Key Responsibilities include:Overall strategic office leadership and development of local market franchise Overall accountability and ownership for profitable block growth and salesOverall accountability for achievement of goals through enhanced client experience, quality sales and client management execution Attraction, development, retention and performance management of individuals in Sales and Client Management Overall strategic office leadership and development of local… Show more Key Responsibilities include:Overall strategic office leadership and development of local market franchise Overall accountability and ownership for profitable block growth and salesOverall accountability for achievement of goals through enhanced client experience, quality sales and client management execution Attraction, development, retention and performance management of individuals in Sales and Client Management Overall strategic office leadership and development of local market franchiseAct as a senior representative of Unum in the local marketplace, exemplifying a positive, professional and uniform imageOperates with an external view – understands markets, competitors, customers, legislation, etc. and leverages that knowledge to identify revenue opportunities and drive growthBroad leadership throughout the organizationPositions the office for long term success through efforts focused on customer, broker and office investmentsDelivers strategic messaging to entire office and ensures consistency in messaging to all employees Show less

Position Highlights:• Direct Reports: Core Sales Reps, Client Managers, Marketing Consultants & Sales Support Coordinators• Leads, trains and develops all Sales Trainees and Client Manager Associates • Responsible for the achievement of all office level goals through enhanced client experience, quality sales and client management execution • Responsible for driving profitable sales and block growth in all assigned lines of business• Forges strong and productive… Show more Position Highlights:• Direct Reports: Core Sales Reps, Client Managers, Marketing Consultants & Sales Support Coordinators• Leads, trains and develops all Sales Trainees and Client Manager Associates • Responsible for the achievement of all office level goals through enhanced client experience, quality sales and client management execution • Responsible for driving profitable sales and block growth in all assigned lines of business• Forges strong and productive relationships with brokers, clients, distribution partners and key internal partners • Identifies potential opportunities with in-force clients and guides/supports the Sales Rep/Client Manager to deliver revenue. Coaches for effectiveness on executing at the case level.• Manages and coaches to key indicators of success, including quote activity, close ratios, and pricing poolsKey Achievements:2016: Sales Conference Qualifier- Management, 2020: Sales Conference Qualifier- Management, 2021: Selected to Field Leadership Council Show less

Position Highlights: • Responsible for organic growth within the Rochester block of business for key accounts with 50-2000 employees• Develop strategy and execute from start to finish on all voluntary benefits enrollments while managing the financial impacts relative to expenses and premium production• Build, maintain, and enhance client and broker relationships in upstate NY territoryKey Achievements:2015: Ranked 11th of 114 Client Manager’s nationally… Show more Position Highlights: • Responsible for organic growth within the Rochester block of business for key accounts with 50-2000 employees• Develop strategy and execute from start to finish on all voluntary benefits enrollments while managing the financial impacts relative to expenses and premium production• Build, maintain, and enhance client and broker relationships in upstate NY territoryKey Achievements:2015: Ranked 11th of 114 Client Manager’s nationally and qualified for Leader’s Circle Conference, Elected to Client Management National Council2014: Achieved 124% of annual sales goal (3.9M of new business sold) Leader’s Circle Conference Qualifier, Raise the Stakes Sales Contest Winner, Elected to the Innovation Project Team2013: Achieved 189% of annual sales goal (3M of new business sold) Leader’s Circle Conference Qualifier, Elected as Subject Matter Expert in the NE Region2012: Achieved 183% of annual sales goal (1.8M of new business sold) Show less

Position Highlights:• Responsible for increasing market share of group and voluntary products through wholesale distribution model• Present features of product portfolio to drive and deliver profitable sales growth• Build, maintain, and enhance client and broker relationships in upstate NY territoryKey Achievements:2011: Achieved over 110% of annual Group and VB case count goal2010: Ranked 1st in Rochester office for “Simply Unum” sales 2009: Achieved 107% of annual… Show more Position Highlights:• Responsible for increasing market share of group and voluntary products through wholesale distribution model• Present features of product portfolio to drive and deliver profitable sales growth• Build, maintain, and enhance client and broker relationships in upstate NY territoryKey Achievements:2011: Achieved over 110% of annual Group and VB case count goal2010: Ranked 1st in Rochester office for “Simply Unum” sales 2009: Achieved 107% of annual sales revenue goal Show less

Position Highlights:• Made sales calls to present product portfolio to clients and prospects• Established insurance carrier relationships to enhance sales and serviceKey Achievements:2008: Achieved over 100% of annual sales goal Ranked 1st in unit sales; April and May / Ranked 1st in sales revenue; January and March

Position Highlights:• Communicated Paychex Human Resource products/services to generate leads for field representatives• Contacted 140+ Paychex clients daily to generate 6 leads/day for the sales forceKey Achievements:2007: Achieved over 100% of annual sales goal