Joseph McKee

Experience

• 

  DUNCANSON AND HOLT UNDERWRITERS LTD.

  Jan 1989 - Jan 1992

  Stop Loss Underwriter / Carrier Account Manager

  • Provided underwriting support to client firms selling Group Life and Stop Loss products.• Conducted on-site product seminars, which aided client firms to successfully meet their group insurance goals.

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  Safeco Insurance

  Jan 1992 - Jan 1996

  Group Benefits Auditor

  • Preformed over 150 on-site Stop Loss benefit plan audits which resulted in average savings of $250,000 per year for Group Benefits.• Interacted extensively with TPA firms, Consultants, and Policyholders during the audits and post-audit follow-up meetings.

• 

  Symetra

  Jan 1996 - now

  • Work directly for the Western Regional Marketing Vice President and Senior Management in the areas of marketing strategy, providing interface between sales, underwriting, and marketing, preparing sales presentations, creating marketing materials and support staff training and development. • Effectively hire, train, and manage the sales support teams in five offices across the Mid-West and West Coast. Developed a college recruiting program resulting in multiple successful hires, and provide continuous opportunities for employee advancement through product training and project participation programs. • Designed and implemented multiple operations projects, including the conversion of the sales support filing system from paper to electronic format, the creation of an online training and reference manual for the sales support team, and the completion of a sales support work- flow analysis project to identify and adopt best practices. • Symetra SOAR Award in 2017 for outstanding management and multiple years of exceeding expectation ratings from employees and management. Show less

  • Regional Operations Manager

    Feb 2012 - now

  • Regional Group Manager - Stop Loss Sales

    Jan 1996 - Feb 2012