Experience

Midwest Heritage, A Hy-Vee Company

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President

  • 2011 - Present

  Serve as the leader of Midwest Heritage's insurance organization. Serve as the leader of Midwest Heritage's insurance organization.



Wellabe

• United States
• Insurance
• 100 - 200 Employee

• Sales Operations and Development Director

  • 2007 - 2011

  American Enterprise is a $500 million diversified insurance company that manufactured and distributed health insurance products for individuals, families, and small business owners. Market brands included American Republic Insurance and World Insurance. American Enterprise employed more than 1,000 people with over 15,000 insurance agents distributing products throughout the United States.Led teams responsible for developing and executing the sales operations plan. Responsible for leading the support of a multi-channel sales distribution with annual sales exceeding $100MM. Implemented strategic sales tools, including proprietary product design, quoting software and the launch of Salesforce.com for 1000 users. Show less

• Privacy and Compliance Officer

  • 2000 - 2007

  Managed team of compliance professionals administering complex corporate compliance programs—privacy, information security, business continuity, variable annuity and securities, e-Business, records management, electronic data interchange, advertising/marketing communications, Medicare, and anti-money laundering. Evaluated risks and impact of laws and regulations. Chaired compliance steering committees and developed new compliance strategies. Consulted with business unit leaders and implement operational solutions to compliance requirements/issues. Communicated with inside and outside counsel, state insurance departments and regulatory agencies. Managed the grievance review process. Show less



American Republic Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Claims Analyst

  • 1998 - 2000

  Reviewed policy benefits, claims information and medical information to determine the eligibility of claims submitted for reimbursement under major medical and Medical Supplement coverage. Communicated with claimants and healthcare providers. Determined claims eligibility and approved payment according to individual policy provisions. Reviewed policy benefits, claims information and medical information to determine the eligibility of claims submitted for reimbursement under major medical and Medical Supplement coverage. Communicated with claimants and healthcare providers. Determined claims eligibility and approved payment according to individual policy provisions.