Lynn Idstein Email & Phone Number

Midwest Region

Oversaw the quote submission process to support Account Executive in meeting targets and delivering quotes on time. Completed the highest volume of quotes from among ten colleagues during the first year as Senior Sales Coordinator.Established and nurtured productive relationships with internal and external partners, including home office personnel, General Agents, Producers, and policyholders.Promoted business growth, managing a robust book of business with as many as 300 cases and up to 200 lives.Repeatedly fulfilled management turnaround targets for RFP quote support and new case implementation in addition to licensing and services support.

Acquired, managed, trained, and mentored seven Sales Assistants located onsite as well as in Houston, Texas, Dallas, Texas; and Overland Park, Kansas. Motivated Sales Support through leadership and hands-on example. Evaluated quotes, submitted new business, completed rate calculations, and created proposals. Generated reports for Sales and management. Headed special projects.Helped distribution channel personnel meet customer expectations by training General Agents and Producers on quote submissions, licensing appointments, new case submissions, and handling customer service escalations.

 Rated and prepared proposals for employee benefit packages: Group Life/AD&D; Group STD and LTD; Personal AD&D and Group Dental. Assisted 4 sales offices with rating-related questions (the steps necessary in order to prepare a quote for ancillary lines of coverage). Reviewed the work of other field office administrators and trained new employees. Primary contact between Home Office Data Processing and User Services regarding Sales Office automation. Tested Life, STD, LTD and AD&D changes in the rating/proposal system before they were released to the Field Offices. Supported the Account Manager with routine service procedures and assisted the Regional Sales Manager in the supervision of the Regional Sales Office.