Ann Bissell Luke

Client Account Manager at VantagePoint Benefit Administrators
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Contact Information
us****@****om
(386) 825-5501
Location
Greenwich, Connecticut, United States, US
Languages
  • French, Spanish, Moroccan Arabic -
Skills

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5.0

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Justin Foa

I had the pleasure of working with Ann when she reported to me as the Sales Manager of our Benefits department. I recommend Ann because she always performed in an outstanding professional manner, providing the latest data while negotiating the most competitive rates. She consistently stayed in communication throughout the entire sales process with myself and other senior management. I always had a very good comfort level with Ann because she was not only open and approachable, but I also knew I could always count on her. She had great rapport with her staff and also, and most importantly, with our clients.

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Credentials

  • Licensed Insurance Broker
    New York State
    Apr, 2017
    - Nov, 2024

Experience

  • VantagePoint Benefit Administrators
    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Client Account Manager
      • Apr 2022 - Present

      VantagePoint has saved employers millions of dollars in reduced payroll taxes, legal costs and insurance premiums by implementing proven HR best practices, integrating the right technology, and the strategic, methodical use of tax avoidance programs allowed under IRS rules. Building the right program creates the right results: Insurance premium actions 50% less than the national average Payroll savings an average 25% less than other national providers PEO administrative fees as much as 65% less than retail Ann would be happy to meet with you and discuss your employee benefit needs and how you and your company can reap multiple rewards by working with VantagePoint. Show less

  • Independent Consultant
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Employee Benefits Account Manager - Special Project
      • May 2013 - Apr 2022

      Worked on a contract basis with WAHVE and on her own as an independent consultant for Health Insurance companies, brokerage firms and PEOs. Most assignments involved confidential arrangements where she audited accounts that were either being brought over as newly acquired acquisitions from another financial institution or where one carrier was being eliminated and replaced by another. Colleagues know her as a problem solver who is highly motivated and can always be trusted to come up with a new approach or solution. She spends a lot of time understanding her client’s business model in order to propose solutions that are needs based and client centric. Show less

  • Brown & Brown Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Benefits Manager & Producer
      • Dec 2010 - Dec 2012

      Responsible for building the Benefits department from the ground floor; taking the department paperless, implementing procedures to be compliant with HYTECH/HIPPA, installing systems, recruiting, training and managing sales force. *Managed day-to-day client servicing including eligibility issues and specific client questions and needs *Utilized creative strategies to provide clients with greater flexibility and options, resulting in cost savings and increased value to customers *Prepared and presented Client Benefits Reviews, Claim Report Analysis and Pre-Renewal Estimates *Developed and maintained ongoing relationships with client and carrier representatives, established customer loyalty, resulting in high retention and cross sales *Apprised clients of industry trends and updates including Health Care Reform, benchmarking results and HYTECH/HIPPA Compliance *Marketed, sold, and cross sold employee benefit products to the mid-size corporate marketplace Show less

  • Advocate Brokerage
    • United States
    • Insurance
    • 1 - 100 Employee
    • Manager
      • Aug 2006 - Nov 2010

      Designed health and ancillary quotes for small and mid-size employer groups and wrote and submitted the applications to the carriers. Serviced the accounts including renewal analysis, open enrollment meetings and resolution of billing, coverage and claims issues. Requested quotes and submitted applications for individual Life (Including Life Settlements), Long Term Care and Disability Income coverage. Answered billing and coverage questions. Assisted insureds and beneficiaries with filings of claims. Show less

  • Foa & Son Corporation
    • United States
    • Insurance
    • 1 - 100 Employee
    • Vice President, Life & Health Division
      • Mar 2002 - Aug 2006

      Marketed multiple benefit products to the mid-size corporate market. * Established relationships with a broker network to facilitate corporate leads. * Prepared presentations to C-level executives (CEO, CFO, CIO, COO) using "creative strategies" to develop a customized approach to selling. * Utilized creative strategies to provide clients with greater flexibility and options, resulting in cost savings and increased value to customers. * Achieved one of the firm's highest close rates via excellent presentation skills and ability to build and retain client trust. Show less

  • Brown & Brown
    • United States
    • Insurance
    • 700 & Above Employee
    • Group Benefits Manager/Sales Executive
      • Jan 1997 - Mar 2002

      Marketed benefit products via the creation of strategic partnerships with general agencies and TPAs (third party administrators). * Worked with clients generating up to $2 million in sales commissions. * Developed and managed marketing materials to maximize client response rates. * Effectively utilized customer loyalty, resulting in high volume repeat business. Marketed benefit products via the creation of strategic partnerships with general agencies and TPAs (third party administrators). * Worked with clients generating up to $2 million in sales commissions. * Developed and managed marketing materials to maximize client response rates. * Effectively utilized customer loyalty, resulting in high volume repeat business.

  • Mutual of New York (Now AXA)
    • New York, New York
    • Director of Sales and Marketing (International Division)
      • Jan 1984 - Dec 1996

      * Selected by executive management to relocate from San Francisco to Corporate Home Office in New York to participate in setting up 3 offshore companies in the Caymen Islands. * One of three recruited to launch international division targeting Latin America. * Established a referral network focusing on high net worth clients in Latin America. * Created all marketing and sales materials for offshore investment products. * Spearheaded first team to Uruguay to initiate pilot program. * Facilitated agent/broker seminars to introduce new investment products to 2,000 agents. * Effectively used knowledge of products and Latin American culture to sell $2M in mutual funds, while exceeding life premium goal by nearly 200%. * Started as a Field Underwriter in San Francisco and was promoted to corporate officer position as Director of Marketing in the MONY Headquarters in NY. Show less

  • Peace Corps Morocco
    • Goulmima, Morocco
    • TEFL Volunteer (Taught English as a Foreign Language)
      • 1980 - 1983

      Taught English as a foreign language (TEFL) to high school students. Taught English as a foreign language (TEFL) to high school students.

Education

  • University of San Francisco
    MBA, Marketing
    1986 - 1990
  • The College of Wooster
    BA, Spanish, French, Latin American Studies
    1976 - 1980

Community

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