Patrick Garrabrant, Clu, Cebs Email & Phone Number

Tampa, Florida, Us

Manage/Lead an amazing team of talented Account Managers. In the first 9 months we have:- Received recognition for reducing processing Turn Around Time to lowest level in 5 years.- Used analytics to refine processing workflows. Implemented quality controls to reduce rework, leading to savings of over 0.5 FTE.- Launched over 300 successful EDI feeds through Employee Navigator and implemented Vertafore's Benefit Point system as new day-to-day CRM. - Successfully renewed over 95% of benefit clients across all Group carriers & products; Health, Dental, DI, Vision, Life and Worksite.- Team WOWs Clients and Agents daily. Ask us about EOS! Clients/Community/Team

Leawood, Ks, Us

Teach pre-licensing classes for Life/Health, Property/Casualty, and SIE/Series 6 across multiple states. - Received Quarterly award (in first 4 months on the job) as Instructor with highest student feedback score! ...Very proud I've had at least two classes with 100% pass rates.- While maintaining role as lead Life/Health insurance instructor helped write content for Series 7, Series 6, Series 65 and SIE instruction.- "So proud of you Pat! These are the best results we’ve ever had ..." - HR Exec at a national benefits firm- "On behalf of my team, I wanted to take a moment to thank you ... You seem to put it in “layman’s terms” for us ... I appreciated that you injected a little humor in there ..." Manager at a multi-national BPO- "Hey, Pat! I just started at ( a national Life insurance firm), and your recordings in ExamFX have been an absolute godsend as I've been preparing for my exam (8 a.m. tomorrow!). I now feel comfortable and confident as opposed to stressed and needing a straight jacket. Thanks a million - Student- "Hi Patrick, I was listening your online class yesterday, amazing!" - Student- "You still can't hit a curve-ball, and you're kind of a liability at the free throw line ..." - My Older Brothers

Arlington, Virginia, Us

NAIFA Tampa-Bay is the largest NAIFA local in Florida and among the largest in the country. Come join us at our next event to share, meet, learn and help support your industry. Find membership and event info at naifatampa.orgNAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional association, and its focus is to protect your business, help you grow your business and promote ethical business conduct.

Tampa, Florida, Us

As of August 2016 I rotated back from Sales to Retention. "Reporting As A Service" and Analytics are a focus for 2017 revenue growth and I am excited to come back and be a part of this great team.

Tampa, Florida, Us

Dual role of selling/retaining groups 100+ and launching Business Development of our Private Exchange.- Sold largest Group Dental case in company 40 year history (1,300 lives)- Sold and Grew our first Credit Union block to over 500 Dental lives- Prospected and Sold first Credit Union Private Exchange- Prospected and Sold first Spanish Private Exchange (highest performing private exchange for 2015)- Launched "Special Accounts Team" and Launched a carrier's "Small Group Inside Sales Team".

Tampa, Florida, Us

Specialized in the development and use of data and predictive analytics to improve year over year Sales and Retention initiatives. Leadership position marketing a full range of group and individual insurance products with most recent focus on the small group Dental market. - Managed Retaining a block of Individual and Small Group business to company record levels.- Managed Retention Team to highest Rolling 12 month retention rate in firm's 40 year history- Business Lead for implementing company's first Datamart. Managed project for delivery on time and at budget- Launched firm's Analytics Dept which led to in crease in Year over Year individual health Retention- Personally renewed several clients in the 100+ space

Baltimore, Maryland, Us

Managed licensed financial professionals servicing individual and retirement accounts. Responsible for both call center and field office activities. - Consistently outperformed peers in developing talent for promotion- Ran company wide Recognition Dept- As Principal (Series 24) had responsibilities for both Call Center and D2C Investment Center.**

Bs, Finance

Clu, Group