Managing Partner & Senior Consultant

• Oversaw sales and onboarding of new clients for all our reinsurance TPA partners. Work with Tervist TPA.• Managed the Account Managers of all new sales leads, CRM input, client relations, and vendor partner contracts.

• Oversaw and directed organization activities and client services for leading TPAs in the Mid-Atlantic region. • Promoted workplace wellness and self-funded programs for small to large employer groups. • Partnered with clients to reclaim control of health plans and maximize available resources. • Evaluated and integrated process improvements, enhancing operational efficiency, growth, and development. • Interpreted financial data and translated it into actionable items, growing the business to include 55 new groups and 9000 employees.• By improving communications, production grew by 30%, service response time, and one-call resolution to over 90%.• Installed quality audits and ongoing training to ensure 99% quality fulfillment

Senior VP