In this role, I consult with internal account management teams on Surest engagements including overall service experience delivery, retention and growth strategy, product enhancements and member engagement communication plans. I advocate as the voice of the customer to develop content, make product enhancement recommendations and ultimately deliver solutions that remain aligned to the Surest value propisition.

The healthcare landscape has changed a lot over the past decade. Although a cookie-cutter, fully-insured plan may be the best solution for some businesses, there are a handful of other strategies that need to be explored. I’m excited to help the small to mid-sized businesses of Northern MN/WI dig into their healthcare spend and become more savvy consumers.

I opened a new office in Duluth, MN and worked to build familiarity with Hays in Northern MN. Introduced P&C to my skill-set and built a book of business made up of both P&C and EE Benefits. Focused on building relationships with Business Owners, HR Directors, CFO’s and Controllers. Hosted Employee Benefits and P&C Seminars. Created leads via LinkedIn, MiEdge, FreeErisa, hand-written notes, charity golf scrambles and cold-calling. Joined the local SHRM Chapter and became a Board Member.

As a small group sales consultant with Blue Cross Blue Shield of Minnesota, I was tasked with growing our fully insured book of small group health insurance business in Northern, MN. I worked with agents to build their knowledge of BCBS products and technology. In a community-rated market, price is fixed and competition is fierce. I did my best to be as responsive as possible and I helped my brokers strategically place our products whenever there was an opportunity. * Met 100% of 2016 sales goal in July 2016* Finished the year 139% to goal

* Selected as a Pivot Team Member - Inside Sales Leadership Council* Renewed 107% to goal in 2014 – 75% against a 70% goal. Which was highlighted by 90% retention in December, a month containing 45% of the total membership for 2014.* Inside Sales “Innovator of the Year” 2011* Ranked 1st - Renewal Account Executive - Ancillary Sales in 2009 (355% to Goal)* Pinnacle Award Winner – “Top Performer Specialty Benefits”* Ranked 2nd - Renewal Account Executive - Ancillary Sales in 2008 (201% to Goal)* Increased member persistency by selling value and creatively constructing group health plans.* Managed relationships with 100+ insurance agencies and approximately 1800 members each month. A $90,000,000 book of business.

* Championed the development and introduction of the North Shore Financial Services Division, and provided financial planning consultation services to prospective customers in six local bank branches.* Strategized, organized, and hosted financial planning seminars, promoted long-term care insurance program benefits and advantages, and increased customer interest and sales.* Represented company as Chamber of Commerce Ambassador, initiated business-to-business calls, and advanced corporate market presence and image.*Consulted with prospective customers, cross sold investment and mortgage banking products, and expanded sales volume and profitability.

* Partnered with Sales & Marketing Team, strategized/presented insurance package offerings to business and individual clients, and profitably marketed employee benefit plans and insurance coverage.* Initiated business-to-business calls, established positive client relationships, and advanced market presence.* Researched/analyzed investment profiles, and reported results to Senior Financial Advisors.