Jeff Carrick
Trusted employee benefits advisor. IPA connoisseur. Philly sports fanatic.
- Role
- Employee Benefits Account Executive at The Partners Group
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Jeff Carrick
Business Development Account Management Sales…
Experience
Employee Benefits Account Executive
May 2016 — Present · Portland, OR, US
A Benefits Account Executive will be assigend a book of corporate accounts and have primary responsibility and direct client contact for his/her assigned accounts with less than 50 or fewer plan participants. For these accounts, the Benefits Account Executive will be the lead on the account providing on-going service; including retention and customer care activities, responding to client/employee inquiries and issues as well as conducting renewal meetings with the client including reviewing the client\'s renewal and renewal options. The Benefits Account Executive will also conduct open enrollment meetings for the cients\' employees, if applicable.
Education
California State University Bakersfield
Marketing/Business Administration
1990 — 1993
FINRA Registered Representative
Series 63, State Securites Laws
FINRA Registered Representative
Series 6 License, Investments and Securities
Skills
- Account Management
- Leadership
- Marketing
- Territory Growth/Development
- Public Speaking
- Healthcare
- Business Development
- Customer Service
- Team Building
- Management
- Community Outreach
- Event Planning
- Microsoft Office
- Sales
- Strategic Planning
- Fundraising
- Recruiting
- Nonprofits
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