Ancillary Specialist / Broker Associate

• Jan 2023 - Present

Director of Key Accounts

• Aug 2002 - Dec 2022

Supervising a team that services customers in community, middle market, and key account marketplaces for all employer/employee health and wellness/benefit programs (in conjunction with their open enrollments). I devised a strategy to use independently customized tailored employee benefits plans to give choice and control to the individual while reducing overall premiums and staying in compliance both on a state and federal level. Negotiating customer employee contract renewals and reviewing claim utilization to forecast costs and develop a business plan to drastically reduced expected renewal increases . This method would often turn out to be a savings in premiums. Compliance Officer both internal and external in reviewing all state and federal laws and contract review. A senior account manager and sales executive, who is responsible for business development, cost analysis and retention of my national and international clients. This is accomplished by a team building approach between my company, the insurance carrier, our client and the many employer divisions in its business operations. A Program Management approach that implements the training of SaaS, software and cloud/web-based portals for Human Resource initiatives and compliance to reduce redundancy and wait time in the Healthcare System. Responsibilities further include managing and training a team of up to 10 employees, for servicing and reviewing special term contracts for both new proposals and existing client's contracts. I collaborated with executive level professionals on proposal development, presentation, open enrollments, project management, RFP's, negotiations and creative team building between company divisions (to expand and diversify the revenue renewal stream). This is a fast paced environment which demands the ability to adapt to the ever changing benefits landscape while increasing internal revenue and reducing costs to the employer and employee.

Planning & Logistics-SPLC Fourchon Shorebase Management of SPLC Shorebase Ops-Terminal Focal Point

• Dec 2017 - Aug 2021

Chet Morisson: Foreman / Safety Inspector Consultant to SPLC GoM Planning & Logistics, Fourchon Shorebase Safety Intelligence: Director of Southern Logistics (GoM); Consultant to SPLC GoM Planning & Logistics; Fourchon Shorebase Supervisory Consultant Role for Logistics Support: I was part of a team that was instrumental in building a path to a world class Logistics organization for both Shorebase/Offshore Materials for Shell Pipeline Operations/Projects. Direction & Coordination of Shipping & Receiving / Road Transport / Personnel / Hazmat. SAP/Sharepoint Inventory/Warehouse Mgmt which included several database and upkeep tracking thru KAStrack/Helipass for Auditing purposes. Published Standard Operating Procedures (SOP) thru powerpoint for all Operations Support Functions, which significantly reduced contract expenses and prepared for internal and external audits. Managed daily realtime transportation of vessel movements and its cargo. I directed and staged that equipment for transportation vessel runs, ground delivery/pick-ups and sometimes aviation. Shipping and Receiving for both Materials and disposal of Hazardous and Non-Hazardous RCRA/WRM/Waste including both vessel/ground manifesting and storing materials in proper designated areas and containers within EPA and DOT regulations. HSSE/Safety Compliance Regulatory Management Meetings. Daily reports to prepare for Audits both internal and external regarding SPLC, Waste Mgmt. and the EPA. Daily/Weekly; high level meetings on Warehouse/Yard inventory for both Operations/Project support and Metrics for cost savings, high risk equipment tracking, state/federal compliance and weather and emergency evacuation. Created profiles for passengers going offshore and developed a system to audit their credentials within government and company guidelines. This role required training in RCRA, DOT Transportation for Shipping and Receiving, Rigging, and Manifesting of hazardous materials (49CFR)

Digital Account Executive

• May 2017 - Dec 2017

Sales & Service for all customers in print and digital advertising and marketing requirements. I would find the solution to their company needs and track all correspondence in Salesforce. Account Relationship Building: my strength here was turning customers into clients and to have them partner with us. Territory Management for South Carolina, specializing on the coast. I used this time to convert customers to a more digital marketing approach and reviewed their contracts. Sales & Service for all customers in print and digital advertising and marketing requirements. I would find the solution to their company needs and track all correspondence in Salesforce. Account Relationship Building: my strength here was turning customers into clients and to have them partner with us. Territory Management for South Carolina, specializing on the coast. I used this time to convert customers to a more digital marketing approach and reviewed their contracts.

Customer Success Manager

• Sep 2016 - Jan 2017

A Senior Level Position that I developed and retained leading brand-named national clients and built strong business relationships. Tracking opportunities thru Salesforce. I found solutions for our accounts challenges, through project management and education, regarding their SAAS and cloud based systems. I used my relationship building skills between the client, the developers, and the designers both abroad and internal to build a user-friendly software and UI. A Senior Level Position that I developed and retained leading brand-named national clients and built strong business relationships. Tracking opportunities thru Salesforce. I found solutions for our accounts challenges, through project management and education, regarding their SAAS and cloud based systems. I used my relationship building skills between the client, the developers, and the designers both abroad and internal to build a user-friendly software and UI.

Senior Broker Account Manager

• Nov 2000 - May 2002

Promoted to a new position to enhance business relationships and manage this territory of the top producing brokers in the tri-state New York area. Responsible for overall growth of the territory measured by new sales, retention and growth of existing customer base in the large group commercial marketplace (51-5000 employees) through proposal and presentation development. Additionally, the position required training new brokers, existing brokers, consultants and general agents on new product development and healthcare changes both on state and federal regulations and on company policy and underwriting guidelines. Negotiated and leveraged contracts and rates to best reflect our client’s budgets and drastically reduced their costs. All tracking done in Salesbook and Salesforce.

Broker Account Manager (A/B)

• Feb 2000 - Oct 2000

Managed a territory consisting of over 500 brokers and their prospective commercial large group clients. Training and development of brokers, consultants and general agents, making and or assisting with new sales and renewal presentations to customers, and negotiating rates with underwriting were routine for this front line sales account management position. I also collaborated with business development representatives on new business RFP preparations and assisted with proposals and presentations to prospective clients and their employees.

Jr. Broker Account Manager (C/D)

• Mar 1999 - Feb 2000

Responsibilities included managing over 2000 brokers, consultants and general agents who were adverse to dealing or writing business with the company for commercial large group insurance products (ranging from 51-2500 employees). My main function was to change the perception of the company to these producers and train them on the transformation and “Re-branding” of our insurance company. The most sensitive clients were handled by me while setting goals in motivating and developing these potential producers. I also negotiated rates and contracts both internally with underwriting, and externally with brokers, consultants and at times directly with the clients. I actively participated in finalist presentations, proposal generations, program management, renewals and cross selling opportunities as needed to ensure maximum sales results.

Direct Sales Associate (Team Lead)

• Apr 1998 - Mar 1999

A highly intensive and competitive new business commercial sales position for both small and large employer groups. The responsibilities included transforming the company’s “brand identity”, cold calling, telemarketing, and creative marketing approaches to generate new business sales. I introduced new Time Management system and Organizational skills were consistently used to keep active strategies for new business sales. Maintained a Direct business relationships with all 100+ accounts in New York Western Suffolk territory were mandatory. I worked in conjunction with the broker account managers and senior level executives including the AVP. My first year I was over my corporate designated goal and was awarded to the President's Club and team lead.

Special Projects/Generalist Human Resources

• Jan 1998 - May 1998

Pall Corporation manufactures a wide variety of filtration and separation equipment and products enabling a greener future through many industries including healthcare. My role included the implementation of the new HRIS System and its database and processing. Implemented business initiatives to improve organization of employee files and data with my strong Computer Information Systems (CIS) background. I also handled training on the HRIS product to middle management and was involved in many of the open enrollment process for the employee benefits. Daily review of all company contracts and state and federal compliance.