PCI

• Jun 2021 - Present

Business Development

• Oct 2012 - Present

Partner with National Sales Leader, Account Managers, and Marketing to prepare business development strategies tailored to team accounts both brokerage and group. Identify and deliver new opportunities, developing account strategies to drive performance. Coordinate highly effective initiatives to enhance B2B relationships within long-term care (standalone/linked benefits/combo life) and critical illness. Team with marketing to ensure unified messaging and optimize content delivery, implementing highly effective marketing strategies to grow market base.

Board Director

• Jun 2014 - Present

Executive Director

• Sep 2001 - Sep 2012

Selected by Owning Partners to lead start-up operations for Capital Administrative group as Executive Director and served as Board Vice President. Led voluntary workplace benefits program, client relationship management, and customer service initiatives for key client: State of Florida. Implemented outsourced positions internal to each of 13 agencies, monitoring contract employees to serve client 100,000+ employee organization, supporting TPA for voluntary employee benefits with 3rd party billing. Saved over $20MM in premium income, ensuring vendor relations remained intact throughout and subsequent to HR outsourcing project; preserved broker accounts for benefits, payroll, and staffing to enhance efficiency. Also acted as Director of Long-Term Care Sales for Capital Insurance Agency, Inc., working in tandem with Regional VPs to develop and implement product/sales training for agents.

President Elect 2011-2012

• 2009 - 2012