Account Executive

• Jan 2023 - Present

Business Development

• Dec 2020 - Jan 2023

Healthcare2U is a membership-based, hybrid direct primary care (DPC) organization for employers of all sizes and structures that delivers affordable, consistent and unlimited nationwide access to quality primary medical care at a price point 40% below the average cost of traditional DPC practices operating in the market today.

Small Business Owner

• Oct 2018 - Dec 2020

Founder and Operator of a small retail business with presence on multiple major online retail platforms. Solely responsible for all manners of business, including but not limited to sales and marketing management, customer service, operations management, and inventory control. Founder and Operator of a small retail business with presence on multiple major online retail platforms. Solely responsible for all manners of business, including but not limited to sales and marketing management, customer service, operations management, and inventory control.

Senior Account Manager

• Jun 2018 - Dec 2018

Account Manager, Employee Benefits

• Mar 2017 - Dec 2017

Oversight and management of multiple Fully Insured and Level Funed clients, spanning 1 to 2,000 lives and various industries, totaling over $600,000 in annual revenue. Oversee annual client compliance by coordinating 5500 preparation, preparing annual notices and reviewing nondiscrimination testing. Design and implement ongoing client and employee engagement campaigns including fairs, flyers, webinars, newsletters, and presentations. Develop and create recommendations for client solution providers by understanding the client’s needs and goals and assembling RFPs, vendor proposals, finalist presentations and interviews. Show less

Account Manager - Employee Benefits

• Oct 2016 - Jan 2017

Oversight and management of multiple Fully Insured and Level Funed clients, spanning 50 to 5,000 lives and various industries, totaling over $750,000 in annual revenue. Administered benefit programs including health & welfare plans, Wellness programs, Account based plans, COBRA, income protection benefits, retirement, and worksite benefits. Gather and develop information to develop, evaluate, and implement strategic plan designs while proactively identifying and mitigating risks and barriers to meeting long-term client goals. Oversee annual client compliance by coordinating 5500 preparation, preparing annual notices and reviewing SPD / plan documents and facilitating nondiscrimination testing. Design and implement ongoing client and employee engagement campaigns including fairs, flyers, webinars, newsletters, and presentations. Develop and create recommendations for client solution providers by understanding the client’s needs and goals and assembling RFIs, vendor proposals, finalist presentations and interviews. Show less

Account Manager, Employee Benefits

• Aug 2013 - Nov 2016

Oversight and management of multiple self-funded and level funded clients, spanning 50 to 12,000 lives and various industries, totaling over $3 million in annual revenue. Administered benefit programs including health & welfare plans, Wellness programs, Account based plans, COBRA, and Medical Management. Build and maintain strong client relationships by being consistent, trustworthy, knowledgeable, and available in person or electronically. Partnered with and managed relationships with internal departments, brokers, carriers, vendors, and subject matter experts ensuring delivery of quality programs in accordance with industry standards. Responsible for and oversaw all aspects of the ASO and Stop Loss Marketing (RFP’s) for prospects and clients from data collection and creation to client facing presentation. Assisted in establishing and executing Standard Operating Procedures (SOP’s) for client administration in the areas of operations, eligibility, plan building, and customer service. Drive client and employee open enrollment process by leading all employee meetings, enrollment data collection and distribution. Gather information to develop and implement strategic plan designs while proactively identifying and mitigating risks and barriers to meeting long-term client goals. Design and implement ongoing client and employee engagement campaigns including fairs, flyers, webinars, newsletters, lunch & learns, and presentations. Develop and maintain Summary Plan Descriptions, SBC’s, and other client specific or legally mandated deliverables and files. Inform clients of changes to PPACA, ERISA, FMLA, COBRA and other compliance and regulations. Continued personal and professional development by attending conferences, webinars, and other educational opportunities hosted by industry elite. Selection of, train, mentor, and empower Member Advocates to deliver results and enhance the client experience as well as assist in their professional development. Show less

Project Manager; Physician Contracting

• 2007 - 2010

Develop and manage provider contracting efforts and partnerships to achieve quality, cost management and strategic business development objectives. Develop and manage provider contracting efforts and partnerships to achieve quality, cost management and strategic business development objectives.