Experience

iBenefit Communication, Inc
• Insurance
• 1 - 100 Employee
• Account Executive

  • Jun 2021 - Present


Trustmark

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Client Relationship Manager

  • Oct 2017 - Apr 2020

  Lake Forest, IL Proactively maintained a large book of key accounts with the goal of increasing customer satisfaction and retention. Engaged with new brokers, enrollment firms and employers to ensure successful onboarding by understanding needs and educating on product, technology, and service capabilities.

• Sr. Sales Implementation Manager - Voluntary Benefits

  • Jul 2012 - Oct 2017

  Lake Forest, IL Coordinated and oversaw new and re-enrolling case implementation for the top two broker relationships. Led internal team across all functional areas to ensure requirements for a successful enrollment were met. Facilitated enroller training both in person and via webinar.



Allstate Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Senior Account Manager

  • 2003 - 2009

  Secured approval and deployment of Allstate Financial’s retirement products and supporting materials with 8 – 12 key financial institutions (accounts). Maximized the breath of product approved and ensured accounts were kept abreast of Allstate’s latest initiatives. Acted as liaison between key accounts and Allstate’s wholesaling team paving the way for sales success. Created a heightened awareness regarding the accounts current focus and opportunities in each wholesaler’s region.

• Account Manager

  • 2002 - 2003

  Created awareness of Allstate Financial’s products and services with targeted broker dealers to identify and develop new relationships.Coordinated firm specific promotional campaigns created to convey Allstate’s value proposition.

• Putnam Allstate Advisor Variable Annuity Team

  • 1999 - 2002

  Northbrook, Illinois, United States Selected for elite team supporting the Putnam Allstate Variable Annuity. This single product produced 1.53 billion in sales in its first year making it one of the most successful variable annuity launches in history. • Senior Analyst 2000 – 2002 • Senior Operations Manager 1999 – 2000

• Implementation Manager / Customer Service Representative

  • 1993 - 1999

  Operations Implementation Manager 1997 - 1998 Sr. Customer Service Representative 1993 - 1996