Experience

Forrest T. Jones & Company

• United States
• Insurance
• 100 - 200 Employee

• Director of National Affinity Account Management

  • Oct 2022 - Present



AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Insurance Product Director

  • Mar 2017 - Oct 2022

  I focus on the strategic development, deployment, and expansion of insurance products across our current book of business. Additionally, I am responsible for the analysis of competitor products, consumer buying habits, and market trends to ensure that we are offering the most competitive, compelling products in the market. This includes managing our insurance plan benefit designs to optimize AGIA's current portfolio of insurance products as well as evaluating any new product opportunities that may present themselves.In addition, I oversee the customer experience journey for our insurance customers from application to time of claim. This includes managing our Voice of the Customer feedback and spearheading corporate CX initiatives to effect possitive change and move the needle for both AGIA and our customers. Show less

• Senior Client Marketing Manager

  • Oct 2012 - Mar 2017

  In this role, I provided strategic direction and oversight for the development and implementation of Client Acquisition, Upgrade, and Retention Marketing Plans for various affinity groups and professional associations. This included the adoption, creation, and management of overall program budgets and Return on Investment models. Additionally, I served as the senior client and insurance carrier liaison for each of my accounts and was responsible for achieving our mutual program goals.

• Client Marketing Manager

  • Jul 2010 - Oct 2012

  I oversee, implement, and help create the marketing plans for various clients.

• Marketing Coordinator

  • Jul 2009 - Jul 2010

  I coordinated direct mail and email acquisition efforts on behalf of insurance carriers to market their products to Third Party Affinity Groups.



Davies

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Project Assistant

  • Apr 2008 - Mar 2009

• Business Development Assistant

  • Sep 2007 - Apr 2008