Account Executive

• Aug 2019 - Present

Large Group Account Manager

• Jun 2014 - Aug 2019

Large group account management. Administer renewals including preparing contractual changes and conduct employee meetings. Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs. Obtain rates and benefit summaries to prepare proposals for existing accounts, analyze proposals before presenting to clients. Manage, service and retain accounts and work with insurance carriers. Develop employee memorandum spreadsheets for clients to communicate the following annual renewal changes, enrollment procedures, and benefit changes.

Sales Support Associate

• Dec 2006 - Jun 2014

Analyzed and compared group benefits contracts. Reviewed premium and experience data to generate proposal's for clients. Increased renewal business by applying company approved discounts, developing more competitive quotes and utilizing cost shifting methods to offset premiums on all lines of coverage. Analyzed and compared group benefits contracts. Reviewed premium and experience data to generate proposal's for clients. Increased renewal business by applying company approved discounts, developing more competitive quotes and utilizing cost shifting methods to offset premiums on all lines of coverage.

Sales Producer

• Feb 2003 - Dec 2006