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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.
Employer Project Based Consulting
Employee Benefit Vendor Consulting
Employee Benefit Vendor Consulting
Having worked with some of the top employers in the Pacific NW, I understand how important your employee benefits program is to your business success. Offerings include strategic planning as well as broker RFP support.
Testimonials
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