Experience

• 

  Intercomp company

  Jun 2011 - Aug 2012

  Marketing specialist

  Marketing: • Performed market research on main competitors within the industry• Performed analysis of inventory control through the use of Microsoft Dynamics NAV and potential integration of Salesforce• Created compilation of market research data examining the potential costs and benefits of implementing a Google AdWords campaign in MS Word and MS Excel in order to drive brand awareness and future sales• Presented potential costs and benefits of initiating advertising campaign to marketing and sales team Show less

• 

  National insurance services

  May 2013 - Aug 2013

  Marketing intern

  Market Research:• Conduct market research of administrations, associations, and organizations in each state/region in order to generate potential advertising partners and clients• Conduct competitive market research in order to identify the main competitors in each state/region and to identify what products/services they offer• Conduct keyword research and perform SEO in order to improve page rank on search engines. Also perform SMO in order to generate better brand awareness on social media websites and blog posts• Identify customer persona and develop customer buying cycle in order to attract new leads with prospects and to generate new sources of revenue with current customers• Identify more trade shows, awards, and recognition opportunities in order to improve brand awareness Show less

• 

  Architectural overflow, llc

  Jun 2014 - Apr 2016

  Marketing coordinator

  • Perform market research on competitors and explore expanded business opportunities with current clients• Create and design marketing materials, including sales brochures and newsletters• Set up and manage social media accounts, including Facebook, Twitter, LinkedIn, Google My Business (Google+), and Houzz, as well as managing content on website• Collect and analyze website and social media web traffic to look for trends, opportunities, and areas to improve• Set up Information Architecture (IA) in order to organize, structure, and label content in an effective way for website redesign• Redesigned company website using Squarespace in order to generate more leads, traffic, and sales for the firm Show less

• 

  Twin city post

  Jun 2014 - May 2015

  Manager of business operations

  • Create and design marketing materials, including sales brochures, newsletters, and pricing pamphlets in order to generate more leads• Enable inventory control standards in order to properly and effectively manage the supply, storage, and accessibility of items in the warehouse• Set up and schedule routes for drivers in order to ensure service orders are completed in a timely manner• Set up Information Architecture (IA) in order to organize, structure, and label content in an effective way for website redesign Show less

• 

  National insurance services

  Apr 2016 - now

  • Manage client relationship and strategic goals in coordination with FBC consultant for 25 clients in MN• Prepare and lead insurance committee meetings to report on well-being of group medical plan by reviewing medical loss ratio (MLR), claims data, and trends• Analyze and implement cost savings strategies for self-funded groups, including tools and programs to redirect medical claims, reduce Rx spend, and enhance consumerism• Facilitate and present RFP results for group medical, dental, vision, life, and LTD plans• Manage implementation of benefit administration systems• Identify cross-selling opportunities that align with strategic goals of the employer• Manage relationship with carriers to ensure the needs of our clients are being met• Provide education to staff about group benefits at public speaking events Show less • Manage client relationship for 120 groups totaling $185 million in AUM in MN, OK, & PA• Service Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), 403(b) Special Pay Plans, and Section 115 Trusts• Identify and close new sales opportunities to drive organic growth• Review plans to ensure benefits, administration, and plan documents are in compliance with IRS and/or ACA regulations• Lead implementation and monitor ongoing administration of employer-sponsored defined benefit and defined contribution plans• Perform cost-benefit analysis of existing defined benefit plans and new policy implementation for defined contribution plans• Consult clients on fixed versus variable annuity investment offerings • Collaborate with strategic corporate partners and TPAs improve end user experience Show less

  • Vice President of Retirement Income

    Aug 2024 - now

  • Account Manager

    Jul 2023 - Jan 2025

  • Senior Retirement Income Account Representative

    Mar 2023 - Jun 2023

  • Retirement Income Account Representative

    Apr 2016 - Mar 2023