Amy Dalton
Account Management and Sales Support at Principal LifeInsurance Company®
- Role
- Client Relationship Consultant at Principal Financial Group
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Amy Dalton
As a sales professional for Principal®, I work closely with brokers in the Pacific Northwest to help provide services to our clients, including, support, plan reviews, consulting, participant education, sales ideas, up-to-date product information, and proposal illustration support. At Principal, our mission is to help more people save enough, protect enough, and have enough. Working with financial professionals, brokers, and industry professionals, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including employer sponsored disability insurance, life insurance, dental insurance, vision insurance, critical illness, accident, paid family and medical leave and state disability insurance, Employee Assistance Programs, as well as executive benefit solutions.
Experience
Client Relationship Consultant
Dec 2024 — Present · Seattle, WA, US
Education
Western Washington University
Psychology
2009 — 2011
Whatcom Community College
Fine and Studio Arts
2011 — 2012
Skills
- Social Media Marketing
- Case Management
- Insurance
- Customer Service
- Working with Brokers
- Advertising
- Leadership
- Microsoft Office
- Sales
- Underwriting
- Health Insurance
- Brokers
- Term Life Insurance
- Disability Insurance
- Business Continuity Planning
- Life Insurance
- Individual Health Insurance
- Washington Healthplanfinder
- Training
- Buy-Sell
- Management
- Team Building
- Time Management
- Event Planning
- Print Marketing
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