I specialize in partnering with small to medium-sized businesses to help identify their unique needs, as no two businesses are alike. We offer fractional consulting services focusing on enhancing sales, marketing, and operations. Our tailored solutions address complex problems, helping your business flourish and grow.

Employers Resource Association is a membership-based organization providing HR answers, advice, training, development, and news. Our mission over the past 70 years has been to keep our members current, compliant, & competent while saving them time & money. We provide HR support for over 1200 member groups in Ohio, Kentucky, and Indiana to companies of all sizes and spanning all industries.

Provide customized solutions for nationally recognized enrollment firms, specializing in benefits communication, enrollment solutions, online benefits technology, and the creation of customized Voluntary Benefit strategies. Assist brokers, companies and employees in benefit plan design and education. Train management and staff on the utilization of benefit administration systems.

Worked on managing account retention on a large block of self-funded medical and dental business, negotiated renewal increases, and assisted in finding creative solutions to increase the bottom line for 50+ self-insured groups. As an account manager, my focus was on providing market, industry and regulatory updates including Healthcare Reform laws and trends for my clients and brokers to ensure they make the best decisions for their needs. Also responsible for building and managing carrier and… Show more Worked on managing account retention on a large block of self-funded medical and dental business, negotiated renewal increases, and assisted in finding creative solutions to increase the bottom line for 50+ self-insured groups. As an account manager, my focus was on providing market, industry and regulatory updates including Healthcare Reform laws and trends for my clients and brokers to ensure they make the best decisions for their needs. Also responsible for building and managing carrier and broker relationships. Show less

I was responsible for managing all aspects of sales and marketing process for a 12 state territory including the development and care of broker and carrier relationships. Prospecting, advising and assisting in the enrollment process new and existing large employer groups. Facilitated the creation and implementation of CE courses, authored many articles for publication, developed webinars for a national HR organization and received many certifications including Healthcare Reform and Voluntary… Show more I was responsible for managing all aspects of sales and marketing process for a 12 state territory including the development and care of broker and carrier relationships. Prospecting, advising and assisting in the enrollment process new and existing large employer groups. Facilitated the creation and implementation of CE courses, authored many articles for publication, developed webinars for a national HR organization and received many certifications including Healthcare Reform and Voluntary Benefits. Show less

Oversaw the entire sales process for limited medical and middle medical health plans for a 5 state virgin territory by generating $1.5M in annualized premiums in the first full year. In that time I generated by far the most proposals and closed the most new groups. I uncovered a need and helped create, design, implement a new gap product for the company and assisted our marketing efforts by authoring articles for industry publications and creating and presenting CE courses for the broker… Show more Oversaw the entire sales process for limited medical and middle medical health plans for a 5 state virgin territory by generating $1.5M in annualized premiums in the first full year. In that time I generated by far the most proposals and closed the most new groups. I uncovered a need and helped create, design, implement a new gap product for the company and assisted our marketing efforts by authoring articles for industry publications and creating and presenting CE courses for the broker community. Show less

* Developed marketing for materials for proposals, enrollment materials, and brochures.* #1 Sales Representative by writing $1.2M in annualized premiums and opened up 14 new groups. * Developed new carrier relationships* Created, developed, and managed broker relations side of the business.

* Recruited, led and motivated a team of 5 career sales associates growing revenue from $0 to 8M in annualized premium revenue within four years.* Personally generated $1M+ in AP for three consecutive years.* Qualified for multiple carrier trips including exotic locations.* Managed broker relationships as well as sales force including five sales managers. * Translated marketing materials and sales information to Spanish-speaking employees.

* Successfully recruited/trained four agents within the first year. 2 qualified for all first-year awards.* Grew team to 7 successful agents by the end of the second year, 1 of whom received a trainer promotion. * Team wrote $300K book of business the first year as a district and over $400K the second year.

* Recognized for excellence performance, earning all 1st and 2nd year benchmarking awards. * Promoted to District Sales Coordinator after less than two years with the company.* Awarded Rookie Associate of the Year (of 100+) for the state of Ohio* Achieved an exotic trip (Only 5% of 1st-year agents qualified) by making the Triple Crown award.

* Managed hiring, training, discipline, & scheduling for front of the house staff: (Servers, Hostess staff, & bartenders.) * Managed store operations including guest satisfaction, ordering and inventory control, vendor relationships, employee and customer issues, * Demonstrated sales success leading Zanesville location to #1 in sales from #8 in the district in one year. Brought Canton location to #4 from 10th in the district the following year. (out of 12 stores)