We believe in delivering a technology that makes healthcare financial decision-making easy and creates opportunities to save for healthcare retirement. Our platform was designed to serve the needs of the complex Consumer Directed Healthcare (CDH) market. It not only supports thousands of plan designs for the entire suite of CDH accounts within one platform, but also streamlines the funding, purchasing and payment processes required for informed healthcare financial decision-making. MEDSURETY provides HSAs, HRAs, FSAs, LFSAs, VEBAs, Wellness Plans, Commuter Benefits, COBRA, Active & Retiree Billing and more. By driving efficiency across funding, payment, and purchasing processes, we help deliver greater value and profitability for our Partners, which includes employers, brokers, health plans, financial institutions and financial advisors.Employers and consumers need a solution that removes much of the burden of administrative activities and empowers with insight and the ability to proactively act. This is what makes MEDSURETY unique — a complete CDH solution on a seamless, feature rich technology platform.

At SelectAccount, I provided strategic vision to lead national business development and marketing initiatives positioning SelectAccount to deliver on the expectations of our consumers as they navigate the changing health care landscape. I was responsible for guiding SelectAccount’s consumerism approach as an account administrator to the consumer-driven health market through product development, marketing communications, consumer resources, vendor relationships and sales growth.

With over 12 years experience, I understand that an organization’s success is directly linked to their human capital. The importance of recruiting, retaining and motivating employees is greater than ever. The investment made in your organization’s human capital is what drives and supports your organization’s goals. To help our clients face multiple and often competing demands, we at Willis are designed to help our clients unlock their HR department's full potential. Our Human Capital Practice offers a comprehensive suite of consulting services to work with you in the design and deployment of key human capital initiatives.

Generate new revenue by developing new clients that meet the Marsh's ideal client profile ensuring a consistent flow of new revenues to the company.• Researches & identify prospects that meet Marsh's ideal client profile. • Effectively uses Marsh sales tools to make initial contact with qualified prospects. • Meet with prospective and existing clients and develop a positive business relationship. • Engage the appropriate industry group and resources to offer "best in Partnership" resources for each prospect. • Partners across the firm to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals. • Identify key decision makers, clients or prospects risks needs and determines the services, products, & combinations that will best serve & address the client/prospect's issues & objectives. • Supports sales efforts by adhering to department operations and providing timely and accurate prospects data in order to track and monitor activities for management reporting & sales forecasts. • Keep up to date on prospects' current issues, researches new information on prospects. • Ensure timeframes and deliverables are met in the sales process; and ensures that post-sales teams provide quality service to all assigned clients. • Transition new accounts to the client team seamlessly. • Visible leader in an industry and actively participates in industry associations, organizations, boards and charities, as appropriate. • Develop and maintains effective network within the business community and industry.

• Responsible for managing sales team and distribution channel generating over $100,000,000 in annual premium while maintaining appropriate P/L responsibilities. • Managed a team of ten sales and account executive staff covering clients and prospects in the Midwest Region.• Managed the go to market strategy related to the development, pricing, training & roll out, of new products, services & operational changes to clients, prospects and consultants. • Responsiblities included the sales goals associated with products and services provided by Blue Cross Blue Shield and affiliate companies: CCStpa, SelectAccount, Prime Therapeutics, and USAble. This product and service portfolio included Health Insurance, Financial Health Accounts, PBM services, Third Party Administration and Life & Disability Insurance.• Developed distribution channel review process that identified high performing partners, this allowed for deeper penetration into target market segments generating more opportunity with a higher win rate on more profitable business.• Worked in conjunction with top tier consultant/ broker and agency partners to build mutual growth plans focused on their business needs and the business needs of Blue Cross. • Implemented Salsforce.com to track pipeline opportunities through distribution channels and develop analytical reports to manage sales volume towards goal. • Sat on the operations committee along with department leaders from around the organization to review processes focused on onboarding of new clients, pricing strategies, product performance, etc.

• Responsible for generating sales volumes to meet sales goals consistently• Hire, train and motivate sales team to achieve sales goals• Increased sales from $3.2 million per year to $10 million per year• Manage profitability of projects generated through contracts established• Establish and assign territories to sales representatives to target key agencies • Train sales representatives to practice the “Sales Sequence Method”• Develop and train on strategies for engineering relationships in the insurance market• Develop and maintain client interaction through structured routing system• Identify specific needs in order to customize presentation to meet customer needs• Attend and assist in insurance market associations to gain insight and build commonality• Speak at insurance industry associations to educate on industry specific changes/ methods• Train agencies and claims departments on our services and business systems