James O'Brien Email & Phone Number

Appleton, Wisconsin, United States

Management of sales team development and implementation of best sales practices.

Appleton

Menasha, Wisconsin

• Established and developed relationships with 200+ brokers throughout a 17-county territory to develop regularly productive brokers.• Consistently met or exceeded monthly and annual sales goals for the sale of employer-sponsored medical plans and individual medical plans.• One of two sales people to set the company sales record for small group sales in 2011.• Exceeded the target sales for our new Individual product by 30% in 2013.• Evaluated and prepared responses to… Show more • Established and developed relationships with 200+ brokers throughout a 17-county territory to develop regularly productive brokers.• Consistently met or exceeded monthly and annual sales goals for the sale of employer-sponsored medical plans and individual medical plans.• One of two sales people to set the company sales record for small group sales in 2011.• Exceeded the target sales for our new Individual product by 30% in 2013.• Evaluated and prepared responses to proposals and RFP's to prequalify leads and identify key opportunities. • Ensured client-centered solutions were offered by collaborating with brokers to identify the needs of the clients.• Leveraged broker relationships to collect competitive product and rate intelligence for the product development team.• Managed territory routing to maximize broker contact and deliver consistent and timely communication.• Facilitated the sale of employer-sponsored medical plans, individual medical plans and provided brokers with product support. • Maintained client and broker contact through product installation to assure sales and service promises were delivered.• Assisted in the development and implementation of JetInsure, a new broker portal, allowing one point of entry for all product lines. • Developed Pathways a first in market wellness program that helped maintain a 94% retention level and attract health minded new clients.• Developed and hosted lunch and learn training sessions to assure our brokers were up to date with our technology and products. Show less

Appleton, Wiscosin

• Managed and grew $500,000 book of business and consistently met retention goals.• Analyzed clients’ needs to find creative and innovative ways to control healthcare costs.• Resolved complex billing and claim related problems.• Implemented new business and renewal enrollment meetings for current and new customers. • Collaborated with Associated Business Bankers to cross sell banking customers on Associated Financial Group benefit services.• Developed and presented… Show more • Managed and grew $500,000 book of business and consistently met retention goals.• Analyzed clients’ needs to find creative and innovative ways to control healthcare costs.• Resolved complex billing and claim related problems.• Implemented new business and renewal enrollment meetings for current and new customers. • Collaborated with Associated Business Bankers to cross sell banking customers on Associated Financial Group benefit services.• Developed and presented pre-sale and post-sale presentations to educate employees on benefit changes. Show less

Appleton, Wisconsin

• Successfully managed relationships with over 200 brokers in northeast Wisconsin and built a loyal following of brokers.• Facilitated the sale of employer-sponsored medical, dental, disability and life insurance to assist the company with growth objectives.• Consistently met or exceeded monthly and yearly sales goals.• Created and presented agent training seminars for the purpose of educating brokers about plan designs, technologies and underwriting practices.• Facilitated the… Show more • Successfully managed relationships with over 200 brokers in northeast Wisconsin and built a loyal following of brokers.• Facilitated the sale of employer-sponsored medical, dental, disability and life insurance to assist the company with growth objectives.• Consistently met or exceeded monthly and yearly sales goals.• Created and presented agent training seminars for the purpose of educating brokers about plan designs, technologies and underwriting practices.• Facilitated the resolution of underwriting, billing, enrollment and claim-related concerns for brokers groups and members. Show less

Bachelor Of Science (B.Sc.), Business Communication

Bachelor'S Of Science, Organizational Communication, Interpersonal Communication And Business