Danielle Perkins, ALMI, ACS
Customer Success Specialist at Ensight™- Claim this Profile
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Bio
Charbel Ojeil LUTCF, CLU
A professional in the true sense of the word. A pleasure to work with !
Kevin Sanders
It brings me pleasure to share a little bit about Danielle and her work ethic, dedication, and professionalism within the life insurance industry. Over the past 18 years I have been able to work with numerous folks that oversee various new business operations across the United States. The company that Danielle works with has the reputation for being one of the largest and most efficient in the industry today. I can honestly say that because Danielle has one of the leading roles within this organization is a strong factor that her company maintains this level of status today. It takes someone with a strong back bone, excellent customer service skills, the ability to multitask, and effective communication to succeed in the role she has within her organization or within any other company in the industry. Danielle fosters all of these characteristics and is truly a huge value and asset to any company that has the pleasure of working with her. I cannot say enough good things about Danielle and strongly would recommend her or refer to anyone that I know professionally or personally. Danielle, THANK YOU for representing your company and our industry so well!!
Charbel Ojeil LUTCF, CLU
A professional in the true sense of the word. A pleasure to work with !
Kevin Sanders
It brings me pleasure to share a little bit about Danielle and her work ethic, dedication, and professionalism within the life insurance industry. Over the past 18 years I have been able to work with numerous folks that oversee various new business operations across the United States. The company that Danielle works with has the reputation for being one of the largest and most efficient in the industry today. I can honestly say that because Danielle has one of the leading roles within this organization is a strong factor that her company maintains this level of status today. It takes someone with a strong back bone, excellent customer service skills, the ability to multitask, and effective communication to succeed in the role she has within her organization or within any other company in the industry. Danielle fosters all of these characteristics and is truly a huge value and asset to any company that has the pleasure of working with her. I cannot say enough good things about Danielle and strongly would recommend her or refer to anyone that I know professionally or personally. Danielle, THANK YOU for representing your company and our industry so well!!
Charbel Ojeil LUTCF, CLU
A professional in the true sense of the word. A pleasure to work with !
Kevin Sanders
It brings me pleasure to share a little bit about Danielle and her work ethic, dedication, and professionalism within the life insurance industry. Over the past 18 years I have been able to work with numerous folks that oversee various new business operations across the United States. The company that Danielle works with has the reputation for being one of the largest and most efficient in the industry today. I can honestly say that because Danielle has one of the leading roles within this organization is a strong factor that her company maintains this level of status today. It takes someone with a strong back bone, excellent customer service skills, the ability to multitask, and effective communication to succeed in the role she has within her organization or within any other company in the industry. Danielle fosters all of these characteristics and is truly a huge value and asset to any company that has the pleasure of working with her. I cannot say enough good things about Danielle and strongly would recommend her or refer to anyone that I know professionally or personally. Danielle, THANK YOU for representing your company and our industry so well!!
Charbel Ojeil LUTCF, CLU
A professional in the true sense of the word. A pleasure to work with !
Kevin Sanders
It brings me pleasure to share a little bit about Danielle and her work ethic, dedication, and professionalism within the life insurance industry. Over the past 18 years I have been able to work with numerous folks that oversee various new business operations across the United States. The company that Danielle works with has the reputation for being one of the largest and most efficient in the industry today. I can honestly say that because Danielle has one of the leading roles within this organization is a strong factor that her company maintains this level of status today. It takes someone with a strong back bone, excellent customer service skills, the ability to multitask, and effective communication to succeed in the role she has within her organization or within any other company in the industry. Danielle fosters all of these characteristics and is truly a huge value and asset to any company that has the pleasure of working with her. I cannot say enough good things about Danielle and strongly would recommend her or refer to anyone that I know professionally or personally. Danielle, THANK YOU for representing your company and our industry so well!!
Credentials
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Unconscious Bias
LinkedInJul, 2020- Nov, 2024 -
ALMI-Associate, Life Management Institute
LOMAJun, 2015- Nov, 2024 -
ACS-Associate Customer Service
LOMA
Experience
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Ensight™
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United States
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Software Development
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1 - 100 Employee
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Customer Success Specialist
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Aug 2021 - Present
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Ash Brokerage
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United States
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Financial Services
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300 - 400 Employee
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Regional Protection Specialist
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Jan 2020 - Aug 2021
On a daily basis, I strive to provide the most accurate and timely sales support to Ash Brokerage sales representatives and agent pool by performing a wide variety of differing functions. On an “average” day, I can be found doing the following: • Provide all means of sales support, including illustrations, marketing materials, applications, service forms, rates, licensing packets, etc. • Understand advanced sales concepts and have the ability to illustrate different scenarios and explain the details to sales reps/agents. • Understand the competitive environment for both life and annuity product lines, including most current competitive carriers for different scenarios and carrier “sweet spots”. • Research and analyze product specifications and market trends and provide recommendations and feedback to agents and sales representatives on such. • Develop and maintain positive relationships with existing and new agents, and facilitate interactions with agents/sales reps with different departments within Ash Brokerage Show less
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Zenith Marketing Group
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United States
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Insurance
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1 - 100 Employee
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Senior Sales Advisor- Life, Linked, and Annuity Case Designer
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Aug 2017 - Jan 2020
Works as an advocate for our sales advisors to help coordinate training and coverage. Work closely with management to help ensure that the product we are providing to our frontline sales people and their clients is the best in the business.
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Internal Wholesaler
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Mar 2014 - Aug 2017
On a daily basis, I strive to provide the most accurate and timely sales support to Zenith Marketing’s sales representatives and agent pool by performing a wide variety of differing functions.On an “average” day, I can be found doing the following:• Provide all means of sales support, including illustrations, marketing materials, applications, service forms, rates, licensing packets, etc.• Understand advanced sales concepts and have the ability to illustrate different scenarios and explain the details to sales reps/agents.• Understand the competitive environment for both life and annuity product lines, including most current competitive carriers for different scenarios and carrier “sweet spots”.• Research and analyze product specifications and market trends and provide recommendations and feedback to agents and sales representatives on such.• Develop and maintain positive relationships with existing and new agents, and facilitate interactions with agents/sales reps with different departments within Zenith Marketing Show less
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Team Leader NJ/ Sr. Case Manager
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Sep 2008 - Mar 2014
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MetLife
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United States
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Insurance
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700 & Above Employee
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Sr. Case Manager
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2005 - 2008
"Danielle is an experienced case manager with excellent customer service skills and very knowledgeable of various carriers and their products." -Lorraine Nicholls "Danielle is an experienced case manager with excellent customer service skills and very knowledgeable of various carriers and their products." -Lorraine Nicholls
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Aetna, a CVS Health Company
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Plan Adminstration Specialist
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2001 - 2005
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Community
