Helping Brokers support their clients through Cigna Medical coverages and consumer value adds - with the goal of holistically improving member health, their adherence in care, and overall knowledge of their healthcare thus resulting in reducing both employer and member financial healthcare spend.

Past President (Current; 2024)President (2023)President Elect (2022)Board Member at Large (2021)Treasurer (2019 & 2020)Subcommittee Chair Leader - Emerging Leaders (Nov 2016 - Current)

I am responsible for developing new client relationships while supporting my existing book of partnerships in the middle market segment encompassing companies with 50 - 5,000 employees. I specialize in designing, reviewing, and supporting my clients and potential clients' health & welfare employee benefit programs. This includes:- Renewal negotiations and plan design coordination- Fostering proactive discussions around a 3-5 year unique individual client strategic plan - Compliance updates- Implementation and communication of wellness programs -Technology platforms- and more...I value the relationships I create and strive to ensure 100% customer service satisfaction and proactive advice. Through the power of USI (Understand, Service, and Innovate), and our ability to bring best-in-class solutions and services to our clients and our communities, we become ONE to achieve each unique client's needs.Wells Fargo Insurance Services was acquired by USI Insurance Services on December 1, 2017, furthering our ability and enhancing our solutions to better serve our clients.

· Identify, develop, and expand business relationship in the Durham/Chapel Hill markets· Make proactive daily contacts with clients and prospects to fully understand their business and their needs to be successful· Uncover business needs and refer to internal BB&T product specialists to offer solutions· Provide excellent follow-up to grow partnerships with new and existing business clients in hopes to gain referrals and continue to support their business needs

· Conduct presentations to share the @Work Program benefits, along with other banking solutions, to commercial and non-commercial clients' employees· Coordinate and complete meetings with decision makers to familiarize oneself with company background, profile their business needs, and understand their employee benefits which allowed myself to create the personification of a trusted business advisor for the owner and their staff· Network within my market to proactively cultivate centers of influences to keep an active referral source · Serve as a liaison to branches and commercial teams to create program awareness and facilitate sales process through all lines of business· Complete necessary follow-up with internal partners to ensure clients/prospects received requested information as to build a trusting and reliable partnerships for continuous future presentations and commercial/retail entrenchment opportunities· Exceeded 2014 sales goals of opening 50 new accounts per month by growing retail households within my territory to an average of 53 accounts per month· Live the BB&T Values and Missions to provide the Perfect Client Experience while enhancing the relationships with each new and existing client, both retail and commercial

• Network with local Small Business owners to improve their cash flow, decrease their risks, and attract and retain quality employees through ADP's solutions• Consistently in the top 5% of the region for weekly activity• 138% YTD for fiscal year 2013 and regional stack ranked 5th out of 40 representatives with highest YTD percentage to plan• Started strong for beginning of fiscal year 2013 by finishing July at 189% and September at 259% of quota • 1 of 7 representatives who qualified for the FY ’13 Buy-down for President’s Club in Carolina East’s region• Ranked 24th out of 112 Associate District Managers for Super Starters competition• Partner with CPAs and local accounting firms to provide their clients with additional resources and support when it comes to liability and compliance• Obtaining 2 of the regions 6 Project Take-Away CPA grids• 50% of units earned in FY ’12 came from client referrals and 25% through my bank and CPA established partnerships• Collaborate with BB&T Business Bankers, Financial Leads and Commercial Loan Officers to promote additional banking services, relationship building, and awareness to both current clients and local prospects • Provide exceptional customer service to my current clients to gain additional business and referrals• Exceeded aggressive “unit” goals for 5 out of 9 months in conjunction with meeting quota to be rewarded by monetary bonuses• Ranked 39th in Southeast Division for most units sold in February 2012• Named Immediate Impact Sales Representative for the Carolina East Region February 2012• Participate as a Ambassador for the Cary Chamber of Commerce

• Acquired new prospects through an estimated 30 touches per day of cold calls, warm calls, phone tactics and implemented marketing campaigns with the goal to set appointments to gain new accounts • Established communication with existing clients, scheduled and ran business reviews to ensure satisfaction and create future entrenchment with new applications and opportunities• Update daily acquisitions and prospect/account growth in Zoho CRM along with important company notes and next step tactics• Appointed as Box Top for Education Product Manager to assist with implementation tools to drive client enrollment rates and employee knowledge

• Managed multiple tasks to build strong relationships with clients, their Pets, and our PetSmart family by executing necessary administrative and medical operations that resulted in an increased bottom line and increased 39.4% sales of new Pet/new Optimum Wellness Plan for 2009• Exerts professionalism while leading by example with a positive “will do” attitude• Selected by field leadership to be a member of the “Tampa Leadership Committee” to strengthen telephone etiquette to increase total number of Pets and expand the credible Banfield image• Assisted in preparation of two hospitals for their Grand Openings• Created an action plan that allowed a decrease in cost of goods from 25% to 18% while increasing hospital growth by 16.3% in 2009

• Successfully managed the 2nd largest Enterprise branch in the Tampa area• Developed relationships with customers and local businesses to increase sales and maximize awareness of current accounts• Implemented employee morale and sales training sessions resulting in increased customer service and 10% increase in sales• Ensured success in the areas of customer service and operations, employee satisfaction and training, sales and marketing/financial planning, fleet management and overall profitability • Promoted to Management Assistant (MA) after completing Management Trainee (MT) program in six months• Promoted product awareness and sold sales in excess of monthly sales quotas resulting in consistently ranking in top 5% of regional sales matrix• Developed and implemented marketing strategies to local businesses, dealerships, auto-body shops, and insurance companies while studying market trends and competitive threats• Used my ability to persuade and negotiate to win customer’s business and product sales