Steve Moritz Email & Phone Number
Senior Advisor @ Becker Agency LLC dba The Health Insurance Store
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Steve Moritz Location
- Madison, WI, US
Steve Moritz Work
- Senior Advisor @ (August 2021 - Present)
- Individual Medicare Sales Consultant II @ (June 2017 - August 2021)
- Senior Advisor @ (September 2016 - April 2017)
- Employee Benefits Consultant @ (January 2015 - September 2016)
- Regional Sales Director @ (March 2014 - December 2014)
- Senior Sales Representative @ (October 2013 - February 2014)
- Sales - Account Executive @ (March 2009 - October 2013)
- Sales and Energy Consultant @ Advanced Home Technologies (February 2008 - March 2009)
- Sales and Leasing Consultant @ (April 2007 - December 2007)
- Surgical Instrument Specialist @ (February 2002 - April 2007)
- Managing Environmental and Safety Consultant @ Kip Prahl & Associates (August 1998 - February 2002)
Steve Moritz Education
- University of Wisconsin-Madison
Bachelor of Science (B.S.) (Wildlife Ecology)
1993-1996 - Madison Area Technical College
College Transfer (College Transfer)
1991-1993 - Madison West High School
High School Diploma
1988-1991
Steve Moritz Skills
- Customer Retention
- Management
- Sales Operations
- Disability Insurance
- Employee Benefits
- Group Benefit Plans
- Benefits Negotiation
- Underwriting
- Sales Process
- Sales Presentations
- Building Relationships
- Ancillary Benefits
- Direct to Consumer
- Salesforce.com
- Managing Database
- Flexible Spending Accounts
- COBRA
- Payroll Services
- ERISA
- Health Savings Accounts
- Health Insurance
- Insurance
- Account Management
- Sales
- Life Insurance
- Leadership
- Customer Service
- Employee Benefits Design
Steve Moritz Summary
- Steve Moritz, based in Madison, WI, US, is currently a Senior Advisor at Becker Agency LLC dba The Health Insurance Store. Steve Moritz brings experience from previous roles at WPS Health Insurance, Becker Agency LLC dba The Health Insurance Store, Hausmann-Johnson Insurance and TASC (Total Administrative Services Corporation). Steve Moritz holds a 1993 - 1996 Bachelor of Science (B.S.) in Wildlife Ecology @ University of Wisconsin-Madison. With a robust skill set that includes Customer Retention, Management, Sales Operations, Disability Insurance, Employee Benefits and more. Steve Moritz has 2 emails and 1 mobile phone numbers on RocketReach.
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