Jeanne Briggs Email & Phone Number

Plano, Texas, United States

Plano, Texas, United States

Plano, Texas, United States

Develop, grow and maintain strong relationshipsCreated new processes and efficiencies for case managers Negotiate underwriting issues for brokerage and virtual sales agents with Home Office Maintain carrier contracts and licenses nationwide for the agency and its principalOversee the day to day operations of sales for both virtual and brokerage business, including managing the teams of case managers, processors and call center agentsManage commissions for brokerage and virtual sales utilizing various reporting systemsInvolved with product selection for brokerage and virtual business to ensure production and profit growth for the companyCreate and distribute carrier updates, sales concepts, sales ideas to brokerage and virtual business agentsEffectively work with clients, agents, brokers and others on commission and product structure and implementations Able to communicate with agents, agencies, enrollment firms, insurance carriers, and clients regarding a variety of topics regarding operational items pertaining to all areas of insuranceAs IMO, responsible for the training and dissemination of new products, forms and procedures for all field agents Arrange call center education of new products and sales conceptsCommunicate with carriers pertaining to product knowledge, underwriting, and niches for voluntary and employee-sponsored plans Developed agency through innovative methods of communication regarding carrier and product updates and cross-selling productsIdentify areas surrounding IT issues that will enable the company to run more smoothly and make corrective recommendations when appropriateImplemented agency software program to case manage life, health and supplemental business, pay commissions, update and track agency's hierarchy and book of businessAssist in implementation of programs associated with 'after the sale' issues relating to processes, products and procedures that will ensure success within the account

Liaison between company and clients, responding to all client concernsConducted administrative and accounting duties for President of the company Maintained knowledge of various insurance products to ensure growth of the company Effectively communicated with the HR and payroll departments of clients regarding group enrollments of insurance coverage, payroll deductions, and other pertinent details Assisted in implementation process of new benefit plans to clients Supported company sales agents with updates on procedures, explanations, and rates on current products offered Tracked and verified incoming advances and commissions for the company agentsFacilitated workload of field agents and evaluated performanceCompleted necessary research to resolve issues concerning accounting and policiesFocus was primarily supplemental voluntary benefits, also offered through Section 125 plans

Researched to determine locations of parts and maintained information in company databaseEntered work orders, purchase orders, and labor time sheets for approximately 100 employeesChecked labor reports to be sure parts were in proper locations in the stockroom