Jonathan Conroy Email and Phone Number

Managing a book of brokers and their business as assigned by the Operations Manager. Supporting the broker-ERC relationship, training brokers and performing contract rate/renewal analysis. Consults like an Account Executive with emphasis on education and strategy.• Escalates issues with carriers and mentors’ internal staff for product and process.• Develop and maintain strong relationships and resolve day-to-day service issues for brokers and vendors.• Provide follow-up communication and approvals for Brokers on plan changes and open enrollment issues.• Work with Account Executives, Broker Consultants and Brokers in quoting renewal alternatives business.• Work with Account Executives and vendors to negotiate rates, secure new business and maintain existing business.• Implements process of installation of business, process all policy changes, endorsements, and other requests.• Update client database on an ongoing basis and create and maintain case files that include all critical client information based on implemented workflows.• Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.• Develop and maintain strong working relationships with brokers, vendors, and internal staff.• Strive to stay up to date with insurance regulations, carrier plan options, underwriting rules and other value added programs offered by ERC to the Brokers.• Managing special projects.

Supervising a team that services customers in small/middle, and key account marketplaces for all employer/employee health/wellness/benefit programs (in conjunction with their open enrollments). I devised a strategy to use independently customized tailored employee benefits plans to give choice and control to the individual while reducing overall premiums and staying in compliance both on a state and federal level by preparing both internal and internal audits Negotiating customer employee contract renewals and reviewing claim utilization to forecast costs and develop a business plan to drastically reduced expected renewal increases . This method would often turn out to be a savings in premiums. Compliance Officer both internal and external in reviewing all state and federal laws and contract review.A senior account manager and sales executive, who is responsible for business development, cost analysis and retention of my national and international clients. This is accomplished by a team building approach between my company, the insurance carrier, our client and the many employer divisions in its business operations. A Program Management approach that implements the training of SaaS, software and cloud/web-based portals for Human Resource initiatives and compliance to reduce redundancy and wait time in the Healthcare System.Responsibilities further include managing and training a team of up to 10 employees, for servicing and reviewing special term contracts for both new proposals and existing client's contracts. I collaborated with executive level professionals on proposal development, presentation, open enrollments, project management, RFP's, negotiations and creative team building between company divisions (to expand and diversify the revenue renewal stream). This is a fast paced environment which demands the ability to adapt to the ever changing benefits landscape while increasing internal revenue and reducing costs to the employer and employee.

Chet Morisson: Foreman/Safety Inspector Consultant to SPLC GoM Planning & Logistics, Fourchon ShorebaseSafety Intelligence: Director of Southern Logistics (GoM); Consultant to SPLC GoM Planning & Logistics; Fourchon ShorebaseSupervisory Consultant Role for Logistics Support: I was part of a team that was instrumental in building a path to a world class Logistics organization for both Shorebase/Offshore Materials for Shell Pipeline Operations/Projects.Direction & Coordination of Shipping/Receiving / Road Transport / Personnel / Hazmat. SAP/Sharepoint Inventory/Warehouse Mgmt which included several database and upkeep tracking thru KAStrack/Helipass for Auditing. Published Standard Operating Procedures (SOP) thru powerpoint for all Operation Support Functions, which significantly reduced contract expenses and prepared for internal and external audits. Reviewed all internal contracts and implemented major cost savings processes for SPLC & Fourchon Shorwbase.Managed realtime transport of vessel movements/cargo. I directed/staged that equipment for transportation vessel runs, ground delivery/pick-ups and sometimes aviation. Shipping/Receiving for both materials and disposal of Haz & Non-Hazardous RCRA/WRM including both vessel/ground manifesting and storing materials in proper designated areas and containers within EPA /DOT regs. This role required training in RCRA, DOT Transportation for Shipping/Receiving, Rigging, and Manifesting of Hazmat (49CFR). HSSE/Safety Compliance Regulatory Management Meetings. Created Daily reports to prepare for Audits both internal and external regarding SPLC, Waste Mgmt. and the EPA.High level meetings on Warehouse/Yard inventory for both Operations/Project support and Metrics for cost savings, high risk equipment tracking, state/federal compliance and weather/emergency evacuation. Created profiles for passengers going offshore and developed a system to audit their credentials within gov't & co guidelines.

Sales & Service for all customers in print and digital advertising and marketing requirements. I would find the solution to their company needs and track all correspondence in Salesforce. Would review their contracts so the customer would always be aware of options, choices and a business strategy.Account Relationship Building: my strength here was turning customers into clients and to have them partner with us.Territory Management for South Carolina, specializing on the coast. I used this time to convert customers to a more digital marketing approach and reviewed their contracts.

A Senior Level Position that I developed and retained leading brand-named national clients and built strong business relationships. Tracking opportunities thru Salesforce.I found solutions for our accounts challenges, through project management and education, regarding their SAAS and cloud based systems. My tasks included testing client facing software and producing internal audits with the developer.I used my relationship building skills between the client, the developers, and the designers both abroad and internal to build a user-friendly software and UI.

Promoted to a new position to enhance business relationships and manage this territory of the top producing brokers in the tri-state New York area. Responsible for overall growth of the territory measured by new sales, retention and growth of existing customer base in the large group commercial marketplace (51-5000 employees) through proposal and presentation development. Additionally, the position required training new brokers, existing brokers, consultants and general agents on new product development and healthcare changes both on state and federal regulations and on company policy and underwriting guidelines. Negotiated and leveraged contracts and rates to best reflect our client’s budgets and drastically reduced their costs. All tracking done in Salesbook and Salesforce. Continuously negotiated their contracts to best reflect all actions of the sales/ renewal cycle.

Managed a territory consisting of over 500 brokers and their prospective commercial large group clients. Training and development of brokers, consultants and general agents, making and or assisting with new sales and renewal presentations to customers, and negotiating rates with underwriting were routine for this front line sales account management position. I also collaborated with business development representatives on new business RFP preparations and presented to prospective clients and their employees. I provided in-depth analysis of their contracts, renewal with quarterly and annual audits.

Responsibilities included managing over 2000 brokers, consultants and general agents who were adverse to dealing or writing business with the company for commercial large group insurance products (ranging from 51-2500 employees). My main function was to change the perception of the company to these producers and train them on the transformation and “Re-branding” of our insurance company. The most sensitive clients were handled by me while setting goals in motivating and developing these potential producers. I also negotiated rates and contracts both internally with underwriting, and externally with brokers, consultants and at times directly with the clients. I actively participated in finalist presentations, proposal generations, program management, renewals and cross selling opportunities as needed to ensure maximum sales results.

A highly intensive and competitive new business commercial sales position for both small and large employer groups. The responsibilities included transforming the company’s “brand identity”, cold calling, telemarketing, and creative marketing approaches to generate new business sales. I introduced new Time Management system and Organizational skills were consistently used to keep active strategies for new business sales. Maintained a Direct business relationships with all 100+ accounts in New York Western Suffolk territory were mandatory. I worked in conjunction with the broker account managers and senior level executives including the AVP for all contract renewal and review.My first year I was over my corporate designated goal and was awarded to the President's Club and team lead.

Pall Corporation manufactures a wide variety of filtration and separation equipment and products enabling a greener future through many industries including healthcare. My role included the implementation of the new HRIS System and its database and processing and auditing ourselves and variious internal departments. Implemented business initiatives to improve organization of employee files and data with my strong Computer Information Systems (CIS) background. I also handled training on the HRIS product to middle management and was involved in many of the open enrollment process for the employee benefits. Daily review of all company contracts and state and federal compliance.