Holly Mckenzie Email & Phone Number

3636 Nobel Dr. Suite 410, San Diego, Ca 92122

Established and staffed the Employee Benefits Department for the San Diego IOA office to compliment the existing Property and Casualty office. Finding creative solutions to bring the best employee benefit's experience to my clients.Retaining great employees and their overall well-being is paramount for long-term success. IOA is the 12th largest privately owned insurance agency in the US.Achievements: IOA National Benefits Agent of the Year 2015. (BOD Awarded) Nominated “RiskScore Partner of the Year” 2016. (BOD Awarded) Gold Eagle award recipient for 2015,2016. 2017, 2018, 2019,2020 ,2022, 2023. IOA National Employee Benefits Producer of the Year Award, 2019. (BOD Awarded) Presidential Eagle Award 2021 Completed Healthcare Reform Specialist Certification, May 2013 Completed Commercial Lines Coverage Specialist, CLCS, September 2013

I managed an account team coordinating servicing, marketing and administrative services for our clients. * Developed Marketing and Sales Implementation Plan and Proposal Presentation* Created Benefits Claims Advocacy Department* Instituted Carousel of Carriers* Developed an Employee Enrollment Guide* Created Financial Impact Statements Achievements: Circle of Excellence 2007, 2008, 2009, 2010 Award Recipient at Leavitt Annual Conference: Top 10% of the National Sales Force2007-2008: Responsible for entire agency sales and marketing, employee benefits department.

I was responsible for the sales and marketing of Commercial Lines Business with Limited Individual Life and Group Benefits.I focused on niche marketing to four specific markets. Assisted with initial product offering of the Singlepoint product; a joint venture of The Zenith, Sharp Healthcare and UNUM companies. I specialized in franchised businesses.Achievements: Rookie of the Year Award for Outstanding Sales Achievement. Top producer in the Southern Region.

Greater San Diego Area

Sales and Marketing of Cardiovascular and Critical Care Products to Cardiovascular Surgeons, Cardiologists and Anesthesiologists. Developed territory from 3 states to San Diego only First woman Critical Care Specialist in US for Baxter-Critical Care Division

Bs Business Administration

B.S. Business Administration, Marketing

Activities and Societies: Cal Poly Alumni AssociationLicensed in Life and Casualty since 1990 LUTCF Designation 1992 CPCU: 5 courses.