Barry Carlson Email and Phone Number
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My career has given me the opportunity to learn every element of the insurance, healthcare and employee benefits business. I have over 30 years of experience in sales leadership and business development. I have extensive accomplishments in all segments - small, mid and large - of the group healthcare marketplace. I have achieved outstanding sales and profitability results in the Chicago and Minneapolis regional markets. I have built and lead successful sales and account management teams. I have held significant management roles over the past 10 + years. AREAS OF EXPERTISE:- Integrated Health Plans- Self-Funding and Administration- Stop Loss Insurance- Financial Underwriting - Provider Partnerships- Member Experience Tools- Ancillary Employee Benefits- Distribution Channels, both Regional and National- Commercial Health Insurance Market Leadership- Sales and Marketing Strategy- Branding Strategy- Marketing Communications- Strategic Selling- Team Leadership and Development- ICHRA Plans
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Chief Growth OfficerAegle Capital Sep 2023 - PresentMinneapolis, Mn, UsTransforming Health Risk Financing
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AdvisorVenteur Sep 2023 - PresentSan Francisco, California, UsProvide strategy on distribution of ICHRA plan services. -
AdvisorCapitalpro Holdings, Lp Sep 2023 - PresentProvide strategic risk analysis of client companies. -
Vice President, Resident Sales Director - Upper Midwest RegionAon Nov 2021 - Sep 2023London, GbProud to lead a dynamic team of business development executives in Aon's Risk, Retirement, Health and Benefits service lines for commercial clients. -
Chief Revenue OfficerNexben Apr 2020 - Jul 2021Minneapolis, Mn, UsKey officer responsible for the Sales, Marketing and Customer Success functions of a rapidly growing insurance technology company. Nexben provides an insurance marketplace platform that generates revenue streams via broker subscriptions, client fees, insurers, and financial transactions. The company grew from 6 employees to over 40, and I lead the majority of that rapid hiring scale up. We successfully merged that company with a larger firm and my role (along with the President, CFO and VP of Product) was absorbed by ownership of the other firm. I was one of four officers that made up the senior leadership team of this rapidly growing company. Built a marketing, pricing and distribution strategy for platform SaaS and ICHRA sales in all 50 states. Secured and launched new partnership agreements with regional and national broker firms. Built strategic partnerships with general agents and other broad distribution partners. Secured a key national partnership with a leading insurance company to distribute and fulfill ICHRA sales. Played a key role in presentations to key investor partners (Series A and Series B). -
Chief Sales OfficerAllina Health | Aetna Mar 2018 - Jan 2020St Louis Park, Minnesota, UsKey officer and leadership role responsible for commercial sales and account management team in implementing strategic partnerships with commercial employers, consultants and brokers as we disrupted the rapidly changing Minnesota marketplace. Member of the Senior Leadership Team and well as the Market Head of Sales for Aetna.Key Accomplishments:- Served on the Executive Leadership (officers) Team – reporting to the CEO – of the Joint Venture Company. - Recruited two other key officers to join the team.- Provided commercial market leadership, reporting to the Allina Health I Aetna CEO and Board of Directors.- Served as the Aetna Market Head of Sales reporting to the Market President.- Developed products, marketing plans and sales strategy for all market segments. - Built and delivered a highly successful market launch in February 2019.- Participant in Cohort Group Two of the Health Plan Innovators Roundtable (HPIR).- Built a talented commercial market sales and account management team which sold over 125 client accounts within year one and more than 100% membership growth in year two.- Achieved over 95% membership retention in first renewal season. -
Director, Commercial Markets Strategic AccountsMedica Feb 2011 - Mar 2018Minnetonka, Mn, UsDirected membership growth for commercial strategic accounts. This business segment represented over 380,000 members and annual spend revenue over $2,000,000,000. Worked closely with all other areas of the organization – Health Management, Network Management, Operations, Product Development, Pharmacy, Marketing, and IT.Played a key role in the transformation of the Medica brand in the commercial marketplace as well as within the organization.Retained over 95% of its membership and achieved overall growth every year.Key leadership role in the “go to market” strategy of My Plan by Medica, the first group defined contribution plan in the U.S. In less than two years, added over 80 clients to this innovative solution. Worked closely with the founders of Bloom Health to help launch their local