Britt Davis Email & Phone Number

Cypress, Tx, Us

Houston, Texas Area

Conducted personal benefit reviews and customized benefit plan options based on client’s financial needs.Solicit new business while maintaining relationships with existing clients.Built solid relationship with team and management.Organize and maintain sales materials.Process and maintain client records

Cypress, Texas

Build strong relationships with staff, parents, and studentsCreative planning for instructionAssess and analyse dataProvide group and personal meetings for parentsProvide support to staff, parents and studentsIdentify high risk needsCreate activities and presentations for instruction Manage and maintain records for students and instructionTeam representative for various school support committeesAssist in the interviewing and training of staff

Primary responsibilities were to educate all students and provide classroom management. Highly requested teacher for all grade levels and subjects. Creatively planned instruction when plans were not provided. Build relationships with students and staff. Maintained student records and provided additional support when needed.

Managed relationships between client, producer, and insurance company.Interviewed clients to determine their risk exposures and provide coverage options based on the analysis of the clients information.Maintained client information and routed documentation for processing, including data entry of new clients.

Conducted one-on-one and group enrollment meetings for employees with employer sponsored retirement plans. Interview clients to determine their financial position, resources, assets and financial goals.Trained new employees Maintained records for plan participants and administratorsProvided group educational seminars for employees.Provided one on one financial analysis meeting with plan participants.Exceed goals each year for enrollments and contribution goals.Received all incentive bonuses for achieving set goals.Worked closely with plan administrators to assess and implement plan changes or improvements Primary account responsibilities for City of Houston, UTMB Healthcare Systems, Ser Jobs for Progress, and Nacogdoches Memorial Hospital.

Houston, Texas Area

Started as a summer intern in May 1996 and given a full time position in August of that year. Assisted in the managing of a 12 member team along with training of new employees. Analysed client information. Managed relationships between clients and carriers. Prepared submissions, obtained quotes, prepared proposals, reviewed policies and applications. Maintained underwriting information and prepared finance agreements. Achieved all client management goals and incentive bonuses.