Jodi Lusk Email & Phone Number

Indianapolis, Indiana Area

Nationwide

Audited BenefitPoint data for national insurance brokerage firm.

Indianapolis, In

 Maintain knowledge of product grids and plan offerings. Development of relationships with brokers and their staff to promote positive experience and sales results. Receive and process requests for underwritten proposals. Work with Account Executives and Underwriters to obtain rate relief when necessary. Scrub sold cases for product installation, acquiring all missing information necessary to install selected group plans. Reconcile submissions to ensure accuracy of installation and… Show more  Maintain knowledge of product grids and plan offerings. Development of relationships with brokers and their staff to promote positive experience and sales results. Receive and process requests for underwritten proposals. Work with Account Executives and Underwriters to obtain rate relief when necessary. Scrub sold cases for product installation, acquiring all missing information necessary to install selected group plans. Reconcile submissions to ensure accuracy of installation and to maintain compliance. Submit sold cases to Product Installation Department. Confirm and approve accurate installation of sold products.  Work with internal Account Executives/Account Managers to ensure and sustain broker and client satisfaction throughout the sales process. Show less

 Supervision of Account Managers in Indianapolis and Ft. Wayne locations to include writing and delivery of annual performance reviews. Development of Employee Benefit Departmental procedures. Perform Account Manager duties on Small and Large Group accounts. Maintaining current Life/Health license through continuing education. Provide Customer Service to clients including enrollments and hosting of employee benefit communication meetings. Produce RFPs for group life and… Show more  Supervision of Account Managers in Indianapolis and Ft. Wayne locations to include writing and delivery of annual performance reviews. Development of Employee Benefit Departmental procedures. Perform Account Manager duties on Small and Large Group accounts. Maintaining current Life/Health license through continuing education. Provide Customer Service to clients including enrollments and hosting of employee benefit communication meetings. Produce RFPs for group life and health plans and perform follow-up and negotiation with carriers. Produce final spreadsheet presentations utilizing carrier quotes for delivery to client.Updates to BenefitPoint database. Show less

 Performed Client Service Representative duties for Small Group accounts. Maintaining current Life/Health license through continuing education. Responsible for moving company from standalone workstations to a fully functional small business network. Obtained vendor bids and proposals and purchased all computer equipment, service, and software. Came in under the annual operating budget each of the last 12 years.  Lead Administrator for the procurement, development, maintenance… Show more  Performed Client Service Representative duties for Small Group accounts. Maintaining current Life/Health license through continuing education. Responsible for moving company from standalone workstations to a fully functional small business network. Obtained vendor bids and proposals and purchased all computer equipment, service, and software. Came in under the annual operating budget each of the last 12 years.  Lead Administrator for the procurement, development, maintenance, implementation, customization and management of all IT functions. Assisted with the maintenance of the Microsoft Small Business Server 2003.  Customized Zywave BrokerageBuilder sales database. Responsible for ongoing development, maintenance and updating of same. Systems Administrator/Account Manager (continued) Maintained QuickBooks Pro accounting file including the addition of new clients and vendors, Accounts Receivable, reconciliation of all accounts and financial reporting. Performed audits of Accounts Payable, saving thousands of dollars on over charges with phone vendor and internet service providers. Special projects, logo design, development and procurement of marketing materials Provided Customer Service to clients including enrollments and hosting of employee benefit communication meetings. Produced RFPs for group life and health plans and performed follow-up with carriers. Produced final spreadsheet presentations utilizing carrier quotes for delivery to client. Maintenance and updates to Microsoft Access sales database. Show less