Joe Ceriello

Employee Benefits Consultant @C. B. Wood Financial Llc

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Employee Benefits Consultant @C. B. Wood Financial Llc

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Charleston, SC, US

Manage a portfolio of employer group accounts, delivering tailored employee benefits solutions. Lead quoting, underwriting, and plan implementation to ensure smooth onboarding and long-term client satisfaction. Serve as the primary point of contact for clients, coordinating renewals, resolving issues, and identifying opportunities to enhance plan value and reduce costs. Build strong relationships with decision-makers to drive retention, expand business, and support their long-term benefits strategy.

EDUCATION

N/A

Kutztown University of Pennsylvania

Accounting and Finance

N/A

Liberty University

Bachelor of Science - BS

ABOUT JOE CERIELLO

Dynamic business development and operations leader with a proven record of driving…

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Joe Ceriello — Employee Benefits Consultant at C. B. Wood Financial Llc in Charlotte, NC, US | Unifers