marketing strategy. Key leadership role in partnering with health provider systems to develop and market Accountable Care Organizations. Played a key role to help lead the nation in this space. Over 60,000 members quickly enrolled in theses ACOs.Oversaw the Medica LaborCare network for Taft-Hartley plans (40,000 members).Led the Medica Strategic Accounts team supporting UnitedHealthcare led business, charged with providing local service to some of the area’s largest employers - servicing an additional 300,000+ members in this segment.Played a key leadership role on the “Passport Committee” with senior management from both Medica and UnitedHealthcare, facilitating the joint marketing efforts of the two organizations. Passport had approximately 2,100,000 members.Developed a new product platform for Tribal business in 2012.Served role on the Medica Leadership Development Committee. Charged with changing the way that Medica develops talent across the organization. Participated in both formal and informal mentoring relationships.Developed many longstanding business and personal relationships with all the major brokerage and consulting firms in this market. -
Assistant Regional ManagerIng Sep 2000 - Feb 2011Amsterdam Zuidoost, NlSold a wide variety of employee benefits and financial services with employer groups from 100-35,000 employees. Worked with all major benefit and consulting firms. Renewed over 90% of client accounts every year. Managed a personal book of business of more than $50,000,000 in annual premium (Life, Disability, and Stop Loss).Member of Stop Loss Field Management Team, representing a wide variety of strategic issues related to the sales and marketing of ING’s stop loss business. The total block is worth over $500,000,000 in annual premium.Served as member of ING’s Health Risk Assessment Team, managing vendor relationships playing a key role in ING’s stop loss business. Examples are transplant networks, renal care networks and claim negotiation firms.Co-managed ReliaStar’s side of a joint sales/marketing relationship with HealthPartners. Worked with sales staff from HealthPartners to sell life, disability and PPO medical (non-MN) to their national customers. Developed and managed a unique partnership with Definity Health, the industry leader in consumer-driven health, to distribute stop loss and ancillary insurance products. Developed compensation arrangements and co-branding strategies to support these products.Managed a key partnership relationship with UMR (UHC owned) for the distribution of ING stop loss products. This relationship has grown to over 150 customers with annual stop loss premium revenue of $60,000,000. Led a team that includes head pricing actuary, head of underwriting, head of claims, and stop loss product manager.Managed a key partnership relationship with Principal Financial Group for the distribution of ING stop loss products. This relationship has 25 clients with over $10,000,000 in annual premium revenue.Sold 401k, 403b, 457, Financial Education, and Banking services.Achieved ING Sales Leader of the Year Club Award eight times and ING “Key Award” for voluntary benefit sales. -
Assistant Regional ManagerReliastar Employee Benefits Jun 1994 - Sep 2000Employee Benefits Sales Leadership - Medical, Dental, Life, Disability, Voluntary, 401k, etc. -
Assistant Regional ManagerNorthwestern National Life Ins. Co. Jul 1990 - May 1994Employee Benefits Sales - Medical, Dental, Life, Disability, Voluntary, etc.
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Senior Group Field RepresentativeNorthwestern National Life Ins. Co. Jan 1987 - Jul 1990Employee Benefits Sales - Medical, Dental, Life, Disability, Voluntary, etc.
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Group Field RepresentativeNorthwestern National Life Ins. Co. Jul 1984 - Jan 1987Employee Benefits Sales - Medical, Dental, Life, Disability, etc.
Barry Carlson Skills
Barry Carlson Education Details
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Bethel UniversityBusiness And Economics -
Minnehaha AcademyHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Barry Carlson
What company does Barry Carlson work for?
Barry Carlson works for Aegle Capital
What is Barry Carlson's role at the current company?
Barry Carlson's current role is Revenue Growth - Sales Leadership - Insurance, Healthcare and Employee Benefits.
What is Barry Carlson's email address?
Barry Carlson's email address is ba****@****ica.com
What is Barry Carlson's direct phone number?
Barry Carlson's direct phone number is +161246*****
What schools did Barry Carlson attend?
Barry Carlson attended Bethel University, Minnehaha Academy.
What are some of Barry Carlson's interests?
Barry Carlson has interest in Social Services, Children, Economic Empowerment, Education, Health.
What skills is Barry Carlson known for?
Barry Carlson has skills like Insurance, Employee Benefits, Health Insurance, Strategy, Sales, Management, Selling, Strategic Planning, Underwriting, Leadership, Account Management, Brokers.
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