Responsible for constructing custom benefit programs for clients to help recruit, retain and reward top talent. Partner with clients as an extension of their team to offer superior service, broker renewals and align their goals between offering rich benefits and cost-containment strategies.

Responsible for marketing, brokering renewals, and account management for all ACA small-group business. Work with clients to determine the best intersection of employee-retaining benefits and cost control. Communicate with clients and employees to explain benefits, health care plan changes, cost savings concepts, and other service topics.

Client Service Rotation:• Communicated between clients and the insurance carriers administering their various lines of coverage• Insurance plan renewal preparation and pricing/benefits negotiation• Open Enrollment preparation, support, and management• Employee education• Assisted with claims, billing, and eligibility issuesSales & Marketing Rotation:• Prospected for new sales opportunities and partnered with a senior broker in creating risk management strategies for cost containment• Optimized social media accounts to create brand awareness and lead generation • SEO and display advertisement management and coordination• Website maintenance• Print sales material creation

-Serving clients and tailoring to their needs-Tasked with conducting internal audits with the database systems to ensure proper information and procedures are being followed.

-Assist the director with pertinent files and growing the Risk Management Department-Growing the Gamma Iota Sigma business fraternity

-Responsible for cold calls.-Responsible for working with clients interested in P&C.-Worked with all Latino customers.-Responsible for working with clients interested in Banking Opportunities with State Farm.

-Worked with manufacturers on ordering product -Worked with screen-printing company to embroider product -Oversaw product liability concerns-Funded by the Butler College of Business-Tested PoC and presented in front of an advisory board sent by Zotec--granted a loan for company expansion-Worked in selling our product, and with local companies in order to help them market their company as another avenue to bring in revenue