Expert Details
Human Capital Strategy for Health Insurance and Managed Care Organizations
ID: 726207
Virginia, USA
Through 23 years of consulting, he has helped clients make sound business decisions based upon their needs and market realities. He has also served in a variety of leadership roles, including those as entrepreneur and as chief executive, where his ability to make good decisions were the key to his success.
He has founded two businesses, one of which was acquired by a larger competitor after two years at a very nice profit. The other has grown rapidly and is doing well.
He has 25 years of experience assisting employers, insurers and government figure out the US healthcare system.
He has 25 years of experience dealing with life, health, and disability insurance as an underwriter, consultant and employer. His consulting career has spanned 23 years and has focused on advising employers on health & welfare insurance issues and assisting insurers develop appropriate business strategies, product portfolios, improve operations, and reengineer administrative processes.
He has over 24 years of progressive experience, responsibility and success in human resources and employee benefits. Known as an innovator who can translate business needs into relevant HR strategies. Advises employers on strategic human resource management issues such as the emerging workforce, attraction and retention, workforce management, globalization, and mergers & acquisitions. Experience with for-profit, not-for-profit, and public sector employers (up to 300,000 employees) across the U.S. and internationally.
He has performed more than 100 claim and eligibility audits for medical, dental and prescription drug plans. He has also conducted more than 50 disability file audits.
He has been engaged by more than 200 employers to develop business-relevant HR strategies. Health insurers’ disability insurers and managed care organizations have retained his services to develop business or product line strategies. Over the past 15 years, he has held a series of leadership positions which have demanded he develop successful strategies for his firm's business.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1999 | Degree: MBA | Subject: Human Resource Management | Institution: Trinity College |
| Year: 1984 | Degree: BA | Subject: Economics | Institution: Georgia State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2009 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:The President of a dynamic consultancy providing full-service human resource advisory, actuarial, and program management services to employers, he functions as the firm's chief executive as well as taking very active roles in business development, client relationship management, and hands-on consulting. |
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| Years | Employer | Title | Department |
| Years: 2007 to 2008 | Employer: Hewitt Associates LLC | Title: Principal | Department: |
Responsibilities:As a Principal and member of the Hewitt Leadership Group, he sat on a body that oversaw business operations for the frm's consulting business in North America. At the same time, he led business development in the Middle Atlantic States and actively managed several strategic client relationships. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2007 | Employer: Aon Consulting, Inc. | Title: Senior Vice President | Department: |
Responsibilities:Responsible for the firm's health & welfare benefit consulting practice in the Midwest, he had responsibility for staffing, training, business development, client satisfaction and P&L while maintaining an active client consulting role. |
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| Years | Employer | Title | Department |
| Years: 2001 to 2005 | Employer: PricewaterhouseCoopers LLP | Title: Director | Department: |
Responsibilities:Regional healthcare practice leader for the western half of the United States. He managed a practice that consulted to employers, governments and insurers on a variety of health issues. |
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| Years | Employer | Title | Department |
| Years: 1999 to 2001 | Employer: Hibernian Consulting Group LLC | Title: Owner | Department: |
Responsibilities:Sole proprietor of a small HR consultancy. |
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| Years | Employer | Title | Department |
| Years: 1986 to 1999 | Employer: William M. Mercer, Inc. | Title: Principal | Department: |
Responsibilities:Held a variety of roles including regional health & welfare practice leader and client relationship manager. |
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| Years | Employer | Title | Department |
| Years: 1984 to 1986 | Employer: Confederation Life Insurance Co. | Title: Senior Group Underwriter | Department: |
Responsibilities:New and renewal underwriting for medical, dental, life, and disability insurance. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2004 to 2005 | Country / Region: Mexico | Summary: Assisted major health insurer revamp operations and prepare proposal to be a payer in the Mexican national health system. |
| Years: 2007 to 2008 | Country / Region: Africa | Summary: Assisted French parent company implement workforce health improvement initiatives in multiple African manufacturing sites. |
| Years: 1998 to 1998 | Country / Region: Ireland | Summary: Helped Dublin-based parent company develop and execute HR strategies for inbound US acquisitions. |
Career Accomplishments
| Associations / Societies |
|---|
| SHRM, IFEBP, WEB |
| Licenses / Certifications |
|---|
| Fellow, Life Management Institute (LOMA) Group Benefit Associate (IFEBP/Wharton School) Life & Health Agent in 32 states |
| Professional Appointments |
|---|
| Chair, Georgia Chamber of Commerce Committee on Healthcare Policy |
| Publications and Patents Summary |
|---|
| He has been published 16 times on topics related to human resource strategy and management. |
Additional Experience
| Expert Witness Experience |
|---|
| Has served as an expert witness on several occasions. Experience includes providing background information, being deposed, and testifying in federal court. |
| Training / Seminars |
|---|
| As a consultant, he has conducted seminars on many topics. Some of his more popular seminars have been: Consulting Skills Training, Business Development for Professional Service Firms, Aligning HR and Business Strategy, |
| Vendor Selection |
|---|
| Have assisted many clients in sourcing and selecting vendors to provide health benefit administration, parmacy management, benefit insurance and other services. |
| Marketing Experience |
|---|
| 23 years in the HR consulting field, including leadership positions in 4 firms and providing workshops on running professional services firms. 25 years of experience in health insurance and related fields, the majority of which has been spent evaluating health insurers/managed care organizations on behalf of clients or advising them on mission-critical issues. |
Language Skills
| Language | Proficiency |
|---|---|
| English | Native |
| Spanish | He studied Spanish through high school and college. Since then, he has maintained a limited proficiency that is far short of fluency. |
Fields of Expertise
competitive benchmarking, human capital, human capital development, decision-making, entrepreneurship, health care system, health insurance, HMO insurance, life insurance, self-insurance plan, total permanent disability insurance, disability insurance, accident funding, HMO procedure, HMO referral, HMO reinsurance, HMO second opinion, human resources, self-insurance auditing, strategic planning, workplace safety and security, insurance, small business, business operations, business management, human efficiency, competitive analysis, insurance claim, marketing