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Work Background
EPIC Insurance Brokers & ConsultantsEmployee Benefits, Principal
May. 2023San Ramon, CA
MercerHealth and Benefits Sales Professional - Principal
Jul. 2021 - May. 2023United States
Western Health AdvantageSales Executive- Northern CA Region
Jun. 2017 - Jul. 2021North Bay and Bay Area, California • Develop regional business plan and monitor annual sales, revenue and membership projections
• Conduct broker and\or prospect sales calls and meetings according to established strategies and tactics
• Cultivate relationships with assigned regional brokers; report and/or resolve broker, employer, and member needs and concerns on an ongoing basis. • Develop and present proposals to brokers and prospective groups with analytical application; negotiate and manage key group renewals. Provide assistance and direction to all employer groups regarding selected plan • Maintain contact with community and industry leaders by participating in civic and business related organizations, events and\or trade shows. Conduct market research, planning and program development for the Sales and Marketing Departments
POMCO GroupCA Regional Account Executive
Jun. 2014 - Jun. 2017Northern CaliforniaPOMCO Group, is one of the nation's largest benefits administrators for self-funded health and risk management plans. We specialize in offering mid and large-sized companies across the U.S. an array of customized, fully-integrated self-funded benefits and risk management solutions for their medical, dental and vision benefits management; workers' compensation and disability management administration; prescription drug management; online benefits; compliance consulting; employee benefit statements and business process outsourcing. As a West Coast Account Executive I perform the following duties: • Manage a disciplined account engagement process
• Responsible for retention of existing customers by assuming role of strategic and proactive consultative partner of our customers and/or Brokers. Ensure credibility with clients by maintaining detailed knowledge of current market conditions, product and plan design trends (including ancillary services such as FSAs, HSAs, HRAs, CDPHPs and Rx industry trends) and competitors’ products through self-learning initiatives. Also, to facilitate federal and state compliance mandates for self-funded benefit plans.
• Assist with the execution of successful end-to-end sales process if customer’s business is placed out to bid.
• Responsible for and owns metric-driven results, continually acting with a sense of urgency to ensure that results are attained, if not exceeded.
• Interface and exemplify leadership with a variety of internal and external sources.
• Embrace culture of learning and continuous improvement.
• Responsible for developing a personal cross-selling plan for each assigned account with defined objectives. • Assist and collaborate with sales team on client financial renewals and new customer implementations, including negotiations. • Assist in the development and mentoring of Client Service Account Managers and Account Administrators.
Filice Insurance AgencyClient Services Manager
Sep. 2012 - Jun. 2014Lafayette, CAFilice Insurance Agency is a full-service employee benefits consultancy and brokerage. We work with small to medium sized businesses (20-5,000 employees) to design, implement and manage health benefit strategies. Our focus is on maximizing coverage while minimizing fixed costs, in both fully-insured and self-insured models. We are industry leaders in the development and usage of analytical tools used to identify population risks and innovative wellness programs and initiatives to address these risks, all designed to bend the benefits cost curve downward. We also have a dedicated Compliance Team that provides insights and counsel to our clients on legislative issues and changes affecting HR and benefits. Filice Insurance is the largest privately-held benefits agency in Northern California, with approximately 2,200 clients. Specialties
Fully and self-insured health benefit programs, compliance and consulting around such programs, day-to-day account and strategic management of plans, employees, and their dependents. Innovations around data analysis, chronic care management, wellness initiatives, and development and management of on-site clinics.
Hanna Global SolutionsClient Relationship Manager- Hanna Global Solutions (Global Benefit Program Management)
Mar. 2009 - Sep. 2012Concord, CA• Single point of contact for HGS Global Clients
• Document and follow up on internal and external open issues to ensure timely and accurate resolution. • Benefits Consultant for Renewal/Marketing- Coordinate renewal and marketing (rfp) process with carriers • Consult in plan design, utilization, and client review meetings, and provide inputs based on employee level interactions • Manage renewal calendar with client (internal collaboration with Implementation/Project management) • Review carrier contracts to ensure they reflect what was agreed upon between carrier and client • Review carrier SPDs and ensure they meet plan design requirements. Highlight inconsistencies and get them corrected by the carrier before distribution to the client • Act as liaison between client and carrier to support implementation of new lines of coverage • Execute communication campaigns for the client • Update and maintain client information in the company CRM system • Act as client advocate at all times (both employee and employer) • Train internal teams (in US and India) on client organization, client benefit programs and processes
Alliant Insurance ServicesAccount Manager
Feb. 2007 - Apr. 2009Client Consultant, Government Agency Sector Work directly with insurance companies to resolve issues and develop business relationships. Assist in the preparation of financial renewal and benefit marketing reports or presentations. Coordinate daily interactions with client, vendors and client third party associates. Work closely with the Underwriting team on developing viable rating strategies.
AetnaAccount Manager
Jan. 2004 - Dec. 2007National Accounts Organization Account Manager Participated in E. E. Cammack Group School 2004, a prestigious six week Sales training program that dates back to 1924 designed to fully immerse new Sales account managers to Aetna’s sales and marketing organization. • Experience working directly with Senior Level Management at the client and internally on Operational and Sales related issues
• Coordinate internal operations with respect to service, monitoring efficiency, open enrollment seasonal time frame, escalated medical claims and billing issues, etc.
• Coordinate and conduct Open Enrollment meetings nationwide for book of business customers in Spanish and English • Work with internal IT organizations for the creation of customized reporting and other ad hoc data manipulation with respect to metrics associated with Client Services • Delivered reporting packages, accounting packages and renewal documents to customers
• Create and execute Service, Sales, and Marketing presentations • Created strategic and proactive solutions for various client claim, billing, benefit management issues
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