Experience

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  Benefit Commerce Group, an Alera Group Company

  • Scottsdale, Arizona, United States

  • Senior Consulting Executive

    • Jul 2022 - Sep 2023
    • Scottsdale, Arizona, United States

    Health insurance expert utilizing Best Practices developed and reimagined over 30+ years to meet the unique needs of our customers and their members.Having been an underwriter, a Benefits Manager, and a leader with a major insurance company, I have a unique, 360 degree perspective of the challenges facing employers and can bring my extensive background to assist companies with both their immediate and long-term employee benefits objectives.

• 

  Aetna

  • United States
  • Wellness and Fitness Services
  • 700 & Above Employee

  • Client Solutions Lead

    • Nov 2013 - Jan 2023

    Phoenix, AZManage a team of Account Executives and Account Managers responsible for sales and service of the healthcare programs for a block of large employers with over 100,000 members in various industries - - Healthcare, Banking, Restaurants, Manufacturing, Transportation, Financial Services, Retail- Certified Grow Big Trainer. Conduct training for Account Executives and Account Managers nationally .- Create the overall benefits strategy and mission for Aetna's internal account management team based on the unique business challenges and objectives established by the client and consultant - Lead all functional support areas in the execution of Aetna's benefits strategy while overseeing client management and customer service - Manage all lines of coverage for customers - Medical, Consumer Driven Health Plans, Dental, Life, Disability, Voluntary Products, FSA, HSA and International Benefits - Manage all financial aspects - renewals, negotiations, new sales, retention/at risk - Hold annual senior leadership meetings - Lead presentations for both internal and external stakeholders

  • Director of Sales and Service

    • Aug 2017 - Aug 2022

  • Director of Sales & Service, Aetna International

    • Jan 2015 - Jul 2022

    Managed Aetna's International Sales and Service team.

  • Senior Director 3rd Party Private Exchange - National Accounts

    • Jun 2015 - Aug 2017

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  Aetna

  • Phoenix, Arizona Area

  • Senior Account Executive

    • Jan 2005 - Nov 2013
    • Phoenix, Arizona Area

    National Accounts Management of large Employer Health Plans resulting in high client retention rates, increased revenue and overall account profitibility.Healthcare, Banking, Restaurants, Manufacturing, Transportation, Financial Services, Retail- Create the overall benefits strategy and mission for Aetna's internal account management team based on the unique business challenges and objectives established by the client and consultant - Lead all functional support areas in the execution of Aetna's benefits strategy while overseeing client management and customer service - Manage all lines of coverage for customers - Medical, Consumer Driven Health Plans, Dental, Life, Disability, Voluntary Products, FSA, HSA and International Benefits - Manage all financial aspects - renewals, negotiations, new sales, retention/at risk - Hold annual senior leadership meetings - Lead presentations for both internal and external stakeholders

• 

  AG Communication Systems and Isola

  • Chandler Arizona

  • Benefit Manager

    • Jan 1997 - 2005
    • Chandler Arizona

    - Managed the benefits programs for two technology companies – AG Communication Systems (3,500 employees/2,000 retirees including collective bargaining units), Isola Laminate (600 employees/1,200 retirees)- Maintained a comprehensive and competitive benefits program: Health & Welfare, Defined Benefit and Defined Contribution Plans- Designed employee contribution strategies consistent with program goals and budget- Negotiated all renewals- Made periodic presentations to Executive Leadership Committee

• 

  UnitedHealth Group

  • Phoenix, Arizona Area

  • Account Executive

    • Jan 1995 - Jan 1997
    • Phoenix, Arizona Area

    - Account Executive (United Healthcare): Provided full account management support - open enrollments, client management, plan administration support, sales support, renewal negotiations, strategic overview, day-to-day activities

• 

  Peat Marwick

  • Greater Los Angeles Area

  • Consultant

    • Jan 1992 - Aug 1994
    • Greater Los Angeles Area

    Client management support, sales support, renewal negotiations, strategic overview

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  MetLife

  • Greater New York City Area

  • Underwriter and Sales Trainer

    • May 1988 - Dec 1991
    • Greater New York City Area

    - Sales Trainer (Metropolitan Life): Designed curriculum and taught Group Sales trainees fundamentals of self-funding, underwriting, alternative funding arrangements and Managed Care plan design strategies- Underwriter (Metropolitan Life): Regional underwriter for self-funded health plans