Experience

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  Globe Life American Income Division: Moore Organization

  • United States

  • Agent/Recruiter

    • Mar 2024 - Present
    • United States

    Recruit, train and mentor agents, advise interested parties of life insurance options.

• 

  Coordinated Benefits Group

  • United States
  • Insurance
  • 1 - 100 Employee

  • Account Executive

    • Jul 2019 - Present

  • Benefits Specialist with Coordinated Benefits Group, a partner of Acentria/FRP

    • Jul 2019 - Present

    The truth is that the role of a benefits adviser is drastically changing, it is no longer about providing reactive solutions, with an operational mindset. It is about educating your clients on how they can think differently and getting them to understand that their healthcare investment is a capital allocation strategy. Its about finding out the true cost of an organizations benefit plan and using your knowledge of the marketplace to create leverage in each area of an organizations health insurance supply chain. All the while acting as their vendor manager and direct representation. The typical legacy approach to benefits is being pushed out and I intend to be a consultant that provides my clients with the most up to date solutions and strategies necessary to maximize their overall return on their healthcare investment!

• 

  www.gram-promos.com

  • Jacksonville, Florida Area

  • Owner

    • Apr 2012 - Jul 2019
    • Jacksonville, Florida Area

    • Consulted with small businesses to develop branding and marketing strategies• Reduced overhead by 37% by negotiating preferred rates with large vendors• Increased client’s ROI by tracking marketing dollars spent and proposing moretargeted/efficient uses of that capital• Expanded profitability through the development of social networking streams

• 

  BB&T

  • VP, Manager

    • Feb 2008 - Apr 2012

    Financial Center Leader (Manager/Business Banker), Vice President• Sterling Award winner for outstanding sales management• Ranked top 5% for all branches in profitability every year• Net new (accounts opened minus accounts closed) 9.92 versus goal of 3• Bundling (opening accounts with at least 2 other products) 90.36% versus goal of60% and industry average of 62.10%• Chosen by the Senior Vice President of Marketing to develop and implement acoaching/mentoring program for young Associates

• 

  Mercantile Bank

  • VP, Manager

    • 2006 - 2008

    Branch Manager/Small Business Banker• Managed branch of 6 employees to #2 ranking out of 14 branches (a 9 branchimprovement)• Designed (from scratch, as none were in place) and presented comprehensivebanking solutions to large groups• Led all branches in Business Banking account increase, 32% over objective

• 

  Compass Bank

  • Bank Manager

    • 2001 - 2003

    Branch Manager• #1 Branch in the District and the Region for consumer product sales• Expanded business accounts by 8% over objective• Increased market share by 1.4 share points – objective was .85 share points• Conducted financial seminars for current and prospective customers (onlymanager to do so).