Consulting and Coaching for Employee Benefits and Insurance Teams
Coaching • Consulting • Speaking
Welcome to The Pivot Project
With decades of experience in employee benefits, I know what powers successful industry careers and how vendors can partner with benefits brokers to optimize the customer experience.
My mission is to empower employee benefits professionals to deliver exceptional service that ultimately leads to success in and outside of work.
As an intuitive, authentic, and caring partner, I am committed to positively impacting the lives of employees and the overall success of organizations.
Let my pivot support your progress.
Overview of Services Offered
Benefits Team Coaching
Individual or Team 1:1 Sessions
Individual or Team 1:1 Sessions
Drawing from my experience as a Producer, Account Executive, as well as Team Leader, I'll teach your teams what it takes to be successful in this business. Suggested speaking topics include presentation skills training for account managers and technical teams.
Individual or Team 1:1 Sessions
Individual or Team 1:1 Sessions
Individual or Team 1:1 Sessions
Whether you are new to the benefits industry or a veteran, let my experience (the highs and the lows) inspire and support your employee benefits career.
Employee Benefit Vendor Consulting
Employee Benefit Vendor Consulting
Employee Benefit Vendor Consulting
Having worked with and for some of the top brokers in the country, I understand what is important to the benefits broker and employer ecosystem. Offerings include customized training and sales workshops.
Speaking & Podcast Guest Appearances
Employee Benefit Vendor Consulting
Employee Benefit Vendor Consulting
Whether it’s a conference stage, a company offsite, or a podcast mic, I bring candor, warmth, and actionable insights to every conversation.
I speak on topics that matter in today’s evolving workplace—especially when the stakes feel high and the conversations feel hard.
Testimonials
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