Experience

AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Sr. Vice President, Account Management

  • Nov 2008 - Present

  Overall responsibility for growth of business with national affinity, association and labor union clients through member benefit programs via direct channels - electronic, mail and phone. Client organizations' membership range from 10,000 to 5,000,000 members. Lead the team that is responsible for member benefit product placement, development and execution of product marketing plans to clients' members and overall revenue growth from client programs. Responsible for managing the partnerships with product manufacturers, primarily insurance companies, including contract negotiation, product construction, regulatory compliance, marketing program strategies and revenue growth. Accountable for the overall relationship with clients that includes service support to members, member participation in client programs, brokerage services with product manufacturers and revenue growth. Serve on AGIA Affinity's Executive Team which establishes and executes strategic direction for the company. Show less



Allianz Life

• Insurance
• 700 & Above Employee

• Sr. Vice President - Marketing

  • Jun 2007 - Aug 2008

  - Led marketing organization for industry leading fixed and variable annuity company.- Initiated and executed the marketing, marketing communications, value-add services, web services and insight/segmentation strategies- Defined, oversaw and supported annuity product positioning, North American brand positioning in conjunction with global initiatives, wholesale and retail sales and field communications.-Developed marketing insights utilizing data segmentation, customer research and marketing analytic tools.- Realigned and cut expenses to align business appropriately with current market trends.- Outsourced non-core work to third party vendors, significantly reducing costs and increasing capabilities.- Served as member of the Allianz Life Senior Leadership Group. Show less

• Sr. Vice President - Consulting Services

  • Nov 2006 - May 2007

  - Led the consulting services area within the marketing division- Coached, mentored and led the team responsible for developing, training and presenting value-add programming for internal sales employees, field wholesalers, independent agents and financial advisors.- Partnered with other areas within marketing in the development and delivery of content for distribution which uniquely positioned agents and advisors to effectively and successfully compete in their markets resulting in the growth of their annuity business. Show less

• President - Health Division

  • Aug 2005 - Oct 2006

  - Led division of 200+ employees focused on HMO reinsurance, medical excess and employer stop/loss insurance.- Held full accountability for the P&L of division- Served as member of the Allianz Senior Leadership Group



Pearl Companies

• United States
• Insurance
• 1 - 100 Employee

• Executive Vice President

  • Jan 2001 - Nov 2004

  - Led sales and marketing efforts for broker/administrator focused on association group supplemental insurance and professional liability coverages. - Led sales and operations areas for the the life/health affinity group business - Member of the Pearl Companies Executive Leadership Team - Led sales and marketing efforts for broker/administrator focused on association group supplemental insurance and professional liability coverages. - Led sales and operations areas for the the life/health affinity group business - Member of the Pearl Companies Executive Leadership Team



Allianz Life

• Insurance
• 700 & Above Employee

• Vice President - Group Marketing

  • Sep 1993 - Jan 2001

  - Led the affinity group and voluntary employee benefits business - Held full P&L responsibility - Managed $500M book of business that yielded ROE in excess of 25% year over year - Product line included: term life, disability, accidental death, hospital indemnity, cancer, dental, medicare supplement, retiree medical - Partnered with leading national and state broker/administrators in the affinity/association and voluntary employee benefits business - Led the affinity group and voluntary employee benefits business - Held full P&L responsibility - Managed $500M book of business that yielded ROE in excess of 25% year over year - Product line included: term life, disability, accidental death, hospital indemnity, cancer, dental, medicare supplement, retiree medical - Partnered with leading national and state broker/administrators in the affinity/association and voluntary employee benefits business



Transamerica Affinity

• United States
• Insurance
• 1 - 100 Employee

• Regional Sales Vice President

  • 1986 - 1993

  - Developed long term, successful relationships with broker/administrators. - Led premium production for affinity group business through broker/administrators - Product lines included: term life, AD, cancer, medicare supplement and retiree medical - Financial Institution Underwriter (1988-1990) - Actuarial student (1986-1988) - Developed long term, successful relationships with broker/administrators. - Led premium production for affinity group business through broker/administrators - Product lines included: term life, AD, cancer, medicare supplement and retiree medical - Financial Institution Underwriter (1988-1990) - Actuarial student (1986-1988)