George Loebig, Csfs®, Rebc® Email & Phone Number

Palm Beach Gardens, FL, US

• In my current role, I spearhead the design, planning, and administration of corporate employee benefits programs, analyzing costs, options, and best solutions for employees and company. A large focus of mine has been.
• Strategic renewal negotiations were conducted with insurance carriers saving clients an average of 7% of their renewal costs.
• I enhanced communications and efficiencies with thorough analysis of process workflows, employee workloads, and accessible tools for staff and implementation of strategic changes.
• Negotiations with carriers and vendors were facilitated and approval for all contracts were finalized on behalf of company.

Palm Beach Gardens, Florida, US

• In this position, I orchestrated all phases of analytical service functions including RFPs, the evaluation process, and renewal negotiations for 25% of total clientele for company, representing $2.1M+ in annual revenue.
• I assisted the Sales Team in securing nine new clients and $850K+ in recurring annual revenue through effective an RFP and marketing process.
• I implemented Microsoft Dynamics CRM & Dynamics GP Integrated Solutions companywide to track customer relationship management, revenue, job costing, and payroll integration.
• Implementation of multiple Onsite Clinics and Innovative Wellness Programs were supported and ROI was evaluated to ensure successful application.

Palm Beach Gardens, FL, US

• During my time at Jordan Dynamics, Inc., I directed financial reports, accounts payables and receivables, and commissions for the agency. Multiple long-term contracts were negotiated and information on specific needs.
• I effectively consulted 120+ small and large group clients on renewal recommendations for employee benefit needs.
• Multiple advertising initiatives were utilized to promote and expand JDI name, reputation, and existing book of business.
• Efficiencies were increased by implementing an Agency Management System.