Compliance and Regulatory Oversight: Monitor and provide guidance for completing compliance requirements, including COBRA, Family Leave, 1094 & 1095, Non-discrimination testing, Medicare Part D, and Section 125 plans. Budgeting and Financial Analysis: Provide Health Plan financial reporting to all stakeholders, including Pre-renewal, Self-Funding, and Renewal/Marketing analysis. Effectively forecast future expenditures and cost saving measures.Benefits Management: Successfully manage benefit plans for sixty-five business partners. Conduct benchmarking of plans with other companies in the same industries. Industry Expertise: Provide expert advice to clients on innovations in the industry, contributing to the deepening and development of benefit programs. Insurance Proficiency: Fully versed in Health Insurance carrier offerings for the state of Nebraska. Highly skilled in various forms of health insurance, including fully insured, level funded, self-funded, captive, HRA deductible buy-down, ICHRA, HSA, FSA, Dental, Vision, Disability, Life, Voluntary Benefits, and Pet insurance. Employee Communication and Engagement: Hold annual open enrollment meetings. Supply benefit guides, summaries, decision support, and new hire benefit summary videos and flipbooks. Aided in employee retention through effective benefit communication and comparative analysis.

Benefits Program Design and Evolution: Reviewed, analyzed, and evolved the design of the benefits program portfolio based on feedback from employees and business leaders. Incorporated competitive market insights to ensure programs align with client goals, adhere to current regulations, and remain competitive in the market. Sales and Marketing: Closed $3.5 million in insurance sales by building a pipeline of one hundred qualified prospects. Determined decision-makers and created customized marketing plans. Prospecting and Outreach: Researched prospects, developed scripts for telephone outreach, and made 2,000 phone calls in one year. Generated both sales and introductions to potential clients. Client Acquisition and Service: Sold $1.5 million in insurance to a new client seeking improved benefits at a lower cost. Provided exceptional customer service by marketing the plan, easing decisions, setting up documents, and training new employees. Key Contribution during Employee Transition: Assisted a client dealing with a key employee quitting two months before Open Enrollment. Successfully marketed the plan, facilitated decision-making, set up necessary documents, and provided training for new employees.

Client Management and Program Enhancement: Managed benefit programs for thirty-two clients, overseeing renewals, reporting, compliance, and introducing new lines of coverage to enhance existing programs. Client Acquisition and Retention: Secured five new clients, contributing to a 65% increase in client retention. Collaborated with Blue Cross Blue Shield to develop an association health plan, negotiating prices for a cost-effective yet comprehensive program. Industry Involvement: Presented at multiple SHRM events, engaging audiences ranging from 25 to 100 participants. Sales Growth and Client Satisfaction: Increased sales by $600,000 in new insurance. Aided in the retention of nineteen clients by conducting thorough research on the entire book of business, identifying coverage gaps, and negotiating with multiple carriers for improved price and value.Innovative Program Introductions: Introduced and enrolled clients in innovative programs, enhancing their benefits offerings.

Architecting benefit programs in a B2B strategy for Mor Strategy Partners. Lead and trained associates in implementation and service, resulting in 20 new clients and over 1 million dollars in new revenue for the company, whose previous focus was business oriented tax strategy. Establishment of Employee Benefits Practice: Pioneered the establishment of the company's first-ever Employee Benefits practice.Training and Development: Successfully trained senior staff and employees, equipping them with the skills needed to effectively sell benefit programs using a proprietary method.Client Acquisition: Acquired twenty-three new clients for MOR Strategy Partners during tenure.

Entrepreneurial Leadership: Founded and successfully grew the organization from the ground up.Client Acquisition and Retention: Built a book of over two hundred benefit clients with an outstanding 95% retention rate.Proven Success Metrics: Achieved #1 sales producer status for each of eight years, selling a total of $5 million in business.Strategic Marketing and Presentation Skills: Contributed to unprecedented success by developing a highly effective value proposition. Designed impactful marketing materials that resonated with prospects. Demonstrated compelling presentation skills that aided in client acquisition and retention.Staff Training and Performance Improvement: Added a steady flow of $100,000 in annual commission by training staff in messaging and outreach for new hires. Conducted contests that encouraged healthy competition among agents, driving successful new business closures.Strategic Partnerships and Revenue Growth: Successfully presented strategic solutions for revenue growth to National Partners, including Ash Brokerage, Global View Capital Advisors, Cedarbrook Financial, and Brown and Brown. with 100% adoption of strategy.