Ian Woidke Email & Phone Number

Lakewood, Ohio, United States

Covering the Gulf South (Alabama, Arkansas, Louisiana, and Mississippi) for Roundstone, I collaborate with employee benefit brokers and consultants to provide captive stop-loss health plans and Individual (831b) plans for their clients.Roundstone Management, Ltd. (“Roundstone”) based in Lakewood, Ohio is an insurance organization focused on the development, underwriting and servicing of alternative risk products, including captives and specialty insurance programs. Roundstone offers intermediaries and buyers an expertise in the captive marketplace coupled with turnkey insurance management services. It is Roundstone’s mission to limit the annual increase in employer’s health benefit cost to a level below inflation.

Westlake, Ohio

Consult and advise on optimizing our clients’ employee benefits packages. Focus is to deliver cost effective and robust employee benefit solutions for our clients. ● Currently responsible for managing a book of business of over 75 clients.● Engage clients and facilitate their annual renewal processes.● Assist clients with administrative and claim related issues.Responsible for generating new business development opportunities. ● Have averaged approximately 15 new clients over last two years.● Secured new clients for our Property & Casualty Group.

Managed Customer Service RequestsSold and managed memberships, lockers, and accounts

Addressed Customer Service needs with patronsManaged rentals and equipment

Cleveland, Ohio

Assisted team members with operations for clients’ group benefits options.Created program for clients’ to assess and implement benefit strategy options.Consolidated data of potential clients into organized system

Independence, Oh

Populated and updated company databaseReviewed and error checked 401k agreements

Cleveland, Ohio

Coordinated day to day activities for campersManaged team of six assistants Created scoring system on Excel

Addressed Customer Service needs with patronsProvided Facility Tours

Bachelor Of Business Administration (B.B.A.), International Business, Economics

Education record