Beth Millay Email & Phone Number

Lenexa, Ks

ExamOne is a national leader in the paramedical industry. We provide laboratory testing, paramedical exams, risk assessment services to life, health and disability insurance providers.- Manage and build the relationship between ExamOne and national insurance carriers - Provide solutions to specialized insurance markets to improve overall underwriting workflow- Responsible for managing and growing national brokerage business- Train and support producer and brokerage representatives on new products and services

Kansas City, Missouri Area

-Responsible for generating and cultivating all qualified leads within my professional territory.-Successfully established new clients and developed standing business, resulting in profit acquisition.-Regularly assessed clients needs by helping leverage their buying power through multiple product lines while reducing overall operational expenses, resulting expansion of average client investment and overall sales.

Overland Park, Ks

-Responsible for all new business, securities and insurance for Randall Johnson. -Ensuring the completion of each new account by finishing applications, following the progress and guaranteeing the success of his business. -Coordinator of all client meetings by arranging facilities, preparing all review documents: client’s current investments, portfolio snapshots and client’s account updates. -Designations: NASD Series 6 and 63 (KS), (MO); Life, Accident and Health (MO).

Blue Springs, Missouri

-Created new client databases to be used for marketing new clients throughout the business.-Helped with the promotion of The Millay Group, Inc., specifically Michael Millay.-Organized the office and increased functionality, maintained client relationships and assisted in daily responsibilities.

Columbia, Missouri Area

Inputed and developed new complex litigation accounts, worked closely with the attorneys, administered office tasks and ensured successful operation of the litigations department.