Experience

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  AssuredPartners Colorado

  • Benefits Consultant

    • May 2011 - Present

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  CoBiz Insurance

  • Account Executive

    • Aug 2010 - Mar 2011

    Assisted in the design, development and roll out of an extensive financial reporting tool for new and existing clients. Responsible for creating monthly financial reporting for all clients, as well as ongoing financial reporting reconciliation.Provided support in all areas for producers, account executives and plan design – unusual or time intensive projects

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  Cigna

  • Senior Account Manager/Sales Representative

    • Dec 1998 - Jun 2010

    Responsible for expanding and retaining client base by establishing, developing and maintaining client relationships.Designed, presented and implemented benefit programs for prospective clients. Supervised and mentored junior staff members.Conducted enrollment presentations for large clients and oversaw coordination of the installation process for new business.Facilitated market planning initiatives, strengthened client satisfaction and enhanced revenue performance.

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  Great-West Life

  • Underwriter

    • Jun 1997 - Nov 1998

    Responsible for assisting sales representatives with problem analysis/resolution concerning all aspects of the underwriting and customer service functions required to set up and maintain a book of business. Served as a resource contact for procedural/product-related questions from team members and sales office staff. Responsible for keeping up to date on new procedures/products and communicating these changes to staff.Fully trained in all aspects of small and large group underwriting, customer service and sales functions.