Ancillary Account Executive

• Jan 2019 - Present

Regional Sales Representative

• Mar 2016 - Jan 2019

Reliance Standard Life Insurance Company (Reliance Standard) is a leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary (employee paid) coverage options and fully integrated absence management. Reliance Standard markets these solutions through independent brokers and agents to employers of all sizes. Reliance Standard Life Insurance Company (Reliance Standard) is a leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary (employee paid) coverage options and fully integrated absence management. Reliance Standard markets these solutions through independent brokers and agents to employers of all sizes.

Assistant Vice President Health Benefits

• Feb 2015 - Mar 2016

Employee Benefits Producer in the mid to large group market. Heffernan Insurance Brokers was formed in 1988 and today is one of the nation’s largest independent insurance brokerage firms. We provide comprehensive insurance and financial services products to a wide range of businesses and individuals in all 50 states. Heffernan built its reputation and success in niche practice business, with a foundation in nonprofits, technology, healthcare, hospitality, construction, and real estate. Now, with nine branch offices and approximately 400 staff, Heffernan's reach spans almost every industry. But our philosophy of customized solutions crafted for each client’s individual needs remains the same. Please explore our website to learn more about the products and services we can provide to fill your business needs, or feel free to reach out to me directly. Show less

Broker Sales Representative

• Jul 2012 - Feb 2015

Benefitmall is the fastest growing provider of integrated payroll and employee benefit products and services. Working with more than 20,000 trusted brokers and CPAs, BenefitMall provides the nation's largest portfolio of employee benefit and payroll products and services designed to help small and medium-sized businesses successfully focus on their businesses while knowing that their benefit and payroll needs are addressed. At Benefitmall I represented carriers like Aetna, Anthem, Cigna, California Choice, Healthnet, United Healthcare and many more. Achieved the Benefitmall Elite sales award in 2012, 2013, and 2014. Show less

Managing General Agent

• Jun 2008 - Jul 2012

Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing business relationships * Prepare quotes requests and presentations * Travels to client locations to assist and present in strategy and enrollment meetings * Seeks out and targets new customers and new sales opportunities, initiates action plan to approach and secure new business for the Company. * Establishes performance goals for all sales department employees, and monitors performance on a continual basis * Oversees all hiring, training and firing of personnel involved in Sales. * Responsible for tracking customer information, forecasts and reports  2011 Promoted to Managing General Agent  2010 Started De Novo office in Roseville, CA.  2010 Top General Agent  2009 Top Show less

Senior Mortgage Loan Officer

• Oct 2001 - Jun 2008

Earned “Top Producer” award four consecutive years for being among the top ten brokers * Managed team of six loan officers * Assisted in sales and marketing training, advised on product knowledge and process/ensured accuracy of client files * Guided team of loan officers to achieve 150% of their sales goals in the first two quarters 2007 Earned “Top Producer” award four consecutive years for being among the top ten brokers * Managed team of six loan officers * Assisted in sales and marketing training, advised on product knowledge and process/ensured accuracy of client files * Guided team of loan officers to achieve 150% of their sales goals in the first two quarters 2007