
Employee Benefits Professional
Greater Chicago Area

Employee Benefits Professional
Greater Chicago Area
Employee benefits professional with a diverse set of health & welfare credentials. I have extensive experience in Health and Welfare benefits plans, guiding organizations through the insurance & benefits management process from all aspects of the field.
I have worked as an internal consultant for the Benefits Dept of a Fortune 100 corporation overseeing the design and execution of their Health and Welfare programs.
I have experience managing client and marketing coverage for organizations through all aspects of the insurance and benefits management process for a highly regarded benefits broker.
I have marketed all types of group insurance to the brokerage and consulting community as a carrier rep.
Additionally, I have worked for an insurance company vendor providing services and products making healthcare and healthcare coverage more affordable for their customers.
I'm results-oriented, decisive leader, with proven history collaborating with senior business leaders, client executives, and key decision makers.
I also have organizational development experience as the originator of a leadership development program and managing an engagement survey.
**Benefit Design & Analysis
**Project Management & Planning
**Program & Vendor Management
**Client Management
**Corporate Communications
**Strategic Planning
(Privately Held; 1001-5000 employees; Insurance industry)
November 2004 — January 2008 (3 years 3 months)
Concentra Network Services (now called Viant) provides comprehensive cost control strategies to payers in the health care industry through its PPO networks, network management, pre-payment pricing and post-payment audit services.
- Successfully resolved customer issues, tracked claim flow activity, and coordinated client projects to help them reduce their claim cost by 2% and improve accuracy.
-Instituted leadership development and mentoring program including indentifying high-caliber candidates
-Managed new enterprise Employee Engagement Survey
(Public Company; 10,001 or more employees; HAL; Oil & Energy industry)
2003 — 2004 (1 year)
Halliburton Energy Services provides technical products and services for oil and gas well exploration and production in 100 countries around the world.
--Oversaw strategy, design, and execution of Health and Welfare benefit programs such as medical, dental, life, vision, disability, as well as AD&D, for over 15,000 full-time domestic employee and 5,000 retirees.
--Incorporated rigorous corporate benchmarks, with vendor management, to optimize benefits and corporate ROI.
--Directed audit initiatives related to claims administration and prescription drug plans to facilitate improved vendor compliance.
--Collaborated with benefit plan vendors, consultants, and legal counsel to ensure compliance and secure best plans and pricing.
--Engineered and deployed voluntary benefits programs that provided options to associates including long-term care insurance and supplemental coverage for new retirees.
(Privately Held; 11-50 employees; Insurance industry)
2001 — 2003 (2 years)
Madison Benefits Group is a sophisticated, regional employee benefits brokerage and consulting firm. Known for expertise in administrating, communicating and financially managing insurance carriers, administrators, and providing exceptional service.
--Selected by the president to work with commercial clientele to design and manage benefits plans.
--Acted as liaison between clients, administrators and insurance carriers.
--Established benefit models to fit specific client needs, balancing benefits with administrative services, plan options, and price points generating overall cost savings options.
--Developed comparative scenario planning and rate plan evaluations analyzing company costs vs. benefits in value and costs.
--Initiated more than 30 formal RFPs for carrier coverage that generated $150K in new business and $400K in renewal sales.
--Provided invaluable generalist knowledge of FSAs, long-term care, as well as pension and 401(k) retirement planning.
(Public Company; 10,001 or more employees; HIG; Insurance industry)
1987 — 2001 (14 years)
• Managed sales and policyholder accounts in the Houston office, including Houston, Austin and South Louisiana territories
• Effectively marketed group life, disability, medical, dental, and stop loss products to brokerage and consulting firms with clients companies ranging from 200 to 100,000 lives, resulting in and over $40 million in premium written.
• Actively managed an average of 35 accounts and renewals each year.
• Provided expertise in field underwriting, multi-benefit lines, and underwriting concepts, and employee benefits contracts.
•Received Sales Rep of the Year award, 1995: Multi-year honors producer.
(Public Company; 10,001 or more employees; TRV; Insurance industry)
1979 — 1987 (8 years)
Group sales and account management in the San Antonio, TX, Shreveport, LA, and Houston, TX offices.
• Effectively markets Travelers’ products and developed relationships with agents and brokers in assigned territories with small and medium sized client companies.
•Sold, serviced and renewed hundreds of small to medium size group accounts.
BA, EBA, 1974 — 1978
Founded in Fulton Missouri in 1851, Westminster College is a private, selective, coeducational, residential, undergraduate college with a curriculum based on the liberal arts with an emphasis on developmental experience.
Certified Employee Benefit Specialist (CEBS),
University of Pennsylvania Wharton School of Business & International Foundation of Employee Benefit Plans, Philadelphia, Pennsylvania & Brookfield, Wisconsin
Bayou city HR, ISCEBS, LDS networking group
Top Producer Award 1995, Hartford Life