Experience

Pendella

• United States
• Insurance
• 1 - 100 Employee

• SVP of Operations

  • Mar 2022 - Present

• Director Of Operations

  • Feb 2019 - Present

  Corporate Office: Fort Myers, FL - Home Office: Jericho, VT Pendella’s white-label software provides businesses with an end-to-end consumer life & disability insurance journey, all done within a browser. Our proprietary platform is designed so that your customers, regardless of age, health or income level, are shown the right product and can easily get insured. Our available policies include revolutionary Instant-Decision Life & Disability Insurance, No-Exam Life Insurance, Final Expense products, and more! You can easily add a new… Show more Pendella’s white-label software provides businesses with an end-to-end consumer life & disability insurance journey, all done within a browser. Our proprietary platform is designed so that your customers, regardless of age, health or income level, are shown the right product and can easily get insured. Our available policies include revolutionary Instant-Decision Life & Disability Insurance, No-Exam Life Insurance, Final Expense products, and more! You can easily add a new stream of recurring revenue to your business by integrating our platform with your existing systems to deliver an all-in-one consumer life insurance journey. We work with all types of businesses, reach out to us to learn more about how we can partner together. Get started today by scheduling a demo with our team on our site! www.pendella.com



Limelight Health

• United States
• Insurance
• 1 - 100 Employee

• Sales Operations Manager

  • Aug 2018 - Sep 2019

  San Francisco Bay Area Limelight's award-winning technology, called QuotePad™ aims to transform the way health insurance and employee benefits are quoted through brilliant and dynamic mobile technology. Limelight partners with leading insurance companies, PEO's, private exchanges, benefits brokers and anyone who needs to get a rate to someone else. We provide a platform for medical and ancillary products with powerful decision tools and sales optimization features, integrated with many of the popular online… Show more Limelight's award-winning technology, called QuotePad™ aims to transform the way health insurance and employee benefits are quoted through brilliant and dynamic mobile technology. Limelight partners with leading insurance companies, PEO's, private exchanges, benefits brokers and anyone who needs to get a rate to someone else. We provide a platform for medical and ancillary products with powerful decision tools and sales optimization features, integrated with many of the popular online enrollment, HCM and payroll systems. Show less



Connected Benefits

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Jan 2014 - Jul 2018

  Connected Benefits: we are a national insurance agency built entirely on the cloud. We bring all-in-one benefit solutions to small businesses, as well as self-employed individuals. Benefits, HR, and payroll - let us take care of your benefit needs. Worried About Costs? Don't worry. It's free. Why Connected Benefits? We provide you with tools & services that save time and money. - Full service; let us run your entire benefit program - Enrollment: we have a… Show more Connected Benefits: we are a national insurance agency built entirely on the cloud. We bring all-in-one benefit solutions to small businesses, as well as self-employed individuals. Benefits, HR, and payroll - let us take care of your benefit needs. Worried About Costs? Don't worry. It's free. Why Connected Benefits? We provide you with tools & services that save time and money. - Full service; let us run your entire benefit program - Enrollment: we have a call center with licensed agents - Service: we provide your employees with Health Advocate, at no charge Show less



Maxwell Health

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Manager of Carrier & Vendor Relationships

  • Mar 2014 - Aug 2015

  Maxwell Health is revolutionizing the way companies think about employee benefits by turning it into a subscription service they love. Maxwell’s SaaS platform and service experience dramatically simplifies benefits, reduces costs, and improves employee health by eliminating the headache of confusing paperwork that comes with insurance and care. Maxwell’s offering includes a time-saving concierge service and a fun wellness component that streams in physical activity and rewards employees… Show more Maxwell Health is revolutionizing the way companies think about employee benefits by turning it into a subscription service they love. Maxwell’s SaaS platform and service experience dramatically simplifies benefits, reduces costs, and improves employee health by eliminating the headache of confusing paperwork that comes with insurance and care. Maxwell’s offering includes a time-saving concierge service and a fun wellness component that streams in physical activity and rewards employees via a mobile app. The concierge can recommend physicians, explain benefits, adjudicate bills to ensure accuracy, and get the best prices on prescriptions. Companies are able to seamlessly move onto the platform (including all lines of insurance, voluntary benefits such as life and disability, 401(k) and payroll) by using Maxwell with their current broker and keeping their insurance setup exactly the same, enabling any organization to more easily manage their health and benefits Show less



