Sue Carter
Account Manager

 

Susan Carter serves as Account Manager for Tony Malagari on the Schmidt Team at McGohan Brabender’s Cincinnati location.

Sue’s primary duties are to strengthen and maintain client relationships by providing the highest level of account service and adhering to McGohan Brabender’s quality standards. She assists clients in plan design, participates in presentations with high-level personnel, contributes ideas and strategies and manages all aspects of her clients’ renewals. Additionally Sue conducts meetings, presentations and ongoing benefit communication with employees. Her goal is to exceed her clients’ expectations.

Sue holds over 25 years of professional experience within the employee benefits/insurance industry. Sue began her career as a Claims Representative for a Third Party Administrator. There she processed and adjudicated claims and assisted employees with claims issues and questions. She went on to serve as a Senior Medical Underwriter and Department Supervisor for a IBA Health and Life Insurance. In addition to medical underwriting, Sue also assisted administrators and conducted group installations and employee presentations of their product offering. Sue later transitioned into work as a Client Service and Account Specialist at a small insurance brokerage firm. There Sue continued to assist administrators and employees alike by conducting employee meetings and also participated in strategic planning sessions to help employers with their benefit plans and renewals.

Sue attended KVCC in MI and her Professional Designations and Certificates include:

• Registered Health Underwriter from Northwestern University
• Chartered Benefit Specialist from the National Association of Alternative Benefit Consultants
• Accident and Health licensed producer in MI, OH and KY
• HIA certificate parts A & B
• Certificates of Achievement from Dale Carnegie in Sales Training and High Impact Presentations

 

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