Description
Profile: * An accomplished and recognized healthcare/benefits executive with a broad knowledge of current industry trends/landscape. * Skilled presenter with ability to gain rapport quickly with various audiences and develop positive relationships. * Founder and creator of VBS, LLC, in 2005, a leader in voluntary benefits and employee benefit education. Approached/acquired in 2011 by Hub International and became the practice leader for their voluntary benefits division out of New York. * Was recruited (2013) by national health plan start up company (IHP) to market an innovative captive level-funding product to new markets. * Well known throughout the industry for knowledge and intellectual property in healthcare, healthcare exchanges, self-funding concepts, wellness strategies, financial services, business development, marketing, strategic planning, carrier operations, enrollment services, voluntary benefits, technology platforms and claims adjudication. * Built many valuable relationships with TPA's, Carriers, Vendors, Brokers, Employers and Associations. * Strong technology skills for effective and efficient communication. Relocated to Estero, Florida area in 2014. * EXPERIENCE: * * Current - CEO Smart Choices - Certified Worksite Wellness Consultant (2016) * July 2016 - May 2017 Gulfshore Insurance VP of Sales and Service Consultant * * Nov. 2013 - August 2015 Innovative Health Plan (IHP) - Vice President - New Business Development * Responsibilities include educating health care advisor/broker community by delivering informative presentations on new national carrier product/program. Creating strategies for optimum placement of plan and plan designs. Worked closely with underwriting on plan specifics. Interacted with Third Party Administrator on wellness initiatives, claims processing, enrollment strategies, medical management and technology services implementation. Involved in the beginning stages of carrier development, sales and strategic planning initiatives. Developed a national marketing program distributed through video email for rapid brand recognition. Travel and attend various sales conferences as a speaker/educator to promote level funding across the country. * * Nov. 2011 - Oct. 2013 Voluntary Benefit Services, Inc. (wholly owned subsidiary of Hub International Inc.) Senior Vice President, Senior Practice Leader Hub International, Inc. in 2011 acquired VBS, LLC now titled Voluntary Benefit Services, Inc. (VBS Inc.)
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