• Dynamic interpersonal skills, instrumental to forming and maintaining positive relationships with high profile clients.
• Recognized for the ability to manage accounts across various industries, including hotels, healthcare and schools.
• Skilled in rapidly establishing rapport with clientele and making knowledge based product / service recommendations to fulfill needs.
• Well versed in devising strategic plans to significantly drive business development and boost overall sales.

Atlas Insurance Agency, Honolulu, HI  2016-Present

Benefit Consultant

• Deliver high quality support to Client Consultant and Client Service Representatives in various capacities, including sales, marketing and overall account management.
• Cultivate positive relationships with clientele; ensure fulfillment of needs to promote elevated levels of retention.
• Implement highly effective strategies to continually meet and exceed sales and retention objectives.
• Contribute extensively to the development and implementation of highly effective business development initiatives.
• Demonstrate excellent coordination abilities while steering multiple simultaneous projects to an on-time, within budget completion.
• Maintain quality control throughout all operations; thoroughly review processes to ensure policy / regulation compliance.
• Thoroughly reviewed existing processes and made knowledge based recommendations to increase efficiency.

Key Achievements:

• Leverage top notch communication and organizational abilities to maintain a book of business generating $400k+.
• Demonstrate a strong knowledge of ERISA, PPCA, COBRA, FMLA, SECTION 125, HIPAA, Medicare, OBRA, and Social Security and DOL requirements.

Hawaii Dental Service, Honolulu, HI 1992-2016

Strategic Account Executive (2001-2016)

• Leveraged strong interpersonal skills to form positive relationships with key accounts across various industries, including hotels, schools, corporations and union organizations.
• Made knowledge based recommendations to ensure fulfillment of client needs.
• Strategically drove business development initiatives, leading to significant year over year growth.
• Used aggressive negotiation tactics to ensure favorable terms and win-win outcomes throughout contract agreements.
• Spearheaded process improvement initiatives, leading to substantial increases in efficiency.

Hawaii Dental Service (Continued)

Key Achievements:

• Responsible for managing a book of business with companies comprised of 1,000+ employees, combined membership of 45,000 and annual revenue of $3.4M+.
• Achieved 95% client retention rate.

Ceridian Employer Services, Honolulu, HI 2000-2001

Marketing Representative

• Successfully identified client needs and promoted payroll solutions to ensure fulfillment.
• Used various sales strategies, including networking, cold calling and prospecting, to continually grow existing client base.

NCR Corporation, Honolulu, HI 1999-2000

Sales Consultant

• Assumed key account management position, successfully servicing 25+ key clients throughout assigned territory.
• Conducted in depth market research and competitive analysis; used information to appropriately price various products and services for banking, restaurant and retail clients.

Bachelor of Arts in Business Administration, University of Puget Sound, Tacoma, WA

Life and Health Insurance License

Child and Family Services Guild Member and Volunteer