Digital Benefit Advisors

• United States
• Insurance

• Director of Sales Support/Office Manager

  • Apr 2013 - Mar 2014

  Colcester, VT Digital Benefit Advisors, a division of Digital Insurance, delivers a powerful new approach to employee benefits by combining the commitment of experienced, local market advisors with the sophisticated technology and innovative resources of a respected national firm. Employers benefit from enhanced carrier leverage through aggregate case volume, have access to proprietary products, experience tremendous efficiencies created by a cutting-edge technology platform and attain the ability to… Show more Digital Benefit Advisors, a division of Digital Insurance, delivers a powerful new approach to employee benefits by combining the commitment of experienced, local market advisors with the sophisticated technology and innovative resources of a respected national firm. Employers benefit from enhanced carrier leverage through aggregate case volume, have access to proprietary products, experience tremendous efficiencies created by a cutting-edge technology platform and attain the ability to effectively navigate the complexities of health care reform. We deliver exceptional value that increases clients' confidence and control of long-term benefits and risk management challenges. This division of Digital Insurance brings together all the elements required for game-changing industry innovation that transforms the benefits experience for businesses and their employees. No one understands the local landscape better than our senior-level advisors who work closely with employers to devise creative and strategic solutions to meet current and emerging needs. With a service platform unsurpassed in the industry, our clients have access to industry experts and abundant resources to manage employee communications, plan documentation and enrollment, plus claims, billing inquiries and tools that extend the value of their Human Resources programs. With live representatives to confidentially answer employees' and covered family members' questions about policies, procedures and claims, the Customer Advocate Center provides an enormous advantage to policy holders. In addition, they receive guidance about how to use their insurance properly. It's an enormous time-saver, a potential money-saver and a winning solution. Office locations include Atlanta; Burlington, Vt.; Chicago; Orlando, Fla.; Raleigh, N.C.; Richmond, Va.; St. Louis; Scottsdale, Ariz. and Washington D.C

• Sr. Market Analyst

  • Jan 2011 - Apr 2013

  Colchester, VT Benefit Group of New England (BGNE) has merged with Digital Insurance Inc., the nation's leading employee benefits agency specializing in insurance for small businesses and mid-sized companies. The Colchester, Vt.-based firm now delivers its clients more robust resources, sophisticated technology, price advantages and proprietary solutions available through Digital’s national platform.



Digital Benefits Marketplace

• Director of Sales Support

  • Apr 2013 - Mar 2014

  Colchester, VT



Chamber Preferred

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Sr. Market Analyst

  • Jul 2012 - Apr 2013

  Colchester, VT Chamber Preferred, a program of Digital Benefit Advisors, powered by Bright Choices exchange, operates on an online benefits administration platform to handle enrollment, eligibility, changes, terminations, carrier data feeds, carrier payments, payroll deduction reporting, COBRA, HIPAA, reporting, and much more. Using decision-based software, employees choose their own benefits, plan designs, and costs. The Bright Choices proprietary, web-based software helps people choose the products… Show more Chamber Preferred, a program of Digital Benefit Advisors, powered by Bright Choices exchange, operates on an online benefits administration platform to handle enrollment, eligibility, changes, terminations, carrier data feeds, carrier payments, payroll deduction reporting, COBRA, HIPAA, reporting, and much more. Using decision-based software, employees choose their own benefits, plan designs, and costs. The Bright Choices proprietary, web-based software helps people choose the products that cost-efficiently address their risks by assessing each employee’s needs and recommending a portfolio of benefits. Show less



Benefit Group of New England

• United States
• Insurance
• 1 - 100 Employee

• Marketing Manager

  • Oct 2000 - Jan 2011

  Colcheser, VT The Benefit Group is ahead of the curve in its collective knowledge of long-term cost containment strategies, consumer-driven health care, and member health advocacy. At the Benefit Group, we analyze, evaluate and develop long-term strategies that support your company's goals and values. We will work to assure that your benefit plan rewards your company with employee retention and loyalty within a budget that is sustainable over the long term. We continually invest in the… Show more The Benefit Group is ahead of the curve in its collective knowledge of long-term cost containment strategies, consumer-driven health care, and member health advocacy. At the Benefit Group, we analyze, evaluate and develop long-term strategies that support your company's goals and values. We will work to assure that your benefit plan rewards your company with employee retention and loyalty within a budget that is sustainable over the long term. We continually invest in the education, training, and infrastructure necessary to provide our clients with innovative programs that contain the costs of your plan without compromising the integrity, revenue, or profitability of your company. Our team has diverse talents in the areas of leadership, business management, strategic thinking, partnerships, data analysis, human resources, and training and development. BGNE merged operations with Digital Insurance based out of Atlanta, Georgia. Specialties: Group health insurance ERISA self-funded health plans Group life, disability, dental, and vision plans Consumer-Driven Health Plans Health Savings Accounts Health Reimbursement Arrangements Flexible Spending Accounts Show less