Speaking & Podcast Guest Appearances
Signature Topics
- Navigating Difficult Conversations
From health insurance renewals to team tension, I help leaders and client-facing professionals find the words (and courage) to communicate with clarity and compassion. - The Career Pivot Playbook
Lessons from the leap: how to recognize the signs it’s time for a change, build a runway, and move toward a career that aligns with your values and strengths. - Creating Flow in a Fast-Paced World
Tools for building more ease, energy, and intentionality—even in high-pressure industries like insurance, healthcare, and sales. - Presentation Skills for Virtual Meetings
Tips to build confidence, presence, and engagement in virtual settings.
I’ve spoken at industry conferences, led custom workshops for brokerage firms, and joined podcasts to share real stories and practical tools.
Employee Benefits Team Coaching
Team Workshops
The current talent shortage in the employee benefits industry is impacting client service. Some ways I can support your team include training vendor teams (both carriers and point solutions) on how to optimize their relationship with brokers. I am also available to support your team with 1:1 coaching to augment your internal day-to-day team management.
Custom Workshops including Presentation Skills Training for Non-Sales People
In the employee benefits world, Account Managers and Technical Team members are invited to present to either brokerage firms or employers. Often Account Managers aren't given the tools or training to maximize communication to support a sales presentation, especially in our new virtual work environment. I have provided workshop-based training that can be customized for in-person or virtual workshops for your hybrid and WFH team members. A program can also be customized to also include 1:1 coaching for key team members to maximize your customer growth and retention strategy.
Carrier and Vendor Consulting
Your Inside Sales Coach on the Broker Ecosystem
My experience working with broker teams brings a fresh perspective on what they value. Brokers and employers are inundated with thousands of vendor "pitches", especially from new digital health solutions. Help your team stand out from the others with sales training and support on what gets you noticed by brokers and employers. Sample projects include 1:1 consulting on the broker ecosystem and/or training to optimize your business growth and retention strategy.
Team and Individual Coaching
Carrier and Broker Team Coaching via 1:1 Sessions
While many employers provide their employees with an EAP, having access to a personal coach who knows and understands the industry can be key to supporting your team. My specialty is working with client service teams. This customized coaching engagement ensures your team members receive 1:1 coaching and real-time text support. Contact me for more details and pricing.
Career Pivot Advice
After recently moving from a VP role to pivot into starting my own business, I understand the importance of aligning a career with personal values. Perhaps you are exploring a possible change or you are simply burnt out and need guidance for your next career move. You will find my approach to be intuitive, empathetic and also inspiring. My mission in coaching is to be your "guide" in igniting transformation and personal growth.
Career Navigation
Whether you are new to the employee benefits industry and/or a veteran, there are times when an external advisor can be supportive in determining the next phase of your career. Options include a single session for real-time career move guidance and/or a short-term coaching arrangement to support a new role or job change, I welcome a conversation about how I can support you to maximize your impact in the industry.