Senior Relationship Manager and Business Strategist, CBC

• Jul 2020 - Present

Senior Employee Benefits Consultant / Producer, CBC

• Sep 2019 - Jul 2020

Rue Insurance has been helping individuals and businesses in all aspects of insurance including: Personal Lines, Commercial/Property & Casualty, Employee Benefits and much more for over 100 years. In 2017 Rue Insurance celebrated 100 years in business and was named a "Best Practices Agency" for a second year in a row by the Independent Insurance Agents & Brokers of America, Inc. Rue Insurance has been helping individuals and businesses in all aspects of insurance including: Personal Lines, Commercial/Property & Casualty, Employee Benefits and much more for over 100 years. In 2017 Rue Insurance celebrated 100 years in business and was named a "Best Practices Agency" for a second year in a row by the Independent Insurance Agents & Brokers of America, Inc.

Associate Director New Business Development, CBC

• May 2018 - Sep 2019

Senior Employee Benefits Producer / Consultant, CBC

• Sep 2014 - May 2018

I pride myself in working with prospects and clients to understand their specific business needs & goals in regards to how I can help break the barriers that hinder growth and employee productivity. Targeted, strategic employee benefits consulting allows me to help navigate businesses through our historically challenging health care delivery system while maintaining ACA compliance and the most comprehensive & cost-effective group health insurance program specific to each company's unique needs. At Arthur J. Gallagher & Co., we have the ability to analyze all areas of your business from employee productivity to executives needs, including all aspects of your current insurance program(s) to help consult, manage and ensure cost-containment strategies to sustain the overall health of your business. Show less

Executive Employee Benefits Consultant / Producer , CBC

• Sep 2011 - Sep 2014

- Brown & Brown is one of the largest and most respected independent insurance intermediaries in the nation, with over 70+ years of continuous service. -The Company is ranked as the seventh largest such organization in the United States and in the World by Business Insurance magazine. -Total brokerage revenue over $1.3 Billion and anticipated growth toward 2 Billion over the next 3 years. My responsibilities include: Targeted prospecting & qualifying, new business development, inventory and pipeline management to obtain the AOR on prospective clients via strategic program analysis, consulting and presenting creative needs based solutions to C- level Executives. Top priorities include 28% organic annual Employee Benefits revenue growth through self-sourced cold calling, professional networking, utilizing established centers of influence, community involvement, and closing internal Producer referrals with senior commercial insurance consultants and their existing client base. I have significantly impacted our bottom line by independently growing my department revenue with self-sourced business & successfully cross-selling EB & commercial insurance opportunities to penetrate new prospects & long-time agency clients. I've successfully opened Commercial sales opportunities for my partners with prospective and existing Benefits clients. Our Agency embraced a wholistic/consultative approach in obtaining new business over the past 3 years to increase revenues drastically. 2012 was my 1st full year at Brown & Brown of NJ. I grew our Employee Benefits Revenue by closing in excess of $117,000 in annual agency employee benefits commission (more than the previous 3 years combined prior to my employment) and excess of 15 new BOR sales in my 1st 12 months. The primary focus was on Commercial P&C Insurance revenue and is now a successful cross-sell opportunity for both Commercial & Employee Benefits sales. Show less

Licensed Health & Benefits Producer / Consultant

• Jul 2007 - Sep 2011

New Business Development/Sales & Group Insurance Consuting. Obtained AOR on existing group insurance policies, and wrote new insurance plans/policies to analyze, restructure and secure the administration of all Employer-Group Health/Life lines of insurance by building relationships and strategically consulting with CEOs, CFOs, HR Directors & Board Members to ensure the most cost-effective plans/policies are in place with necessary and optimal network availability. New Business Development/Sales & Group Insurance Consuting. Obtained AOR on existing group insurance policies, and wrote new insurance plans/policies to analyze, restructure and secure the administration of all Employer-Group Health/Life lines of insurance by building relationships and strategically consulting with CEOs, CFOs, HR Directors & Board Members to ensure the most cost-effective plans/policies are in place with necessary and optimal network availability.