Solution-oriented business development professional. Works with the entire Benefit Commerce Group team to combine strategic planning, identification of employer needs, outside the box solutions, strong client relationships and disciplined execution to develop long-term strategies that control costs for the employer, employees and their families.
BENEFIT COMMERCE GROUP, Scottsdale, AZ 2021-Present
Inc. 5000 4-Time Honoree; Healthiest Employers Since 2014; Best Places to Work 5-Time Honoree
Client Development Executive – 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.
• Over 200 client awards for wellness and benefit programs in past 5 years, including: Wellness Council of Arizona and Healthiest Employers.
• We conduct annual Arizona Employee Benefits Benchmarking Survey.
• We are Title Sponsor of Phoenix division of Accelerent, a business development organization.
CLUTCH, Greater Philadelphia Area 2017-2021
Director, Business Development
• Led a team of market development managers
• Optimized sales workflow to ensure collaboration and consistency
• Developed messaging during COVID to resonate value proposition with key stakeholders
MONETATE, INC., Greater Philadelphia Area 2014-2017
Architectural Sales/Business Development.
• Achieved Presidents Club and High Octane Award
• Conducted high level conversations with senior executives in prospect accounts
• Worked closely with the internal team members and external Sales and Service teams to ensure high customer satisfaction
TRION, A MARSH & MCLENNAN AGENCY, LLC, Greater Philadelphia Area
Employee Benefits Consultant; Client Service Specialist 2010-2014
• Developed and organized new business opportunities
• Utilized industry specific research