Paul Gagne Email & Phone Number

Hartford, Ct, Us

Hartford County, Connecticut, United States

Identifying Opportunities, Generating Leads, Building Relationships, Negotiating Contracts, Providing Customer Service, Developing Strategies and Budget Planning.CONNSTEP helps identifying opportunities for growth, improving productivity, and ensuring our clients remain competitive in evolving market conditions.Our consultants are subject matter experts who implement advanced business and technical solutions, as well as workforce strategies, using a holistic approach that generates bottom-line improvements and produces innovative, results-driven top-line growth for your organization.Our Mission: To help Connecticut small and medium-sized manufacturers and other businesses reach their goals by strengthening their strategic, technical, and operational expertise, thereby supporting the growth of Connecticut’s economy.

New Haven, Ct

Business Service Representative (July 2017-Present)WIOA (Workforce Innovation Opportunity Act) Program in the F.I.R.E., Construction & Trades, and IT Sectors. TechHire ITXpress Grant Job Developer (Sept 2018-Present)Information Technology training and career support for incumbent front-line workers who need additional credentials in order to advance in their careers.Technical Skills Training grant for IT, Engineering and advanced Manufacturing positions. The H1-B grant provides subsidized On-the-Job Training (OJT) to employers as incentive for filling high tech positions without importing foreign workers.

Hartford, Connecticut Area

Workforce career developer and workshop facilitator of WIA (workforce investment act) customers. Associated with Capital Workforce Partners and Department of Labor.

Prepared and priced 401(k) proposals for brokers and clients to showcase our product in the pre-sale process.Assigned a geographical region to market and support the External Wholesalers with sales and marketing activities in order to obtain annual sales objectives.Provided education and training to stockbrokers and bank representatives over the phone to integrate Hartford Life into their book of business resulting in increased sales and business partners.Worked closely with the Director, External Wholesaling, Regional Directors, and Sales Office Managers to develop an appropriate business plan to maximize sales. Plan Manager, Retirement Plan Services Sept 2006-Sept 2007Managing approximately eighty 401k Plans in the Merrill Lynch and Mid-Atlantic Division.Main point of contact for both internal and external clients.Daily contact with Financial Advisors, CEO's, CFO's, Human Resource staff, CPA's, attorneys, Payroll Coordinators and others who represent the clients I support.Effectively manages and builds case relationships and makes recommendations for procedural and automation enhancements.

Managed approximately eighty 401k plans across the country. Daily contact with financial advisors, CEO's, HR, payroll coordinators pertaining to managing 401k plan. Compliance testing expert and plan design consultant.

Serve as primary service contact with Brokers and Plan Administrators for 8-10 groups ranging in size from 50 to 500 participants. Provided all aspects of service including generating and reconciling group premium invoices, fund transfers, premium quotes, processing new enrollees, portability, title changes, withdrawals, and surrenders. Form Project Liaison-project lead on Provide clear communication for agents and plan administrators regarding group billing and policy guidelines.

Initial point of contact exclusively handling top producers, outside brokers and career agents. Supervisor Role: Manage escalated and high level issues for Customer Service Representatives and document status reports within system logs.Inter-department Liaison: Call center contact with other Annuity business areas to research and resolve service/contract issues. Training: Develop and present training materials to new and current service representatives.Manager On Duty: Monitor call volumes and schedule adherence, delegate calls to maintain service levels.

Established client base through networking and prospectingCollect client financial data and make product recommendations based on their objectives.Extensive experience building sales illustrations using Field Technology Illustration Software

Business to Business Direct Sales and Premium Renewal

Bachelors Of Science, Business Management, Summa Cum Laude

Series 6 and 63 (FINRA)-formally Life Insurance Licensed-formally

Education record

Activities and Societies: Voted Rockville High 'Class Athlete' by peers. High school activities: Varsity basketball, baseball and soccer..