Joseph (Joe) O'Connor Email & Phone Number

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

• Responsible for promoting Benecaid’s A.S.O. solution to Group Benefits within the Brokerage and Consulting community as well as Health Care Spending Accounts.
• Activities involved presentations to Brokers/consultants as well as presentation to prospective clients.

Toronto

• Responsible for managing a benefit block of business worth approximately $18 million
• Directly accountable for sales, including maintaining relationships with existing producers and generating new business
• Closely involved in the pricing of sales, including negotiating pricing and generating proposals
• Spearheaded renewal execution
• Focused on continued growth of a profitable block of business
• Key to continually developing new producers in the field

Toronto

• Provided guidance, training and decision-making support to a department of seven employees
• Refined operational processes within the department to improve upon productivity and delivery of value-added services to clients
• Increased revenue per employee from $111,504 to $202,121 by improving efficiencies
• Responsible for the financial management of the group insurance block, comprised of approximately 130 accounts representing $8.5 million in annual premium
• Responsible for the retention of the existing group business
• Responsible for the acquisition of new business

Toronto, Canada Area

• Played a key role in the promotion and establishment of O.B.C.’s re-entry into the Ontario marketplace
• Successfully achieved and exceeded sales objectives for new group clients
• Contributed to the success and growth of the overall team from six to 46 employees in two-and-a-half years

• Responsible for the establishment of business relationships with new producers within an assigned territory, who hadn’t previously conducted group business with Laurentian/Imperial
• Initiated and executed sales and marketing initiatives in order to obtain new group clients
• Consistently held the position of Top Sales Representative
• Contributed to the development of a focused and enthusiastic team

Toronto, Canada Area

Toronto, Canada Area

• Focused on marketing and sales of individual life insurance/retirement products.
• Successfully attained the designation of Master Member of the Merit Corps/President’s Club.