Katie Erwin Email & Phone Number

Chesterfield, MO, US

Daytona Beach, Florida, US

Development & acquisition of new employee benefits revenue, both for new and existing clients for the midwest P&L center. Deep knowledge in medical and stop loss consulting and sales, inclusive of claim analysis and large claim risk reduction for high cost claimants and specialty pharmacy spend. Create robust and powerful presentations that capture the.

Detroit, Michigan, US

Sourced and evaluated broker partner and vendor relationships for the employee benefits channel. Lead and built the core strategy for the EB channel to include pricing, commissions, contracts, exclusivity and services provided. Reported directly to the CEO while aligning forces with the Director of Partnerships to ensure messaging and pricing consistency..

Nottingham, Maryland, US

Increased revenue for the midwest sales territory by direct sales and B2B sales through creating excitement within broker relationships. Created strategic vendor partnerships and product exclusivity with brokers throughout the region. Quantified marketshare by data analytics, led cross-functional projects, mentored junior sales team members while exceeding.

Scottsdale, Arizona, US

Developed and managed pipeline, promoted the image of the brand all while droving and managing broker relationships. Designed and executed processes for follow-ups and become established as an SME in Cybersecurity, Data Privacy, Identity Restoration and new regulations. Consistently surpassed sales goals, achieved President's Club level ($500k+ new.

Philadelphia, Pennsylvania, US

Led sales and service of Group Voluntary / Ancillary products to the broker producers and client account teams working within the sales territory. Expanded revenue by selling new and existing RSLI products by achieving sales goals within each line of business. Developed broker relationships within sales territory, adhered to insurance regulations and.

White Plains, New York, US

Assisted employee health & benefits team with servicing existing accounts in every capacity, including renewals. Aligned with production team of pertinent activities on accounts. Set up and maintained customer files and coordinated periodic meetings with clients and vendors. Developed communication materials including Benefit Enrollment Guides, SPD’s and.

Global, US

Created strategy planning and assisted with consulting advice to clients including the production of RFPs, organized and analyzed vendor responses and prepared client reports with recommendations. Consulted with clients to review options, services, fees, strategies and goals of EB packages. Led ongoing review of claims, utilization results, and claims.

Bachelor Of Science, Industrial And Organizational Psychology

Associate Of Arts