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Ann Thaler (Lutz) is a seasoned insurance professional with a proven track record of driving growth and success in various leadership roles. As a seasoned sales and management expert, Ann has excelled in multiple industries, including life insurance, employee benefits, and pharmaceutical waste disposal. Her expertise spans across sales, customer service, and underwriting, with a strong emphasis on building collaborative relationships and driving results-driven strategies. Ann holds a Bachelor's degree in Business Management from the University of Wisconsin-Parkside and has worked with prominent companies such as Northwestern Mutual, Gerber Life Insurance Company, and Humana Insurance Co.

Experience

  • Northwestern Mutual
    • Franklin, Wisconsin, United States
    • New Business
      • Oct 2019 - Present
      • Franklin, Wisconsin, United States

    • Sales Supervisor
      • Sep 2016 - Sep 2019
      • Franklin, Wisconsin

  • Stericycle
    • Northbrook, IL
    • Compliance Solution Specialist Sales Supervisor
      • May 2014 - Dec 2016
      • Northbrook, IL

      Excellent team builder, leader and trainer specializing in Regulated Medical/Pharmaceutical waste disposal and compliance solutions. Co-manager of the High Value Accounts (HVA) sales team in a highly competitive sales environment. Responsible for building collaborative relationships with a broad range of personalities and cultures, creating a strong team environment while continuing to lead and exceed all sales quotas.Key Accomplishments: Successfully implemented new projects, sales ideas and processes to gain growth among team while consistently maximizing profits and exceeding sales quotas on average by 156%. Received multiple sales and professional awards.

    • Account Executive
      • Mar 2016 - Sep 2016

  • AccuQuote
    • Wheeling, IL
    • Sales Manager
      • Aug 2013 - May 2014
      • Wheeling, IL

      Hired, trained, and help retain 50 financial service professionals, with specialties ranging from sales and marketing to customer service. Directly supervised 18 agents, coaching team in consultative sales methods. Key Accomplishments:Call center sales team is top-ranked #1, annually produces 75% of the“President’s Club” members.

    • Senior Associate
      • 2011 - 2013

    • Account Executive
      • Jan 2011 - May 2012

      Performed a high volume of sales calls per day. Aggressively prospected leads while quickly and professionally assessing premiums. Completed needs analyses to align customer needs with the most appropriate coverage plans.Key Accomplishments:Surpassed monthly sales goals, attained greater than 80% closing and placement rate, even among pro-rated (high risk) customers.

    • Account Executive
      • Jun 2010 - Jan 2011

      • Responsible for maintaining superior sales productivity including up-selling and cross-selling various life insurance products in 40 states nationwide.• Exceeded corporate goals and expectations by becoming the Top Account Executive in new sales and policies paid in two short months.• Participated in various test projects including new product trails, process implementation and marketing techniques.

    • United States
    • Insurance
    • 700 & Above Employee
    • Account Advisor
      • Jul 2007 - Oct 2010

       As a Large Group Account Advisor, I work with brokerage houses, consulting firms and employers who represent companies that have 100+ full time employees. Humana offers these companies employee benefits in the form of Medical, Dental, Vision, Life and Worksite Benefits. In my role I need to present clearly and concisely the value add and differentiators that Humana offers to clients and members. Success in my current role is largely dependent on the following: Ability to communicate professionally both orally and in writing  Excellent presentation and education skills Ability to independently manage a book of business by forming strong relationships with brokers, consultants and employers. Efficiently manage the installation of both new and renewal products including developing and presenting enrollment meetings

    • Large Group Sales Coordinator
      • Apr 2007 - Jul 2007

       In-office resource to Brokers securing rates, reviewing cases and securing missing information as well as processing new business groups and renewals.

    • Underwriting Consultant
      • Apr 2006 - Apr 2007

       Conduct risk assessment on new and in-force business via mastering underwriting fundamentals by understanding of risk pool management, insurance financing/profit levers and underwriting fundamentals thus leveraging appropriate problem-solving tools/steps even in the face of ambiguity. Establish and maintain professional relationships with policy owners, internal customers, sales staff, third-party administrators and Home Office to continually identify value-added activities and processes for continuous profitable improvements. Lead underwriting with direct agent partnership. Responsible for reviewing applications, gathering data from multiple sources including company specifics resources, third party vendors and/or direct conversations with applicants while providing world-class service.

    • Wholesaler
      • 1998 - 2005

    • sales
      • 1900 - 1900

Education

  • University of Wisconsin-Parkside
    Bacholer, Business Mgmt
  • UW-Milwaukee

Suggested Services

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Industry Focus. “Insurance”

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