Dickerson Insurance Services
Dickerson Insurance Services is a General Agency that serves as an intermediary between the employee benefits broker community and many leading insurance carriers, including Aetna, Blue Shield, Guardian, MetLife, Oscar, Kaiser Permanente, and many more. Dickerson provides brokers assistance with underwriting, quoting, and case submissions, and also offers training webinars, sales tools, and print collateral to make the sales process for brokers as painless as possible.
As a Content Marketing Specialist for Dickerson, I created, maintained, and refreshed web and print copy to meet changing Sales Rep, broker, and carrier partner needs. On top of toggling expectations from so many different stakeholders, I also garnered competitive intelligence to make sure that Dickerson not only kept up with its competitors, but stayed ahead of the curve and produced original content that attracted broker business. I also audited all links and information so that they were up to date.
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Web & Print Copy
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I managed making updates to our resource hub based on carriers’ and the government’s responses to COVID-19 at a time when no one new what to expect from this novel virus.
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I managed updating and replacing forms for all carrier partners, which amounted to over 200 documents on a rotating basis. I tagged and named things in a clear and consistent manner so that users could easily find forms. Every quarter, I also packaged new business forms for each carrier in enrollment kits to make the sales process smoother.
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Because Dickerson has many different carrier partners, communicating updates from carriers to brokers in a timely manner was crucial to the success of business. Dickerson sent industry updates to a mailing list of 50,000+ contacts on a weekly basis. I wrote and proofed all copy for Dickerson’s weekly newsletter and obtained necessary approvals from leadership before distribution to our mailing list. Below, you’ll find samples of these newsletters.
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Your Trusted Partner in Trying Times
Staying Sane While Staying Home
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Selling employee benefits to companies has a lot of moving parts. For brokers to present the right options to an employer, they need to have an understanding of each carrier’s underwriting guidelines. But underwriting guidelines are complex documents that are 50 pages long (on average). Keeping track of the ins and outs of what each carrier is looking for can be difficult, especially with the number of carriers available on the market. This is why I created a series of underwriting cheat sheets for Dickerson based on broker feedback. To keep the sheets current, I tracked carrier underwriting promotions, as well as any updates on underwriting guidelines.
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I helped build Dickerson’s LinkedIn presence.
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Documenting processes is vital to the health and efficacy of organizations. Too often, guidelines on how to do things live in institutional memory and conversation, but may not be written down. Below you’ll find previews of documents I put together to outline processes on departmental functions.
Ease Virtual Convention Address
Dickerson Insurance Services was one of Ease’s earliest adaptors, so sponsoring Ease’s first ever virtual convention was a no brainer. In the wake of COVID-19, Ease had to quickly make what was once going to be an in-person convention to a multi-day virtual event. This meant that Dickerson also had to adapt to this change by providing a virtual address that gave attendees an overview of its values, services, and Ease partnership.
I wrote the script for this virtual address and collaborated with Sales and leadership to produce the finalized script. We hired an external vendor to film and edit the video.