Our Account Management Team

Edna Jimenez, Regional Director of Field Operations

Edna began her career with State Mutual Insurance as a brokerage administration manager in Portland, OR in 1987. In 1996, she moved to a benefits firm as the lead person in their benefit communication and enrollment group and, in 1997, assumed responsibility for case set-up and conducting group presentations. She came to EOI in June 2000 in the role of account executive, later becoming regional director of field operations. Her responsibilities include managing counselors and enrollments, including case set up and on-site implementation, and maintaining client relationships.

 

Daniel Leyland, Account Executive

Daniel has over 13 years of voluntary benefits experience and started work in the industry as a benefit counselor for Insurance Point in 2001. He was promoted to enrollment case manager in 2002, and shortly after that moved into a sales consultant role. He has worked for EOI since 2010 and is currently an account executive. In his role as an Account Executive, Daniel is responsible for the planning and execution of communication and enrollment projects. He is a hands-on relationship manager who works diligently with clients and internally at EOI to schedule and maintain an effective enrollment.  Daniel holds a Bachelor of Arts degree in business and finance from Accrington & Rossendale College, England.

 

Trina Baker, Account Executive

Trina has been in the insurance industry since 1987. She started her insurance career with CNA where she did small business commercial underwriting. She then began working for Seabury & Smith and Crum & Froster before moving into the personal insurance industry. Trina became a top ten life insurance producer with AAA of Michigan in 2005 and 2006. Joining EOI in 2012, Trina was a benefit counselor until she was promoted to Account Executive in 2016. In her current role, she is responsible for managing on-site counselors and building relationships with clients, brokers, and vendors.

 

Jackie Lucas, Account Executive

Jackie started her insurance career in 1976 as a broker with C J Thomas Co. in St. Louis, MO where she managed commercial accounts for property, casualty, life, and health. As the insurance industry grew with new voluntary benefits in 1987, it became her passion to educate employers and employees about these affordable benefits. She has previously worked with Lincoln National, Aetna, and Benefit Communications, Inc. to market voluntary benefits, schedule and set up enrollments. Since joining EOI in 2001, she has become an account executive where she is responsible for the planning and execution of enrollment projects in the field, counselor training, and the ongoing management of client relationships.

 

Brent Uhlig, Account Executive

Brent brought a strong background in Business Development and Account Management when he joined EOI in 2015 as Benefit Counselor. After just two years with the company, he quickly became an invaluable member of the team. He served as a mentor to new Benefit Counselors and worked with Account Executives on enrollment projects. In 2019, Brent was promoted to Account Executive. In his current role, he is responsible for managing on-site counselors and building relationships with clients, brokers, and vendors. Brent graduated in 2002 from Bradley University with a Bachelor’s in International Studies.

If you would like to discuss a specific case or have questions about our services, please call (800) 229-4364 or email info@eoiservice.com.