Direct and manage product design and marketing, case acquisition and management services. Coordinate all facets of benefits offerings and employee eligibility, agency administration service agreements, sales technology, and case implementation workflow. Define requirements and oversee implementation of CRM system and associated workflows. Manage carrier relationships.

Open new employer group accounts, enroll employees in Colonial supplemental health and life products. Recruit and train new agents.

Hired and lead a start-up team of case managers for worksite sales division. Lead team in the support of agent/brokers/sales directors in pre- and post-sale activities including product quoting, case setup, core benefit buildout, product/process/technology training and reservice activities.• Manage 4 strategic partner relationships with integrated pre-sale, enrollment and billing processes• Complete and submit request for proposals for government and educational entities• Key expert technology user for e-enrollment and quoting platforms• Problem solve and implement processes to accommodate group needs• Writing and maintenance of training materials• Proven performance with year-over-year sales results, without increasing staff.Licensed life & health agent: IN, IL, TN

• Development of new product designs for supplemental health and life products, competitive analysis and management of product introduction and updates. Engage with sales technology experts in development of product-related business requirements and end-user expectations.• Delivered cancer, critical illness, short-term disability, accident, indexed universal life, conversion whole life and worksite universal life products with unique features, competitive underwriting and commissions which exceeded expected sales and are still marketed today.• Portfolio management of 9 health and life products• Drafted marketing materials for client presentation, agent and internal staff training.• Initiated field communications.• Development of e-enrollment user guide and training of more than 600 agents

Assist sales vice presidents in recruiting, training and motivating sales organizations across the United States.• Start up and training of marketing organization and brokers on contracting, product, technology, and business processing.• Managed sales incentive programs• Maintained lead distribution database• Liaison between marketing organizations and home office operation departments toresolve escalated issues.