Developed a reputable and dynamic group insurance brokerage firm dedicated to providing comprehensive and tailored group benefits insurance solutions for businesses of all sizes. With a commitment to excellence, innovation, and customer-centricity, we empower our clients to navigate the complex landscape of group insurance with confidence.As a Partner/CEO of the firm, I play a pivotal role in shaping the direction of the company, driving growth, and ensuring operational excellence. I… Show more Developed a reputable and dynamic group insurance brokerage firm dedicated to providing comprehensive and tailored group benefits insurance solutions for businesses of all sizes. With a commitment to excellence, innovation, and customer-centricity, we empower our clients to navigate the complex landscape of group insurance with confidence.As a Partner/CEO of the firm, I play a pivotal role in shaping the direction of the company, driving growth, and ensuring operational excellence. I lead a talented team, foster strong relationships with clients and partners, and make impactful decisions that contribute to the firm's success. Show less

Team leader that ensured delivery of exceptional service to clients by managing our client service teams. Used previous experience in client service and business insight to lead our team and create depth in our client relationships. Our team developed and cultivated outstanding relationships within our branch and with our clients and vendor partners. • Monitor overall book and client assignments for the team while managing 1-2 clients to keep you in touch with the marketplace•… Show more Team leader that ensured delivery of exceptional service to clients by managing our client service teams. Used previous experience in client service and business insight to lead our team and create depth in our client relationships. Our team developed and cultivated outstanding relationships within our branch and with our clients and vendor partners. • Monitor overall book and client assignments for the team while managing 1-2 clients to keep you in touch with the marketplace• Provide guidance in the employee benefits Client Service Cycle to ensure a seamless renewal process and handle advanced service issues. We measure success based on retention and our renewal target is 95%• Continuously assess the performance of team members. Provide ongoing, timely feedback and coaching to improve performance• Prioritize team workflow and ensure accountability and compliance in both internal and external partnerships• Communicating performance expectations and ensure team members have the resources to achieve their goals• Recognize the client strategy and can determine appropriate coverage solutions that support and enhance the clients' culture, values, and mission• Support consultants in winning new business by participating in meetings and calls with prospects and effectively communicating the companies value proposition• Encourage "cross-solving" with clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary • • Benefits, etc.) and actively seek business referrals• Champion company resources and tools to maximize efficiency in managing client deliverables• Guiding, developing, and mentoring new hires, account management, and team resources and foster team engagement by supporting our culture and drive commitment • Complete internal professional development programs to gain an understanding of the insurance industry and processes Show less

• Manage a large book of fully insured business with $1.5M in revenue, ranging from 100 – 2000 employees.• Manage a team of 7 – 10 employees to handle an overall team revenue of $5M.• Serve as primary service and renewal contact for the client and act as liaison with the carriers and vendors.• Develop marketing and open enrollment material to be used when conducting and communicating open enrollments, account updates, changes during the plan year, etc.• Provide compliance advice… Show more • Manage a large book of fully insured business with $1.5M in revenue, ranging from 100 – 2000 employees.• Manage a team of 7 – 10 employees to handle an overall team revenue of $5M.• Serve as primary service and renewal contact for the client and act as liaison with the carriers and vendors.• Develop marketing and open enrollment material to be used when conducting and communicating open enrollments, account updates, changes during the plan year, etc.• Provide compliance advice and assist with preparation of 5500 reports for clients.• Work in partnership with other brokers and carrier reps to jointly present renewals, including gathering of claim experience, underwriting data, reporting and other exhibits.• Coordinate internally and externally to deliver renewals to the client and provide information to assist with making final decisions for their upcoming plan year. Show less

• Manage the account coordination for the San Antonio and Corpus Christi market offices for small group implementation.• Ensure that the appropriate turn around times and service expectations are met internally and externally.• Work with brokers to provide perfect service and address any commissions questions or challenges that may arise.• Assist with broker lunch and learns, broker councils, and off-site functions in regard to coordination, set up, and any ongoing relationship… Show more • Manage the account coordination for the San Antonio and Corpus Christi market offices for small group implementation.• Ensure that the appropriate turn around times and service expectations are met internally and externally.• Work with brokers to provide perfect service and address any commissions questions or challenges that may arise.• Assist with broker lunch and learns, broker councils, and off-site functions in regard to coordination, set up, and any ongoing relationship building. Show less

• Manage a successful group insurance brokerage firm.• Oversee and assist with all daily activities, including RFP coordination for new business, renewals of existing business, cross-selling of products, and customer service.• Responsible for working with carriers to secure all needed installation information from agent and/or group.• Serve as customer advocate, act as liaison between carriers and the customer. Address service issues and drive resolution development and… Show more • Manage a successful group insurance brokerage firm.• Oversee and assist with all daily activities, including RFP coordination for new business, renewals of existing business, cross-selling of products, and customer service.• Responsible for working with carriers to secure all needed installation information from agent and/or group.• Serve as customer advocate, act as liaison between carriers and the customer. Address service issues and drive resolution development and implementation.• Work in partnership with other brokers and carrier reps to jointly present renewals, including gathering of claim experience, underwriting data, reporting and other exhibits.• Negotiate new business and renewals with carriers, ensure all information is accurate and on time.• Hire and train employees, prepare weekly schedules, monitor and evaluate performance.• Implemented an online tool to house pertinent information and track service of major accounts on a common platform.• Conduct and participate in enrollment meetings. Show less

• Responsible for monitoring and mentoring staff to ensure that all operations were being run utilizing the correct company policy and measured correctly.• Ensure efficient workflow and office operations by understanding, directing and assisting all staff members in their duties, including employees that manage the commercial, personal and group health lines.• Maintain excellent service levels to all clients.• Prepare and train all in-house personnel concerning any new products… Show more • Responsible for monitoring and mentoring staff to ensure that all operations were being run utilizing the correct company policy and measured correctly.• Ensure efficient workflow and office operations by understanding, directing and assisting all staff members in their duties, including employees that manage the commercial, personal and group health lines.• Maintain excellent service levels to all clients.• Prepare and train all in-house personnel concerning any new products and/or procedures on an ongoing basis.• Resolve client disputes as needed. • Deliver operational results as outlined per office goals and as required by senior management.• Supervised and scheduled job assignments for the Training and Audit Departments. Show less

• Managed daily operations, scheduled staff assignments, and supervised staff for the Electronic Banking Department.• Analyzed market requirements, designed product features and worked with product management teams to orchestrate systems enhancements, define operational requirements, pricing and knowledge development for new electronic products.• Dynamic working knowledge of product management processes. Creativity in identifying unique product and servicing… Show more • Managed daily operations, scheduled staff assignments, and supervised staff for the Electronic Banking Department.• Analyzed market requirements, designed product features and worked with product management teams to orchestrate systems enhancements, define operational requirements, pricing and knowledge development for new electronic products.• Dynamic working knowledge of product management processes. Creativity in identifying unique product and servicing differentiation.• Actively mentored marketing personnel to promote knowledge growth within USAA FSB’s workforce. Expertise in the business climate and industry trends. Show less