Philip Friedlander Email and Phone Number
With a robust background in strategic planning, strategy development, and project management, I bring a wealth of experience in driving operational excellence across various industries including banking, finance, retail, e-commerce, and insurance. My approach is always customer-centric, focusing on crafting exceptional customer journeys and experiences through meticulous plan management and strategic vendor negotiations.My career highlights include the management of over $1,000,000 in annualized revenue with over 85% annual retention for multiple years. In addition to Account Management, I have effectively negotiated many mid and large group renewals across all lines of cover mage. I also have had tremendous results in the resolution of complex claims and benefit issues. I am committed to leveraging my extensive experience to help organizations navigate their employee benefit needs to develop the most comprehensive and cost-effective programs. My goal is to collaborate with forward-thinking teams to unlock new opportunities for innovation and operational excellence, ensuring they remain competitive and responsive to market demands. Let's connect and explore how we can drive meaningful change together, fostering environments where strategic growth, innovation, and customer satisfaction thrive.
Professional Group Plans
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Large Group Account ManagerProfessional Group Plans Jun 2024 - PresentHauppauge, Ny, Us
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Principal, Senior Account ManagerWorld Insurance Associates Llc 2017 - 2024Iselin, New Jersey, Us• Provided and facilitated account management for groups totaling $1 million in annualized revenue, including $500,000 of self-generated revenue with 85% retention.• Handled financial underwriting (i.e., life, long-term disability, short-term disability, statutory disability, medical, and dental) for renewal and new business opportunities.• Provided assistance and direction on escalated financial and service matters for balance of service team.• Maintained and renewed employees’ medical, dental, and ancillary benefit plans.• Closed cross-sell opportunities with property and casualty producers, resulting in additional total case revenue. -
Assistant Vice PresidentWells Fargo Insurance Services 2011 - 2017Valhalla, Ny, Us• Supervised service team responsible for retention of acquired former Procomp’s book of group employee benefits business (generated greater than $1 million in revenue). Achieved retention levels at +90%.• Oversaw additional book of business generating $500,000-plus of additional revenue with 100% retention level.• Handled all financial underwriting on life, AD&D, long-term disability, short-term disability, statutory disability, medical, and dental renewals on assigned book of business as well as additional case responsibilities.• Acted as essential member of company’s underwriting advisory group, developing and releasing ACA and financial underwriting tools for internal distribution.• Drove development and client review of stewardship and renewal analysis reports for all client sizes. -
Vice President, Procomp Benefit Resources, Inc.Wells Fargo Insurance Services 1995 - 2011Valhalla, Ny, Us• Managed service team responsible for retention of book of business generating $1 million in revenue, with book retention level at +90%.• Assisted in management and profitability of office, including commission accounting, budget, and expense management. • Facilitated sale of Procomp Benefit Resources, Inc. to Wells Fargo Insurance Services USA, Inc. • Handled all financial underwriting on life, AD&D, long-term disability, short-term disability, statutory disability, medical, and dental renewals on book of business and additional case responsibilities. • Led development and ongoing client review of stewardship and renewal analysis reports.
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Senior Group Service ConsultantThe Hartford 1988 - 1995Hartford, Ct, Us• Maintained accountability for servicing and sustaining territory of 200 health and life accounts with combined book value of $40 million in earned premium (book of business included ten of company’s largest brokerage clients). • Provided review, strategic support, and guidance concerning post-sales initiation of contracts for all lines of employee benefits, including life, medical, dental, long-term disability, short-term disability, and statutory short-term disability programs. • Prepared and conducted presentation for mid-year stewardship and renewal rate and benefit comparisons. • Provided benefit analysis to fortify efforts of sales and marketing units.
Philip Friedlander Education Details
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Pace UniversityGeneral
Frequently Asked Questions about Philip Friedlander
What company does Philip Friedlander work for?
Philip Friedlander works for Professional Group Plans
What is Philip Friedlander's role at the current company?
Philip Friedlander's current role is Senior Account Manager in Employee Benefits Insurance with proven success in account management and underwriting services, revenue management, policy implementation, and client advocacy in the insurance industry..
What schools did Philip Friedlander attend?
Philip Friedlander attended Pace University.
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