BENEFITS MANAGEMENT LEADERSHIP
Highly experienced Benefits Management Leader with a record of achievement driving the design, implementation, and enhancement of benefit programs and plans.
An expert in the design, implementation and servicing of medical, dental, disability, life, and qualified retirement plans, as well as web base software solutions. Well versed and up to date on HIPAA Privacy, FMLA, ERISA, Medicare, and COBRA policies as well as ••••• review and preparation.
Benefits Administration Regulatory Compliance Corporate Communications Business Planning
Operations Streamlining Financial Analysis Cost/Benefit Analysis Market Analysis Presentations
Policy Development Process Engineering
Gemini Group, Inc., Denver, CO •••••••••• •••••
One of the largest privately owned employee benefit consulting and brokerage agencies in Colorado serving small to mid-sized employers with benefit programs and related financial services. Gemini Group, Inc. was acquired by HUB International in January •••••
Director of Group Operations (••••• •••••)
Played a key role in generating annual revenues of $6M. Drove the delivery of Group Benefits Administration as the central offering of the company as well as offerings including Group Health, Cafeteria Plans, Retirement Plans, Wealth Management, Life and Disability Insurance. Drove service delivery before, during, and after the sales as well as the delivery of hundreds of employee seminars through direct client consulting as a Technical and Subject Matter Expert Delivered internal sales force training that focused on the delivery of customer-centric, solution-based sales presentations.
Closely managed the efforts of 8 direct reports with down-line authority for ••••• professionals in functions including Sales, Customer Service, Information Technology, Accounting, and Reception. Served as the companys HIPAA privacy officer to ensure strict compliance with HIPAAs privacy rules.
&#•••••; Provided instrumental contributions and leadership in the companys early development and continued growth. Integrated the operations of 3 merged entities that formed the foundation of the new company.
o Merged staffs, client databases and commission accounting systems.
o Identified and adopted best practices in sales.
o Developed the new organizational structure to effectively support sales.
o Created and implemented the new companys policies.
o Developed all Compensation and Benefit Plans.
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Gemini Group, Inc (continued)
Director of Group Operations
&#•••••; Played a pivotal role in positioning the company for continued growth through a merger with HUB in ••••• Enabled the systemic delivery of client services to more than ••••• clients with as many as ••••• employees.
o Developed the policies and procedures essential to effectively managing the business.
o Created an account management plan based on customer metrics including employer size, compliance burdens, mix of products, and annual revenues.
&#•••••; Developed the companys branding and sales pitch.
o Collaborated with ••••• producers to effectively illustrate the companys consultative services, products, technical services, and staff resources in a concise and customizable hour presentation.
&#•••••; Kept client retention rates at more than •••••% year in and year out by developing a highly-educated sales force.
o Held weekly meetings providing detailed information on market trends and products, as well as regulatory and compliance issues related to ERISA, COBRA, HIPAA, FMLA and applicable state regulations.
Financial Designs Ltd., Denver, CO •••••••••• •••••
A privately owned financial services consultancy now a wholly owned benefit and wealth management consultancy and a part of COBiz. Its Benefit Department served select mid to large size Colorado employers and a few select small businesses.
Employee Benefits Account Manager
Served as a high-level liaison to nearly ••••• clients generating annual revenues of $1M. Worked in collaboration with a customer service representative to ensure the efficient and effective delivery and administration of all client programs. Proactively identified and promoted cross-selling opportunities.
&#•••••; Key contributor to an •••••% increase in revenues in only 3 years.
&#•••••; Developed an outstanding knowledge of employer consulting. Mastered the analysis of group plans, and market trends, as well as regulatory and compliance issues.
Early career success as a Bond Account Executive with Aetna Casualty & Surety Company. Produced commercial bond book with an assigned group of agents/brokers. Underwrote all bond lines for commercial industries with annual revenues of $•••••,•••••,••••• and less.
EDUCATION, CERTIFICATION & LICENSES
Bachelor of Arts, Human Communications, University of Denver, Denver, CO
Writing Certificate, University of Denver, Denver, CO
Associate in Fidelity and Surety Bond Underwriting
Colorado Insurance Producer License, Health & Life
FINRA Series 6 Securities License