United States
A Sales Professional with significant accomplishments in building strong, committed and mutually profitable alliances with prospects, customers and stakeholders. Recognized and rewarded throughout career for success in marketing group insurance and financial products in highly competitive environments. Equally adept at managing office support functions for local or regional operations. These qualifications are enhanced by a formal education in business administration and marketing.
Ameritas Holding Corporation An A+ rated mutual holding company with over $33 billion in assets. Ameritas merged with Union Central Life in 2006 forming the UNIFI Mutual Holding Company. In 2012, UNIFI changed its name to Ameritas Holding Company. Product offering include Life, Disability, Annuities, Retirement Plans, Investments, and Group Dental and Vision. New York Disability Benefit Law (DBL) Sales Manager (for both Ameritas and Union Central Life) Responsible for the New York DBL insurance product marketing & sales. Coordinated day-to-day policyholder and agent service and administrative functions. Ameritas Life Insurance Company, Simsbury, CT • Over 640 customer policyholders successfully converted from Union Central to Ameritas Life contracts through applicable product filing and approval with the New York State Department of Insurance and extensive communication with policyholder customers and agents. • Expanded sales capacity by 66% by recruiting insurance agencies/producers and appointing them under Ameritas Life. • Increased DBL premium block from $668,000 to $1,122,000 (68%) and customer policy base from 644 policyholders to 1521 (136%) within a 2 year timeframe. • Introduced core Ameritas disability & life insurance products to existing DBL producer agencies. Union Central Life Insurance Company, Simsbury, CT 2009 – 2011 • Developed agent sales and marketing materials for the production of NYDBL. • Facilitated product training programs to educate agents on the background, marketing and sale of NYDBL. • Expanded sales capacity by 118% by recruiting insurance agencies/producers and appointing them under Union Central. • Increased DBL premium block from $440,000 to $668,000 (52%) and customer base from 412 to 644 policyholders (56%) within a 2.5 year timeframe.
American United Life Insurance Company, Avon, CT Recruited by American United Life immediately following its purchase of Union Central Life group operation. Initial responsibility was to maintain and grown UCL’s $8M block group life and disability business at its Armonk, NY Regional Office. In addition to this major challenge, successfully launched American United Life in the Connecticut, Western Massachusetts and Vermont markets. Established and staffed the Connecticut AUL Regional Group office. • Earned status as one of the top producing offices nationwide. • Developed and retained AUL group life and disability block of business to $5M in annual in-force premiums. • Launched voluntary life & disability insurance product programs to territory agent base. • Stimulated voluntary life & disability insurance cross sales with existing policyholders. • Developed and implemented employee communication and enrollment practices for voluntary benefits. • Achieved a 92% retention of premium & policyholder block accomplished by coordinated customer service. • Recognized as a leader in company cross sell / co sell initiative with other product representatives.
Lafayette Life Insurance Company, Avon, CT Established local sales office and introduced first time presence for Lafayette Life in Connecticut. Managed group sales in New England states while directing support services, proposals and new business submissions for the Charlotte, Pittsburgh, Detroit and Atlanta sales offices. • Developed policyholder customer base to over $3M in annual in-force premiums. • Hired and managed support staff to provide sales & service functions to regional representatives.
District Manager, Group Sales, New England States (1990 – 1997); Group Representative, Connecticut Territory (1987 – 1990)