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Responsible for regional marketing and sales of the small and large group level-funded and self-funded products, with exclusive hospital networks.

 Managed a defined book of business and oversaw all aspects of each customer’s relationship with the various disciplines within Group Benefits. This included anticipating customer needs and taking proactive steps to advance the relationship Developed and executed comprehensive book of business strategy consistent with organizational initiatives, profitability and persistency targets, segment requirements and individual customer’s needs Drove the renewal process in collaboration with the Account Manager, engaging other business partners as appropriate. Oversaw implementation of sold cases and new business additions Aggressively looked for cross-selling and other relationship opportunities within Group Benefits and throughout the company’s financial services

 Executed analysis to review production of product lines to improve profitability and retention of projects related to healthcare reform Continually ranked as top-performing Business Analyst Responsible for planning quarterly team meetings and assisting in the development of team curriculum for product training and the development of new business Prospect, recruit and retain brokers in order to build a robust pipeline of business for key offerings Train Business Managers on products and assist in sourcing through face-to-face sessions, video conference, and field training Conducted training at conventions and seminars demonstrating the most successful scenarios to empower brokers for success

 Directed and managed analysis work flow and data manipulation to produce and formulate the most viable health care policies for customers Managed the analytical team to develop the strongest plans for our customers and how best to train staff to increase productivity Worked to improve the quality of group health plans to create the most effective and efficient offerings Implemented group plans and provided exceptional customer service in order to build long term customer relationships Member of launch team for Texas office Trained brokers and corporation on insurance products through seminar, one-on-one meetings and webinars Participated in company-wide research ventures that resulted in improved efficiencies across the country

 Recognized needs, developed programs and led training to agents and management on improving quality and productivity of customer telephone interaction Worked in partnership with clients to evaluate past, current and future performance of investment programs to achieve desired goals Oversaw financial planning needs of high net worth families and professionals Awarded #2 New Organization Agent, Top Ten Agent and Top Annuity Sales Awards Selected to participate in top agent sales training program

Met with ultra-high net worth individuals and families to assess their estate planning needs and goals.