Expert Details
Payroll, Benefits, HR and Retirement Planning Space
ID: 736112
New York, USA
Education
| 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 |
|---|---|---|---|
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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 |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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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 |