Began national marketing campaign for the craft brewing industry in February, 2019. Received several state brewers’ guild endorsements and created revenue sharing program with those guilds that endorse us. Sales took off nationally and have been growing ever since. I have clients in several states and continue to expand among the 40, or so, states that do not currently have programs in place. Rates are superior to a traditional association plan. I have received excellent feedback from the brewers and, as expected, am running well below expected claims thus far for my clients. Created partnerships with TPAs and other firms to provide best possible experience, offering medical, dental, vision, disability income, life, retirement plans. ACA and ERISA compliant. We handle IRS forms 1094,1095, 5500, and all compliance issues.

President at Benefits4Brewers

Provide a wide range employee benefits for the veterinary medical industry. We leverage the group demographics and alternative funding to reduce costs, improve benefits, increase flexibility, and provide ease of use. We partner with third party administrators to make our experience as simple as possible.

Provide strategic counsel to marketing and sales activities for the promotion and sale of individual/group life insurance, disability/health insurance and additional financial products/services such as annuities, qualified retirement plans and estate plans. Subject matter expert on group/individual products and plan designs, including fully insured, ASO, self-funding, buy-sell and business continuation. Analyze options and potential tax risks to maximize value proposition and benefits to client.  Realized YOY revenue increases of nearly 50% and cut service time for clients by 30%.  Built a powerful network, developing and maintaining relationships throughout WA to expand client contact database by approximately 20%.

Captured new business and grew account base with a focus on selling life, disability and dental insurance products throughout the Pacific Northwest RegionWA, OR, ID and AK. Individually directed sales processes from initial client consultation, through all phases of in-office quotes and underwriter negotiations, to policy holder enrollment, through ongoing account management. Scope of additional accountability included file creation, proposal review, special pricing and negotiations with underwriting for rate concessions. Instrumental in spurring proposal by more than 1,000% throughout the Region.  Personally yielded sales increase of 130% with limited support and recognition throughout the Region.  Forged strong relationships with brokers and industry professionals to achieve mutually beneficial outcomes; increased broker contacts by 500%.  Successfully facilitated customer service inquiries from brokers at the office level by identifying fair solutions; reduced response time and increased efficiency.

Delivered decisive leadership to a small wholesale division of one of largest producing brokers in WA. Personally negotiated with carriers for inclusion on quoting website; subsequently tested and analyzed website for accuracy. Contracted with and trained brokers on utilization of quoting engine. Served as liaison between Partner Services and technology partner.  Expanded broker usage by more than 300%. Integrated process that saved time for brokers by eliminating the need to contact carriers directly; solidified business relations.  Streamlined process for getting carriers “live” on the site; saved time by displaying products accurately on the site.

Advanced company market share and profitability. Established personal production goals aligned with overall company objectives, and leveraged variety of creative marketing strategies to generate lead pipeline for the sale of a suite of insurance and financial products/services. Analyzed each customer’s financial and credit data and presented appropriate long-term solutions. Closely managed account and prospect database. Grew revenue YOY with an average increase of 41%.  Delivered several presentations, including a financial program for new dentists at University of Washington School of Dentistry’s periodontal, orthodontia and prosthodontics departments.