Lincoln T LaFayette

Summary

  • Over 30 years of insurance experience
  • Experience in all phases of insurance carrier operations

– Sales
– Underwriting, Customer Service, Claims, Billing
– Product development and renewal strategy
– Licensing and agent commissions

Sales experience
2006-2013

  • Led internal sales and sales support for Consumers Life and Carolina Care Plan
  • Supported and recruited brokers in seven states
  • Developed individual, small group and Medicare Supplement plans
  • Worked very closely with the actuarial and underwriting teams on pricing, product development and renewal strategies
  • Developed strategies to position carrier and products in the market

Insurance operations experience
1985-2006

  • Senior Vice President and/or Vice President for the last 25 years at four different insurance carriers
  • Oversaw all phases of insurance operations over this time
  • Opened new markets/territories
  • Involved with acquisitions and consolidations
  • Member of Central Reserve Life Board of Directors

Dawn Diaz

Summary

Over 15 years of insurance experience with Central Reserve Life and Medical Mutual of Ohio.

  • Underwriting of Medicare supplement, individual and small group
  • Renewal development and processing
  • Customer service
  • Underwriting hotline
  • Multi-state underwriting

Sales Service & Broker Support

  • Handled incoming calls from brokers on underwriting cases
  • Took incoming calls from brokers on prescreens
  • Presentations at broker seminars and broker advisory sessions

Wendy LaFayette

Summary

Over 10 years of health insurance experience with Pioneer Life Insurance Company.

  • New Business and Underwriting support
  • Claims processing
  • Customer service and broker support
  • Legal administrative assistant
  • Website management
  • Handled incoming calls from brokers on underwriting cases
  • Took incoming calls from brokers on prescreens
  • Presentations at broker seminars and broker advisory sessions

Anthony Budhar

Summary

Over 10 years of sales experience in insurance and finance.

  • Sales Specialist in Final Expense, Medicare & Retirement Planning
  • Agent Training & Management
  • Finance Advisor/Retirement Planning

Insurance Sales Experience

  • Over 7 years of experience
  • Sold insurance in over 15 states, closing business over the phone and in person
  • Field experience, setting appointments via door knocking and phone calls
  • 80% of business came from referrals, resulting in 50% close ratio

Agent Training & Management

  • Over 3 years of experience
  • Recruited and trained team of 10-captive agents to market Life & Health/Medicare products to Union Workers across Ohio
  • Conducted multiple weekly training sessions to enhance agent’s product knowledge and sales tactics
  • Performed ride-alongs for first 2 weeks before agents were released on own to ensure agent success
  • Assist agents on new ideas to generate business & expand their own team

Financial Advisor Experience

  • Over 2 years of experience
  • Licensed banker for Citizens Bank dealing solely with investments and retirement planning
  • Made calls and conducted meetings with current clients in database to have their accounts reviewed and plan for retirement

Advice typically resulted in sales including 401K (new & rollover), Jumbo CD’s, mutual funds, stocks/bonds, life insurance, and long-term care solutions all based on investors risk tolerance

Steve Telander

Summary

  • Over 20 Years of health insurance experience
  • Experience in Wholesale Distribution and Retail Sales

Sales Experience

  • Executive Vice President of Business Distribution Solutions (BDS), a Medical Mutual of Ohio company
  • Opened and managed Indiana and Georgia’s BDS offices from 1997 through 2013
  • Retail Financial Service Sales 2014 through 2016