Assist dedicated book of business with Health Care and Dependent Care FSA AccountsConduct and resolved Non-Discrimination testing in conjunction with clientsWork with HR and above on implementation of new groupsWork with plan participants on escalated claim issuesAssist COBRA participants with elections and payment processes

Manage employee benefits book of business for independent brokerage firmPrepare and select markets for requests for proposal submission for groups with over 50 employeesBenefit, rate and premium analysis for new and existing businessDelivery and presentation of proposals for new and existing business to company Human Resources Managers, Directors and company ExecutivesNegotiate renewals, rate concessions and rate guaranteesOpen enrollment meeting planning and delivery to employees

Mid market (51+ eligible employees) new business health plan salesAncillary lines sales: dental, vision, life insuranceDevelop relationships with insurance brokersDeliver open enrollment meetings and enroll new members

Grow and manage client relationships for developing Employee Benefits Department in leading Property and Casualty brokerageSell additional lines of coverage to existing clients Prepare and select markets for request for proposal submissions Benefit, rate, premium analysis for new and existing business Delivery and presentation of proposals for new and existing businessNegotiate renewals, rate concessions and rate guarantees Coordinate and deliver open enrollment and employee meetingsEscalated claim and benefit issuesAuthor and editor of monthly wellness articles for newsletters and client mailingsImplemented a wellness program which resulted in 90% employee participation with successful results

Manage client relationships for Sacramento based third party administratorImplementation and education of online enrollment systemOpen enrollment presentations and meetingsClaim experience analysis and strategyClaim issue investigation and resolution

Manage $1.3 million book of business for top selling producerPrimarily responsible for developing and maintaining client relationship at executive and HR Director level Prepare and select markets for request for proposal submissions Benefit, rate, premium analysis for new and existing business Delivery and presentation of proposals for new and existing businessNegotiate renewals, rate concessions and rate guarantees Coordinate and deliver open enrollment and employee meetings Escalated claim and benefit issues Claims experience analysis and strategy

Increase membership of non-profit small business lobbying organization by enrolling new members Renew existing members annually and increase contribution amounts Develop daily sales plan for cold call new business and renewals Educate and inform NFIB members on political and economic issues

Manage book of business for top selling producer Prepare and select markets for requests for proposal submission Benefit, rate, premium analysis for new and existing business Delivery and presentation of proposals for new and existing business Negotiate with carriers for benefit and rate concessions Coordinate open enrollment, employee meetings Investigated client claim and benefit inquiries Prepare claim experience reports Review contracts and evidence of coverage proofs for accuracy of policy provisions

Manage $24 million account of top five toy retailer Manage several million dollar accounts of various additional retailers Prepare quotes and presentations for new and continuing lines Order, ship and track sales for all product lines Create special promotional items for retailers and licensors Liaison between creative, production, domestic and international shipping and retailers Supervise Account Executive staff in management of domestic sales

Participate in all aspects of planning, marketing, and sales of Concorde/Queen Elizabeth II tours from cities around the United States Serve as liaison between airlines, cruise lines, hotels and land operators in execution of tours Sell tour packages through travel agencies and direct to consumers Coordinate travel agent seminars and plan promotional events in tour cities of origin Responsible for Department of Transportation filings and set up letters of credit Track sales and coordinate payments to vendors, suppliers and travel agencies Involved regular domestic and periodic international travel

Assist Sales force at California based Health Maintenance Organization Assist in generating sales proposals for local insurance brokers Assist in creating new and renewal group enrollment materials Answer general benefit questions for members and brokers