Heather Dillard Email & Phone Number

Glen Allen, Virginia, United States

Manages complex Employee Benefit insurance accounts and serves as the client day-to-day contact. Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers. Manage client renewals and negotiate with carriers on behalf of clients. Lead client meetings regarding renewal and utilization.

Mechanicsville, Virginia

Assist my partner, managing bookkeeping and marketing strategies. Clay Dillard & Associates is a Manufacturer's Representative Agency offering honest, aggressive, and effective representation resulting in maximum sales potential covering the states of VA, MD, in their entirety, as well as Washington, D.C. and Southern WVA. We offer prompt and courteous.

Richmond, Virginia Area

Manage many size private sector employer groups employee benefits for the brokerage agency. Lead marketing efforts, pricing and outreach to the agency partners. Present and communicate group benefit insurance renewals and marketing analysis to clients. Manage the annual benefits enrollment process. Develop, build and maintain a benefits enrollment platform.

Glen Allen, Virginia

Responsible for a variety of employee benefit packages in the retention department. I Developed RFPs and prepared marketing proposals. I negotiated benefit pricing and contractual provisions on behalf of client. Also responsible in retaining existing clients by developing and maintaining strong client relationships. Efficiently leading clients through the.