Brad M. Email & Phone Number

Atlanta, Georgia, United States

Lead Client Management functional team, serving clients and partners through our marketplace solutions representing both Medicare and the ACA Marketplace.

Greater Atlanta Area

• Manage and lead Client Management team• Develop, own and execute strategic plan for organic growth on existing accounts• Insure exceptional client servicing among portfolio of clients• Help lead in the development and deployment of incubator solutions within the Aon Retiree Health Exchange

Greater Atlanta Area

•Optimize channel distribution through affiliated partnerships•Develop an foster non-transition value proposition in serving broader Aon clients•Scale existing business processes across lines of business to engage with Medicare eligible individuals •Qualify and quantify expansion opportunities within my existing client portfolio•Help lead in the development of incubator solutions with in the Aon Retiree Health Exchange • Act as a subject matter expert on affiliated partnerships• Own deployment of partnership marketing and sales opportunities • Build upon and maintain relationships with partnership key contacts• Collaborate internally to develop growth strategies and roadmaps for execution of the strategies• Key stakeholder for program management and sponsorship, including definition of strategy and initial scope, supporting the broader delivery and deployment• Evaluates project risks, opportunities, and appropriateness of change orders as it relates to Aon Hewitt Navigators growth strategies• Supports sales efforts as a subject matter expert through review and development of Aon Hewitt Navigators delivery model standards• Evaluates third-party vendors facilitating integration both internally and externally• Leveraged in a business-to-business and direct-to-consumer retiree exchange capacity

•Collaborate across varying lines of business to deliver solutions to our clients•Develop, coordinate, and maintain nationally utilized best practices to increase efficiency among colleagues and create standards for client delivery•Continually improve client specific delivery, resulting in increased efficiencies and reduction of waste•Accountable for mentoring and developing Benefit Service Managers•Leveraged across multiple projects and clients•Drive accountability and integration across teams, call centers and third parties to deliver client solutions effectively•Meet all expectations required of Benefits Service Manager

•Implement client deliverables/projects through repeatable processes and routines•Accountable for managing and improving Health and Group Benefit administration platform•Liaison between primary client contact and technology development team•Leverage frequent client interaction to identify 'build and expand' business opportunities•Manage multiple internal and external lines of business to a common client goal and business solution•Responsible for clearly defining all client requirements for system customizations•Consult client towards industry and company suggested best practice to insure project success through automation and system effectiveness•Serve as the subject matter expert for client provisions and plan design•Monitor health and group benefits legislative compliance•Utilize global sourcing to fully leverage local staff resources•Serve as a people manager for 5 associates, responsible for fostering organizational growth and development

•Aligned to 10-13 clients supporting either retainer/project activity •Interacted with multiple business units to deliver high quality business solutions•Performed quality assurance analysis on client deliverables•Ensured client deliverables are accurately completed in a timely fashion•Maintained collaborative relationships, and negotiated effectively with vendors and service providers•Managed due diligence of alternative investment strategies•Performed portfolio analysis through qualitative and quantitative screens •Determined investment appropriateness on a client by client basis•Completed accurate financial forecasts for plan sponsor clients•Continually monitored investment manager performance•Implemented diversifying investment strategies•Facilitated creative solutions during scheduled meetings•Mentored new associates in their roles•Initiated and implement process improvements to proprietary systems

•Ensured quality on client defined deliverables•Developed and implemented quality assurance test plans to ensure our system functionality reflected client requirements•Identified and resolved system based issues•Facilitated process improvements to create efficiencies from a cost and resource perspective