GBB - 100

Licensed New York State Life and Health Agent

PROFESSIONAL SUMMARY Thorough, challenge-driven, and goal-oriented professional, offering hands-on experience and knowledge of financial operations, sales strategies and customer relationship management. Interested in pursuing a position to further my career and utilize skills acquired from professional experience. 

Recognized for sound work ethic along with strong ability to evaluate business metrics and generate accurate reports for the management. Effective at forming strong relationships with colleagues as with clients. 

Technically proficient with Microsoft Office Suite (Word, Excel, PowerPoint and Dynamics), Salesforce, ZoomINFO and LinkedIn Sales Navigator.

CAREER HIGHLIGHTS     Hit 100% of annual quota,

                                       Top Account Executive in the Long Island office hitting 183% of monthly quota

                                       3rd and 4th Quarters, Named topped Account Executive in the country

EDUCATION  Bachelor of Science in Finance

Employee Benefits Consultant

• Primary contact for small to mid-size clients, managing renewals, administration, and carrier relationships.
• Coordinate with producers and carriers, to ensure seamless service and delivery of USI resources.
• Provide consultative support on strategy, compliance, and cost-containment initiatives.
• Oversee onboarding and implementation of new business.
• Create benefit analysis to compare plans for clients.
• Create client deliverables, such as Benefit Guides, renewal calendars, and compliance documents.
• Provide expert advice and guidance to clients on a wide range of employee benefits programs, including health, dental, vision, life, disability, and retirement plans.
• Benefit Plan Design: and implementation of tailored strategies that align with their business goals and budget.
• Conduct market analysis and benchmarking to ensure clients receive competitive and cost-effective solutions.
• Compliance: Ensure all benefit plans comply with federal and state regulations, including ERISA, ACA, HIPAA, and other applicable laws. ➢Employee Communication: Develop and deliver effective communication strategies to educate employees about their benefit options and enrollment processes.
• Client Relationship Management: Build and maintain strong relationships with clients through regular meetings, proactive communication, and exceptional service.
• Strategic Planning: Participate in strategic planning sessions to identify opportunities for growth and improvement within the client’s benefits

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