Experience

Dimond Bros. Insurance, LLC

• Insurance
• 100 - 200 Employee

• Senior Account Executive

  • Oct 2020 - Present



5G Benefits & Insurance

• United States
• Insurance
• 1 - 100 Employee

• Wellness Director

  • Nov 2019 - Sep 2020



Johnson Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Account Manager

  • Jun 2017 - Nov 2019



M3 Insurance

• United States
• Insurance
• 300 - 400 Employee

• Account Manager

  • Apr 2015 - Feb 2017

  Reporting to the Client Service Manager with indirect reporting to the Director of Employee Benefits. Works with account executives and underwriters on new business and renewals. Reviews policies to ensure proper insurance. Prepares applications for new and renewal business based on information provided by AE or client. Orders and processes customer request for policy changes and performs follow-up. Maintains positive relationships with clients, carriers and health organizations. Reporting to the Client Service Manager with indirect reporting to the Director of Employee Benefits. Works with account executives and underwriters on new business and renewals. Reviews policies to ensure proper insurance. Prepares applications for new and renewal business based on information provided by AE or client. Orders and processes customer request for policy changes and performs follow-up. Maintains positive relationships with clients, carriers and health organizations.



Bellin Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Account Executive

  • Jan 2013 - Apr 2015

  Reporting to the Account Executive Manager with indirect reporting to the Vice President of Business Development. Responsible for supporting and participating in projects that relate to the marketing, delivery and enhancement of Business Health Solutions and organizational initiatives. Serves as liaison between clients and their employees, Business Health Solutions staff and other Bellin brands on new business, customer service and overall client retention issues. Reporting to the Account Executive Manager with indirect reporting to the Vice President of Business Development. Responsible for supporting and participating in projects that relate to the marketing, delivery and enhancement of Business Health Solutions and organizational initiatives. Serves as liaison between clients and their employees, Business Health Solutions staff and other Bellin brands on new business, customer service and overall client retention issues.