Jason Roll, Rhu®'s Location
Broomfield, Colorado, United States, United States
Jason Roll, Rhu®'s Contact Details
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About Jason Roll, Rhu®
As an experienced veteran in the insurance and healthcare industry, I am a Managing Partner at TRU Health Group, where I provide leading products and technology platform solutions for various clients and stakeholders leading salesforces in driving multimillion-dollar ROI. As a Managing Partner, I oversee the sales strategy and operations, performance management, market expansion, and change management of the organization. I also leverage my consulting skills and experience to help other firms increase their profitability, efficiency, and growth. Some of my notable achievements include:• Tripling the number of recruited agents and agencies and doubling the Medicare Advantage sales for a consulting client.• Launching and steering a successful Medicare product expansion, creating a new revenue stream that produced six-figure profitability year over year.• Increasing the field management organization salesforce and driving sales to 160% year over year for Medicare Advantage Prescription Drug plans at UnitedHealthcare.I am passionate about delivering innovative and customized solutions that meet the needs and expectations of my customers and partners. I am always open to expanding my professional network and learning new ways to create value in the insurance and healthcare sectors.AREAS OF EXPERTISE • Medicare Supplements, Advantage, & Prescription Drugs • Individual and Family Plans and HealthShare Plans• Life Insurance, Annuities, & Group Insurance Plans• Financial Advising & Wealth Strategy Consulting• Strategic Planning & Sales Forecasting• Salesforce Performance Management• Sales Channel / Regional Expansion• Sales Management & Operations• Data Analytics & KPIs• SaaS Distribution • New Product and New Market Expansion
Jason Roll, Rhu® Work Experience Details
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Director Of SalesKerixhealthBroomfield, Co, Us -
Vice President Of SalesTru Health Group Jun 2023 - PresentI play a pivotal role in driving growth strategies, identifying efficiencies for profitability, and shaping the marketing strategy. TRU is at the forefront of providing cutting-edge solutions for Third Party Administrators, Carriers, and Agencies. We specialize in delivering comprehensive technology platform solutions that redefine the industry landscape.• Healthcare Alternative Plans• Direct Primary Care and Virtual Primary Care• Health-tech and Saas Sales• TPA services• Group Insurance Products• Group Ancillary Insurance• Call Center Management -
ConsultantHealthcare Enrollment Center, Llc Aug 2014 - PresentHere are just a few ways we can help:Consulting Services:• Re-negotiated existing contract levels and override levels• Negotiated co-op to increase marketing cash flow• Tripled the number of recruited agents and agencies to the firm.• Doubled Medicare Advantage sales and grew overall profit by 40%.• Expanded new lines of revenue including Life, Annuity, and Ministry Health Share Plans.• Revamped the agent experience including onboarding, training, tools, and resources.• Opened provider opportunities with major hospital systems and independent practices for agent lead generation.• Development of several new markets for future expansion by analyzing data analytics and opportunities in those markets.Medicare• Getting near retirement and need to plan your Medicare Options?• On Medicare and looking to switch plans?• Do you need to fill gaps in coverage that your current plan does not cover?Individual & Family Plans• Do you need to shop or change your current coverage?• Did you recently lose your job and need COBRA alternatives• Do you need to fill gaps in coverage that your current plan does not cover?Group Plans• Ready to shop for your existing plans?• New ways to offer employee benefits: New 2020 rules for ICHRA or QSEHRA• Are you effectively offering voluntary benefits?Ministry HealthShare & Indemnity Plans• Did you want to see about non-traditional plans that can save you money or enhance what you have?Don't forget about protection products• Life insurance • Disability insurance • Long-Term Care• Investment strategies -
Wealth EducatorDebtfreetaxfree.Solutions Mar 2019 - PresentDebt-Free / Tax-Free Strategies - Every family and business is unique, and so are our strategies, but the approach is consistent:1. FOUNDATION PLANNING• The #1 reason people and business owners cannot get ahead is due to how much debt they have and how long they have had it.• We focus on paying off ALL your debt, including mortgage and business loans, eliminating them on average, in 9 years, or less WITHOUT spending any additional money than you are spending now. • This frees up compounding interest on money that is going out the back door and puts this towards your wealth accumulation!2. TAX-FREE GROWTH AND TAX-FREE DISTRIBUTION • We can all agree after the latest CARES act and corporate bailouts, our taxes will not be going down in our retirement years. • It is time to focus on opportunities that allow us to convert assets to vehicles that will give us tax-free distribution.3. LEVERAGING ASSETS • What if we can leverage assets for protected growth and include fundamental planning to include Long-term care protection.? • Maximizing tax reduction and protection to leverage wealth accumulation.4. PROTECTION DOCUMENTATION • Make sure your wills and trust are in place to direct your estate the way you want them. • Make sure your financial institutions have the records filed. -
