David R. Email and Phone Number
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David R. personal email
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Goal-oriented, proactive, and detail-focused professional with a proven track record of leveraging data and analytics to formulate optimal business solutions. Proficient in communication, interpersonal networking, analytical thinking, and relationship management. Trusted to maintain complete confidentiality of information and personal records. Accomplished Senior Account Executive with a decade of experience in Employee Benefits, with a resolute commitment to sales, customer relations, and prospecting. Ambitious and dedicated leader with a wealth of experience in training and mentoring new team members.
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Senior Account ExecutiveDimond Bros. Insurance, Llc Oct 2020 - PresentParis, Illinois, Us• Cultivated longstanding customer and carrier partnerships by effectively communicating with representatives and collaborating to achieve shared goals. • Conducted comprehensive needs analysis to identify insurance product recommendations that improved and enhanced benefits for clients. • Presented product and service information to prospective clients, actively listening to their needs and gaining insights into their business operations. • Adopted proactive and collaborative strategies to strengthen relationships and effectively manage customer requirements. • Developed and maintained strong relationships with clients, resulting in a retention rate of over 95%. • Successfully implemented new benefit plans for clients, resulting in increased employee satisfaction and cost savings for employers.
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Wellness Director5G Benefits, Llc Nov 2019 - Sep 2020Fond Du Lac, Wisconsin, Us• Grew and maintained positive relationships with community members, businesses, and vendors to establish trust and rapport. • Developed and managed Stride Wellness programs, including the Stride portal, designing challenges, campaigns, and the wellness store. • Handled all client builds, reporting, open enrollments, file feeds, and data input in Ease. • Managed all Employee Benefit Account Managers in relation to Ease renewals, on-boarding, and training. • Delivered client presentations and demonstrations of Stride Wellness and employee benefit open enrollments using Ease. • Serviced clients with employee benefit renewals, new business, quoting, and binding during overflow. • Collaborated with HR teams to establish effective implementation of employee benefits, Ease, wellness programs, and initiatives. -
Account ManagerJohnson Insurance Jun 2017 - Nov 2019Racine, Wi, Us• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and an expanded client base. • Responsible for coverage analysis, renewal review, request for proposals, re-marketing, and open enrollment process including: internal system updating, preparation, carrier management, application proofing, submission and presentation. • Delivering client presentations with or without the producer. • Consistently exceeding cross selling/referral and retention goals. • Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations. • Successfully implemented new benefit plans for clients, resulting in increased employee satisfaction and cost savings for employers. -
Account ManagerM3 Insurance Apr 2015 - Feb 2017Madison, Wi, Us• Served on a small team that managed a book of business generating $2.5 million in commissions annually. • Partnered with third-party vendors and local health organizations to set up onsite clinics, seminars, and health and wellness programs for client companies which increased employee engagement. • Built client relationships by acting as liaison between clients, insurance carriers and vendors. • Responded to employee inquiries regarding compliance regulations and procedures. • Researched and analyzed clients' health and medical spend data to develop custom Health-Contingent Wellness Programs, and HSA and HRA contributions designed to lower overall healthcare spend and improve employee health. • Assisted in the creation of customized benefit packages based on clients' specific needs and budget constraints. -
Account ExecutiveBellin Health Jan 2013 - Apr 2015Green Bay, Us· Analyzed health risk assessment and/or wellness data; partnered cross-functionally with the Sales Team and Operations to facilitate product development and enhancement.· Researched opportunities to upsell clients, which increased revenue through setting up onsite clinics and health risk assessments.· Conducted regular wellness meetings during open enrollment with employees, effectively communicating complex benefit and wellness information and answering questions to improve employee understanding and utilization of benefits.· Identified options for intervention planning; met with clients to review organizational goals and create customized plans.
David R. Education Details
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University Of Wisconsin-PlattevilleHealth Promotion
Frequently Asked Questions about David R.
What company does David R. work for?
David R. works for Dimond Bros. Insurance, Llc
What is David R.'s role at the current company?
David R.'s current role is Senior Account Executive at Dimond Bros. Insurance, LLC.
What is David R.'s email address?
David R.'s email address is da****@****ins.com
What is David R.'s direct phone number?
David R.'s direct phone number is (254) 771*****
What schools did David R. attend?
David R. attended University Of Wisconsin-Platteville.
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