● Maintained 100+ client relationships and management effectiveness for strategic consulting by maximizing business plans, developing sales strategies and improving B2B transactions while maintaining Salesforce database and other information systems. ● Introduced problem-solving tactics to eliminate enrollment and claims issues and increase product quality through market research, product evaluations, and customer satisfaction surveys.● Achieved new accounts and account renewals by drafting and presenting pricing and benefit schedules, as well as proposals, for health, ancillary and worksite insurance products.

● Built $100K+ consulting services while advising 100+ individuals and 50+ small to mid-market employers on insurance and benefits, utilizing local business journals, chamber of commerce, referrals, and networking in addition to other business development strategies.● Improved benefit quality control and assurance by creating pricing and proposal structures, as well as reviewing projects following completion to confirm accuracy and completion. In addition, drafted account pricing, schedules and proposals.● Optimized communication strategies by utilizing project management structures for marketing and cold calling, as well as organizing on-site presentations to match product offerings with client needs.

● Grew client base to 150+ in competitive marketplace by increasing product sales, improving proposal development, and expanding RFP analysis.● Achieved effective product cross-selling and client retention through continued development of insurance product knowledge with the addition of group benefits.

Developed extensive knowledge of insurance/investment products. Created and maintained 100+ client base.