Highly respected, results driven benefits strategist with over 30 years of insurance industry expertise and partnership building abilities. Combines strategic planning, identification of employer needs, outside the box solutions, strong client relationships and disciplined execution. Specializes in creating long-term sustainable health plan solutions with innovative plan management strategies for employers.
BENEFIT COMMERCE GROUP, Scottsdale, AZ 2007-Present
Inc. 5000 4-Time Honoree; Healthiest Employers Since 2014; Best Places to Work 5-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.
• 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.
ASSURANT EMPLOYEE BENEFITS (FORTIS), Phoenix, AZ; Washington, D.C.: Dallas, TX
Sales Manager / Senior Sales Executive 1988-2006
• Utilized top performer skills to provide innovative solutions for clients and exceptional account management services.
• Consistently exceeded sales goals and performed in the top 20%.
• Multiple sales awards including Ring of Honor for top 10 in total sales.