Experience

Meridian Risk Management

• United States
• Insurance
• 1 - 100 Employee

• Benefit Consultant

  • Jan 2022 - Present

  Fairfield, CT & NY



PrimePay

• United States
• Software Development
• 400 - 500 Employee

• Regional Channel Director

  • May 2015 - 2021

  Cromwell, CT PrimePay, a national employee management solutions provider, helps clients create efficiency, control cost and stay compliant with our suite of ASO programs. Services include Payroll, Ben/Admin systems, Flexible Compensation Programs, ERISA, COBRA and other ala carte services. Responsibility includes monitoring, marketing and managing the Broker Referred Channel in PrimePay's North Division. Products of concentration are FSA, HRA, HSA, COBRA, ERISA, ACA compliance and Ben/Admin system.… Show more PrimePay, a national employee management solutions provider, helps clients create efficiency, control cost and stay compliant with our suite of ASO programs. Services include Payroll, Ben/Admin systems, Flexible Compensation Programs, ERISA, COBRA and other ala carte services. Responsibility includes monitoring, marketing and managing the Broker Referred Channel in PrimePay's North Division. Products of concentration are FSA, HRA, HSA, COBRA, ERISA, ACA compliance and Ben/Admin system. Covering 13 states with 6 Channel representatives and 25 Direct Line Payroll representatives, I’m responsible for presenting a cohesive message to the broker community that our services can create efficiency for their clients, help them control cost or remain compliant. Other responsibilities are sales projections, training, reviews, broker and client seminars presentation and future service analysis. Specialties: ACA compliance, tracking & reporting, administration of Flexible Spending Plans, Section 125 Plans, Health Reimbursement Arrangements, Health Savings Accounts, COBRA Administration, ERISA Services; HR & Benefit Enrollment Technology, Private Marketplace; payroll including a fully integrated & comprehensive HR/Benefits system. Show less

• Area Sales Manager

  • 2010 - 2014

  Cromwell, ct • Trained sales team on CDHC products (FSA, HRA, HSA, COBRA). • Developed broker channel market for payroll sales representatives. • Participated in focus group for new HRIS system and broker channel market. • Reviewed and test marketed ERISA service for broker community. Sales person of the Year 2010, 2012, Winner Circle 2013, 2014

• Regional Sales Representative, Channel Sales

  • Apr 2005 - Apr 2009

  Cromwell, Connecticut • Pioneered development of a new TPA division for a major payroll company. • Managed and trained 500 brokers in northeast region. • Developed broker monthly webinar series. • Participated in focus group designing and implementing ‘Broker Concierge’ program. • Implemented alternative HRA plan designs utilizing debit cards. Winner Circle 2008, Sales Person of the Year 2009