- Develop, orchestrate, manage and oversee client implementation project plans for new and re-enrolled cases.- Build consultative relationships with clients, brokers and enrollment partners to provide excellent case implementation, service and training.- Established single point of contact for all case set up and enrollment activities with producers, clients and enrollment firms.- Manages and stewards implementation issues towards resolution in a timely and efficient manner.

- Identified as the single point of contact for assigned key top producer accounts.- Subject Matter Expert dedicated to 381 companies nationwide.- Effectively managed client relationships post-implementation.- Established strong internal and external relationships to successfully resolve billing-related issues.- Confidently trained Trustmark's Payroll and Billing Process with new and existing clients.- Participate in payroll deduction issue resolution and client suspense reconciliation.- Address customer needs, concerns, and questions in a timely manner with compassion and understanding.- Directed the onboarding process for clients to gain access to Trustmark's online Inquiry System.

- Point of contact for Commercial and Personal Lines clients to develop insurance coverage by meeting individual insurance needs with personalized service, and integrity.- Establish trusting and collaborative relationships with 10 carriers through their Regional and District Sales Managers, Client Service Representatives, Claims Adjusters, Underwriters and Technology Specialists.- Address customer needs, concerns and questions in a timely manner and with compassion and understanding.- Manage billing and claims from first notice of loss through completion as they arise for over 500 clients.- Facilitate implementation of Group Health plans, Individual Health Insurance and Medicare Supplement designation.- Originated, implemented, executed and manage the Life Insurance Department at An Insurance Store.- Customize Life Insurance illustrations for individuals based upon their needs including; Long Term Care, Guaranteed Insurability Options, and Purchase Option Riders and conversion opportunities.- Implement strategic marketing plans to increase exposure and create opportunities which has led to 94 new policies over 3 years with the average Face Amount of $100,000.

- Consultative services to design, implement and enhance customized special events.- Successfully facilitated over 40 individual events and hundreds of attendees per year.

- Developed strong, collaborative, lasting relationships with advertising executives, local contacts and industry leaders.- Designed product and pricing strategies working proactively to develop top of mind awareness with account executives and clients in all major markets.- Trained, motivated and managed sales staff at 5 National Rep Firms in their 12 US offices.- Surpassed revenue goals 3 years running.