Donna Surface

Donna Surface Email and Phone Number

Managing Principal /Consultant Benefit Design Consultants LLC @
Donna Surface's Location
Charlotte, North Carolina, United States, United States
Donna Surface's Contact Details

Donna Surface work email

Donna Surface personal email

n/a
About Donna Surface

I have twenty years of experience in the benefits arena , knowledge of carriers, their offerrings and plan design. I have the ability to analyze opportunities and combine availble resouces to present the most viable solutions to meet your needs.My expertise includes traditional insurance combined with non traditional services like Prepaid Legal Services,Identity Theft Shield, Wellness, and other Voluntary products..Specialties: Benefits administration, formulating business plans, developing customer relations, insurance, marketing, ,facilitation of enrollment meetings, developing promotional materials.

Donna Surface's Current Company Details
Benefits Design Consultants LLC

Benefits Design Consultants Llc

Managing Principal /Consultant Benefit Design Consultants LLC
Donna Surface Work Experience Details
  • Benefits Design Consultants Llc
    Managing Principal/ Consultant
    Benefits Design Consultants Llc Dec 2006 - Present
    Market Voluntary Benefits to include Traditional Group Medical and Ancillaries, Prepaid Legal, Identity Theft protection, Colonial Products, Individual life andhealth insurance. Also sold and serviced Group Insurance Benefits through ECM Insurance Agency.Presente employers, conduct Employeemeetings.
  • Prepaid Legal
    Consultant
    Prepaid Legal 2004 - 2010
  • Greater Carolina Group
    Director Of Benefits
    Greater Carolina Group Jun 2003 - Jun 2006
    Formulated Business plan to cross sell through Life Insurance sales already offerred. Developed Marketing techniques and tools for department and mentored, trained my Assistant. responsible for training, compliance and communication between departments and with sales to generate business. doubled book of group business with ninety nine percent retention while there. Left to form my own company.
  • Principal Financial Group
    Senior Sales Representative
    Principal Financial Group Jun 1996 - Jun 2003
    Represented Principal for Group Products marketed to Brokers within the Charlotte . Developed Territory and marketed traditional, self funded and voluntary, while fine tuning proposal packages for clients. presented alongside the broker for new business and Renewals.Responsible for retention and quota for group health and life products for 10 + employee groups. Awarded top national sales Rep five years consecutively.

Donna Surface Education Details

  • Eastern Connecticut University
    Eastern Connecticut University
    Business And Finance

Frequently Asked Questions about Donna Surface

What company does Donna Surface work for?

Donna Surface works for Benefits Design Consultants Llc

What is Donna Surface's role at the current company?

Donna Surface's current role is Managing Principal /Consultant Benefit Design Consultants LLC.

What is Donna Surface's email address?

Donna Surface's email address is ds****@****.rr.com

What schools did Donna Surface attend?

Donna Surface attended Eastern Connecticut University.

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