Amy Giles Email and Phone Number

* Determine client needs, gain information, manage and analyze incoming proposals and quotes from initial request to final sale. Give recommendations on plan options and discuss viable solutions for benefit plans provided through Lincoln's portfolio of products. * Perform daily duties in a way that drives sales growth through interactions with Reps, home office partners, brokers and potential new clients. Support sales goals of the RSO and corporation.* Develop and maintain connections to Reps, brokers and internal partners through continuous communication, relationship building and organized workflows.* Organize sales strategies, define goals and coordinate marketing campaigns for new and current business.

* Determine client needs, gain information, manage and analyze incoming proposals and quotes from initial request to final sale. Give recommendations on plan options, vendor selection, analyze data trends and discuss viable solutions for benefit plans including medical, dental and ancillary products. * Inform client of current legislative issues, act as liaison between client and carrier, conduct employee meetings and assist with employee concerns, including claims resolution. Participate in industry organizations to learn, analyze and report market trends and recommendations to clients.* Introduce new product offerings including an on-line benefit enrollment system, Human Resource compliance, training and legal product to manage employee benefit plans. * Organize sales strategies, define goals and coordinate marketing campaigns for new and current business.

*Assisted in the sales operations providing medical, dental and ancillary health care options through multiple national and regional carriers, and local TPA’s. * Introduced new carriers, plan designs and products to agencies and agents within Michigan. Assist agents in building book of business by providing sales tools, supporting materials, product training and evaluating carriers to achieve maximum return on investment. * Served as the primary contact for agents looking to obtain insurance quotes for large groups, including licensing and appointment information for multiple carriers. * Engaged, enlisted, and targeted agents through in-house designed marketing materials, phone campaigns and internet correspondence. * Partnered with carrier Sales Representatives to provide agent education, underwriting, enrollment and billing services.

* Grew revenue of specialized worksite marketing division from $0 to over $150k of premium in initial year.* Scheduled and conducted group presentations and individual meetings to explain and enroll individuals in ancillary and core benefit offerings during Open Enrollment.* Marketed fully insured benefit plans to carriers, prepared proposals, assisted with billing issues. Cross sell products to P & C clients to strengthen relationship within organization.* Worked with Executive Management Team on the re-enrollment strategy for clients, address new products and evaluate current lines of coverage for possible gap benefit offerings.

* Responsible for all aspects of implementing, administering, and enrolling voluntary benefit programs including life and health products, disability, dental, critical illness, and long-term care insurances for clients.* Act as a liaison between client, brokers and insurance carrier. Field all service related calls / visits for any issues on an on-going basis; traveled to multiple site locations. Create all communication materials.* Schedule and conduct group presentations and individual meetings to explain and outline product offerings.* Selected, hired, trained and directed independent Benefit Counselors and internal staff.* Administered bi-monthly payroll for over 30 Benefit Counselors and oversaw all licensing requirements of company, staff and enrollers.

* Managed all day-to-day operations of Marketing Department for entire company, including supervision of Marketing Assistant and Receptionist, creating and maintaining job descriptions. * Created and maintained annual budget, strategic planning and development of all marketing and advertising campaigns. Designed and maintained company website, quarterly newsletter, and yearly legal seminar. * Established community awareness and acted as public relations point of contact for various volunteer programs. * Gathered quotes from insurance vendors, organized proposals received, analyzed information and present alternatives to client. * Conducted employee meetings, traveled to various client locations, and maintained client communications. * Maintained client account information for all aspects of self-funded and fully insured health benefit plans designs including medical, dental, vision, Rx, Flexible Spending Accounts, and all ancillary products.