Experience

Oswald Companies

• United States
• Insurance
• 300 - 400 Employee

• Employee Benefits Advisor | Group Benefits

  • Jun 2021 - Present

• Client Manager | Global Accounts and Private Equity

  • Apr 2020 - May 2021

  Cleveland, Ohio • Assisted with the strategic planning process and collaborated with the Client Executives on long-term, integrated, and comprehensive benefit strategies for clients in Major and Middle Market • Served as key account contact to assist in identifying, communicating, and implementing cost effective benefit solutions to help minimize risk and meet the client’s benefit objectives • Worked closely and built relationships with client contacts at the Executive Leadership level • Collaborated… Show more • Assisted with the strategic planning process and collaborated with the Client Executives on long-term, integrated, and comprehensive benefit strategies for clients in Major and Middle Market • Served as key account contact to assist in identifying, communicating, and implementing cost effective benefit solutions to help minimize risk and meet the client’s benefit objectives • Worked closely and built relationships with client contacts at the Executive Leadership level • Collaborated with the service team on the preparation and peer review of all client deliverables

• Prime Benefits Advisor | Associate Client Manager | Strategic Accounts

  • Sep 2018 - Sep 2020

  Cleveland, Ohio • Successfully onboarded and managed over 350 of Amazon’s Delivery Service Partners (DSP’s) in order to provide healthcare for their employees • Innovated systems and processes based on the dynamic needs of Amazon and the DSP’s • Assisted in developing and implementing a full human capital management approach to provide efficiencies for the logistic companies • Interacted with each DSP as their daily advisor in managing their benefits and employees



ExpressLink General Agency, LLC

• Ancillary Account Manager

  • Apr 2018 - Aug 2018

  Cleveland, OH • Marketed request for proposals on behalf of independent insurance agents and their clients for ancillary benefits • Acted as a liaison between insurance brokers and carriers to retain the brokers’ clients within our block of business • Analyzed the needs of the brokers’ clients by completing a spreadsheet analysis following the receipt of carrier proposals • Recommended viable benefit options to provide brokers with a competitive advantage for themselves and their clients



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Sales Consultant

  • May 2017 - Dec 2017

  Raleigh-Durham, North Carolina Area • Sold products/services by developing new clients and growing the client base to increase profits in small business sales • Presented Paychex offerings and suite of services to final decision makers and end users within the prospect universe • Analyzed customer needs, determined which products were appropriate, and referred to partners when necessary • Prospected for new clients and referral sources utilizing the telephone, cold calls, current client visits, and networking •… Show more • Sold products/services by developing new clients and growing the client base to increase profits in small business sales • Presented Paychex offerings and suite of services to final decision makers and end users within the prospect universe • Analyzed customer needs, determined which products were appropriate, and referred to partners when necessary • Prospected for new clients and referral sources utilizing the telephone, cold calls, current client visits, and networking • Scheduled appointments and visited potential and current referral sources to secure referrals to end users Show less



University of Dayton

• United States
• Higher Education
• 700 & Above Employee

• Peer Advisor

  • Feb 2015 - Apr 2017

  Dayton, Ohio • Lead bi-weekly meetings with over 30 first-year business students covering professional development and school topics • Help mentor the first-year students by keeping them on course with the tough transition from high school to college • Act as an administrative assistant in the School of Business Undergraduate Advising Office • Administer and grade assignments with confidentiality for various business courses



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• CORE Sales Intern

  • May 2016 - Aug 2016

  Raleigh-Durham, North Carolina Area • Obtained the skills to present products and services of Paychex to final decision makers • Learned the Paychex sales process by participating in weekly training sessions • Qualified prospects to increase the CORE Sales client base through cold calling and telemarketing • Attended scheduled networking meetings to identify referrals for strategic partners • Utilized Salesforce to generate and task new leads to National Sales Support (NSS) on behalf of the territory reps



Lorain National Bank

• Loan Support Associate

  • May 2015 - Aug 2015

  Hudson, Ohio •Supported Indirect Dealer loan operations with funding, ensuring document accuracy and compliance •Participated in meeting production goals that were 103% of budgeted plan for car loans •Prepared, interpreted, and organized loan data to ensure completeness of files



Lorain National Bank

• Bank Teller

  • May 2014 - Aug 2014

  Hudson, Ohio •Conducted various forms of financial transactions for personal and business customers •Processed monetary transactions and customer requests in a manner that meets required internal controls •Responsible for the processes to ensure the confidentiality and security of data •Maintained maximum security over teller drawer and balanced daily