Solution-oriented insurance professional with over 25 years of experience working with employers on employee benefit plans. David develops long-term strategies to save money for employers and employees, simplifies implementation and increases wellness program participation. Throughout his career, he has been instrumental in product development, financial analysis, marketing management and sales training.

Professional Experience

BENEFIT COMMERCE GROUP, Scottsdale, AZ        2011-Present
Inc. 5000 4-Time Honoree; Healthiest Employers Since 2014; Best Places to Work 8-Time Honoree
Vice President, Senior Benefits Consultant – Part of Alera Group, this firm specializes and is a thought leader in employee benefits. Largest and most experienced benefits team in the area, providing clients with advice, advocacy and results.

• Proven record of sustainable strategies to help clients, their employees and families save money on health plans. Typical client has saved $10,000+ per employee over a 5-year period, without reducing value of benefits.
• We make life easier for our clients’ HR teams, focusing on employee communication, engagement and HR technology to help them recruit and retain productive workers.
• Hundreds of client awards for wellness and benefits in recent years, including: Healthiest Employers.
• We conduct annual Arizona Employee Benefits Benchmarking Survey.
• We are Title Sponsor of Phoenix division of Accelerent, a business development organization.

THE SPELLICY GROUP, Phoenix, AZ        2007-2015
President, Employee Benefits Consultant

• Developed and implemented risk management solutions and strategies aligned with client’s business plans, goals and needs.
• Consistent annual agency growth with new and existing business. Hired, trained and developed all aspects of agency service team and model.
• Implemented administrative, technology solutions and resources for clients creating time, cost and productivity efficiencies.

PHOENIX BENEFITS, INC., Phoenix, AZ        1997-2007
Benefits Consultant.  New business sales and development representing one third of agency total revenue.

EGAN FINANCIAL GROUP, Wall, NJ        1995-1997
Agency Manager and Accountant Representative.  Managed staff and daily office operation, prepared client benefit and financial illustrations and presentations. Serviced all new and existing accounts, specializing in resolving claim issues.