Lindsay Deon Email & Phone Number

Des Moines, Iowa, United States

Responsible for monitoring the day-to-day operations of the Client Support Services department including the management of client and member data through website interfaces, electronic data interchange files and multiple manual formats, as well as the overarching global event strategy and operational execution of broker, industry and benefit fair events. Lead a team of skilled professionals in serving our clients to ensure validity of member data and positive member interactions, as well as other internal administrative functions.Essential duties and responsibilities include leadership and people management, relationship management and systems oversight, event strategy, framework and operational execution.

Des Moines, Iowa, United States

Defines and leads the overarching global event strategy, framework and operational execution of broker, industry and benefit fair events. Essential Duties & Responsibilities• Develop, implement and manage ARAG events strategy.• Improve efficiencies, reduce costs and increase returns on investments related to events to contribute to overall sales goals. • Apply best human resources to deliver results at growing number of benefit fairs, tradeshows and broker events. • Research and analyze potential events and present recommendations to obtain buy in from senior leadership.• Develop best practices around ARAG events to ensure consistency in our approach and exceptional operational execution.• Leverage technology integrations/automation of processes, use surveys and data to evaluate gains in efficiencies. • Oversee Training and Development Program. • Defines, leads and influences sponsorship framework to present value to key partners.• Vendor relationship management.

Des Moines, Iowa Area

Provides day to day management in the development and delivery of all ARAG products and services to meet corporate revenue and profitability measures. Defines and leads the overarching global event strategy, framework and operational execution of broker, industry and benefit fair events. This includes: • Identifying and developing innovative products across all distribution channels to increase revenue,.• Developing, implementing and managing the ARAG events strategy. • Leveraging technology integrations/automation of processes.• Vendor management and contract negotiations.

West Des Moines, Iowa

My daily goal is to acquire, develop and service insurance agent relationships. Staying abreast of new life products and changes to existing life products is very important. I am very involved in the processing of new business, but more in the line of monitoring the progress versus handling of the actual process. I am very involved in the communication with key carrier contacts regarding problem resolution. This generally occurs when the new business processor has exhausted all efforts to resolve an issue. Often times I must plead my case to acquire an exception to a general rule. My clients will learn to expect exceptional customer service from me and our staff. I expect the same from our staff therefore their development is concentrated on our clients. Motto adopted from one of our co-owners; Under Promise/Over Deliver. This starts as early as the first conversation I have with a potential client to the delivery of a client contract and future client servicing.

Altoona, Iowa

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Des Moines, Ia

Direct the design, development, and implementation of marketing and targeted sales strategies for the life brokerage market segment. Work closely with senior management, sales vice presidents and key business line leaders to execute plans and measure results.• Collaborate with key brokerage general agencies, senior management and specialized life wholesalers to develop and implement the opportunity to promote life products and concepts inside property and casualty agencies. Currently traveling to targeted BGAs and property and casualty agencies to present this revenue generating platform. • Develop, manage and represent The Principal at all industry meetings including Forum 400, AALU, MDRT, NAIFA and NAILBA, creating industry awareness of our products and concepts. • Travel with Life Brokerage Regional Vice Presidents and members of Senior Management to promote new marketing initiatives, gather field intelligence and execute on building relationships between The Principal and our BGAs to drive business.• Identify market opportunities and develop strategies to maximize production and long-term profitability.• Develop and manage business unit budget. • Creating and executing brand awareness, field engagement, consumer and lead generation at corporate sponsored events including the Principal Charity Classic, minor league baseball events, NCAA football/basketball games.

• Developing and maintaining effective working relationships with National Education Association contacts.• Developing a marketing plan for assigned territory that maximizes visibility and productivity.• Training and educating new Field Managers throughout the United States.• Increasing member awareness of the A+ Program.• Communicating effectively with state leaders, local presidents, building representatives and all other departments and contacts.• Using problem resolution skills and coordinate and implement solutions for these problems.• Meeting all production goals assigned by the company.• Organizing and launching successful “mass marketing” campaigns in the State of Iowa.• Developing strong business relationships with new and existing clientele, specializing in property and casualty for teachers who are apart of the union.• Earned top pinnacle awards for comprehensive business, marketing and sales plan.

• Facilitating presentations to new employees, new group representatives and prospective clients.• Providing marketing support for more complicated defined contribution, defined benefit and nonqualified prospects.• Advising the field force, employers, CPAs, and attorneys on pension-related topics, and provide assistance to customers on legislation and compliance issues.• Reviewing sold cases, for appropriateness of plan design and compliance with pension laws and regulations.