Donna Surface
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Donna Surface Email & Phone Number

Managing Principal /Consultant Benefit Design Consultants LLC at Benefits Design Consultants LLC
Location: Charlotte, North Carolina, United States 4 work roles 1 school
1 work email found @carolina.rr.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@carolina.rr.com
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Current company
Benefits Design Consultants LLC
Role
Managing Principal /Consultant Benefit Design Consultants LLC
Location
Charlotte, North Carolina, United States

Who is Donna Surface? Overview

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Quick answer

Donna Surface is listed as Managing Principal /Consultant Benefit Design Consultants LLC at Benefits Design Consultants LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at carolina.rr.com and a matched LinkedIn profile for Donna Surface.

Donna Surface previously worked as Managing Principal/ Consultant at Benefits Design Consultants Llc and consultant at Prepaid Legal. Donna Surface holds B.S, Business And Finance from Eastern Connecticut University.

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*@carolina.rr.com
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Profile bio

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.

Current workplace

Donna Surface's current company

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Benefits Design Consultants LLC
Benefits Design Consultants Llc
Managing Principal /Consultant Benefit Design Consultants LLC
4 roles · 23 years

Donna Surface work experience

A career timeline built from the work history available for this profile.

Managing Principal/ Consultant

Current
Benefits Design Consultants Llc

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.

Dec 2006 - Present

Consultant

Prepaid Legal
2004 - 2010 ~6 yrs

Director Of Benefits

Greater Carolina Group

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.

Jun 2003 - Jun 2006

Senior Sales Representative

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.

Jun 1996 - Jun 2003
1 education record

Donna Surface education

  • Eastern Connecticut University
    Eastern Connecticut University
    Business And Finance
FAQ

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What company does Donna Surface work for?

Donna Surface works for Benefits Design Consultants LLC.

What is Donna Surface's role at Benefits Design Consultants LLC?

Donna Surface is listed as Managing Principal /Consultant Benefit Design Consultants LLC at Benefits Design Consultants LLC.

What is Donna Surface's email address?

AeroLeads has found 1 work email signal at @carolina.rr.com for Donna Surface at Benefits Design Consultants LLC.

Where is Donna Surface based?

Donna Surface is based in Charlotte, North Carolina, United States while working with Benefits Design Consultants LLC.

What companies has Donna Surface worked for?

Donna Surface has worked for Benefits Design Consultants Llc, Prepaid Legal, Greater Carolina Group, and Principal Financial Group.

How can I contact Donna Surface?

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What schools did Donna Surface attend?

Donna Surface holds B.S, Business And Finance from Eastern Connecticut University.

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