Insurance and Financial Service Agency specializing in Corporate, Physical and Monetary Risk Mitigation, Insurance Cost reduction, Payroll, HR and Comprehensive Time Management Solutions

PEO Brokerage

Sales and Broker Sales Administration s. Averaged 50,000 miles per year travel in building and training a national Broker Network to utilize my experience and knowledge to present PEO, ASO, and Payroll/HR products. Worked well in highly competitive sales environment.Provided operational support for high-volume sales force. Generated over $250,000 per year in revenue resulting from network, B2B and traditional networking initiatives.Prepared accurate financial statements each month, Transitioned leasing clients to operations, claims and payroll management, reviewed, researched and negotiated insurance, health plans, benefit packages and other contracts. Managed account operations and closings. Directed multiple client accounting system conversions into web-enabled platform. Complied with federal, state and company policies, procedures and regulations.Reconciled and reported discrepancies found in client records. Performed field audits on wide variety of GL programs for clientèle.Reviewed files, records and other documents to obtain information and respond to requests of information beyond sales division.Created and executed marketing/PR campaigns, including new product introductions and existing product development. Planned and executed special events and trade shows andDeveloped and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales.

Pre-set MA and Med Sup appointments. A staff of 12 outbound marketers made in excess of 80 Appointments per day. I was also the #1 Individual producer of MA and Dual-Eligible (QMB) for United HealthCare through it's affiliated plan with AARP.Created solutions in the areas of sales reporting, distribution and product improvement that led to system upgrades and streamlined processes. Worked closely with all product development to create and maintain marketing materials for sales presentations and client meetings. Worked with miultifunctional resources to implement direct marketing programs, reaching an 800% increase in customer base in less than 1 YR. Credited for playing key role in generating over $250,000.00 per year in revenues.

Recruit, Train and motivate Independent Insurance Agents to market and sell Annuity, Life and Long Term Care Insurance. Conducted more than 100 Client Seminars on an array of issues primarily in the Senior Market. Managed more than 2,800 producers averaging 16,000,000 annually in FIA and LTC premiums.Generated over $200,000 per year in revenues resulting from large-scale marketing campaigns and Client seminars. Managed employee benefits program,reviewed, researched and negotiated insurance, health plans, benefit packages and other contracts.Supervised team of five direct marketers and office staff of 24. Received, recorded, and banked cash, checks, and vouchers.Accessed computerized financial information to answer questions related to specific accounts. Complied with federal, state and company policies, procedures and regulations. Communicated directly with customers, their representatives and employees to answer questions and explain information pertaining to their accounts or records. Assigned tasks to associates, tracked progress and updated partners and clients as necessary. Addressed and resolved non-routine, complex and unexpected issues as they happened. Reconstructed accounting and investment records from clients' statements and banking records.Planned and executed events and marketing programs such as Golf tournaments, Client appreciation events and club reward Trips for top clients.

The machine gunner is responsible for the tactical employment of the 7.62 mm medium machine-gun, the 50 cal., and 40mm heavy machine-gun, and their support vehicle. We provide direct fire in support of the rifle and LAR squads/platoons/companies and the infantry and LAF: battalions.I was attached to weapons platoons of the rifle and LAR companies and the weapons company of the infantry battalion. Responsible for the training and deployment of six M240G machine guns and 18 Marines. Enforced USMC guidelines, made war fighting decisions, excelled at advanced land navigation, call for fire techniques as a forward observer, and deciphered operational commands for the effective deployment of my Marines and their weapons.