PMB-90

Experienced Employee Benefits Professional

_{STRATEGY | LEADERSHIP | PERFORMANCE}

Highly skilled Employee Benefits Professional with a demonstrated leadership ability and communication proficiency that enhances the work environment. Has a valuable 10 years of experience with small and large businesses, coordinating group renewals and enrollments. Working closely with those involved to be successful, supporting the goals of the company and willing to assume other duties as needed to get the job done successfully. Experienced at leading a staff, motivating key individuals and confident in administration and execution of difficult tasks.

Education & Certifications                          

MASTER OF BUSINESS ADMINISTRATION ~ Management

BACHELOR OF SCIENCE ~ Sport Management

Series 6, 63 / Life and Health Insurance Licensed / IAR Designation / LUTCF Designation

Group benefits account Executive

• Evaluate client financial data, determine strategic fiscal goals and develop an action plan
• Currently manage employee benefits for over 70 small and large companies
• Organize employee benefit enrollments as well as educational workshops for business clients
• Maintain strong industry product knowledge including: Life insurance, investment products, disability insurance, long-term care insurance, health insurance, group benefits, etc.
• Plan and manage client seminars, client appreciation events and volunteer work
• Foster alliances with accountants and attorneys to aid clients in will and trust preparation.

ACHIEVEMENTS

• Super Starter Award: Outstanding sales in first year,
• Team Award: Top sales team, June 2015, September 2015, December 2018, January 2019
• Wealth Solutions Advisor of the Month: Top Sales Agent, November 2018
• Advisor of the Week: Top Sales Agent, December 2018

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net