Leverage my Benefits Administration and Technology knowledge, experience and contacts in addition to over 30 yeas of insurance experience to help our broker partners find the best solutions for their clients. My approach is both strategic and consultative, making sure the solutions being presented align with the clients goals (and fit on their platform).

Editorial board member, thought leadership contributor and voluntary benefits collaborator.

Responsible for driving business development initiatives and sales growth through national distribution partners. Identify and influence organizational alignment and efficiencies to achieve best in class status with partners.

Responsible for defining and executing Aflac's national strategy for Enrollment Technology and Benefit Administration. Create strategies to drive business development initiatives with Aflac’s Benefit Technology Partners and Enrollment firms. Work closely to align solutions between technology partners, key advisors and clients in order to best serve our clients. Serve as SME for the sales team regarding Benefits Administration and technology platforms. Drive change internally to streamline processes/products to help make Aflac more "technology friendly". Research and propose new technology solutions to solve for internal challenges within the benefits enrollment process. Leverage data to enhance partner strategies and help advisors maximize their client value. Manage a team of high performers by setting high expectations and providing the support needed to help them be successful.

Define and execute the vision for Workplace solutions is to create a digitally integrated, holistic benefit experience for employees.

Support sales and marketing opportunities through carrier partners. Work with broker partners and Businessolver clients to assist with selection of benefit offerings. Negotiate with carriers for product placement on Businessolver supported marketplace exchanges. Subject matter expert on voluntary enrollments and benefits.Explore new products and services that could be of value to our current and future clients. Work with brokers to make them aware of these offerings. Serve as consultant in the wellness space to assist brokers and clients with execution of their wellness strategies. Assist brokers and clients with strategies on leveraging Benefitsolver's analytical tools in order to measure enrollment success, predict future benefit needs and identify current gaps in coverage.Provide thought leadership within the insurance and benefits industry on topics such as voluntary enrollment, decision support tools, voluntary product trends, enrollment success using benefit admin platforms, trends in the benefit administration space, leveraging data in an enrollment strategy and other topics.

Work with broker partners and clients of Businessolver to develop and execute voluntary and/or wellness strategies. This includes:Working to establish single sign on connectivity with major voluntary insurance carriers which allows our customers to enroll in all products (core and voluntary) on our platform. Negotiating with carriers to maximize underwriting offers for plans enrolled on our system. Assisting brokers and clients with creation of voluntary product and enrollment strategiesTraining, development, licensing and appointing of licensed service center representatives who are responsible for voluntary product education and enrollment support. Businessolver is a provider of online employee benefits administration services and benefits outsourcing. We have integrated best-in-class customer care with the latest, most innovative technology to automate employer's insurance benefit enrollment and on-going benefit administration needs. The result is a web-based solution that empowers employers to maintain control and retain access to critical employee and plan information while streamlining benefits administration and creating more efficiency. In addition to Enrollment and Eligibility services, other Businessolver specialties include: COBRA Administration, Billing and Financial Reporting, Call Center Support, Benefit Advisory Services, Eligibility Verification and Fulfillment.

Partner with Leased Medical PPO networks to improve the availability of physicians and facilities for Principal customers. Responsible for negotation of improved contracts with major networks, facilites and providers. Development and implementation of General Agent strategy in order to broaden reach and increase sales. Responsible for coordination of all aspects of program development including General Agent selection, contracting, compensation, training, reporting and quoting systems.

Created a new sales platform that increased our voluntary sales close ratio from 5% to 15%, required dedicated best in class enrollers and provided a differentiator in the market place leading to over $500,000 in additional voluntary sales during the first year.Developed and implemented a complete training program for the newly created Employee Benefit Specialist (EBS) position. Program now serves as a guide for all new field hires (service, sales and support functions).Other responsibilities included:• Conduct joint sales calls with sales representatives in order to facilitate an increase in voluntary sales to brokers.• Manage the alliance platform for Principal’s medical and non-medical sales division. Purpose is to create local sales opportunities by leveraging relationships with national partners. In 2008 this platform drove 31% of new sales.• Management of employees both as a direct leader (5) and as dotted line management (32). Handled hiring/training process as well as profit/loss responsibilites for the department.• Creation of job description, goals and development plans for the EBS position. Tracking, monitoring and reporting of sales goals to senior leadership.• Creation of marketing materials to support the voluntary sales process (marketing plans, brochures, Brainsharks, DVD’s, phone scripts, on-line communication, seminars and special events).• Process improvement for the enrollment function, including creation of new online tools, creation of sales script, improved enrollment presentations, and easier underwriting process.• Conduct continuing education seminars and other marketing seminars for brokers nationwide.

Creation and execution of new 401(k) retirement enrollment experience. Successfully rolled out Retire Secure to all local sales offices. Increased plan levers an average of 12-15%.Identified and implemented improvements to corporate cross-selling initiative. Cross-selling increased up to 15% in several business units due in part to this program.Researched and developed new voluntary sales strategy for voluntary products. Conducted market research via focus groups and sales rep and broker interviews. Created best in class enrollment service for small to medium sized business owners.

Marketing consultant for captive insurance agents. Worked on product marketing, three year planning and local marketing strategies. Conducted presentations skills and image training sessions. Trained sales force on marketing tactics and assisted in execution of marketing strategies.

Consulted with physicians regarding heart disease and it's treatment. Promoted Merck drugs. Worked with hospitals to estabilish lipid clinics in order to raise awareness of heart disease.

Coordinated and conducted benefit enrollment meetings all across the US for our 401(k), medical, disability and life insurance customers. • Led a team of 8 individuals whose primary responsibilities were to conduct 401(k), Medical, Group Universal Life and Disability benefit meetings. o Account manager for all large cases requiring special arrangementso Training of Benefit Counselor’s on new products and presentation methodso Coordination with regional sales offices, brokers and employer clientso On-site audits of team members to evaluate skills and make improvements • Co-created and presented “Building Retirement Security” seminar for customers nationwide.• Conducted enrollments meetings, received 92% satisfied or very satisfied results from meetings. Achieved above average results on product enrollments.