Strategic and results-driven employee benefits professional with 20+ years of experience managing complex client portfolios, negotiating carrier contracts, and leading renewal strategy for fully insured and self-funded plans. Recognized for deep regulatory expertise (ERISA, ACA, COBRA, HIPAA), advanced claims analysis, and the ability to translate complex data into actionable client solutions. Trusted advisor to executive leadership teams with a consistent record of client retention, cost containment, and service excellence.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Senior Account Executive
VISTANATIONAL INSURANCE GROUP (Acquired by Brown & Brown)
Oak Brook, IL
01.2016 - 01.2026
Served as senior-level strategic advisor managing a complex book of business across diverse funding arrangements and advanced contract structures.
Served as primary liaison between clients and insurance carriers, ensuring seamless communication and issue resolution
Led renewal strategy, negotiate carrier terms, and present comprehensive financial and utilization analyses
Analyzed claims data and utilization trends to drive cost-containment strategies and plan design improvements
Conducted renewal and quarterly business review meetings with executive stakeholders
Developed and executed open enrollment strategies including employee education sessions (on-site and virtual)
Prepared enrollment guides, employee communications, and renewal change summaries
Ensured full regulatory compliance with ERISA, ACA, COBRA, HIPAA, and related mandates
Oversaw installation of new group insurance contracts and manage implementation timelines
Maintained high client retention through proactive service and consultative partnership
Managed a book of business of over $1.5 million in revenue
Led strategic client engagements, enhancing customer satisfaction and retention rates.
Streamlined account management processes, improving operational efficiency and service delivery.
Account Manager
USI Midwest, Inc.
Chicago, IL
10.2015 - 12.2015
Managed local and national client portfolio including primarily fully insured and select self-funded accounts
Served as primary contact for clients, producers, and carriers
Educated clients on compliance requirements including ERISA, COBRA, and Healthcare Reform
Led employee benefit meetings and supported contract implementation
Coordinated timelines, deliverables, and renewal documentation
Account Manager
Benefitdecisions, Inc.
Chicago, IL
01.2003 - 01.2015
Managed assigned book of business within the 2–300 employee market segment.
Led renewal strategy meetings and full RFP marketing processes
Developed carrier comparisons and strategic recommendations to leadership teams
Coordinated vendor negotiations and managed implementation transitions
Oversaw billing, claims, eligibility, and enrollment issue resolution
Reviewed service agreements, SPDs, SBCs, contracts, and benefit materials
Facilitated quarterly service review meetings
Trained and mentored new team members
Medicaid Sales Representative
Humana, Inc.
Chicago, IL
01.2003 - 01.2003
Delivered enrollment presentations using approved marketing strategies
Developed relationships with community organizations to expand program participation
Responded to member inquiries and enrollment support needs
Senior Sales Support Specialist
Aetna, Inc.
Chicago
01.1996 - 01.2002
Subject matter expert for RFP preparation and complex questionnaire responses
Trained staff on RFP systems and sales support platforms
Participated in strategic planning calls for high-profile accounts
Served as Team Lead and performance mentor
Benefits Consultant
Aetna, Inc.
Chicago
01.1996 - 01.1997
Drafted group contracts, legal documentation, and benefit communications
Managed enrollment data and regional HMO contract preparation
Supported health fairs and employee enrollment meetings
Administrative Assistant
Aetna, Inc.
Chicago
01.1993 - 01.1996
Provided executive administrative support to CFO and financial leadership
Managed accounts payable and departmental HR records
Coordinated travel, meetings, and operational logistics
Education
Healthcare Management
Roosevelt University
Chicago, IL
Skills
Microsoft Excel Word PowerPoint Microsoft Office Suite
Zywave Brokerage Builder Employee Navigator
Certification
Illinois Life & Health Producer License #7903198
CORE COMPETENCIES
Employee Benefits Strategy & Consulting
Fully Insured & Self-Funded Plans
Renewal Negotiation & Carrier Management
Claims & Utilization Analysis
Open Enrollment Strategy & Communication
Regulatory Compliance (ERISA, ACA, COBRA, HIPAA)
RFP Development & Marketing
Client Retention & Relationship Management
Plan Implementation & Contract Installation
Timeline
Senior Account Executive
VISTANATIONAL INSURANCE GROUP (Acquired by Brown & Brown)