William (Bill) Trees Email & Phone Number

Dallas-Fort Worth Metroplex

Responsible for generating new sales and implementation for Benefitmall's Account Services Division.

Dallas/Fort Worth Area

Built and managed a team responsible for agent/broker sales with retail/individual markets/Medicare markets for Blue Cross and Blue Shield of Texas, Oklahoma, and New Mexico. Motivated and led sales team for all three states, including producer sales support call center. Worked with larger general agencies in retail health insurance market, including BenefitMall, Elite Marketing, The Brokerage, Agility Insurance, and Affordable Health Insurance.• Exceeded goals by 10% for 2020 open enrollment for retail products.• Increased production MAPD products by 50% in 2019/2020.• Oversaw field support initiative in new “integrated medical” partnership between BCBSTX and Sanitas Health during 2019, leading to approximately 13,000 new enrollments in Dallas and Houston for 2020, constituting both producer and direct sales. • Directed team through significant growth in Medicare-related products (2016-2020).• Broke sales records in 2014/2015 in retail markets. Retail membership increased by 58% in 2014 and by another 80% in 2015.• Led team through unprecedented industry change (2013-2020).Led diverse team through largest growth period of retail markets for company (2013-2016). Texas retail membership grew to over 900,000 members.

Richardson, Texas

Focused on building Medicare Supplement business in Texas during 2006-2007. Expanded responsibilities to include major medical markets and Medicare markets. Directed staff of ten, including six outside sales representatives.• Collaborated with actuarial and underwriting for successful product margins in both retail/individual plans and Medicare plans. • Led effort to build Medicare Supplement production with key partners in Texas. • Developed key relationships with large-volume producers who focused on online activity/production.• Marketed first phase of MAPD plans (Medicare Part C) in Texas through producers from 2006 to 2009.• Oversaw growth of BCBSTX Medicare Supplement market share statewide from 11% to 14% (2006-2008). • Rolled out prescription drug Part D plans in 2005/2006 as CMS facilitated plans, including the federal government’s newly created prescription drug program for Medicare beneficiaries. Responsibilities included producer certification, training, and sales management for roughly 3,000 to 4,000 licensed Texas producers.

Chicago, Illinois, United States

Directed staff of 20 employees and managed 7,000 licensed producers. Led overall sales of individual products to successive years of 50% growth in 2000-2001. Developed and distributed new individual health product line in April 2001. Led Medicare Supplement sales to new sales records in 2001-2002. Produced over $23,000,000 in annuity new business premium in 2001.

Springfield, Illinois Metropolitan Area

Oversaw sales and service to producer distribution in all Illinois counties, except for Cook and collar counties. Led staff of ten, including four outside sales representatives. Managed service of over 900 Illinois licensed producers. Grew individual MM business by double digits in successive years in 1997 (11%) and 1998 (22%). Grew deferred annuity business by 12% in 1997 and by 96% in 1998.