Proactive and goal-oriented professional with strong leadership and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Employee Benefits Consultant, Vice President
McGriff Insurance Services, LLC
07.2022 - Current
Sold 600k in new business revenue during the first six months in the role growing book to 1.4M.
Lead benefits department in New Orleans comprised of a junior producer, two account managers, and two account executives, most of which are remote.
Develop reports and financial exhibits for projected annual budgets to meet senior leadership goals.
Evaluate existing benefit programs through regular audits, identifying areas for improvement or potential cost savings opportunities.
Provide expert advice on benefit plans tailored to specific company cultures and demographics, ensuring optimal fit for each organization's unique workforce needs.
Collaborated with HR teams to develop comprehensive onboarding processes for new employees, ensuring seamless integration of benefits information.
Support companies during mergers or acquisitions by performing critical due diligence and integrating multiple benefit plans into cohesive offerings that aligned with overall business objectives.
Reduce client costs by streamlining benefits, administration, and operations.
Negotiate favorable contracts with vendors, securing cost-effective services while maintaining high-quality offerings.
Account Executive, Vice President
McGriff Insurance Services, LLC
10.2016 - 07.2022
Reduced company costs by 20% and increase revenue growth by leveraging diverse marketing channels and sales strategies.
Produced 200K in revenue while managing overall book of business.
Execute successful operational budget, secure and promote top tier talent, manage departmental project scope and support sales campaign development.
Oversee client management team to ensure client's products and services are delivered on time, within budget scope and meets client's expectations and business standards.
Implement and oversee strategic initiatives to provide comprehensive decision making support to client senior leadership.
Implemented customer relationship management system and project management system to streamline internal operations and tasks for 200 employees.
Strengthen client relationships with proactive and collaborative approach to managing needs by gaining understanding of goals, objectives and processes.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Collaborated with senior management to develop strategic initiatives and long term goals.
Senior Account Manager
McGriff Insurance Services, LLC
03.2013 - 10.2016
Cultivated productive relationships with client representatives and consulted closely to uncover needs and match to available solutions.
Delivered sales presentations and pitches to clients, upper management and sales teams for demonstration.
Secured high-value accounts exceeding 200K in revenue each through consultative selling, effective customer solutions and promoting compelling business opportunities.
Educated clients on new market trends, compliance and HR strategies to maintain high standards of client service.
Improved account management by predicting potential competitive threats and outlining proactive solutions.
Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
Account Manager
Arthur J. Gallagher
11.2006 - 03.2013
Liaised between account decision makers, internal resources and various vendors to manage client expectations and deliverables.
Hosted quarterly and annual educational presentations for clients' employee base.
Addressed and resolved problems with client accounting, billing and service delivery to maintain and enhance satisfaction.
Researched emerging industry trends, new applications, concepts and procedures for clients to update current training curriculum.
Developed RFPs for multiple client lines of coverage, composed marketing analysis summarizing results and presented executive summary to internal and client leadership teams.
Introduced new processes to improve account and market tracking for better data analysis.
Managed book of business worth $10,000,000 across 30 accounts.
Education
Bachelor Of Science - Nutritional Sciences
Louisiana State University And A&M College
Baton Rouge, LA
08.2005 - 2010.05
Skills
Strategic planning advice
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Accomplishments
Streamlined departmental operations, sales channels and performance to improve revenue growth, resource offerings and team service delivery.
Manage, recruit and train team of highly skilled and talented account managers and member advocates to improve client service model.
Collaborated with team of 50 companywide leaders in the implementation and transition of internal agency management software.
Optimize client project management and development by adopting Asana for account management tasks.
Assist in annual training of company sales and account management staff when new market trends emerge and present departmental case studies showing results after rollout of new products.
Affiliations
University of South Florida Executive Steering Committee
International Foundation of Employee Benefit Plans
CEBS
Certification
Life, Health and Accident license
Timeline
Employee Benefits Consultant, Vice President
McGriff Insurance Services, LLC
07.2022 - Current
Account Executive, Vice President
McGriff Insurance Services, LLC
10.2016 - 07.2022
Senior Account Manager
McGriff Insurance Services, LLC
03.2013 - 10.2016
Account Manager
Arthur J. Gallagher
11.2006 - 03.2013
Bachelor Of Science - Nutritional Sciences
Louisiana State University And A&M College
08.2005 - 2010.05
Life, Health and Accident license
2010-03
Group Benefits Associate
2018-08
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