Paula Marshall Email & Phone Number

Omaha, Ne, Us

West Des Moines, Ia, Us

Develop strong relationships with Directors and Human Resource Managers in the Nebraska territory within the Hy-Vee store locations. Responsible for educating Hy-Vee employees on product solutions for the employee and their family.

New York, Ny, Us

Lincoln, Nebraska, Us

I consult with Employee Benefit Brokers on how to better incorporate Worksite Solutions as an itergral part of their overall HealthCare Strategy for employer groups of all sizes. Servicing all of Iowa, Omaha, Kansas City and Minneapolis. As well, providing a fresh prespective on Voluntary Benefit plans. My goal is to help employees better manage the financial risks of what happens when they become ill or hurt and cannot work. Our policies are a solution to cover an insured's medical exposure, preparing them to deal with out of pocket expenses such as co-pays, deductibles, and other common day bills. It is my responsbility and pleasure to help employers create a highly competitive benefits package, to help employees discover which products are best suited to their needs, and to help manage customer expectations by prodividing first class service and paying claims!In addition, I create a successful enrollment condition by collaborating with my Brokers and Employer Groups gaining the best participation ever whether I directly enroll as a free service or utilize home office support enrollment team or invest in my client's existing enrollment platform.

Chicago, Il, Us

Initiated, developed and maintained effective partnerships with internal and external clients/carriers by establishing trust and building relationships. I worked with Senior Management reviewing specific information regarding plan designs, rates, summaries, proposals, implementation of plans and enrollment. I worked with carriers to develop rates, quotes, underwriting and eligibility. In addition, I assisted in the preparation of presentation materials for employee communications and enrollments, implemented and maintained plans and performed special project. Service 200+ Worksite Marketing clients, building the existing $325,000 annual block of business by adding additional coverage lines as warranted.Presented elective benefit options to over 1,000 employees in 12 different cities in a 3-month timeframe.Produced $125,000 in annual renewal premium with three existing clients.Developed alliances between home office and future marketing partners.Familiarized with over 25 carrier coverage offerings to include: Aflac, Assurity, Allstate, Unum and Colonial.Interviewed new carriers for the creation of benefit analysis spreadsheets.Strengthened existing relationship with current carriers, marketers and enrollment firms.Seeked oppoortunities to increase production of all product lines.Coordinated the implementation of new plans/policies to provide the client with a smooth transition. Conduted enrollment meetings and assisted in new hire communication and open enrollment.Maintained knowledge and remained current on industry trends and competitive products.

Radnor, Pa, Us

Areas of responsibility include project management of the entire RFP response process, providing input into the strategic positioning of the response in conjunction with Product Development. Manage development of content as product strategy evolves. Assist with the creating and writing of all responses, ensuring the quality and accuracy of the response, and managing the input of multiple departments within Group Protection to ensure the most comprehensive winning response. In addition, the large case team specializes exclusively in producing materials that help to achieve sales goals and build group insurance business. The goal of the team is to deliver thorough questionnaires and outstanding presentations and proposals, which reflect positively on Lincoln Financial Group and one personally.

Omaha, Ne, Us

Omaha, Ne, Us

Bs, Business Management

Associates, Legal Secretary