Expert Details

Expert in Payroll, Benefits, HR and Retirement Planning Space

Expert ID: 736112 New York, USA

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Expert is CEO of his company and has spent the last 30 years working with hundreds of business owners, auditing and creating specialized programs for owners to attract and retain the right employees, ensuring company success. Expert’s specific areas of expertise include ERISA and HR audits, employee benefit design and implementation, PEO analytics, retirement plan analysis, payroll technology and workflow, HR compliance and best practices, tax-deferred compensation, and pre-tax reimbursement plans.


Year Degree Subject Institution
Year: 1988 Degree: B.S. Subject: Business Economics Institution: Oneonta State College
Year: 1990 Degree: MBA Subject: Dual Concentration in Finance and Marketing Institution: Binghamton University

Work History

Years Employer Title Department Responsibilities
Years: 1999 to Present Employer: Undisclosed Title: CEO Department: Responsibilities: Sales, Marketing, Product Development, Analytics, Budgeting, Staff Development, Leadership

● Created a company that simplifies the administration of employee benefit, payroll and retirement plans on a tax efficient and HR complaint manner for small and mid-size organizations
● Services include Benefit Administration Portals, Payroll systems, Time and Attendance, Health Reimbursement Arrangements, Flexible Spending Accounts, Transit Reimbursement Accounts, Health Savings Accounts, Medical Expense Reimbursement Plans, and COBRA administration.
● Compliance support services include HR audits, policy and procedure reviews. Creation of employee handbooks, management training and notification protocols
● Developed all marketing material, sales collateral and proposal presentations.
● Responsible for establishing claim processing guidelines, staff protocol and product training.
Years: 1997 to 1999 Employer: Group Health Incorporated Title: Sales Manager Department: Responsibilities: • Managed sales team consisting of six salespeople and two support positions.
• Responsible for all community-rated group health insurance sales throughout New York State.
• Created a new managed care product, including all underwriting guidelines, internal processing systems, and all applicable marketing materials.
• Performed product presentations to internal departments and an external statewide network of 29 general agents.
• Increased sales over 280% during my tenure.
Years: 1997 to 1997 Employer: Precise Benefits Administrators, Inc. Title: Marketing Manager Department: Responsibilities: • Started a Flexible Spending Division within the company. Created complete sales and marketing program. Oversaw all product implementation and operational functions.
• Accountable for coordinating all fully insured and self-funded sales, including development of new tracking system for all prospect and account management activity.
• Supervised and trained sales department, consisting of two salespeople and two support positions.
• Cultivated all self-funded vendor and insurance carrier relationships.
• Re-negotiated all self-funded vendor contracts.
• Responsible for client communication regarding legislative benefit compliance issues.
Years: 1996 to 1997 Employer: Precise Benefits Administrators, Inc. Title: Employee Benefits Account Executive Department: Responsibilities: • Managed book of business consisting of 45 fully insured clients (sized 10-500 employees), and 15 self-funded clients (sized 50-1,100 employees).
• Responsible for maintenance and growth of all lines of business, including medical, dental, Rx, life, disability and flexible spending programs.
• Solicited new business through direct and broker relationships.
• Increased commission and service fees $600,000 in first year through growth of in-force business and the addition of 19 new clients.
Years: 1995 to 1996 Employer: Empire Blue Cross Blue Shield Title: Broker Account Manager Department: Responsibilities: • Developed and maintained professional relationships with brokers and consultants promoting Empire’s products to experience-rated prospects and existing clients.
• Extensive working knowledge of indemnity and managed care products, including all forms of alternative funding and underwriting.
• Responsible for coordination of one account representative and six service personnel in maintaining a local and national book of business, consisting of 81 accounts and equaling $19 million in premium.
• Supervised two business development representatives in achieving sales goals of community-rated upgrades and prospect sales. Team leader in sales production in 1995.
Years: 1994 to 1995 Employer: Empire Blue Cross Blue Shield Title: Broker Account Executive Department: Responsibilities: • Produced new prospect sales on brokered accounts sized 51 employees and above.
• Procured new business quotes from brokers and consultants through referrals and cold calling.
• Presented all brokered renewals, maintaining a 94% persistency level.
• Led two account representatives and two service personnel in maintaining 95 corporate accounts, equaling $14.4 million in premium
Years: 1992 to 1994 Employer: Empire Blue Cross Blue Shield Title: Benefits Consultant Department: Responsibilities: • Responsible for prospect sales, upgrades and renewals on a direct book of business consisting of 44 incentive-rated accounts with annual premium of $6.4 million.
• Generated new business opportunities through cold calling and canvassing.
• Marketed product portfolio to decision makers and employees through formal presentations and open enrollment meetings.
• Coordinated all aspects of account maintenance, including renewals, underwriting, service, membership, billing and account reporting.
Years: 1990 to 1992 Employer: Empire Blue Cross Blue Shield Title: Internal Auditor Department: Responsibilities: • Reviewed and appraised the efficiency of financial, administrative and operational controls.
• Conducted field audits of community-rated groups.

Career Accomplishments

Associations / Societies
• Member – Society for Human Resource Management (SHRM)
• Past President – Group Insurance Association of New York (GIA)
• Past Vice President – National Association of Insurance and Financial Advisors (NAIFA)
• Past NAIFA Committee Chair – Health Insurance
• Past NAIFA Committee Chair – Legislative PAC
• Past Vice President – National Association of Health Underwriters
• Past Member – TEC (Vistage)
• Member – Entrepreneur’s Organization
• Mentor – Long Island Scholastic Mentoring Program
Licenses / Certifications
Life and Heath Insurance Licensed
Series 6, 62 and 65 Securities Licensed

Fields of Expertise

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