Bio
Credentials
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Certified Employee Benefit Specialist (CEBS)
International Foundation of Employee Benefit Plans (IFEBP)Apr, 2014- May, 2026 -
Compensation Management Specialist (CMS)
International Foundation of Employee Benefit Plans (IFEBP)Apr, 2014- May, 2026 -
Group Benefits Associate (GBA)
International Foundation of Employee Benefit Plans (IFEBP)Apr, 2014- May, 2026
Experience
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Account Manager
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Account Manager
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Oct 2020 - Present
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Berkshire Insurance Group
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Pittsfield, Massachusetts Area
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Account Manager Financial Services
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Apr 2009 - Oct 2020
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Pittsfield, Massachusetts Area
Provide daily support to sales executives.Employer/employee engagement, communication and for group health insurance implementation and retention.Responsible for handling several hundred Life and Health accounts, both individual and group.Quote and prepare life and health proposals for new and existing clients.In charge of managing departments health insurance renewal process.Responsible for making cross-sells within the agency and to Berkshire Bank. Responsible for keeping our agency management system up to date.In charge of handling all incoming personal lines referrals from all Berkshire Bank branches and allocating them to sales executives. Attend client and prospective client meetings with sales executives. Responsible for handling day to day incoming employer/employee phone calls, emails and online requests. Maintain producer Life/Health license by attending continuing education classes. Create reports for sales executives and Vice President’s to review success of Life, Health, and Financial Services division.
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Merchandising Projects Coordinator
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Sep 2005 - Jan 2011
Responsible for coordinating newsletter and online promotional activities for eToys, KB Toys, Sears, Kmart and Amazon. Maintain sales tables for promotional opportunities as well as any retail changes that may be needed. Coordinating liasion between buying staff and production team in Denver.In charge of creating preorders/backorders. Tracking PO's to ensure an on time arrival of goods.Responsible for inputing and maintaing any changes that may occur to the holiday catalog before production. Proofing catalog prints before going to press. In charge of handling any customer bulk order requests and forwarding them to be processed.Maintain allocations for toy channels when necessary - eToys, KB, HSN, Sears.
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Education
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2006 - 2008Massachusetts College of Liberal Arts
Bachelors in Business Management, Business Administration and Management, General -
2003 - 2005Berkshire Community College
Associates in Computer Science, Computer Science
Suggested Services
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Industry Focus. “Insurance and Risk Management”
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References
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