Gisela Carere, Mba Email & Phone Number

Maple, Ontario, Ca

Benchmark Benefit Solutions is a full-service financial services boutique specializing in meeting the unique needs of executives and employees of public and private companies, associations, and not-for-profit groups. As President and Managing Partner, I am part of the ownership team and am committed to earning our clients business every day. To provide employers and employees with sustainable group benefit plans, I will:Review the company's mission, vision, culture, target employees and business challengesAudit and analyze existing benefit plans to determine whether employer and employee needs are being metAnalyze employee demographics and the competitive landscape to recommend affordable and sustainable group benefit solutionsThrough long-established connections with major carriers, negotiate competitive pricing on behalf of employers and advocate for employeesUse data analytics insight into how experience affects pricing to recommend strategies for containing and sustaining benefit costs for the long termDevelop training for HR personnel and communications for employees as well as conduct workshops and "lunch and learn" sessions for employeesProvide a high level of service that clients routinely describe as "above and beyond"

Lévis, Québec, Ca

Responsible for managing and sustaining a $10-million portfolio of group benefit plan clients in varying economic conditions, growing the client base through networking, cold calling, established lists and referrals. I provided case analysis, submissions for pricing and presentations, application review and analysis, and liaised with intermediaries from initial point of sale through to the approval. Prior to renewal contracts and pricing negotiations, I prepared detailed plan review and coordinated amendments to existing policies with meticulous accuracy. Conducted interviews for sales representative candidates and trained them to function optimally in the best interest of the company.

Lévis, Québec, Ca

Responsible for managing a $4-million portfolio of group benefit plan clients. Examined case underwriting to conduct analysis and supply submissions for plan pricing. Reviewed and analyzed sales applications, liaised with intermediaries and coordinated amendments to existing policies.Provided coaching to sales representatives for business development and training for new employees.

Master Of Business Administration - Mba

Cebs-Gba (Group Benefits Associate), Group Benefits

Bachelor Of Arts (Ba)