Kelly Bosch

Manage, Review and Renew the Medical, Ancillary and Voluntary Benefits for Group Benefit Clients with an emphasis on enhanced employee management utilizing our BerniePortal Employee Benefits...

Manage, Review and Renew the Medical and Ancillary Benefits for Mid-Market and Large Group Clients with an emphasis on enhanced employee management utilizing our BSwift Employee Benefits Por...

Certified to assist groups and individuals obtain insurance through the Federally Facilitated Marketplace. (Health Insurance Exchange products) Manage, Review and Renew the Medical and Ancil...

Work with our Masters-level prepared Health Educators to assist companies with implementing a culture of wellness by strategically creating a fully customizable wellness program through Val...

Manage, Review and Renew the Entire Block of Medical and Ancillary Benefits for 78 Clients. Prepare analysis for strategic, progressive medical plan design including HRA and HSA plans. Inclu...

Meet with individuals and families determine and implement their Life Insurance plan by preparing a Financial Needs Analysis and counseling them on the best way to fill that need. In additio...

Sell New Insurance Products to Clients, as well as Prospects in the Tri-State Area with employee base ranging from 2 to 5,000. Products include Medical, Dental, Disability, Life and various ...

Manage a staff of (7) telemarketers Handle the schedules of (4) sales agents Meet with existing clients to discuss additional business opportunities Make courtesy calls to our clients on...

Processed new and re-enroll business Resolved clients benefits questions and problems Assisted in the enrollment process Generated monthly business reports and analyzed year to year reve...

Contacted Presidents, Vice Presidents and HR Officers of Companies ranging in sizes of 15 to 5,000 employees and schedule agent meetings to discuss various insurance products, making approxi...