Description
Areas of Expertise Business Development Customer Service Relationship Management Market and Product Intelligence Sales and Sales Support Case Development and Support Private Placements Product Development Retirement Planning Strategies Project Management Wealth Management Strategies Executive Compensation Strategies Group Benefits Management Training and Development Affluent and Small Business Marketing Managed department responsible for the development marketing and training of private placement products for affluent individuals and small businesses utilizing multiple distribution networks. Increased revenues by over 100%. Established and lead cross-functional multi-discipline company-wide teams in developing effective strategies for designing marketing and servicing products targeting individual and small business markets Developed and implemented overall marketing strategy for various middle market product portfolios that resulted in over 400% increase in revenue. Spearheaded design and branding strategies for series of financial products to meet the complex needs of the affluent. Provided case and proposal support to internal sales support associates national sales force and operations associates to successfully position the company and products at point of sale. Created content for marketing collateral newsletters presentations and sales concept materials for various financial products. Launched a new department that provided marketing and sales support targeting existing customers resulting in a 100% increase in sales over initial twelve months period from existing customers. Contributed to the company's nationally recognized market competitiveness within the Group Benefits line of business by managing a department of sixty individuals responsible for internal and external relationships impacting various administration services to include: Group Life and Health Billing Administration COBRA Billing Administration Flexible Spending Account Administration Compensation Administration ID Card Processing Eligibility Adjudication New Case Installation and Customer Service. Wealth and retirement planning consultant to individuals and small business owners. Managed budgets bookkeeping and financial resources for non-profit organization. Developed and maintained new and existing business proposal systems utilizing internal and external vendor resources. Launched a new department responsible for providing market and competitive intelligence. Managed team responsible for providing market and product intelligence to all levels of management and to field associates. Developed and executed use of electronic prospectus reducing fulfillment expenses by 50%. Introduced case tracking system and process enhancements that improved overall timeliness of group case installations by 33%. Initiated organizational and procedural enhancements that resulted in 100% improvement in collection of outstanding balances for canceled group cases. Implemented and conducted licensing sales and product training for new and experienced agents. Contributed the development training and implementation of inaugural corporate diversity program. Installed and enhanced due diligence procedures for evaluating hedge funds and other alternative investments.
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