Colin Connery
Sr. Consultant, Vice President at Wilson Partners- Claim this Profile
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Bio
Credentials
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Insurance Broker, Property & Casualty
National Insurance Producer RegistryAug, 2023- Oct, 2024 -
Property and Casualty Insurance License
Michigan Department of Insurance and Financial ServicesAug, 2023- Oct, 2024 -
Certified Employee Benefit Specialist (CEBS)
The Wharton School`Mar, 2019- Oct, 2024 -
Insurance Agent, Accident, Health, & Life
National Insurance Producer RegistryJul, 2016- Oct, 2024 -
Life, Accident & Health
Michigan Department of Insurance and Financial ServicesJul, 2016- Oct, 2024
Experience
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Wilson Partners
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Real Estate
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1 - 100 Employee
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Sr. Consultant, Vice President
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Aug 2014 - Present
• Provide consultation to clients on employee benefit programs including health, dental, vision, disability, wellness, life insurance plans • Conduct analysis of client data to identify trends and provide recommendations to improve employee benefit programs • Work with insurance carriers to negotiate and secure competitive rates for clients • Manage open enrollment and benefits administration for clients • Maintain client relationships through regular… Show more • Provide consultation to clients on employee benefit programs including health, dental, vision, disability, wellness, life insurance plans • Conduct analysis of client data to identify trends and provide recommendations to improve employee benefit programs • Work with insurance carriers to negotiate and secure competitive rates for clients • Manage open enrollment and benefits administration for clients • Maintain client relationships through regular communication and consultation
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Senior Consultant
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Jan 2016 - Dec 2020
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Consultant
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Aug 2014 - Jan 2016
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Quicken Loans
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United States
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Financial Services
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700 & Above Employee
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Associate Banker
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2012 - 2013
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Disposal Management
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United States
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Environmental Services
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1 - 100 Employee
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Sales and Operations Specialist
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Aug 2011 - Aug 2012
Developed and executed a marketing plan that would allow an increase in sales growth in surrounding territories, and make future customers more environmentally aware. Youngest Sales Specialist at Disposal Management. Marketing plan increased revenue by 15% over an 8-month period. Highest ranked Operations Specialist in the company. Developed and executed a marketing plan that would allow an increase in sales growth in surrounding territories, and make future customers more environmentally aware. Youngest Sales Specialist at Disposal Management. Marketing plan increased revenue by 15% over an 8-month period. Highest ranked Operations Specialist in the company.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative (Training Program)
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Jan 2011 - Mar 2011
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Education
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The Wharton School
Certified Employee Benefits Specialist, International Foundation of Employee Benefit Plans, CEBS Certification -
University of Montana
Bachelor of Science (BS), Marketing