Jaime Unkel Email & Phone Number

New York City Metropolitan Area

At GROUPIRA, we realize automatic rollovers due to employee turnover and plan terminations can be complicated, time consuming and difficult to monitor. Not only do missing participants increase costs for plan sponsors, but automatic rollovers become demanding on a TPA’s staff especially when plan terminations require special handling. The GROUPIRA® Program.

New York City Metropolitan Area

Spectrum Platform™ - the most flexible recordkeeping technology + service solution available to employers. As an independent national recordkeeping technology provider, we partner with Plan Advisors/Brokers and Third Party Administrators (TPAs) who offer local personalized support to plan sponsors and participants. Spectrum Platform™ enables plan sponsors.

Communicated a clear, strategic sales vision; effectively trained and coached all staff membersThrough strategic management and measurement of team performance, developed, planned and executed departmental improvements by simplifying processesDeveloped and implemented goals and strategies for referral partner engagement, producing effective sales.

Achieved 2018 President’s Club Award for exceptional sales results as the Renewal Department ManagerCreated and developed a marketing campaign to upsell all existing clients, which resulted in significantly exceeding goals with the department closing at 127% year-to-date, and $1.7M over budget. Provided oversight and direction for daily, weekly and monthly.

Woodcliff Lake, New Jersey

Responsible for acquiring new business and growing existing business through referral partners within the pension professional industrySolely achieved 2016 and 2017 President’s Club Award for outstanding sales results, closing each year over 125% to plan Contributed to record-setting sales figures, territory expansion, and new account developmentIdentified.

Montvale, New Jersey

Managed a territory focused on contacting all current clients whose insurance bonds and policies were coming up for renewalRecognized for generating the most premium with new product additions first and second quarter in 2014Managed account services through organizational and detailed follow up

New York, New York

Provides highest level of service and commitment to clients, maintaining strong and positive relationshipsPrepared and delivered presentations targeting clients’ promotional and gifting needsInputted purchase orders and sales orders using PeachtreeCoordinated shipping schedules and shipping methods for deliverance of products, guaranteeing on-time.

New York, NY

Established and maintained current client and potential client relationshipsPrepared action plans to identify specific targets to grow and expand customer successManaged account services through follow up on product performanceDiscussed cost and product retail with customersPrepared presentations and proposals for sales appointments, whereby presenting key.

New York, NY

Responsible for managing and maintaining customer accounts and sales orders Coordinated shipping schedules and delivery of merchandise and services Resolved order and inventory problems by investigating data and historyPrepares sales presentations by compiling data, and developing presentation formats and materialsProvides product and pricing information.

Westwood, NJ

Provided tutorial services for students to achieve and sustain target levels in areas of literacy, reading, writing, and mathematics; specializing in phonics instruction

River Vale, NJ

Utilized effective classroom management skills with children of all agesDirected lesson plans

Westwood, NJ

Utilized effective classroom management skills with children of all agesDirected lesson plans