Leverage national relationships: UBA, Assurex, etc.; served as Product Development Field Partner Top Sales Team Manager Illinois: 2012, 2014, 2015, 2016National Award Winner: Small Office of the Year - Top Sales, and Development of Team Increased participation in HSAs and voluntary products by educating and communicating benefits in tandem with brokers healthcare strategy; increased employee satisfaction and understanding Integrate high-deductible HDHP (High Deductible Health Plans) with HSA-compatible insurance products

Created brand awareness by marketing group ancillary products to new brokersExceeded quote activity goals Supported retention by managing book of business and collaborating with service team; identified cross-sell opportunities for existing clients

Penetrated and grew underdeveloped market for group insurance products: dental, life, disability, visionHelped account management cross-sell existing clients by developing and executing strategies Retained profitable business by utilizing product knowledge with account management teamHelped troubleshoot implementation service and claims issues for account management team

Successfully marketed and developed virgin territory for life and disability salesCreated proactive sales culture by mentoring new sales and service representatives Consistently recognized by Senior Management as sales leader and chosen on team to present at National Sales ConferenceTop-producing rep in Chicago office for 2006 and 2007Sales Results2007 $3.2MM (through October) in sales on $1.6MM goal: Chairman’s Club2006 $2.5MM in sales on $1.2M goal: Chairman’s Club2005 $1.5MM in sales on $500K goal: Top Gun Award for Highest Sales Rookie Rep

Selected as internal candidate to participate in 6-month sales school with peers countrywideShadowed successful sales executivesNational Account Service Representative 2002–2003Promoted to national accounts in 2003 to work on key accounts ($50MM+ book of business); Clients: John Deere, Sara Lee, United Airlines Conducted quarterly service meetings with all clients, reviewed claims performance, and resolved service issues by working with account executive Service Representative 2001–2002Solved clients problems efficiently, navigated internally to the right people, and identified appropriate resources: Learned tactics via assigned book of business Won “Office of the Year”: 2002; achieved 1 of top-3 ranked service reps nationallyAchieved 95%+ persistency on goal of 88% by clearly understanding / responding to client needs