Jesse Rawley
Employee Benefits Consultant
Gig Harbor
Summary
Personable and dedicated with strong aptitude for understanding complex employee benefits packages and compliance requirements, bringing knowledge in HR policies and benefits administration. Adept at utilizing software to streamline benefits enrollment and management processes. Committed to delivering customized solutions that enhance employee satisfaction and optimize organizational efficiency.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
Work History
Partner / Vice President /Employee Benefits Consultant
USI Insurance Services
11.2016 - Current
- Validated book in 3 years and sold $1.5 million in 9 years.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Network with other professionals and organizations to expand contacts and opportunities.
- Provide expert advice on benefit plan designs tailored to specific company cultures and demographics, ensuring optimal fit for each organization''s unique workforce needs.
- Assisted clients in navigating regulatory compliance requirements related to employee benefits, avoiding potential fines or legal complications.
- Conduct annual reviews of benefit plans, resulting in updated offerings that catered to evolving employee needs.
Program Manager
Wells Fargo Insurance Services
12.2014 - 10.2016
- Responsible for new sales and management of self-funded association
- Manage entire renewal process - carrier negotiations, product review and modification, contract reviews
- Consistent report delivery of various analytics and renewal briefing delivery
- Develop and maintain relationship with trustee and key broker/producer relationships
- Conduct broker/producer product education trainings
- Understanding of bundled and unbundled self-funding products; stop-loss; pharmacy benefit management; third-party administration; disease management; case management
Education Practice Leader / Client Executive
Propel Insurance
03.2014 - 08.2014
- Managed, Retained and Grew $1,383,500 book of business
- 43 schools (32 k-12’s; 10 private; 1 university)
- Supervise and coordinate 4 internal service team members (account managers & account assistants)
- Awarded 2 new broker of records of K-12 school districts ($83,500 in additional revenue)
- Team lead in new client acquisition presentations
- Developed new revenue generating strategies for the practice based on client’s assessed needs
- Recruited and interviewed qualified candidates for service team roles
- Responsible for consulting clients on healthcare reform and compliance topics
- Recommended changes to internal processes to ensure quality and also add value to the client relationship
- Skillful and energetic relationship builder with internal team (service staff and producers), carrier partners and clients
Senior Sales Executive
Regence BlueShield of Washington
09.2010 - 11.2013
- 2013 Washington sales leader and top 5 of all Regence sales executives
- Sold 62 groups for 4,550 members in 2013
- Sold 80 groups for 5,155 members in 2012 and finished top 5 of Regence sales executives
- 2011 and 2012 Regence sales awards honoree
- B2B work with SHRM, TAG, ACG, PNWRC, ADP and with a number of direct employer contacts
- Conduct finalist presentations, healthcare reform meetings and open enrollment meetings
- Proficient with self-funding and fully-insured groups, underwriting methodologies
Broker Sales Executive
BenefitMall
11.2008 - 06.2010
- Company Overview: Nation’s Largest General Agency
- #1 Sales Executive in Midwest Region, Top 5 in Central Region, Top 15 in Sales in 2009 out of 80 Sales People
- 2009 Best of Best Award Winner, Member of Elite Sales Team and Sales Excellence Award Winner
- Producer of over 2,100 medical subscribers valued over $8,250,000 in annualized premiums
- 2 years Managing team of 6 Inside Sales/Retention Support Specialists; New Business Analysts and Data Entry Specialists
- Knowledge and experience in Sales (HMO, HSA, PPO, POS, Dental, DI, Life); Underwriting/New Business/Case Management; Service (Billing, Claims, Commissions, Plan Changes), Data Entry/Quoting
- Identify leading edge products to gain market advantage for clientele – HSA’s, HRA’s, Wellness programs
- Work with multiple carriers to build/enhance value based benefit designs
- Communication with support team and upper management on business production and market trends
- Client recruitment through marketing inventiveness, cold calling and referrals
- Conduct outside sales presentations, enrollment meetings and employee benefit meetings
- Nation’s Largest General Agency
Group Health Representative
Rippinger Financial Group
05.2002 - 09.2008
- Outside sales, skilled in sales and account management
- Underwriting and Customer Service experience
- Managed nearly 2,600 group renewals, renewed 94.6% in 2005, 92.1% in 2006 and 92.3% in 2007
- Implemented a renewal process; renewal tracking to insure accuracy, notification letters to clients, promoted alternates to conserve groups, called on 10+ groups to offer assistance
- Health and Wellness cultural architect - implemented and chaired wellness committee
- Consumer Driven Health Care (CDHC) Accreditation
Education
Bachelor of Arts - Finance
Upper Iowa University
05.1998 - 05.2002
Timeline
Partner / Vice President /Employee Benefits Consultant
USI Insurance Services
11.2016 - Current
Program Manager
Wells Fargo Insurance Services
12.2014 - 10.2016
Education Practice Leader / Client Executive
Propel Insurance
03.2014 - 08.2014
Senior Sales Executive
Regence BlueShield of Washington
09.2010 - 11.2013
Broker Sales Executive
BenefitMall
11.2008 - 06.2010
Group Health Representative
Rippinger Financial Group
05.2002 - 09.2008
Bachelor of Arts - Finance
Upper Iowa University
05.1998 - 05.2002
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