Highly professional, detail oriented, and self-motivated individual. I have several years of diverse experience in sales, service and marketing. Results-driven individual capable of revealing customer needs and delivering solutions.
Strategic and analytical
Complex Issue Resolution
Professional sales presentation
ACA and HIPAA Regulations
Consultative Sales and Retention
Consumer Driven Programs: HSA, HRA
Medical,Dental, Life and Disability Insurance Market
Vice President, Employee Benefits Practice08/2000 to Current Johnson & Dugan Insurance Services IncSan Bruno, CA
Serve as a trusted business advisor on all pertinent issues; monitor client satisfaction; resolve client issues and concerns and review client expectation to ensure relationship is mutually acceptable and beneficial.
Establish clear roles, responsibilities and performance expectations for client service team.
Technical counsel to clients on financial, regulatory, market trends, and provider issues.
Strategize with client on employee benefit program objectives.
Negotiate and strategize on renewals with various regional and national carriers.
Design marketing materials and implement sales strategies to grow book of business.
Client Service Specialist05/1999 to 08/2000 CIGNA HealthcareOakland, CA
Work in partnership with the Client Managers, Implementation and Claims in servicing employer groups.
Develop strong relationship with day-to-day customer contacts.
Responsible for resolving complex service issues.
Account Coordinator11/1998 to 05/1999 ABD IncBelmont, CA
Daily management of medical, dental, life, disability and section 125 plans for small and middle market groups.
Client Administrator10/1996 to 11/1998 United HealthCareSan Francisco, CA
Responsible for daily management of medical benefits for middle market accounts.
BA: Political Science/Public AdministrationSpring 1992Political Science/Public Administration
*President, Northern California Employee Benefits Council *Licensed Life and Health Agent