Debbie Marks Email & Phone Number

Dallas/Fort Worth Area

Responsible for marketing communication strategy of Aetna Voluntary Plans. Develop comprehensive marketing plans based on results of discovery process with plan sponsor, broker/consultant and sales executive to identify objectives of key constituents and set mutually agreed upon goals. Design marketing strategy and execute campaign using the most effective tools to achieve the best possible participation on each case. Capture data and quantify enrollment results. Manage budget and overall marketing communication expenses for each case. Develop communication pieces specific to campaign. Partner with plan sponsors, brokers, sales reps, account managers, underwriters and installation managers for best enrollment results.

Dallas/Fort Worth Area

Provide Benefit Consulting services on Voluntary products including Medical, Disability, Life, Accident, Dental, Critical Illness, Cancer and Long Term Care to large insurance carriers, brokers and enrollment firms. Conduct group benefit meetings, represent major insurance carriers at industry trade shows, benefit fairs and individual benefit enrollments. Primary consulting work with Aetna, Prudential.

Dallas/Fort Worth Area

Provided Marketing Consultant services on a contract basis to startup Individual Long Term Care insurance company in Michigan. Re-crafted communication letters and messaging materials prior to product launch. Produced "Train the Trainer" materials used in agent training and created an Agent Operations Handbook detailing all product and operational information needed by external agent partners. Partnered closely with Compliance, Marketing and IT on this project.

Dallas/Fort Worth Area

Opened agency as an Exclusive Agent for Allstate. Responsible for all agency operations including meeting property & casualty and financial services production goals, hiring and training of staff, development of all sales and marketing campaigns, compliance oversight, interfacing with underwriting teams and implementation of Allstate corporate directives. Financial services products included Life, Individual Long Term Care, Cancer and Accident voluntary worksite coverage's.Received Allstate "STAR" award for New Agency achievement based upon meeting or exceeding property casualty and life production requirements.

Dallas/Fort Worth Area

Built agency business selling Individual and Small Group Long Term Care, Health and Life products. Established partnerships with CPA's to increase Individual Long Term Care book of business. Sponsored Senior Benefit Fairs to increase awareness of Long Term Care issues/products.

Dallas/Fort Worth Area

Responsible for sales of Group Life, Disability, Accident and Long Term Care products in Dallas and outlying territory in Eastern and Central Texas. Increased sold business and quote activity in the territory. Retained role as Regional Long Term Care Specialist.

San Francisco Bay Area

Provided primary support to Sales Managers and Account Executives for all high profile Long Term Care bids. Responsibilities included initial review of Request for Proposal, primary interface with product and underwriting teams, meeting with brokers and plan sponsors,formal bid presentation to plan sponsor. Managed renewal process including plan analysis, interpretation of loss/pricing data, preparation and presentation of renewal exhibits at plan sponsor meetings. Identified and aggressively pursued additional Long Term Disability and Life opportunities within current book of business.

San Francisco Bay Area

Dedicated sales and training for CNA's Worksite Marketing Group. Provided product and sales training to Individual Life producers and Group Benefits Account Executives for CNA's Worksite Market products. Responsible for broker and plan sponsor presentations in Northern California, Michigan, Kentucky and Pennsylvania. Developed incentive programs for broker partners. Piloted the introduction of Individual Long Term Care and Level Term life insurance products.

Education record

Education record

Associate Of Arts (A.A.)