Kelly Fehring, Clu, Flmi, Acs Email & Phone Number

Cincinnati, Ohio

Implemented new and renewed existing self funded group medical plan clients. Developed and maintained relationships with CEOs, CFOs and HR representatives.

Developed and managed institutional account relationships with oversight of all carrier wide account management initiatives. Created and managed national account business plans for individual annuity and group retirement plan product platforms. Implemented internal and external account management processes as the first national account manager by.

Provided training and wholesaling support to agencies located on the East Coast and in the Midwest. The training and support emphasized positioning of life insurance products, sales concepts and how to do business best practices. An integral member of a region that increased life insurance premium by 147% over prior year during my first year in the.

Successfully managed several projects on behalf of life distribution with the goal of adding news tools and compensation plans to increase sales. Additional accomplishments include creating and implementing a recruiting marketing plan and becoming a trusted source of expertise for general agents with regards to marketing and recruiting initiatives.

Served as account manager for distributor and institutional relationships. Managed the needs of the clients. Conducted training and implemented marketing initiatives to successfully increase sales. Increased total account sales by 59% and permanent life sales by 443% over prior year.

Provided internal support for three regional officers and Vice President of distribution channel. Managed relationships with three national IMOs. Created and implemented call campaigns. Life premium sales goals were exceeded each year.

Created marketing concepts and literature to promote agency and served as a driving force in the agency's sales goals. Developed and presented sales illustrations, client profiles and fund analysis for all product lines (life insurance, annuities, disability income, mutual funds and retirement plans). Generated awareness of the agency, resulting in new.

Worked with regional Vice Presidents, agents and plan sponsors on implementing a Union Central group retirement plan. Additional work included coordinating efforts with other carriers regarding takeover assets. Served as New Business liaison on two departmental committees: ASDC (developed department procedures) and Investment Committee (assisted department.

Processed deposits, transfers, allocation changes and distributions for retirement plan clients. Answered plan specific questions from plan participants and administrators. Member of Audit Committee, which audited work of account specialists for internal control.