Denise Ephgrave

Experience

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  Bryant & Wharton Associates

  Jan 2002 - Jan 2004

  Account Manager/Benefits Consultant

  • Licensed insurance broker responsible for sales, service and support of assigned groups. • Maintained all marketing materials for all carriers.• Performed renewal evaluation and marketplace review of all Health & Welfare Programs. • Provided communication of legislative updates and their impact, resolution of claim and eligibility issues and the development of communication materials.

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  OneDigital

  Jan 2004 - Jan 2008

  Team Lead/Account Manager/Sales Consultant

  • Specialized in small group health and welfare insurance sales and service.• Generated proposals and financial and benefit analysis. • Led team of 6 Account Managers to reach company and individual goals. • Performed annual reviews and goal setting with AM’s. • Met 110% of sales goals. • Developed strong relationships with clients, partners and carriers.• Provided training, legislative updates and coaching.

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  Medicine AI

  Jan 2008 - Mar 2009

  Account Executive

  • Develop relationships with Broker Community and generate sales opportunities. • Present proposals, perform open enrollment meetings, lunch and learns and on-going communications. • Generate lead volume with assigned broker list by cold calling, renewals and referrals.• Deliver ID cards, benefit summaries and contracts to client.• Attended local industry meetings (example; NAHU) and continue education and legislative updates

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  Kaiser Permanente

  Mar 2009 - Feb 2014

  National Account Manager

  • Build solid relationships with various degrees of management for multi-million dollar large group National Account Book of Business.• Develop wellness proposals, deliver renewal options, benchmarking and strategic financial forecasting for benefits. • Grow membership by 113% through continued communication and high level of customer service. • Achieved financial targets and action plans as required.• Create and deliver benefit summaries, SPDs and oversee printing and delivery of ID cards.• Prepare all communication materials with client to include payroll stuffers, Open Enrollment Materials and announcements. Show less

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  Pritchard & Jerden

  May 2016 - Jun 2020

  Account Manager
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  Marsh McLennan Agency

  Jun 2020 - now

  Account Executive