Sales Manager

Jeffrey S. Dashew CLU, ChFC Home: 518-***-****

**** ************* **. *-****: ********@*****.**.***

Niskayuna, NY 12309

PROFESSIONAL PROFILE:

Business professional with diverse experience with business-to-business

insurance and employee benefits sales and service. Well-developed

information presentation skills in sales and training applications with

groups of varying sizes. Particular success with market development for

COBRA, health savings accounts (HSAs) and long-term care products. Taught

classes both in the field, and in a home office environment, as well as

presenting professional seminars. Recognized for conveying accurate and

detailed information.

SKILLS:

. Provided sales support and expert guidance to brokers/agents,

specializing in health, life, disability, health savings accounts

(HSAs) and long-term care.

. Presented material to and educated audiences of varying backgrounds

and size

. Consulted with business owners and advisers on tax and related

benefits of insurance programs

. Performed duties of corporate human resource director

. Accelerated the sales and service performance of agents, brokers, and

other employees

EXPERIENCE:

1999-2008: Support Services Alliance Inc., Schoharie, NY

Statewide, for-profit small-business membership subsidiary of Excellus

BlueCross BlueShield, providing access to group health insurance to over

15,000 member businesses.

Account Executive/ Director, Benefit Sales.

Reporting to the Vice President - Sales, served as in-house authority on

consumer-driven health insurance product. Assisted extensive broker network

in marketing, training and customer service. Led product seminars statewide

for broker training and public education/marketing. Facilitated employee

enrollments. Role expanded to include Flex account sales and installation.

Addressed product inquiries from brokers, members (customers), and

financial advisors. Mentored client service employees in areas of

expertise.

Manager, COBRA Administration/Human Resource Director

Increased company enrollments from 500 to 1400 over a 24-month period in

COBRA service program(over 100% increase in revenue). Revised internal

COBRA processing procedures. Served concurrently as part-time Human

Resource Director, reporting to the Executive Vice President. Hired staff,

communicated and interpreted benefits, disciplined infractions for an 18

month period until full-time director was hired.

Jeffrey S. Dashew CLU, ChFC (continued)

Regional Sales Manager

Led regional health, dental and life insurance sales for small businesses

in the Eastern New York region. Trained regional brokers in product line

features/benefits. Produced and presented insurance plan proposals to small

business owners and professional association management.

1986-1997 Farm Family Insurance

The Farm Family group of insurance companies, headquartered in Glenmont,

New York, offers life insurance and specialized property and casualty

insurance to agribusiness and residents of rural and suburban communities

in the Northeastern United States.

Manager of Advanced Sales

Prepared estate and business plans, as well as providing technical

information to insurance agents and specialists. Developed and presented

large and small group educational and sales presentations for agents,

managers and for the general public. Addressed many legal and tax issues

for customers with little technical support. Assisted a unit of seven

specialists in producing over 20% of new life insurance premium, and

supervised an administrative assistant.

Assistant to Director of Advanced Sales

Provided agent sales support and assisted in estate plan preparation

processes.

Other Experience

Have been an agent, broker, and brokerage manager

EDUCATION/AFFILIATIONS:

State University of New York, Oneonta, NY

Bachelor of Arts, Secondary Education

American College, Bryn Mawr, PA

Chartered Life Underwriter

Chartered Financial Consultant

Professional licenses include NewYork State Life and Health and New York

State Broker. Can confidently secure a NASD Series Six within a short

period of study.

Member and former local officer of Society of Financial Services

Professionals and National Association of Insurance and Financial Advisors

References available upon request

Contact this candidate