2011 -2024 National Product Director-Supplemental Health, HSA and FSA and LSA, Pet Insurance and Whole Life @
2004 -2011 Product Development and Client Management and Implementation Manager – Supplemental Health @
1999 -2004 Broker Dealer Operations-Supervisor and Project Manager @
1991 -1999 Operations @
Joseph Refano Education
Rutgers, The State University of New Jersey-New Brunswick
BA (Political Science/Business)
1995-1999
Joseph Refano Skills
New Jersey Life/Health License #1295833 Issued in April, 2011
Insurance
Employee Benefits
Management
Customer Service
Risk Management
Project Management
New Business Development
Sales
Leadership
Selling
Call Centers
Vendor Management
Team Management
Account Management
Life Insurance
Mutual Funds
Training
Health Insurance
Sales Operations
Process Improvement
Relationship Management
Strategy
Retirement
General Insurance
Business Analysis
Cross-functional Team Leadership
CRM
Underwriting
Property & Casualty Insurance
Financial Services
Claim
Claims Management
Team Building
Change Management
Securities
Benefits Administration
Business Planning
Coaching
Commercial Insurance
Critical Illness
Disability Insurance
Investments
Long Term Care Insurance
Marketing
Medicare
Retirement Planning
Series 63
Strategic Financial Planning
Strategic Planning
Property and Casualty Insurance
Real Estate
Cross Functional Team Leadership
New Jersey Life/Health License #1295833 Issued in April
Microsoft Excel
Joseph Refano Summary
Joseph Refano, based in Burlington, NJ, US, is currently a SVP-National Broker Sales and Service at PPLSI. Joseph Refano brings experience from previous roles at Care.com and MetLife. Joseph Refano holds a 1995 - 1999 BA in Political Science/Business @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes New Jersey Life/Health License #1295833 Issued in April, 2011, Insurance, Employee Benefits, Management, Customer Service and more. Joseph Refano has 1 mobile phone numbers on RocketReach.
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