones and gathering of client deliverables. • Execute communication campaigns that maximize employee participation during clients open enrollment. • Host and present live educational webinars on the Long Term Care Insurance program for clients and their employees. • Foster mutually beneficial relationships with insurance carrier partners, clients, and brokers. Show less
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Genworth
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United States
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Insurance
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700 & Above Employee
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Account Executive
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Jul 2018 - Jul 2021
Direct the in-force management of Group Long Term Care Insurance accounts. Subject Matter Expert for day to day business requirements. • Proactively manage all aspects of accounts and service delivery to clients, ensuring clients needs are identified and met in line with agreed service standards and in accordance with timeframe requirements. • Successfully lead client implementation meetings for new case enrollments. • Conduct account plan performance reviews with clients and brokers,… Show more Direct the in-force management of Group Long Term Care Insurance accounts. Subject Matter Expert for day to day business requirements. • Proactively manage all aspects of accounts and service delivery to clients, ensuring clients needs are identified and met in line with agreed service standards and in accordance with timeframe requirements. • Successfully lead client implementation meetings for new case enrollments. • Conduct account plan performance reviews with clients and brokers, monitor trends, and make recommendations to improve effectiveness of employee plan participation. • Cultivate relationships with key decision makers and brokers through the development and execution of strategic business plans that result in long term retention of profitable relationships. • Identify and address client service issues, assist with the development of process improvements that lead to an increase in overall client satisfaction. • Oversee the ongoing data and reporting requirements for accounts under management, partner with internal teams for the creation of non-standardized reporting requests.
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Account Consultant
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Oct 2016 - Jul 2018
Accountable for the successful implementation and enrollment of new Group Long Term Care Insurance accounts and the transition of in-force accounts to new products. • Collaborated with Account Executives in support with onboarding new client accounts and implementing new case enrollments. • Executed the risk mitigation strategy by transferring existing accounts to new, more profitable products. • Liaise between clients and internal cross-functional teams to ensure the timely successful… Show more Accountable for the successful implementation and enrollment of new Group Long Term Care Insurance accounts and the transition of in-force accounts to new products. • Collaborated with Account Executives in support with onboarding new client accounts and implementing new case enrollments. • Executed the risk mitigation strategy by transferring existing accounts to new, more profitable products. • Liaise between clients and internal cross-functional teams to ensure the timely successful delivery of solutions according to customer needs. • Compiled enrollment data and campaign analysis from Business Objects and Spotfire to provide to group clients and internal departments monthly. • Resolved escalated issues that pertained to enrollment, billing, and application processing.
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Associate Sales Support Specialist
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Sep 2015 - Oct 2016
Coordinated pre-sale support activities for the Group Long Term Care Insurance sales team and sales pipeline. • Accurately prepared and assembled proposals for potential new employer Group Long Term Care insurance accounts. • Worked closely with Group Sales VP’s in all facets of pre-sale activity. • Maintained Customer Relationship Management tool Salesforce.com, revenue reports, and industry research. • Efficiently tracked Requests for Proposal responses while consistently… Show more Coordinated pre-sale support activities for the Group Long Term Care Insurance sales team and sales pipeline. • Accurately prepared and assembled proposals for potential new employer Group Long Term Care insurance accounts. • Worked closely with Group Sales VP’s in all facets of pre-sale activity. • Maintained Customer Relationship Management tool Salesforce.com, revenue reports, and industry research. • Efficiently tracked Requests for Proposal responses while consistently meeting exact deadlines for submission. • Managed industry conference schedules and provided support for pre-and post-conference activities.
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Genworth
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United States
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Insurance
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700 & Above Employee
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Internal Wholesaler, Long Term Care Insurance
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May 2014 - Jul 2015
Supported financial advisors and broker general agents with product promotion and education for Genworth’s individual long term care insurance product. • Improved contact rate to new and existing clients through proactive and reactive telephone calls. • Increased effectiveness of product training for traditional long term care and linked benefit products for the distribution partners. • Streamlined product promotion by working with Broker General Agencies and Financial Institutions to… Show more Supported financial advisors and broker general agents with product promotion and education for Genworth’s individual long term care insurance product. • Improved contact rate to new and existing clients through proactive and reactive telephone calls. • Increased effectiveness of product training for traditional long term care and linked benefit products for the distribution partners. • Streamlined product promotion by working with Broker General Agencies and Financial Institutions to enhance the sales of long term care insurance products. • Assisted in the resolution of complex service issues pertaining to application submission and underwriting approval. Show less Supported financial advisors and broker general agents with product promotion and education for Genworth’s individual long term care insurance product. • Improved contact rate to new and existing clients through proactive and reactive telephone calls. • Increased effectiveness of product training for traditional long term care and linked benefit products for the distribution partners. • Streamlined product promotion by working with Broker General Agencies and Financial Institutions to… Show more Supported financial advisors and broker general agents with product promotion and education for Genworth’s individual long term care insurance product. • Improved contact rate to new and existing clients through proactive and reactive telephone calls. • Increased effectiveness of product training for traditional long term care and linked benefit products for the distribution partners. • Streamlined product promotion by working with Broker General Agencies and Financial Institutions to enhance the sales of long term care insurance products. • Assisted in the resolution of complex service issues pertaining to application submission and underwriting approval. Show less
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Coates Insurance Agency
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Insurance
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1 - 100 Employee
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Associate Insurance Agent
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Apr 2007 - May 2014
Sales associate for one of the leading Nationwide Insurance agencies in Virginia. • Played an integral role increasing agency revenue with combined sales of life, auto, home, and business insurance. • Reduced the number of policy holder cancellations by providing exceptional customer service and conducting annual insurance reviews. • Consistently exceeded agency production standards with new sales, customer renewals and client servicing initiatives. Sales associate for one of the leading Nationwide Insurance agencies in Virginia. • Played an integral role increasing agency revenue with combined sales of life, auto, home, and business insurance. • Reduced the number of policy holder cancellations by providing exceptional customer service and conducting annual insurance reviews. • Consistently exceeded agency production standards with new sales, customer renewals and client servicing initiatives.
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HCA Healthcare
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United States
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Hospitals and Health Care
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700 & Above Employee
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Insurance Authorization Coordinator
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Oct 2005 - Apr 2007
• Enhanced the number pre-certification approvals for clients coming to the hospital for outpatient diagnostic testing. • Worked in a collaborative effort to develop outpatient referral service between HCA and one of Virginia’s largest orthopedic service providers. . • Enhanced the number pre-certification approvals for clients coming to the hospital for outpatient diagnostic testing. • Worked in a collaborative effort to develop outpatient referral service between HCA and one of Virginia’s largest orthopedic service providers. .
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Education
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Averett University
Bachelor of Business Administration (B.B.A.), Business Administration
Community
