•Guide and control the market development of the Mid-Atlantic, including new plan adoption and design, addition of new products, retention of business, and coordination of services across multiple states•Serve as the relationship manager for high level Plan Sponsors•Provide fiduciary support to Plan Sponsors including investment and plan design reviews•Manage, mentor, and motivate team of eight direct report Retirement Plan Specialists •Document, track, and monitor opportunities and engagement via SalesForce•Create monthly education campaigns for Field Sales implementation•Ensure growth and client satisfaction through exceptional levels of communication and service•Act as the focal point for communications of essential product/business information from the Corporate Headquarters and the Marketing Division to the field sales representatives•Analyze, forecast, and maintain budget for the region

• Understand and market product lines within the Excess and Surplus Insurance industry • Identify opportunities and build relationships with over 100 new clients• Responsible for 28% growth with assigned client base across multiple states• Monitor client pipeline, leads, accounts and follow up activity via SalesForce• Assist clients in uncovering needs and providing solutions for their customers

• Manage team of nationwide sales/marketing representatives• Responsible for strategic planning, budgeting, and territory growth across regions• Monitor team performance, providing guidance, training, and redirection as needed• Track, analyze, and predict industry trends and competitor actions nationwide• Maintain growth of minimum 15% with personal client group• Streamlined process for new hires, reducing ramp up time from three months to one through creation of extensive training curriculum

• Manage approximately $1.7 Million book of business• Responsible for client satisfaction, growth, and retention• Advise clients on financial and insurance related matters• Supervise and provide guidance to support staff• Respond to concerns in a timely, efficient, customer centric fashion

• Supported students in achieving positive results• Provided advanced training and assistance to related adults and teachers• Worked closely with fellow educators across content to refine instructional methodology • Utilized data and reflections to monitor and adjust content delivery methods• Incorporated technology into daily teaching to facilitate active learning and engagement