Jodi Leipold Email & Phone Number

Annapolis, MD, US

Annapolis, Maryland, United States

Washington D.C. Metro Area

• Manages Regional Sales Office Account Managers and service personnel in Mid-Atlantic Group Sales Offices. Collaborates with Regional Director to manage the region ($180M book of business). Focus on client satisfaction.
• Oversees client management team that exceeded year-over-year add issue (new lines of coverage) sales goals and consistently surpassed persistency targets.
• Took on additional region (Pennsylvania) in 2016, and have led that team to increases from the year prior in add issue results as well as increasing persistency results.
• Co-led region through structural re-organization in 2015, including hiring and training, and participation in strategy sessions to evaluate progress and feedback.
• Serving as interim Service Manager for the Pacific Northwest office (2020).

• Led team of Account Managers and Sales Support Team in the Mid-Atlantic Employee Benefits Sales & Service Office. Managed and supported business growth, profitability, and retention through development of customer.
• Managed account management team that exceeded add issue sales, profitability and retention goals, and named the first Manager of the Year in 2015.
• Guided team through structural re-organization in 2011, including appointing, recruiting, hiring and training.
• Enlisted to manage additional region (Connecticut) in 2011.
• Served as (temporary) Senior Director of Field Service in a 2 year rotation (2008-2010).

• Responsible for leading customer service staff for Benefits Administration and Consolidated Billing departments. Provided management of cross disciplinary projects that included client and server-side technologies.
• Developed and provided training on value-add sales and retention tools such as client benchmarking and claims analysis reporting.
• Promoted from Senior Account Manager in 2002.