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| Desired Industry: Insurance |
SpiderID: 19657 |
| Desired Job Location: columbia, Maryland |
Date Posted: 3/5/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: 3/19/2008 |
| Desired Wage: 95,000 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, More Than 75% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: Yes |
Objective:
My objective is to find a dynamic position where my presentation skills and strong background in finance and insurance will add tremendous value and growth to an oustanding organization.
Experience:
Principal Financial Group, Client Service Manager Columbia, MD (9/05 present)
-Present benefits to clients nationwide, including executives and employees
-Manage sales opportunities and present to finalist prospects resulting in revenue ranging from $35,000 to $650,000+ per case
-Coordinate and execute presentation strategies related to training and enrollment nationwide
-Negotiate ASO and Reinsurance proposals
-Develop customized client solutions related to self funded medical insurance, reinsurance, and wellness products
Aon Consulting, Health and Welfare Analyst Atlanta, GA (9/03 9/05)
-Manage benefit projects for seven small to mid market client accounts
-Analyze trends, claims, rates, and benefits annually for each group
-Responsible for resolving client service issues and recommending benefits
-Prospect new business relating to medical, dental, disability, vision, and BTA
-Develop strong relationships with vendors and clients
-Communicate benefit plans to employees and executives
-Coordinate enrollment meetings and vendor introductions
Northwestern Benefit Group (Northwestern Mutual), Benefit Analyst Atlanta, GA (9/01 9/03)
-Recommended appropriate benefits packages for small-mid market companies
-Analyzed cost versus plan comparisons from over thirty insurance vendors
-Created presentations and marketing materials to support recommendations
-Coordinated prospecting strategies with sales team
Morgan Stanley, Intern/ Data Research Manager Atlanta, GA (4/00 9/01)
-Responsible for researching M&A deals in the region
-Analyzed corporate structures via Dun & Bradstreet reports
-Managed prospect database system with extensive research, Excel, and strong
communication skills
-Organized directed share program for Duke Energy
-Planned charity events and assisted with recruiting/training
-Provided executive admin support for branch manager and HR manager
Salomon Smith Barney, Sales Associate Atlanta, GA (9/99 4/00)
-Supported clients for four brokers with a full range of accounting and reporting services
-Developed and implemented marketing plan to target high net worth individuals
-Trained new assistants
Legg Mason Wood Walker, Intern/ Sales and Marketing Assistant Bethesda, MD (7/98-7/99)
-Assisted two million dollar producers with exceptional client service
-Performed cost basis and asset allocation analysis
-Marketed new and existing products to current and potential clients
Education:
Education
The University of Maryland at College Park May 1999
Bachelor of Science in Finance
Activities/Honors
-Deans List
-Investment Club
-Maryland State Scholarship Academic
Skills:
Computer Skills
Computer Skills Proficient with Microsoft Office (Word, Power Point, Excel), Bloomberg, Prospector (Morgan Stanley custom application), Lotus Notes, Microsoft Outlook (Email), and Internet Research
Candidate Contact Information:
| Name: (private) |
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| Street: - |
Phone: 4045147992 |
| City: - |
Fax: - |
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