Colin Connery

Sr. Consultant, Vice President at Wilson Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Birmingham, Michigan, United States, US

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Credentials

  • Insurance Broker, Property & Casualty
    National Insurance Producer Registry
    Aug, 2023
    - Oct, 2024
  • Property and Casualty Insurance License
    Michigan Department of Insurance and Financial Services
    Aug, 2023
    - Oct, 2024
  • Certified Employee Benefit Specialist (CEBS)
    The Wharton School`
    Mar, 2019
    - Oct, 2024
  • Insurance Agent, Accident, Health, & Life
    National Insurance Producer Registry
    Jul, 2016
    - Oct, 2024
  • Life, Accident & Health
    Michigan Department of Insurance and Financial Services
    Jul, 2016
    - Oct, 2024

Experience

    • Real Estate
    • 1 - 100 Employee
    • Sr. Consultant, Vice President
      • 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

    • Senior Consultant
      • Jan 2016 - Dec 2020

    • Consultant
      • Aug 2014 - Jan 2016

    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Banker
      • 2012 - 2013
    • United States
    • Environmental Services
    • 1 - 100 Employee
    • Sales and Operations Specialist
      • 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.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative (Training Program)
      • Jan 2011 - Mar 2011

Education

  • The Wharton School
    Certified Employee Benefits Specialist, International Foundation of Employee Benefit Plans, CEBS Certification
    2016 - 2018
  • University of Montana
    Bachelor of Science (BS), Marketing

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