As an Account Executive, I assist clients in choosing a voluntary benefit plan. I analyze client requirements, prepare pricing demonstrations, and determine if additional products or services are required. Additionally, I develop requests for proposals and identify and remedy employer enrollment challenges. I have achieved a 100% renewal rate for all existing clients by building strong relationships and conducting thorough needs assessments.

As an insurance agent I thrived on connecting with existing and potential clients to provide individualized insurance solutions. I thoroughly evaluated each customer’s needs, explained all available options, developed pricing models, and assisted clients in selecting appropriate plans.

As an Edward Jones Financial Advisor, I built a customized investment strategy and educated clients on financial planning. I modeled various financial plans to clients based on risk, continually monitored investments, and ultimately enrolled nearly $1 million in assets in less than three months through strong relationship development.

As a Sales Support Consultant at AIG, I assisted high level corporate and bank owned life insurance brokers, collaborated with cross-functional teams, and developed in-depth pricing models.Accomplishments include directly assisting the software company in the creation of customized insurance illustration software as well as developing, testing, pricing, and marketing an innovative financial product.

During my tenure at Prudential, I directed a specialized team that supported nonqualified benefit funds and created proposals for multimillion-dollar insurance premiums. I guided the team through the full life cycle of insurance policies, from creating and pricing initial proposals through coordinating policy servicing with the brokers. I also collaborated with the design team to create an insurance illustration system that contained the essential modeling, testing, and reporting abilities.Successes include repeat acknowledgements and awards for exceptional client service, generating billions through modeling and negotiating customized pricing scenarios, and creating life insurance products.

Provide account suport for Corporate Owned Life Insurance.