Experience

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  AssuredPartners

  • United States
  • Insurance
  • 700 & Above Employee

  • Agency Operations Manager

    • Apr 2022 - Present

  • Senior Consultant- Business Development, Carrier Relations, Competitive Analysis

    • Oct 2018 - Present

  • Commercial Account Executive

    • Jul 2016 - May 2022

    • Partner with companies Human Resources department to provide employee benefit solutions.• Evaluate current employer/employee benefit landscape to provide and implement best practices.• Ensure all employer compliance is continually met within federal regulations.• Provide compliance updates as changes occur.• Host employee enrollment meetings and informative meeting to ensure that all employees understand their plan options.• Work with multiple benefit carriers to provide optimal benefits packages and to provide daily employer and employee resolution management.

• 

  Nationwide Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Sr. Analyst/ Life Sales Training

    • Feb 2015 - Jul 2016

    • Provide all product sales training for inbound associates transitioning to the national sales desk.• Coordinate with sales and service managers and team leads to provide sales assessments and reviews.• Partner with Impact Management to provide input/recommendations for best practices in regard to product and policy changes.• Manage relationships with six External and six Internal Wholesalers in various territories throughout the country.• Offer support for top advisors on complex sales and service issues.• Collaborate with Marketing to provide unique benefits and campaigns designed to drive advisor business and awareness.• Consult with personnel in licensing, compliance, underwriting, contract administration, underwriting, legal, and others to resolve complex problems and answer inquiries.• Facilitate meetings for the life circle desk, including informal training on new products and procedures.

  • Regional Internal Consultant

    • May 2013 - Jan 2015

    • Consult with top financial advisors in Boston/Providence and upstate New York MSA’s.• Exceeded life insurance goals in both MSA territories for 2013, and 2014.• 2013 sales numbers: Boston/Providence 236% to goal, upstate New York 136%.• Consistently make rotational calls to Top200 and Top50 advisors.• Partner with internal and external BGA contacts to ensure advisor’s case needs are being met.• Teach advisors about Nationwide solutions via our "Team of Specialist" model.• Provide an elite level of customer service to advisors with pending Life Insurance business.• Participate in campaigns put on by Marketing, Relationship Strategies, etc.

  • Sales and Service Analyst

    • May 2010 - May 2013

    • Facilitate new associate onboarding classes for the variable life insurance department.• Design, implement, and instruct the brokerage life sales curriculum, including evaluations and assessments. • Provide financial expertise and solutions to producers to develop sales leads, market products and solutions. • FINRA series 6 licensed to transact business on mutual funds, variable insurance products, variable annuities, closed-end funds, and unit investment trusts. • Nationwide Individual Product Solutions life insurance employee of the quarter for the second and fourth quarter of 2012. • Communicate detailed product information confidently and in an easy to understand manner.• Member of the Nationwide Financial Internal Sales and Service Advisory Board.• Provide solutions to customer and producer issues continually adapt to a complex array of internal and external situations. • Recommend product and procedural modifications to facilitate sales.• Consistently obtain exceeding scores in availability, software usage, and customer satisfaction surveys.