Vice President Of GrowthOneshare Health Oct 2022 - May 2023Irving, Texas, UsKey Achievements:• Departmental Revamp: Led a comprehensive overhaul of the growth department, strategically reengaging FMO and Call Center. Leveraged data analytics tools for insights, repurposed the Sales Support team for producer outreach and significantly improved operational processes.• Automation Excellence: Spearheaded the redevelopment of recruitment, contracting, agent certification, and enrollment tools through automation. This not only streamlined processes but also enhanced overall efficiency.• Strategic Marketing KPIs: Established robust Marketing Key Performance Indicators (KPIs), resulting in a 20% reduction in cost per acquisition and an impressive 30% higher member retention rate.• Call Center Transformation: Internally transformed the Call Center, achieving a higher close percentage while maintaining current sales volume. This was accomplished with a remarkable 200% budget decrease, leading to a notable 22% rise in profitability.Impactful Leadership:I thrive in crafting and executing strategies that drive tangible results. My ability to identify operational efficiencies, automate workflows, and implement strategic initiatives has consistently positioned organizations for success. -
Regional Director - NorthwestAdvocate Health Advisors Aug 2020 - Oct 2021Venice, Florida, Us• Developed a go-to-market strategy for a ground-up 7-state region.• Strategic analysis to identify growth opportunities for a multi-year plan.• Coach, mentor, and development of multiple remote Regional Managers to achieve success. • Created strategic plans for expansion markets by running cost analysis models for optimum growth and profitability.• Negotiated new Medicare Advantage FMO contracts in the region. • Revamped the agent experience including onboarding, training, tools, and resources.• Created new lead generation tools to grow new sales.• Recruit, train, and develop individual agents and agencies to successfully sell MAPD.• Sales and marketing of dual and chronic MAPD plans. -
Sales Director, National Fmo Distribution At Unitedhealth GroupUnitedhealth Group Jun 2016 - Mar 2018UsPromoted to lead the strategic direction of sales and market growth for Medicare Advantage plans, including prescription drug plans and Medicare supplements. Co-led large-scale national field marketing organization to drive sales growth, leveraging data analytics and KPIs to expand new sales channels and increase revenue generation. Created strategic planning to expand the footprint and motivated salesforce with bonus and marketing dollars to hit sales quotas. ● Influenced collaboration and buy-in with key internal and external stakeholders on strategic growth opportunities through data analytics and competitive analysis, increasing national market penetration and impacting 70 key markets.● Achieved 117% of goal in 2016 and 108% of goal in 2017.Utilized data analytics to show strategic growth opportunities, competitor analysis,network opportunities.Managed co-op budget to assist with marketing opportunitiesDrove the growth through down-line agency partners by connecting them to local andregional leadership.The collaboration of multiple market leaders to enhance the distribution process.2017 - 108% to goal annually.2016 - 117% to goal annually. -
Agent Manager Colorado, Wyoming, And MontanaUnitedhealth Group Sep 2014 - Jun 2016UsSteered 1,000+ agent matrixed organization in sales targets for Medicare Advantage, stand-alone prescription drug plans, and Medicare supplements across 3 states in the Mountain region. Led talent acquisition and application pipeline to increase applications per agent.● Increased value-based enrollments from 40% to 65%.● Received Champion Club Award in 2016 for top sales in the nation, achieving 172% of goal with a 125% YOY increase.
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Agency Manager - ColoradoHumana Jun 2012 - Sep 2014Louisville, Kentucky, UsConducted training and educated agents in person and via webinar for new agent certification, monthly training, and product kickoff meetings, increasing external sales by 20% over previous years while growing membership to over 3,000 members.Trained and certified agents in selling Affordable Healthcare Plans through Connect for Health CO and Humana worksite voluntary benefits, boosting agents’ sales an average of 10 times previous amounts, while cross-selling other products.Collaborated with training and Sales in creating national agent field guides, developing content and processes for agent certification training, and developing national sales material.Developed policies, procedures, and processes facilitating interaction between Humana and agents, creating more efficient processes, and leading to growth in sales, membership, and agent engagement.Managed sales growth, compliance, and operations for Medicare Sales.TRADITIONAL INSURANCE PRODUCT MANAGERTrained agents in selling emotional versus need products, focusing on asking the right questions to uncover needs.Grew product sales by 280% and increased agent commissions by $1.2K per month.SALES MANAGEMENT HIGHLIGHTSMedicare Advantage Prescription Drug (MAPD): - Independent Channel 211% to the goal; External 116% YTD- 915 total additional sales over 2012- Medicare Supplement: Independent Channel 227% to goal; External 110% YTD- Individual Major Medical sales: 201% to goal / Dental: 117% goal- Guaranteed Trust Life sales – One of the highest percent to associate in the nation -
