Insurance Sales/ Benefit Consultant Business to Business

Tanya Edwards

**** ********* ****, ***** ******* Ga 30328

Cell: 470-***-**** - *******@*****.***

Summary

Personable, seasoned, self-directed Entrepreneur with a remarkable capacity for motivational leadership and more than

20 years in management, marketing, sales, staff training, business start-up and business development. Demonstrates a

passion for building relationships, and cultivating professional partnerships Focuses on creating long-term and

profitable client relationships through exceptional customer service.

Highlights

Problem resolution B2B sales and service

Deadline-oriented Employee training and development

Critical thinking Social media marketing

Excellent communicator Marketing materials development

Adept multi-tasker Internet marketing

Goal-oriented Sales presentations

Analytical problem solver Client and vendor relations

Staff motivation Trained in business development

Natural leader Relationship selling

Exceptional writing skills Up-selling and consultative selling

Prospecting and cold calling Multiple account management

Formulating quotes Legal implications knowledge

Strong communicator Product training and placement

Accomplishments

Account Management

Managed insurance sales and accounts for over 10 large departments for City of Los Angeles including the

Depts of Sanitation, Parking Enforcement, Animal Services which included over 1000 employees.

Successfully grew employee memberships by 20% and increased insurance premium sales by 30% in 1.5 years.

Product Roll-Out

Responsible for marketing for several product launches including public relations, direct mail pieces, trade

shows, sales training and e-mail campaign.

Client Interface

Collaborated with prospective clients to prepare efficient product marketing strategies and drive business

development.

Speaker for several major corporations including GA Power and the W Hotel on Employee Wellness in 2006-2008.

Experience

Licensed Insurance Agent/Voluntary Benefits Consultant

May 2015 to Current

Colonial Life Insurance – Sandy Springs, GA

In this role I am primarily responsible for core medical benefit as well as voluntary benefit employee enrollment. I meet with each employee and educate him or her on the different types of benefits offered by the employer.

In this role I excel at the 1-to-1 health insurance and voluntary benefit employee enrollment session and have a knack for placing new policies. I am great at discovering the needs of working Americans and helping them make informed decisions about protecting their families. Typically, in this role I am responsible for the following activities:

Ensuring access to the online enrollment system prior to enrollment sessions.

Verifying all account information

Downloading the database with all employee information.

Leading employee group benefit informational meeting.

Preparing enrollment packets for employees – including all the items that the employee should leave with after the group meeting such as product brochures, pre-tax paperwork, rate sheets, core benefits information, or any other items that the specific benefits counselor may need during a 1-to-1 enrollment session.

Conducting 1-to-1 enrollment sessions.

Placing new policies.

Auditing paperwork.

Submitting business.

Life and Business Success Coach

September 2008 to Current

Optimum Living Consultants Atlanta, GA

Workshop Development

oAnger management techniques

orelaxation skills

oimpulse control

ostress management

oemotional coping skills

ostop smoking cessation programs

Organized corporate wellness projects

ohealth programs designed to decrease health care costs, increase employee productivity and

satisfaction.

Worked closely with small business startups to build and establish their product and brand.

Member Relations/Licensed Insurance Agent

January 2010 to August 2012

Los Angeles City Employees Club Los Angeles, CA

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial

performance indicated a need for plan revision. Interviewed prospective clients to learn about their financial needs and to

discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Called

on 20 warm leads (departments) each week to expand client base. Promoted agency products to customers in person

through group presentations which was comprised of 20-300 employees. Prepared necessary paperwork to process

insurance sales and renewals

Developed productive working relationships with department heads and supervisors. Handled the highest

volume account in assigned territory. Responded to all customer inquiries in a timely manner. Used networking

opportunities to create successful, on-going business relationships. Planned and organized routes within territory to

maximize efficiency and time in the field. Maintained friendly and professional customer interactions. Achieved high sales

percentage with consultative, value-focused customer service approach. Resolved product/policy issues, guaranteed

positive customer experiences and resolved all customer complaints.

Account, Sales & Manager

January 2008 to August 2010

Healthy Temple Herbals Atlanta, GA

Accountable for entire Georgia territory including overall customer satisfaction. Executed 20 daily cold calls to health

professionals and retail locations to increase client base. Exceeded targeted sales goals by 50%.Handled the highest

volume account in assigned territory. Grew customer base from zero accounts to over 100 accounts in two years.

Created an official company page on Facebook to facilitate interaction with customers. Designed and created marketing

collateral for sales meetings, trade shows and company executives. Presented on current promotions to the public at

events and tradeshows. Used networking opportunities to create successful, on-going business relationships. Designed

displays to make the store experience interactive and engaging. Wrote, proofed and edited sales proposals and

correspondence. Addressed customer questions and concerns regarding products, prices and availability. Trained

sales teams on educational products at seminars and special events. Negotiated details of contracts and payments and

prepared sales contracts and order forms.

Director for two locations

January 1998 to January 2008

Midtown Atlanta Wellness Center Atlanta, GA

Identified key growth opportunities for the business beginning with startup business development. Drafted business

plans, budgets and quarterly and semi-annual business reviews. Recruited and hired new staff each. Coached and

mentored staff members by offering constructive feedback and taking interest in their long-term career growth. Created

and executed marketing/PR campaigns, including new product introductions and service development. Planned and

executed special events and health fairs that assisted increasing client growth and establishing community recognition.

Built relationships with surrounding corporations as referral source for employee wellness programs. Managed the

complete design and launch of the company's website. Delivered excellent customer service by greeting and assisting

each customer. Required detailed/expert knowledge and use of all Microsoft office programs on a daily basis.

Requested Speaker and Workshop presenter at various major corporate health fairs and lunch and learns. Expertly

managed all aspects of center day to day operations..

Education/ Licenses

Insurance License

Health, Life, Accident:

Resident: Georgia Non resident: South Carolina

Master of Science: Natural Medicine

Clayton College of Natural Medicine Birmingham, AL

12 units away from PhD

Certified Litigation: Paralegal

UCLA Los Angeles, CA

Bachelor of Arts: Journalism emphasis in Public Relations

California State University, Northridge Northridge, CA

Minor in Speech Communications.

Contact this candidate