Marsh & McLennan Agency exists to provide professionals with actionable solutions that generate consistently high ROI over many years and in a variety of market conditions.Our services are widely recognized across the industry for offering exceptional value. And when compared to traditional competitors offering basic services, it’s easy to see why our company is experiencing sustained year-over-year growth. Our services include:Business Management• Alternative funding methodologies• Plan change impact analysis• Actuarial services• M&A plan comparison and advising• Cost, contribution and utilization benchmarking and forecasting• Employee, senior management, board presentationsPlan and Benefits Management• All health and welfare insurance programs• Domestic and international programs• Plan design, implementation, and supportEmployment Wellbeing, Support & Engagement • Wellness, health management and employee wellbeing strategies• Culture audits• Health care consumerism training• Employee assistance programs, Health Advocate servicesCompliance & Human Resources Support • Regulatory and health reform updates and guidance• Policy, program, and procedure analysis• Management development and training• Employee communication strategy and delivery• Employee recruiting, screening, retention, and termination assistanceMMA Employee Health & Benefits Technology Suite• MMA HRLink helps you automate benefits and HR functions and stay compliant• MMA MarketLink provides benefits admin, private exchange, ACA compliance and more• Navilink• iBenefits is an employee benefits app• iNGAGED provides employees with custom communications through a one-stop benefits info appAt the heart of our success lies a commitment to unwavering service, granular attention to detail, and the constant pursuit of learning and improvement. And with my continued role as a Client Executive, I am excited to continue transforming this industry for the better.

Leads the Strategic Employee Benefits and Employer Services unit in San Diego. Services that his unit provides include health and welfare plan management, human resource services, payroll, benefit compliance, wellness programs, and employee benefit / HRIS website administration.

Implemented and serviced 100+ large group accounts with multiple funding arrangements. Directed Account Management team on strategic planning, growth and retention initiatives for large employer clients. Participated in international focus group planning at Anthem headquarters in Woodland Hills.

Led Prudential Healthcare of Colorado’s account management staff to achieve record revenue growth, account retention, and exceed a milestone of 100,000 health plan members. Cultivated client relationships with many Fortune 500 companies which extended Prudential’s core and ancillary product offerings.

Presented and negotiated American Medical Pathways new managed care service contracts nationally with health plans, insurers, and providers resulting in increased profitability and customer retention.

Managed CIGNA HealthCare of San Diego’s sales and account management team. Recognized as model office for membership growth, profitability, and retention levels. Oversaw the account management of 30,000 + member VEBA school district client with consultant Towers Perrin.

Conducted the start-up of TakeCare HealthPlan’s San Diego market and grew plan to one of the region’s top HMO’s three years. Exceeded sales goals each year with highest year at 236% of goal. Consistently exceeded company’s 90% retention target.