Al Carlson, Cebs, Pmp, Csfs Email & Phone Number

Minnesota, United States

Helping teams, clients, and stakeholders with the tools, processes, and ideas that yield positive change with major health and wealth decisions.Especially known for being:1. Reliable and trusted problem solver who facilitates positive change* Respected achiever who passionately works individually and within his team to get things done* Organized planner.

Greater Minneapolis-St. Paul Area

Plymouth, MN

• Accomplishments:
• $700,000 large group book with 5 self-insured and 2 multi-state cases, size 100-1000 employees
• Orchestrated the work of 7 separate teams and responsible for overall client experienceSummary:In my role as a Benefit Executive, I managed the overall client experience at NFP. I played a key role in developing.

Alexandria, MN

• Accomplishments:
• 2.5-year project, $30 million in premium, pooling over 20 public employers into one health plan
• Facilitated 3-5 regional task force meetings quarterly, and managed project across 7 departmentsSummary: I helped a Medicaid-only health insurance company develop an innovative commercial health insurance product and.

• Accomplishments:
• Lead team of 7 across MN, ND, WI to commission revenue of $1.2 million
• Facilitated process improvement team, yielding in-house COBRA and client benefits portal serviceSummary:Led employee benefits sales and retention efforts for Greater Minnesota and North Dakota, managed five agency.
• Selected to participate in executive leadership academy and initiated an agency-wide process improvement team, which resulted in centralized support of a more uniform service to out-state agents across Minnesota, North.
• In face of stagnant growth and new challenges due to health reform, lobbied management for radical change in past two years, successfully yielding the hire of a large group specialist and the partnering with Digital.

• Accomplishments:
• Benefits Producer and Account Executive, expanding network throughout Greater Minnesota
• Organic book growth from $70,000 to $700,000, earning 6 sales and service awardsSummary:Managed benefits sales and retention work including analytics and compliance, as well as cross-selling other services offered by.
• Developed tools to streamline the sales and service process, ultimately adopted agency-wide, including a sophisticated small and large group renewal Excel workbook, numerous communications and white-papers on Word.
• Created and delivered many presentations, including PPACA, defined contribution, consumer-driven health plans, and HSA's, presenting in various formats including seminars and webinars.
• Achieved or exceeded overall new business and retention expectations every year, resulting in personal book growth from $100,000 to $700,000 over career.

MN Life is a leading life insurance company in MN, with whom I contracted through the Northstar Resource Group general agency for 2 ½ years, to sell annuities and life insurance products to individuals and groups, initially in St. Paul area, and eventually Alexandria. Received advanced life case training on a frequent basis.Served in Ken Richard's office.

Ameriprise (formerly known as IDS) is a leading financial planning services company, which provided me my first year experience away from public accounting, providing extensive sales training valuable for any financial product sale. Voted "most likely to succeed" by fellow IDS trainees (more than 20 from across the U.S.)Served in St. Paul South.

Served in Minneapolis Audit division after 2 internships (one with Deloitte Haskins & Sells, the other with Touche Ross)Travelled to various parts of U.S. to work on financial and compliance audits for very large entities