Transform the client experience in the outside Employee Benefits sales arena. Drive growth by developing pipelines and utilizing resources to exceed sales goals for small business clients while fostering lasting relationships.

Lead operational excellence by managing team activities to ensure top-tier service, compliance with industry standards, and effective client relationship management for sustained business growth.

Manage and optimize a portfolio of Commercial Lines insurance accounts, providing expert support and strategic solutions. Collaborate with clients and internal teams to ensure comprehensive coverage and maximize client satisfaction.

Drive renewal marketing strategies by managing end-to-end processes, collaborating with sales and client services, negotiating with carriers, and delivering seamless client experiences while maintaining relationships with underwriters.

Champion client success by managing employee benefits accounts, delivering expert guidance, and ensuring compliance in a fast-paced, collaborative environment. Leverage relationships and industry insights to enhance client experience and program effectiveness.