We partner with C-level executives to design and implement tailored strategies aimed at optimizing employer investments in employee health and benefits. Our focus is on maximizing value and enhancing the overall well-being of the workforce.

Collaborate with broker consultants to drive and finalize group health sales while providing exceptional client service. Oversee product development, operations management, and project management initiatives. Manage CRM administration and development, and deliver insightful reports to C-suite executives. Foster strong client relationships to support a multi-million dollar company in its national expansion efforts.

Expanded strategic customer relationships with integrated delivery networks and hospital systems, including Texas Health, Baylor Scott & White, UT Southwestern, Parkland, HCA, UAMS, Methodist, Saint Francis, and Integris Health Systems, driving sales growth in consulting solutions.▪ Grew and managed an assigned territory into a $32MM market across a multi-state region, demonstrating strong market presence and influence.▪ Achieved consistent sales growth of 5% year over year for seven consecutive years, significantly outpacing industry standards of approximately 1.25%.▪ Led in-person education sessions for health system C-level executives on formulary changes, resulting in over $1MM in savings.▪ Increased alternative sales channels by over $500K through cross-selling and collaboration with public not-for-profit payers.▪ Developed and coached a high-performing sales team, achieving 15% sales growth year-over-year in 2018 and an impressive 37% in 2019.

▪B2B and B2C Sales: Successfully sold insulin pump therapy, urological, ostomy, diabetic, and wound care supplies, driving significant revenue growth.▪Revenue Generation: Collaborated with providers and commercial and government payment systems to generate substantial revenue.▪Patient Conversion: Achieved a 98% retention rate by converting diabetic patients from Costco Pharmacy to Johnson & Johnson formularies.▪Healthcare Provider Support: Assisted healthcare providers with claims, coding, and prior authorization processes, enhancing access and increasing value-based care.▪Team Performance: Contributed to a team of seven that consistently achieved over $350K in monthly sales through effective B2B and B2C conversions.▪Patient Enrollment Leadership: Led daily patient enrollments, consistently exceeding key performance indicators set by C-level executives.▪Mentorship and Training: Mentored and educated teammates on Salesforce CRM procedures, patient enrollments, and RX documentation best practices.▪Project Returns: Delivered significant returns on revenue-based projects by converting formularies for Medtronic insulin pump patients.▪Startup Development: Internally developed an internet-based medical supply startup that cross-sold supplies to underinsured patients.▪Cost Quoting Tools: Created spreadsheet tools to accurately quote patient medical and supply costs within the urology department.

▪ Inventory Management: Developed an efficient inventory identification and organization system for bipolar forceps and accessories, including Yasargil, KYasargil, fenestrated, and other micro instruments.▪ Line Flow Management: Utilized Sage 50 Accounting to implement a line flow management system for Offsite Reprocessing Centers (ORCs), enhancing operational efficiency.▪ Collaboration with Healthcare Professionals: Partnered with healthcare professionals to facilitate new product sales, manage invoices, and oversee surgical instrument repairs.▪ Global Sourcing and Shipping: Managed the shipping and sourcing of surgical instrument components from international suppliers, ensuring timely delivery and quality control.▪ Compliance Verification: Verified that instruments and components met FDA and NEMA compliance standards in metric design and measurement, ensuring safety and regulatory adherence.▪ Instrument Assembly and Maintenance: Oversaw the assembly, sterilization, coating, and repair of electrosurgical instruments, including bipolar forceps and speculums, maintaining high standards of quality and safety