Summary
Overview
Work History
Education
Skills
Certification
INTERNSHIPS
Timeline
Generic

Kimberly Stenlake

Quakertown

Summary

Team leader with a proven track record in performance monitoring, work delegation, and member motivation. Skilled in managing daily operations and facilitating effective team communication. Committed to identifying needs and delivering innovative solutions that drive results.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Implementation Team Lead

Equitable
05.2024 - Current
  • Lead a team of 6 employees, providing mentorship, performance evaluations, and strategic direction.
  • Lead team meetings to align project goals and deadlines, ensuring timely task completion.
  • Established performance standards and provided constructive feedback to enhance team productivity.
  • Identified and implemented process improvements to optimize operational efficiency.
  • Partner with a third-party claims vendor to ensure the timeliness of claims adjudications.

Account Executive

Principal Financial Group
Wayne
07.2022 - 05.2024
  • Responsible for retaining an $18.69 million block of business for group clients ranging in size from 2 to 500 lives.
  • Lead Account Executive responsible for coaching, training, and mentoring new Account Executives.
  • Highly rated broker feedback, and frequently sought after to service new broker blocks.
  • Key point of contact for resolving escalated service issues, and analyzing root cause analysis to enhance the client experience.
  • Partner with sales representatives and brokers to sell new lines of business to current clients.
  • Responsible for designing presentations and leading off-site open enrollment meetings.
  • Valuable contributor in redesigning our Account Management Model in order to create efficiencies

Internal Sales Specialist

Internal Sales Specialist
09.2020 - 07.2022
  • Responsible for supporting top tier Sales Representatives in pricing and meeting their new business sales goals
  • Prepare daily proposal reviews to discuss with my sales team and release quotes to brokers
  • Monitor and track the new business sales of my sales team and ensure all cases are in good order and submitted to our installation team in a timely manner
  • Establish and maintain strong trust-based partnerships with my sales team
  • In-depth understanding of Underwriting guidelines and ability to provide pricing recommendations in order to secure a sale
  • Extensive product and provisions knowledge in the Group Benefits sector

Account Coordinator

Account Coordinator
08.2019 - 09.2020
  • Consistently exceeded production and quality goals
  • Supported brokers and clients to improve Group Benefits including life, disability, dental, vision, critical illness, and accident insurance
  • Excelled at ensuring successful new business implementations
  • Trained peers on process efficiencies to ensure timely turnaround for clients and brokers.

Education

MBA - Business Administration

Delaware Valley University
Doylestown, PA
08.2023

B.S. - Psychology

University of Pittsburgh
Pittsburgh, PA
04.2019

Skills

  • Team leadership
  • Process improvement
  • Strategic thinking
  • Coaching and mentoring
  • Customer service
  • Account management
  • Emotional intelligence
  • Verbal and written communication

Certification

Life and Health License | October 2019

INTERNSHIPS

  • Trinity Health Mid-Atlantic Human Resources Assistant (Contract)
  • Sodexo Human Resources Intern
  • UPMC Human Resources On-boarding
  • Penn Mutual Insurance Company Adviser and Client Services Intern

Timeline

Implementation Team Lead

Equitable
05.2024 - Current

Account Executive

Principal Financial Group
07.2022 - 05.2024

Internal Sales Specialist

Internal Sales Specialist
09.2020 - 07.2022

Account Coordinator

Account Coordinator
08.2019 - 09.2020

MBA - Business Administration

Delaware Valley University

B.S. - Psychology

University of Pittsburgh

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Kimberly Stenlake