Sonia Ruiz

Agency Group Product Analyst @American Fidelity

Oklahoma City, OK, US

As an Agency Group Product Analyst, I work at the intersection of carrier relationships, sales strategy, and client solutions. My responsibilities include: • Soliciting group insurance proposals (dental, vision, disability, life/AD & D, and other employer-sponsored products) through carrier partners for American Fidelity’s Field Sales staff. • Managing renewals by analyzing data, negotiating terms, and developing strategies to retain long-term business. • Providing training and guidance to Field Sales staff on group products, proposal processes, and carrier procedures. • Serving as the liaison between carrier partners, Field Sales, and internal teams to deliver efficient solutions and maintain strong client relationships.Core Skills: group insurance product knowledge, negotiation, analytical problem-solving, carrier and client communication, Salesforce and technology solutions, project management.

Oklahoma City University

Bachelor's degree, Economics, Finance, Marketing

Oklahoma City University

Master of Business Administration - MBA, Data Analytics