Marketing Sales

Kelly A. Kenneally

** ***** ****** *****

Bridgewater, Massachusetts 02324

Home 508-***-****

Email: **************@***.***

EXPERIENCE

Gallagher Benefit Insurance Services, Braintree, Massachusetts

Benefit Analyst, April 2007 to Present

Participate in Marketing and Sales and service of employee benefit plans

for small to mid sized clients and prospects.

Effectively work with Benefit Consultants on my team to maximize revenue-

generating and retention opportunities.

Work continually to add lines of coverage to existing clients.

Provide overall account direction in plan marketing, proposal

development, contract negotiation, implementation and set up.

Koster Insurance Agency, Quincy, Massachusetts

Senior Client Services Representative, May 2004 to April 2007

Provided clarification of benefits to college representatives, students

and providers.

Worked in conjunction with the Management Team and Account Executive to

follow up on information requests.

Identified conditions/situations contributing to customer dissatisfaction

and recommend meaningful solutions.

Interfaced with all appropriate departments to ensure effective and

efficient service to all of the Company's customers.

Assisted in the servicing, client development, and renewal process for

assigned clients to successfully retain business.

Responsible for the periodic contact (by telephone and onsite service)

with assigned clients to assess service satisfaction.

Assisted with renewal proposal development and process.

Worked with VP of Account Services in brochure development and tracking.

EquiServe Trust Company, N.A., Canton, Massachusetts

Account Manager, Client Administration, November 1998 to April 2002.

Managed a group of medium to large client relationships within

standard service requirements.

Acted as primary contact between clients and various departments

within EquiServe.

Ensured the timely and accurate processing of all clients daily

transactions within established quality, and productivity guidelines.

Identified and solved client sensitive problems and client issues and

made recommendations to change or modify practices and procedures.

BankBoston, Canton, Massachusetts

Marketing Specialist, Institutional Services Division, January 1995 to

November 1998.

Responsible for writing formal Request for Proposal responses.

Schedule and coordinate the production of marketing collateral

materials and newsletters.

Responsible for coordinating customer receptions, trade shows and

seminars, including developing

presentations, booking space, and direct mail distribution.

Function as liaison between all internal units and support marketing

capacity for sales opportunities.

The Boston Company, Boston, Massachusetts

Client Services Representative, Securities Lending Division, April 1993

to January 1995

Served as a liaison for the Securities Lending Division to clients

(internal and external).

These clients included various public, corporate, endowment, and

foundation pension funds, with the plan assets ranging from $100

million to $90 billion.

Researched and resolved all client inquiries including the

preparation of all client revenue estimates.

Participated in departmental projects and preparation of various

marketing materials (i.e. presentation materials, marketing booklets,

client Request for Proposals).

Senior Securities Lending Specialist, Securities Lending Division, April

1992 to April 1993

Responsible for daily processing of all securities lending

transactions for non-participant Institutional Trust Clients.

Reconciled all security lending variances past quality control

standards.

Served as custody liaison with lending agents.

Global Account Specialist, Institutional Trust Division, August 1990 to

April 1992

Processed currency, foreign exchange, security and accounting

transactions for global portfolios.

Research and resolve discrepancies from daily activity generated by

investment managers, custodian banks and brokers (e.g. failed trades,

income accrual differences, overdrafts etc.).

Boston Financial Data Services, North Quincy, Massachusetts

Fund Liaison Specialist, General Broker Dealer Group, September 1989 to

August 1990

Responded to inquires from fund personnel, investment firms as

dictated by client services group.

Monitored fund activity and cash movement within approximately 600

individual money market fund accounts.

Correspondent II, General Broker Dealer Group, September 1988 to

September 1989

Responded to shareholder inquires via written correspondence.

Responsible for requesting the processing of proper transactions and

resolving problems with complex and/or high priority nature.

EDUCATION

NORTH ADAMS STATE COLLEGE, North Adams, Massachusetts

Bachelor of Arts in English/Communications, concentrations in

Broadcast Media, Public Relations, and Writing/Journalism, May 1988.

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