Allison B. Email & Phone Number

Allison is a strategic leader in plan design, carrier contract negotiations, and business development. She brings a wealth of experience from both the carrier and broker side, exceling in building carrier relationships, leading service teams, and creating tailored programs for clients. Drawing on her background in Counseling Psychology, Allison takes a consultative approach in working with C-suite leaders to balance financial goals with employee wellness.● Awarded Leader Choice Awards… Show more Allison is a strategic leader in plan design, carrier contract negotiations, and business development. She brings a wealth of experience from both the carrier and broker side, exceling in building carrier relationships, leading service teams, and creating tailored programs for clients. Drawing on her background in Counseling Psychology, Allison takes a consultative approach in working with C-suite leaders to balance financial goals with employee wellness.● Awarded Leader Choice Awards 2022- Sales Team Show less

Menlo Park, Ca

-Produced new clients in the large group space for employee benefits -Surpassed 1st year goal within 1 month of contract (Goal=150k, Wrote= 252k) -Owned sale for full life cycle: prospecting, marketing, cold calling, presentations, close and implementation -Negotiated with carriers on client’s behalf -Maintained legal compliances within states and cities for clients individually throughout the country-Audited employee benefit programs to find gaps in… Show more -Produced new clients in the large group space for employee benefits -Surpassed 1st year goal within 1 month of contract (Goal=150k, Wrote= 252k) -Owned sale for full life cycle: prospecting, marketing, cold calling, presentations, close and implementation -Negotiated with carriers on client’s behalf -Maintained legal compliances within states and cities for clients individually throughout the country-Audited employee benefit programs to find gaps in service/programs/costs ● 2018 named Top Producer of the YearSpecialties: Employee Benefit Insurance Brokers | Health Care | Advisor Show less

San Jose, Ca

-Surpassed all goals for every quarter and was the only TR in the territory history to exceed goals in particular territory.-Trained district managers/assistant managers on recruiting and interviewing.-Conducted candidate pre-screening, interviews, and worked to help candidates license and contract.-Provided leads from cold sources (Internet job sites and leads lists)-Helped Territory Manager train new sales managers on recruiting processes.-Contracted and helped license… Show more -Surpassed all goals for every quarter and was the only TR in the territory history to exceed goals in particular territory.-Trained district managers/assistant managers on recruiting and interviewing.-Conducted candidate pre-screening, interviews, and worked to help candidates license and contract.-Provided leads from cold sources (Internet job sites and leads lists)-Helped Territory Manager train new sales managers on recruiting processes.-Contracted and helped license over 300+candidates and 1099 employees. Show less

Los Altos, Ca

-Directed and orchestrated camp with 250 kids from ages 5-12 years old.-Worked with parents of campers to ensure the best camp experience possible.-Addressed and treated any injures or emergencies (There were many with 250 campers)-Created schedules for staff and coordinated camp staff trips.

Santa Clara, California

-Created and maintained positive relationships with children, parents and staff -Responded to phone calls and web inquiries from families and potential families providing information requested-Maintained all areas of center in a safe, proper and clean manner-Trained on maintaining accurate and complete financial records, including payroll, employee time sheets as directed by center director and assistant director-Supported teachers in classrooms and acted as teacher when… Show more -Created and maintained positive relationships with children, parents and staff -Responded to phone calls and web inquiries from families and potential families providing information requested-Maintained all areas of center in a safe, proper and clean manner-Trained on maintaining accurate and complete financial records, including payroll, employee time sheets as directed by center director and assistant director-Supported teachers in classrooms and acted as teacher when permanent teacher was absent, on vacation or on break-Ensured mandated compliance ratios were followed-Performed in the capacity of any position supervised, as required to meet customer needs Show less

Worked with children who have autism using applied behavior analysis, to live more successful and independent lives.STE Consultants provides consultative services in school and home settings. We work collaboratively with teachers, school staff, and parents to create behavior interventions that help the client achieve greater success in all environments.Within the consultative model STE Consultants create data sheets and trains all persons involved with the client to track and use data… Show more Worked with children who have autism using applied behavior analysis, to live more successful and independent lives.STE Consultants provides consultative services in school and home settings. We work collaboratively with teachers, school staff, and parents to create behavior interventions that help the client achieve greater success in all environments.Within the consultative model STE Consultants create data sheets and trains all persons involved with the client to track and use data to create positive interventions and make timely updates to all behavior plans.STE trains staff and parents in various settings – in vivo (in the moment), topic specific training workshops, and on-going classes that provide a comprehensive overview of Applied Behavior Analysis and best practices within this field.STE collaborates with all professionals and parents to write and implement Functional Behavior Assessments and Positive Behavior Plans using current positive behavioral strategies that have been empirically validated to obtain the best results.STE helps to train teachers in Direct Instruction and take our Precision Teaching methodologies to help create positive behavior outcomes within classroom settings.STE Consultants will also help create meaningful, effective, and efficient Reinforcement Systems for students or entire classrooms based on the most relevant research and resources available within the behavior analysis community. Show less

Masters, Counseling Psychology

Bachelor Of Science - Bs, Psychology

Activities and Societies: BSC Volleyball Team 2004-2008.(Team Captain 2005-2008) Student Athlete Advisory Committee 2004-2008 (Vice.

Education record