Lori Dean Email & Phone Number

Mission Viejo, Ca And Las Vegas, Nv

Custom Benefit Consultants, Inc. (CBC) dba CBC Benefit & Insurance Services is a leading provider of brokerage and consultative services, benefit administration services, contact center support and technology. We support a diverse clientele of employer groups and individuals, affinity groups, and other service providers throughout the health insurance delivery system. Since 1997, CBC has specialized in supporting consumers in need of evaluating, purchasing and supporting health insurance. Our resources and level of expertise has evolved from supporting small local employer groups to large multi-location organizations and national firms in need of a substantial amount of administrative and technological support. Our mission is to develop long-term business relationships that are built upon consistently meeting the needs of our clients, keeping our promises, and delivering high quality, cost effective insurance products through a technologically driven distribution model.

Oceanside, Ca

Responsible for the SMB retail, real estate, classified and automotive departments. Managed 7 sales managers and 45 sales associates.

Responsible for managing a local retail sales team of 10.

Direct marketing media sales to major retail, national, CPG companies and ad agencies. Secured $500,000 worth of incremental revenue.

Responsible for all local sales teams including retail, real estate, automotive, classified, legals and interactive.

Responsible for several product launches. Launched a training division. Maximized performance of the Sales Operations division.

Responsible for $50 million dollar advertising budget for local retail accounts. Managed a staff of 6 managers and 65 sales associates.

Responsible for growing revenue by managing the sales and operations efforts of 20 sales and support personnel.

Responsible for developing new sales and market programs for The Orange County Register including special sections, marketing partnerships and sponsorships.

Responsible for creating innovative advertising packages and marketing materials for the sales staff.

Consistent top performer in territory sales.