Executive Account Manager
CurrentAccount Manager with American Fidelity overseeing greater St. Louis Market and Midwest Region. Managed partnerships with more than 20 School Districts and 1000's of customers through Salesforce from a dedicated home office. Communicated with clients through Zoom and Microsoft Teams. Collaboratively worked with a sales team to deliver a top benefits package to School Districts and their employees. Maintained Section 125 compliance for School Districts throughout Missouri, Illinois, Iowa and… Show more Account Manager with American Fidelity overseeing greater St. Louis Market and Midwest Region. Managed partnerships with more than 20 School Districts and 1000's of customers through Salesforce from a dedicated home office. Communicated with clients through Zoom and Microsoft Teams. Collaboratively worked with a sales team to deliver a top benefits package to School Districts and their employees. Maintained Section 125 compliance for School Districts throughout Missouri, Illinois, Iowa and Wisconsin. Received 25-40 appointments per day in a virtual and face to face setting.KEY ACCOMPLISHMENTS:• Maintained Section 125 documents and compliance for State auditing purposes.• Achieved over $1 Million active in-force premium. • Top Account Manger for Midwest Region for Texas Life Insurance• Crushed sales quota year over year within company.• Achieved FINRA SIE and Series 6 licensing requirements.• Achieved Series 63 Licensing. Show less