Experience

Dearborn Group

• United States
• Insurance
• 100 - 200 Employee

• Account Executive

  • Aug 2015 - Present

  As an Account Executive at Dearborn Group, I help grow and manage the block of business for Tennessee, Georgia, Alabama, Missouri, Kentucky and Florida. My responsibilities include working, releasing and negotiating new business quote requests as well as renewals or adding lines for existing groups. I quarterback any service issues that may arise and help with any changes a group may need to their existing plans. I do my best to help educate clients and brokers on how best to utilize our website and service departments to manage their groups more effectively as well as act as their main point of contact for any questions they may have or help they may need. I strive to maintain solid relationships with our brokers as well as clients; aiming to keep everyone satisfied with the customer-centered service Dearborn Group provides.



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Sales Coordinator

  • Oct 2010 - Jul 2015

  I manage quoting activity for complex cases while simultaneously looking for better plan designs and upsell opportunities for potential groups. Another aspect of this is negotiating with underwriting on price/discounting to help ensure sales over our competitors. Developing strong relationships with broker offices to help drive sales is important to me as well and helps me best support the sales representatives. I maintain a very detailed and hands on approach to those sold case submissions where the group is implemented and also initiate any enrollment coordination for new clients. This also involves communicating and educating brokers and clients on the LFG service model, policies and procedures as well as being able to efficiently handle any service issues that could arise.