• Committed to making my broker partners stand out by offering exclusive carrier access, pioneering programs, and the essential tools, knowledge, and support to foster and safeguard their business.• As a Business Development consultant, I am dedicated to nurturing existing and forging new strategic broker partnerships, which are crucial for driving business development and organizational growth across Upstate New York.• I collaborate with brokers and consultants to deliver comprehensive solutions for their clients, encompassing Medical (all funding types), Dental, Vision, Life, Disability, Cobra, Health Reimbursement Accounts, Health Savings Accounts, Wellness, Payroll, HR, PEO, 401k, and Student Loan Repayment.• Marketing new business and renewal quotes for all employee benefits program designs, specializing in all funding types to help our broker’s clients manage costs while delivering quality employee benefits.

• Expertly managed relationships with clients, carriers, and vendors to exceed expectations. I facilitated organizational efforts to increase retention and drive sales of new services to clients and prospects, resulting in a 15% increase in yearly retention.• Led the renewal process for clients and ensured delivery of the best-customized solutions to clients, which led to a sales pipeline increase of 25%.• Secured existing business and drove the sale of additional services and lines of coverage.• Extensive focus on client relationships as well as leading day-to-day client service. • Mentored and led Client Service team members through continuous learning, transparent feedback, and strong talent development.• Conducted quarterly audits with EDI vendors to ensure carrier file feed standards were consistently met. Facilitated successful transmission and processing of enrollment and payroll file feeds to multiple carriers, achieving a 98% pass rate in 2021.

• As the primary point of contact for clients ranging in size from 500 to 10,000 lives, I managed strategic accounts from implementation to renewal. This role included equal parts project and client service management. Maintained clear and timely communication with stakeholders, ensuring enrollment, payroll, and reverse file feeds were created, tested, and certified before portal launch. • Successfully built and maintained trusted relationships with diverse stakeholders, including Health & Benefits partners, senior executives, CEOs, business owners, and Human Resource Managers.• Implemented a focused contact schedule tailored to the client's needs and challenges. This initiative resulted in a significant 25% increase in client satisfaction and retention. • Coordinated and planned broker, client, and employee educational meetings, increasing enrollment in employer-sponsored plans by 18%.• Tracked, maintained, and analyzed all account activity in the Microsoft Dynamics CRM system, leading my team in 2021 and 2022 in activity metrics.

In my role at Northwest Insurance Services, a full-service employee benefits firm, I focused on exceeding client expectations. In this role, I consulted with new and existing group benefit administrators to develop customized strategies that delivered high-quality employee benefits to their organizations. I maximized the time clients dedicated to running their business by ensuring their employee benefit needs were fully satisfied. Increased retention rates by 35% and increased my book revenue by 29% in 2016.

As an Account Executive in Commercial Accounts at BlueCross BlueShield of Western New York, I retained and grew an existing block of business in the 51 to 150 eligible employee segment. I advised and influenced employers, broker partners and third party administrators to evaluate health insurance plans, make product recommendations and evaluate opportunities for different funding arrangements. I implemented new and renewal health plans and guided employee education. I liaised with a very diverse group of employers, including manufacturers, municipalities, health care providers, legal, financial services providers, and labor unions.

• Led a team of 21 account specialists ensuring accuracy in enrollments, terminations and monthly reconciliations.• Developed staff with monthly and weekly side by side monitoring. Created Performance Improvement Plans to ensure a positive customer experience, responsiveness, accuracy and a positive approach to customer issues.• Developed positive relationships with group benefit administrators to ensure consistent customer satisfaction.• Facilitated development of solutions for marketing team's enrollment and billing inquiries.• Implemented process to provide detailed account balance summaries for internal audits and external audits conducted by Deloitte & Touche.

I facilitated collection and preparation of plans, policies, and directives associated with training and war fighting to the Division Commander and Division Operations Sergeant Major. Maintained highest level of organization of planning documents and tactical doctrine. I led and supported joint, interagency, multi-national, combined, and coalition planning; and supervised operations for higher headquarters, major commands and joint commands. I delegated tasks to subordinates and executed orders from senior leadership and staff with candor and excellence keeping in line with the highest traditions of the United States Army.

In this role I was a junior instructor at Ft. Kentucky training and certifying senior level and foreign Soldiers as M1 Abrams crew members and commanders. I executed prepared training plans and implemented improvements resulting in Non Commissioned Officer ratings of "Among the Best" and "Promote Above Peers".

As an Armor Crewman, my role was to train and develop as an initial entry Soldier. Training in this role included mastering tank operations, automotive and track maintenance, SINCGARS communication, ballistics properties, and a high degree of physical fitness. By executing the orders of my NCOs, and utilizing tools made available by the Army, my success was validated with promotions from E1-E4 in less than one year.