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 driving communications, employee timelines, strategic planning efforts, quality, and customer service standards. I am responsible for electing and negotiating client renewal options and lead annual benefits open enrollment process. I expertly navigate relationships with key clients, offer strategic recommendations, and implement budget-conscious employee benefit solutions, wellness solutions, and provide recommendations to ensure compliance with health care reform acts. In addition, I orchestrate process improvements, prepare analysis, and present recommendations to upper management.Some of my key contributions include:• 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 and 8,500+ employees. Future costs were gauged and budget and renewal projections were enabled by monitoring available claims utilizations monthly. I authored RFPs and conducted thorough analysis of proposal responses, serving as the key liaison between our clients and insurance carriers throughout the negotiation process.Some examples of my achievements included:• 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 and challenges of clients was gathered to tailor employee benefits and insurance products solutions. I presented benefit proposals for key decision makers, led open enrollment sessions to client's employees, and designed benefits booklets in addition to providing education, coaching, and strategic direction for JDI staff.Some of my accomplishments in this role were:• 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.