Brian Keefe Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, NC

• Provide consultation to the Co-Founder of a FinTech venture capital company on due diligence related to early stage FinTech and insurance market dynamics, influencing strategic decision making and thought leadership
• Supported a startup business called Ready Pay, collaborating closely with the Founder to market the automated FSA system by validating the target market, identifying, categorizing and ranking distribution channels to.

Charlotte, North Carolina Area

• Recruited to be a brand ambassador and provide a proactive approach to reverse a $5M negative trend on an $85M book of business and grow business, successfully recovering the company out of (looming, potential.
• Directed the Sales and Client Services teams to transition from a commodity-based approach to a consultative, solution-based strategy while strengthening communication, collaboration, and talent to enhance employee.
• Onboarded a private consulting firm to utilize a data claims analysis to select a provider with the best discounts and build the network, transforming the worst-performing Delta Dental member company to the fastest.
• Shifted the Client Service culture from a reactive to an initiative-taking approach with a client-centric focus, leading to boosting retention by 15%
• Proactively identified and collaborated with field intelligence to improve the knowledge base, enabling strategic and effective internal decision making with leaders in professional services, underwriting, and finance
• Exponentially grew market share with an increase of subscribers of 35%, influencing the largest single month of sales and the largest percentage increase of subscribers in a single sales year, representing 2 firsts in.

Tampa/St. Petersburg, Florida Area

• Overhauled an underperforming $18M book of business with a $1M negative trend by eliminating business losses, facilitating outreach, and collaborating with existing partners, resulting in breaking even in Year 1 and.
• Extended relationships with national and regional brokerages and consulting firms to sell and market the company’s national dental product across FL, leading to market expansion
• Partnered with Blue Cross Blue Shield of FL to enable a cross-selling strategy by leveraging wholly owned Stop Loss and Vision companies of Highmark Blue Cross Blue Shield, successfully growing the large market
• Built and scaled the team by cultivating inclusiveness, implementing best practices, and driving a consultative approach, leading to meeting elevated sales demand
• Supported the requirement gathering, testing, implementation, and management of SalesForce.com, streamlining the sales process

Tampa/St. Petersburg, Florida Area

• Built and revitalized failed relationships by providing thought leadership and establishing trust, successfully selling 33 core life, dental, and disability products and services to mid-large market clients in central.

Tampa/St. Petersburg, Florida Area

• Collaborated with a Finance Director to design and sell financial structures to finance new IT initiatives for mid-market clients, leading to market growth in the Tampa, FL region
• Drafted and sold a $21M deal under a software license, resulting in earning the IBM Global Financing Americas Leadership Club award in 2000

Tampa/St. Petersburg, Florida Area

Member of the finance team that helped merge the financial systems of 2 large western grocers and developed the executive reporting format for the entire project; engagement earned the team the prestigious IBM Global Services Engagement of the year Award for 1999

Tampa/St. Petersburg, Florida Area

• Focused on process redesign which aligned business strategies with information technology, including assisting with the financial decommissioning of surplus corporate data center assets due to the merger of 2.