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Work Background
Benefits Design GroupDirector of Insurance Services
May. 2023New Albany, Ohio, United StatesProviding individuals and employers professional integrated insurance and group benefits advice.
DB Insurance PartnersManaging Partner
Jun. 2021New Albany, OhioEducating and assisting individuals on life insurance and employee benefits. Also assisting Medicare eligible members on the best available Medicare supplement and Medicare Advantage coverages, including prescription, dental and vision.
UnumNational Client Manager
Jun. 2013 - Aug. 2022Columbus, Ohio Area24+ years of experience in meeting and exceeding the needs of the most complex group, voluntary benefits and FMLA customers with 2,000+ lives. Designs and implements a customized service strategy for each employer. Accountable for growth and retention through strategic management of customer relationships; instrumental role in achieving customer satisfaction; expertise in problem solving, contract administration and building outstanding customer and broker loyalty. Acts as a consultant for employers and leverages Unum's expertise. Has a deep knowledge of each customer and their industry enabling the ability to identify solutions on administrative or enhanced service offerings to maximize employer/employee experience. Responsible for maintaining and growing additional lines of coverage and service offerings, along with developing referral sources with inforce customers. Specialties: Implementation & Administration of group disability, life, long term care, FMLA; Transitional Return to Work, ADA, Individual Disability and worksite plans. Project leadership. Contract review.
DB Partners business servicesManaging Partner/Director
May. 2013Central Ohio
DB energy partnersManaging Partner
May. 2013New Albany, OhioManaging partner for full service energy consulting, procurement, LED, solar energy firm providing education and services for commercial and residential customers. DB energy partners provide:
- electricity and natural gas procurement
- energy audits
- LED lighting and installation
- solar energy generation and installation
- HVAC and motor leveling
- refrigeration/freezer efficiency improvements
- local utility rate class improvements
- real-time energy usage monitoring
DMECOhio Chapter Membership Co-Chair
Sep. 2006 - Jan. 2019
Rocky Fork Blacklick Accord Implementation PanelCo-Chair
Jan. 2002 - Dec. 2014Joint land use planning panel for the City of Columbus, Village of New Albany and Plain Township. Review zoning requests and make recommendations to government zoning committees.
UnumNational Account Manager
Feb. 2001 - Jun. 2013
UnumIndividual Disability Account Consultant (IDAC)
Jan. 2000 - Dec. 2001
UnumSales Consultant
Jan. 1998 - Dec. 2000
New Albany United Methodist ChurchSound Engineer
Jun. 1991 - Jul. 2021
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