Shawna Reed Email and Phone Number
// Why do people LEAVE your company, but STAY in the industry? //Something I've learned over during my 20 years in the Insurance industry is how it uniquely builds professionals who never leave the space…I mean, how could you? While you started out thinking you were doing a "job", you were, in fact, building industry-specific experience and knowledge that is deemed priceless to your clients/customers…because everyone NEEDS protection and guidance, through insurance! So, if we know that quality talent enters our industry every day and generally never leaves it…that must make it "a lock" to keep good people, right? Sadly, this is not the case. Another thing I learned throughout my career, is though you may not leave the industry, you WILL move to a competitor for a better opportunity – be that a new job/boss/team/culture, more money, better title etc. Here's the rub - every time good people leave your organization, you don't just lose an integral part of your team, you indirectly made your competitor(s) more dangerous with a valuable asset that YOU trained!! It is a vicious cycle. When I looked back to why I started with each great company…and then why I eventually left to work for their competitor, I saw a pattern. There was a definite “shift" that would happen. The one where I went from being a loyal employee who would shout from the rooftops that “WE ARE THE BEST”, to the Debbie Downer, disengaged employee who started planning my escape. Here's the reality – THIS IS AVOIDABLE. The “Forces” that can pull good employees down are the very same ones that can be purposefully used to ensure you are training and fostering a loyal, productive, and happy employee who stays! I know your business. I know what your employees are experiencing, and that is why I help leaders gain the knowledge and tools needed to keep their best talent, increase productivity, and foster growth.Strategies will change, team dynamics will change - yet the ability to increase and maintain individual engagement can be accomplished in 4 simple steps: 1. Assess your team members (for both self and team awareness)2. Define top corporate or team goals/strategies to determine level of alignment and/or gaps within the team3. Create action plan based the data4. Convey findings to the team and integrate a common language for ongoing improved communication
Emfluent
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Principal PartnerEmfluent Jul 2019 - Present
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Vice President, Consulting Strategy And OperationsBenefit Commerce Group, An Alera Group Company May 2017 - Apr 2020Scottsdale, Az, Us· Conducted weekly reviews with staff to monitor progress and ensure they had the tools and training needed to successfully hit their business metrics/targets· Lead team planning meetings to determine priorities and internal resources required· Established mutual agreement for each person on their responsibilities· Provide project management for Sales Teams projects and tasks· Facilitated documentation of Revenue Goal objectives and tasks· Developed and maintained high-level relationships with prospects and clients, also served as advocate for our prospects and clients with carriers, TPAs and other vendors · Grew our Centers of Influence (COI) network to optimize relationships for new business opportunities· Point person for business networking/accelerator groups (as the title sponsor)· Strategic visionary and coordinator of events for networking/prospecting/education· Maintain and organize sales marketing efforts through social media, email etc.· Facilitate transition from prospect to client after sale to ensure smooth handoff and ongoing satisfaction -
Vice President, Senior Account ExecutiveAon Risk Solutions Apr 2015 - May 2017London, Gb● Lead complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking etc. ● Generate new business sales by expanding revenues from existing clients and by leading prospecting efforts with new logos. ● Serve as primary technical advisor to clients regarding all group insurance issues including compliance with ERISA, HIPAA, COBRA and ACA. ● Accountable for revenue/profitability for client accounts and projects. ● Oversee and approve all vendor, plan design, and financial recommendations. ● Lead all major client meetings. ● Review revenue reports on a monthly basis and ensure commissions due for all clients are paid on a timely basis. ● Develop mutually beneficial relationships with insurance carriers and administrators to generate optimal results for clients regarding competitive costs, competitive renewals, and problem resolution. ● Delegate effectively to provide developmental opportunities to team members and assist with career advancement. ● Attend company and department meetings, position-related seminars and classes, carrier functions, and social events with clients. -
