Jay Heller Email & Phone Number

Atlanta, GA, US

Atlanta, Georgia, United States

• Cultivate relationships with clients to better understand their business to provide tailored benefits solutions (medical, dental, vision, life, and disability) to their employees.
• Client Relations and Consulting: Consultant to > 6 companies simultaneously, each encompassing 500 – 5,000 employees. Partner with clients, internal sales and finance teams, and other key stakeholders to maximize.
• Chair strategy meetings and prepare “request for proposals” (RFPs) for carrier renewals.
• Attend and lead employee open enrollment planning, educating, and training end-users on the terms, conditions, enrollment process, and deadlines.
• Research and Analysis: Analyze hundreds of carrier quotes, holding quarterly carrier calls/meetings to stay abreast of the changing benefits in insurance. Create data-driven presentations highlighting insurance.

Atlanta, Georgia, United States

• Oversaw data management and reporting primarily for the Professional Services team consisting of a director, five managers, and 30 Account Executives.
• Reporting and Analysis: Generated sales forecasting reports, managed sales pipelines, and tracked sales revenue within Excel. Performed in-depth analysis of sales data in the Customer Relationship Management (CRM) and.
• Database Administration: Acted as a Salesforce Administrator, managing all aspects of the Salesforce CRM. Scheduled and tracked action items from the “sales operations” meetings for accountability. Executed sales.

Atlanta, Georgia, United States

• Gained leadership knowledge of the organization operations in this 2-year development program. Training and hands-on work consisted of Project Management, Purchasing, Fulfillment, Inventory, and Client Relations.
• Project Management and Scheduling: Managed an average of 15 jobs for sales representatives through the complete cycle. Created communications plans, ensured accountability, and ended all projects on target.
• Purchase Ordering: Regulated the finances by practicing effective inventory management. Ordered paper stock, ink, and finishing supplies – maintaining a solid partnership with vendors.
• Facilitated competitive bidding for non-recurring purchases.
• Fulfillment, Inventory, Client Management: Fostered a collaborative work environment through team building, training, and operations oversight – leading a team in the successful day-to-day management of ordering and.
• Implemented a new automated inventory control and ordering system for a high-profile in-house warehousing client. This automation saved hours of labor time and increased accuracy in purchases.

Atlanta, Georgia, United States

Direct Sales for financial and insurance products including: life, disability, long-term healthcare and retirement (401k/etc.). Became fully licensed Georgia agent by passing two separate exams: Life/Accident/Sickness and Long-Term Healthcare

Marketing/Mis

Activities and Societies: Sigma Alpha Mu, American Marketing Association, Silver Spurs

Education record

- State of Georgia Runner-up in Class 5A: 1600m, 3200m and Cross Country during both Junior and Senior Years - Sports Illustrated High.