2024 - Acquired Benefits Workshop, managed acquisition, migration of data, setup of new processes (onboarding, ongoing service, renewal, termination)

Tenure Accomplishments132% Gross Revenue increase in 3 year timespanSignificant improvement in client retention, market share and NOI2020 - 26% YTD YOY Revenue GrowthManaged due diligence process of acquisition by Risk Strategies98% client retention100% YOY EBITDA increase2019 - 25.47% YOY Revenue GrowthManaged acquisition of Property & Casualty AgencyDeveloped workflows & processes for integration of two companiesMigrated P&C clients onto agency management systemManaged expansion into Atlanta market with new employee benefits division2018 - 21% YOY Revenue GrowthMigrated 48 clients to new benefit administration system Established agency management system for 400 plus clientsRe-designed internal processes & workflows to streamline new client on-boarding, renewal process and technology build outsEstablished compliance division - $104,000 first year revenueEliminated $300,000 of expenses

Responsible for marketing TASC's FlexSystem, FMLAMatters, DirectPay, TASC HSA, CobraToday, ERISAEdge, TASCGiveBack, FHRA, ACA Reporting, DoxBox and PayPath to financial services providersTrain and educate TASC partners on potential compliance concerns to better serve their clientsProvide support for TASC partners in administration and enrollment Respond to and create requests for proposalAssist brokers in expanding conversation beyond employee benefits to address compliance and administration burdens Provide key differentiators helping distribution network to increase and retain their book of businessMentor new Regional Sales Directors on effective sales process and developing new market Performance Metrics:Fiscal 2014 - 140% of quota, 351% YOY market revenue growth, Co-Rookie of the Year - PIP Qualifier - AZFiscal 2015 - 117% of quota, 35% YOY market revenue growthFiscal 2016 - 151% of quota, 94% YOY market revenue growth, PIP Qualifier - Canada

Regional Manager (Florida) of Insurance Agency specializing in supplemental benefits programs including disability, accident, cancer, dental, vision, life, annuities, hospital indemnity, long term care and medicare supplement policies.Responsible for training new associates on product differentials and recruiting new talent.Introduce benefit options to employers and employees to create a plan tailored to the client's unique needsRespond to and create requests for proposalsDevelop and maintain solid relationships with both clients and vendorsAccompany Agents/Producer to employer presentations to support MIG's messageEstablished Company's business processes including: new hire orientation, training program, employer/employee presentation, recruiting and marketing methods

Initiated contact with business owners to enhance their benefits package with voluntary options at no direct cost to the company. Presented policy details to employees and followed through with claims assistance.Received Fireball and Fireball Fast Start awards for sales excellence.Organized open enrollments, managed implementation of all carrier plan changesMentored new associates on vendor sales and claims processesPrepared Financial Analysis for business owners comparing addition of benefits against potential tax benefits and cost savings of employee retention