Luis Balauag Email & Phone Number

Aurora, Il, Us

New York, New York, Us

• Leading a team of AVPs, Account Executives, Account Managers, Benefit Analysts, and Financial Analysts.• Responsible for overall Account Management and Service Delivery for our region’s clients.• Creating a service model where each member clearly understands the value of their role and how they can contribute to our team's success.• Developing workflow models that can move workload efficiently through our organizational structure.• Motivating, training, and partnering with my team and promoting a culture of collaboration.• Building, fixing, and learning.

Deerfield, Il, Us

• Building an Employee Benefits Consulting practice around the unique needs of each of my clients.• Helping CFOs manage, reduce, and optimize spend on Employee Benefits.• HR partner and advocate to attract, retain, and develop top talent.• Providing ongoing assistance to HR Benefit teams to successfully administer benefit programs.• Proprietary Actuarial services to provide deeper insight into your benefit plans and experience.• Benchmarking services to show you relevant data on how you compare to your competitors.• Using the strength of GCG Financial’s resources to bring together Employee Benefits, Risk Management, P&C, Wealth Management, and Executive Benefits.

Lisle, Il, Us

• Responsible for new business development and servicing existing clients.• Comfortable working directly with the C-Suite and key decision makers.• Currently leading a team of Account Executives, Account Managers, and Support Staff.• Successfully grew and retained a profitable block of business by adding value to our clients while generating streams of income for our organization.• Responsible for leading our Digital Marketing Team which focuses on our website development, SEO, paid/organic marketing, and Social Media.• Coaching our sales team on best practices, model work weeks, tracking, follow-up, and follow-through.• Oversight of our customer service, compliance, and account management operations.

New York, Ny, Us

• Led a team of 17 Account Managers responsible for delivering service to employers with 1,000+ employees.• Team consistently met and exceeded major Key Performance Indicators around customer satisfaction, retention, billing, and production.• Delivered exceptional service to group customers with up to 5,000 employees, dealing directly with companies’ HR staff and key decision makers.• Managed a book of business that consisted of over 500 customers, and generated $215M in annual premium. • In 2016, we were able to maintain 91.4% of our customers against a goal of 88%. Also helped grow our block of business and support sales team.• Focused on creating a unique and customized end-to-end experience for customers to promote stewardship, customer loyalty, and confidence.

New York, Ny, Us

• Given the opportunity to create a new organization from scratch that would be responsible for implementing a newly created business model.• The model was developed to successfully support the “Peak Seasons” for two internal organizations; the Proposal Team and our Acquisitions/Implementations Team.• Within 2 months, built a team of 9 uniquely qualified associates, pulling from internal and external networks to source candidates.• Partnered with other business units to develop training and processes for our newly created team.• In the first year we achieved the following results:o Quality: 97.5%o Timeliness (National Accounts): 100%o Timeliness (Regional Market): 100%• Once the team and processes were complete, they moved me to train and develop a Client Services Team.

New York, Ny, Us

• Responsible for developing and curating proposal responses for our National Accounts sized customers, with a focus on the Public Sector. This included new business opportunities and cross selling our current block of business.• Among many sales, two notable wins came from large State bids that sold in 2013, which generated $33 million in new premium and covered over 25,000 lives.• Led several projects to improve processes and workflow distribution. • Enhancements to our Risk Management and Legal review process greatly improved our speed and proficiency when vetting opportunities.• Helped identify and implement several operational changes to the Public Sector Team. These changes included recommendations for improving our team structure and standardizing our naming conventions for storing and itemizing documentation.

New York, Ny, Us

• Responsible for generating sales through a broker network of insurance agencies in the Metro Minneapolis area, western Minnesota, and South Dakota territories.• Sold group insurance benefits to businesses that ranged from 10-500 employees and partnered with financial professionals to offer solutions to high net worth clients.• Successfully grew a $4 million book of business that was comprised of over 224 customers.

New York, Ny, Us

• Responsible for providing strategic financial analysis for customers with 25,000 or more eligible lives.• Developed and streamlined financial processes around premium remittance, claims reporting and other financial deliverables.• Consulted and advised on all financial aspects for my customers (billing, renewals, dividend calculations, financial reporting, etc.).