Accomplished leader, trainer, and sales professional specializing in the benefits industry. Recognized for expertise in partnership development, team building, and program management. Proven ability to drive long-term business growth through innovative strategies and fostering accountability within cross-functional teams. Consistently delivering exceptional outcomes that surpass expectations.
Overview
11
11
years of professional experience
Work History
Sr. Manager Carrier Relations and API Operations; ADP HRO
ADP
09.2024 - Current
Responsible for managing a team of API consultants driving API implementation and Service results.
Develops and maintains Carrier Relationships throughout the Comprehensive Services Organization.
Creates sustainable growth strategies to enhance relationships and drive profitability for business unit; among those created 'API Fast Track' doubling the potential opportunities for EOI API with Carrier Partners.
Focuses on initiatives to make our business processes easier-specifically for our clients with comprehensive benefit election focusing on risk and liability of benefit information and the security that new means of technology (API) provides.
Acts as a global ADP citizen; operating across business units to strategize business resources and make the best impact on our clients, and the overarching ecosystem of brokers and carrier relationships.
Executes strategic initiatives across the organization to consolidate and validate information; establishing Carrier Playbooks, backlog timelines, and support metrics for our EDI and API teams.
Director, Carrier Relations; ADP Major Accounts
ADP
01.2021 - 01.2024
Built ADP Partner Advantage Program for Carriers from 0 to 16 signed partners.
Responsible for partnerships that account for over $1.6 billion in annual premium.
Accountable for developing and enhancing strategic business partnerships by building trust with insurance Carriers' key decision makers to drive client retention and improve loss prevention.
Maintains productive Carrier partnerships that pay direct business revenue of over $5 million annually with anticipation to grow to over $20 million in next 5 years.
Develops and executes ADP's strategic objectives through channel development strategies and tactics that are focused on aligned carrier partnerships (16 signed Carrier Partners and 15 prospective Carrier Partners).
Responsible for developing profitable growth strategies that impact the HR Practitioner and employee experience; driving adoption of products, increasing revenue and persistency.
Alongside our cross-functional team; designed, developed and implemented large-scale initiatives such as the ADP Technology Credit Program, major product and platform updates.
Directs the bi-annual KPI readout and strategic goal setting discussion for each Carrier partner.
Executes on ADP's go-to market promise through regional development focused on aligned Carrier and Broker relationships.
Draft, negotiate & execute contracts with new and existing Carriers.
ADP representative participating and speaking at industry conferences; LIMRA, HR Tech, ADP Partner Advantage Summit, etc.
Spearheaded innovative approaches to resource allocation and strategic planning.
Leveraged professional networks and industry knowledge to strengthen client relationships.
Manager, Education and Partner Relations
UBA- United Benefit Advisors
01.2018 - 01.2021
Responsible for program management and engagement of 130 National Broker Partners and 20 Carrier Alliances; aligning business priorities, documenting business and onboarding process and identifying process improvement opportunities for resolution to the governing Board of Directors.
Led in-person and virtual conferences; content management, scheduling, key note speaking and professional licensing requirements.
Conducted market research to understand unique business needs of current and prospective Broker Partner firms; fostered and maintained robust sales pipeline and improved overall retention.
Responsible for the success of three major Sales Academies for industry Producers, Account Managers and Compliance Professionals; developed the program curriculum, coordinated industry leadership, secured funding and support, consistently exceeded KPI metrics and survey goals.
Maximized performance by monitoring daily activities and mentoring team members.
Territory Representative, Sales and Account Management
Republic Services
01.2017 - 01.2018
Moved sales from 10% growth pattern to 20% per month, consistently hitting 150% of sales goal.
Managed and retained relationships of a book of business of 700+ customers.
Built and grew customer relationships with existing and prospective customers.
Client Consultant; Customer Service and Financial Analyst
MetLife National Accounts
01.2014 - 01.2017
Managed large market relationships with eight customer contacts for companies with at least 10,000 eligible lives.
Served as subject matter expert on eligibility; developed and implemented frequent regulatory updates.
Oversaw implementation of MetLife products (Life, Dental, Disability, Critical Illness), organized project plan and stakeholder communication.
Participated on leadership team leading large-scale implementation of benefit services with a Third Partner Administrators.
Acted as overall Client Ambassador; Directed long-term efficiency projects, coordinated stakeholder analysis and readout of broker, customer and internal partner relationships.
Created process around action plans and escalations for customer issues to be addressed more efficiently and effective.
Education
M.A. - Communication Studies
University of Georgia
Athens, GA
05.2014
B.S. - Arts
Drake University
Des Moines, IA
05.2012
Skills
Effective public speaking
Results-oriented sales strategy
Strategic operational management
Client management
Financial Acumen
Collaborative Solutions
Business strategy optimization
Leadership in cross-departmental projects
Talent development
Troubleshooting and problem resolution
Strategic partnership development
Cross-functional communication
Data-driven decision making
Associations
Phi Beta Kappa Honors Society
NAHU Member-National Association of Health Underwriters