Traditional Insurance Product ManagerHumana Mar 2011 - Jun 2012Louisville, Kentucky, UsTrained agents in selling emotional versus need products, focusing on asking the right questions to uncover needs.Grew product sales by 280% and increased agent commissions by $1.2K per month.SALES MANAGEMENT HIGHLIGHTSMedicare Advantage Prescription Drug (MAPD):- Independent Channel 211% to the goal; External 116% YTD- 915 total additional sales over 2012- Medicare Supplement: Independent Channel 227% to goal; External 110% YTD- Individual Major Medical sales: 201% to goal / Dental: 117% goal- Guaranteed Trust Life sales – One of the highest percent to associate in the nation
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Corporate Development Chair - VolunteerAmerican Diabetes Association Apr 2009 - Jan 2011Arlington, Va, UsI am a volunteer with the ADA to help retain, acquire, and manage corporate donations.The mission of the American Diabetes Association is to prevent and cure diabetes and to improve the lives of all people affected by diabetes. The American Diabetes Association is the nation's leading nonprofit health organization providing diabetes research, information, and advocacy. Founded in 1940, the American Diabetes Association conducts programs in all 50 states and the District of Columbia, reaching hundreds of communities. We are the only organization that serves ALL people with diabetes and ALL people affected by diabetes. -
Business ConsultantMoreton & Company Sep 2009 - Aug 2010Slc, Utah, UsDeveloped business plans for owners of mid-size to national accounts (50-10,000 employees) to control healthcare costs. Designed unique plan packages for healthcare, and ancillary lines of business. Introduced a three year price guarantee for health insurance programs and exclusive pricing for a Consult-A-Doctor program -
ConsultantFlood & Peterson Benefits, Llc Jun 2008 - Apr 2009Developed business plans for owners of small to mid size companies (50-500 employees) to protect and grow their balance sheets. Designed unique plan packages for healthcare, retirement, and ancillary lines of business. Built a solid pipeline of prospects. -
Sales ConsultantCigna Apr 2007 - Jun 2008Bloomfield, Ct, UsFormerly Great-West HealthcareCreated over 100 relationships with brokerage firms increasing their quoting activities by 3 times the previous years for exclusive products such as partially self-funding healthcare and wellness plans. First to go through an elite 4 month training program (trend analysis, pricing, quoting procedures, renewal strategies, marketing strategies, wellness initiatives, and sales strategies). -
Financial Services ConsultantMassmutual Feb 2006 - Apr 2007Springfield, Massachusetts, UsWealth Management PartnersCoordination of business and estate plans. We use a team approach of experts in taxation, law, CPAs, business valuators, family limited partnerships, investments, insurance, business structure, and lending to name a few. Each partner is a specialist in their area. Rather than a jack of all trades and a master of none, we have a team of masters to provide business owners and individuals the advice they need.-Exit and Retirement Strategies-Succession Planning/Business Valuations-Tax Strategies/Review Business Plans, Buy-Sell Agreements, and Estate Documents-Implement Employee Benefits-ESOP, Family Limited Partnerships, 412 (i), …-Banking and Lending Relationships-Insurance Planning -
Financial ConsultantMetlife Sep 2002 - Feb 2006New York, Ny, UsTop Sophomore Producer and Top Monthly Producer numerous times throughout 2003 to 2005.Consistently exceeded sales goals managing $100M+ in assets and over $1B in Life Insurance. -
Assistant Store Manager / Department ManagerSears, Roebuck And Co. Feb 1996 - Jun 2002Chicago,, Il, UsManaged a team of 40+ employees and increased bottom line profit by 4.4% over previous year. Within 6 months, improved maintenance sales from 3rd to 1st in district.
Jason Roll, Rhu® Skills
Insurance
Health Insurance
Leadership
Employee Benefits
Sales
Life Insurance
Management
Training
Team Building
New Business Development
Program Management
Disability Insurance
Marketing
Medicare
Sales Management
Healthcare
Small Business
Business Planning
Long Term Care
Underwriting
Finance
Business Strategy
Strategic Financial Planning
Financial Planning
Business Development
Jason Roll, Rhu® Education Details
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University Of Colorado Boulder - Leeds School Of BusinessManagement -
University Of Colorado BoulderAnd Related Support Services
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University Of Northern ColoradoUnder Graduate
Frequently Asked Questions about Jason Roll, Rhu®
What company does Jason Roll, Rhu® work for?
Jason Roll, Rhu® works for Kerixhealth
What is Jason Roll, Rhu®'s role at the current company?
Jason Roll, Rhu®'s current role is Director of Sales.
What is Jason Roll, Rhu®'s email address?
Jason Roll, Rhu®'s email address is jr****@****lth.com
What is Jason Roll, Rhu®'s direct phone number?
Jason Roll, Rhu®'s direct phone number is +130337*****
What schools did Jason Roll, Rhu® attend?
Jason Roll, Rhu® attended University Of Colorado Boulder - Leeds School Of Business, University Of Colorado Boulder, University Of Northern Colorado.
What are some of Jason Roll, Rhu®'s interests?
Jason Roll, Rhu® has interest in Walking My Dogs, Denver Broncos, Colorado Buffs, Snowboarding, All Sports, Tampa Bay Buccaneers, Colorado Avalanche, Hiking, Health.
What skills is Jason Roll, Rhu® known for?
Jason Roll, Rhu® has skills like Insurance, Health Insurance, Leadership, Employee Benefits, Sales, Life Insurance, Management, Training, Team Building, New Business Development, Program Management, Disability Insurance.
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