Zach Oates

Experience

• 

  DialogTech (now Invoca)

  Aug 2011 - Aug 2012

  Account Executive

  Founded in 2007, DialogTech provides actionable marketing analytics for businesses that value inbound phone calls. Consistently recognized as the leader and pioneer in call tracking and analytics, DialogTech is the trusted conversation intelligence platform for Fortune 500 brands, agencies, and fast-growing companies.

• 

  J. Manning & Associates

  Aug 2012 - now

  J. Manning & Associates works with benefit brokers and consultants to help their clients assess their Long-Term Care planning needs. Our deep expertise in public and private insurance plan options make us an ideal partner to support brokers and consultants in their conversations with employer groups.As an outsourced partner, J. Manning & Associates will educate brokers and consultants on trends in the group Long-Term Care insurance marketplace, tax implications of plans, benchmarking studies, demographic analysis and, will support Long-Term Care insurance placements.We can support the entire Group LTC sales process- including a demographic analysis for each client, RFP development, plan design, proposal preparation, client meetings, carrier recommendations, implementation and delivery, reporting, and ongoing policy service. Show less

  • Chief Operating Officer

    Dec 2019 - now

  • Vice President, Marketing & Strategy

    Sept 2016 - Dec 2019

  • Account Manager

    Aug 2012 - Sept 2016