Peter Vern Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Scottsdale, Arizona

• Qualified homes for solar in 22 states; generated custom proposals per customer requirements.
• Developed additional sales from past unsold prospects in company databases and self-generated leads.
• One of top 3 consultants for rolling 90 days of installs in Summer of 2019
• Chosen to pilot and develop talk tracks for a new company product using unsold solar and new incoming leads.
• Proficient with Salesforce CRM

Chicago, IL

• Utilized data-driven analysis and market insights to optimize employee benefit plans for client accounts ($500K - $15M in annual premiums) for 50 - 1500 enrolled lives.
• Performed detailed assessments: client requirements, plan guidelines, and competing market policy products.
• Monitored comprehensive market data to support recommendations in plan structure and cost management.
• Prepared annual benefit presentations for client insurance committees/board meetings.
• Mentored new hires with industry and analytical guidance.

Chicago, IL

• Utilized data-driven analysis and market insights to optimize employee benefit plans for client accounts ($500K - $15M in annual premiums) for 50 - 1500 enrolled lives.
• Performed detailed assessments: client requirements, plan guidelines, and competing market policy products.
• Monitored comprehensive market data to support recommendations in plan structure and cost management.
• Prepared annual benefit presentations for client insurance committees/board meetings.
• Mentored new hires with industry and analytical guidance.

• Provided training, case status information, and underwriting guidance related to Long Term Care Insurance (LTCI) for agents from multiple agencies.
• Designed custom LTCI proposals for agents from a multi-carrier platform.
• Performed team-based selling, including lead generation and client onboarding.
• Assisted agents in all 50 states who sold LTCI plans to potential clients; facilitated the application process; and ensured that proper licensing requirements were completed.
• Represented the company at conferences and job fairs.

Northfield, IL

• Managed $10K to $2M Employee Benefits Department accounts.
• Completed intermittent client benefit plan reviews for plan adjustments to ensure realization of highest value.
• Performed customer relationship management from onboarding to claims.
• Standardized presentations for consistency among client materials.

Lombard, IL

• Provided life product investment guidance to clients.
• Adapted style of interactions based on a variety of factors including demographic, interest and clients’ degree of knowledge.
• Worked closely with clients throughout the sales process. Provided well-informed, ongoing advice to existing clients to maintain highest level of service.

Bachelor'S Degree, Mathematics

Activities and Societies: Track, Chi Phi Fraternity

High School, Regular/General High School/Secondary Diploma Program

Activities and Societies: Track & Field Cross Country Bowling