Assistant Vice President, Account ExecutiveLockton Companies Feb 2008 - Apr 2015Global, Us• Provide strategic consulting and account management for an assigned book of business and serve as the primary operations liaison between Lockton and clients.• Serve as primary technical advisor to clients regarding all group insurance issues. • Assist in the development of new business with producers, prepare annual service plans for each client, and attend meetings with clients on a quarterly basis or as needed.• Oversee renewal and marketing efforts and take a lead role in carrier selection and financial negotiations.• Oversee and approve all vendor, plan design, and financial recommendations.• Prepare the renewal implementation schedule, and review and sign off on all agreements and documents.• Schedule and lead all client meetings.• Supervise account managers and account administrators in the preparation of monthly expense reports, mid-year reports, and the annual renewal/marketing report.• Review revenue reports on a monthly basis and ensure commissions due for all clients are paid on a timely basis. • Develop mutually beneficial relationships with insurance carriers and administrators to generate optimal results for clients regarding competitive costs, competitive renewals, and problem resolution.• Identify opportunities to increase commission income at renewal time.• Prepare written correspondence, reports, and analyses as needed.Key Accomplishments• Recruited to come to Lockton to open/lead a new Phoenix office location.• Managed key accounts including John Deere Dealerships, DriveTime Automotive, Fox Restaurant Concepts, St. Mary’s Food Bank Alliance, and Earnhardt Automotive Group.• Maintained a client retention rate above 90%.• Transitioned several clients from Brown & Brown Insurance and The Mahoney Group to Lockton.• Several personal client experiences have been developed into “Case Studies” by Lockton and used as marketing tools for other producers for new business propaganda. -
Account ExecutiveBrown & Brown Insurance Jun 2007 - Feb 2008Daytona Beach, Florida, Us• Provided strategic consulting and account management for an assigned book of business, including several large national accounts.• Served as the primary operations liaison between Brown & Brown and clients, and as a technical advisor for all group insurance. • Oversaw renewal and marketing efforts and took a lead role in carrier selection and financial negotiations.• Oversaw and approved all vendor, plan design, and financial recommendations.• Prepared the renewal implementation schedule, and reviewed and signed off on all agreements.• Scheduled and led all client meetings.• Reviewed revenue reports on a monthly basis and ensured commissions due for all clients were paid on time.• Developed mutually beneficial relationships with insurance carriers and administrators.• Identified opportunities to increase commission income at renewal time.Key Accomplishments• Personally managed a portfolio of business that generated more than $1.5 Million in revenue.• Managed key account relationships with several of Brown & Brown’s largest clients, including Insight Enterprises, Big O Tires, and Molina Healthcare. -
Account ManagerThe Mahoney Group 2002 - 2007Mesa, Az, Us• Coordinated all client work and maintained communication with producers, insurance carriers, and vendors.• Assisted clients in resolving claim, billing, and eligibility issues.• Managed renewal and marketing activities on all assigned accounts. • Handled renewal and new carrier implementation transitions; maintained an implementation checklist, prepared employee communication materials, conducted employee enrollment meetings, and obtained carrier/vendor contracts, agreements, and documents for review.• Developed excellent knowledge of carrier/vendor products and services and developed and maintained strong working relationships with carrier partners.Key Accomplishments• Trained under the highest grossing producer in the office; took over the position when this person was unable to continue working and successfully maintained a 100% client retention rate for more than 1 year.• Promoted into an Account Management role from a Customer Service Representative position.
Shawna Reed Education Details
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Phoenix CollegeCompleted 2 Years Of General Coursework
Frequently Asked Questions about Shawna Reed
What company does Shawna Reed work for?
Shawna Reed works for Emfluent
What is Shawna Reed's role at the current company?
Shawna Reed's current role is As a talent strategist and coach, I help executives and leaders reduce their people problems and build teams who drive the company mission forward..
What schools did Shawna Reed attend?
Shawna Reed attended Phoenix College.
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