Senior Level Sales and Marketing professional delivering health and welfare consulting services to targeted markets.
Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
2024
2024
years of professional experience
1
1
Certification
Work History
VP Commercial Markets
Blue Cross Blue Shield of Massachusetts
01.2015 - 01.2024
New business sales executive with experience in Segments 2-99
Detailed knowledge with Fully Insured, Level funding, PEO, ICHRA, Captive and ASC
Cross selling Multiple Lines Medical, Dental and Ancillary
Hard working self starter who continues to meet annual sales quota
Multiple Medical Sales and Ancillary Sales award Winner
Continue to develop strong relationships with the Broker Community
Implemented Lunch and learns, presentations and office hours with Brokers
Identify and address trends, opportunities and struggles internally and with Broker Partners
Coordinates with all Silos of the company to aid in moving the sale form RFP to Implementation
Proactively manage Salesforce for all tracking activities related to Qualifying leads
Weekly sales meetings to address potential opportunities and update leaders on CRM pipeline
ProActively work CRM pipeline to identify and manage all new opportunities/relationships with Broker Partners
Ability to perform in a team environment and commit to assisting others
Build lasting internal relationships with Underwriting Product and implementation
Senior Sales Executive
William Gallagher Associates/Bar Ins
Boston, MA
01.2007 - 01.2015
Company Overview: William Gallagher Associates
Business develop professional specializing in new business sales
Sponsor for MIT enterprise forums, Intrepid Labs, Web Innovators and TCN
Strong ties to non-profit sector and ability to delivery strategic planning
Posses a strong Networking Skill set and the ability to create relationships
Help develop Renewable Energy, Non-Profit and Healthcare Practices
Named Approved Broker for New England Clean Energy Council and New England Venture Networks
Responsible for Round table discussion, consulting and prospect building at the Tech Venture Center with Deloitte
Human Resource Consultant to the Innovation Sector
Work in coordination with others in the company as assigned
Data base management experience marketing sales prospects, RFP process and presenting Carrier proposals
Designed and managed several Company websites
Work with others within the organization to develop new services and seek new products
Work with others within the organization to develop sales goals, budgets and Target Business Plans
Present and Implement rollout of wellness initiatives
Ability to deliver a universal understanding of Wellness Analytics
Registered Representative - Financial Services
The Horace Mann Companies
01.2001 - 01.2007
Initiated, managed and grew Financial Services and P&C Book of Business to $6.85 M in a 5 year period
Auto Book of Business - $1,000,000 with a 34% loss ratio
Life and Annuity Book of Business - $3.5 million assets under management with 98% persistency
Property Book of Business - $345,000 with a three-year loss ratio of 11.8%
Group Health and Welfare, Section 125 Procedures Voluntary and Group LTD LTC 93% retention
Consultative Selling Approach with major Municipalities
Rookie of the Year - 2002
Qualified for Leadership Council – Sydney, Australia
Compliant with all Securities related materials and training
Conduct Advice or Quote days in and Expo setting
Educate potential clients on the advantages of Retirement programs and all aspects of the Financial Solution
Instrumental in assisting School systems and Staff with Retirement planning and Pension maximization through the use of 403B’s and Universal and Variable Universal Life insurance, Group Disability and Long Term Care products
Negotiated, Manage and Service Group Relationships for Lawrence, Methuen, Maynard and Chelmsford Public Schools
Responsible for all negotiations and communication with the Teachers Unions and School Superintendents for Section 125 Plans Voluntary and Group LTD, LTC, Health and Welfare Strategies, Defined Contribution Plans
Excellent relationships with BCBC, DELTA, UNUM, Lincoln Financial, Harvard Pilgrim and Tufts Healthcare
Director of Sales and Marketing
Carbite Golf Company-San Diego
01.1997 - 01.2001
Experience driving product or services definition, marketing and go-to-market activities
Demonstrated success using critical thinking to formulate strategic direction, as well tactical experience managing multiple complex projects, juggling competing priorities, and meeting exacting deadlines
Strong analytical skills, demonstrated success in program or product management, and strong cross-functional influencing skills
Directed and managed television infomercials to direct marketing campaigns
Responsible for advising and consulting on media buys for television and print
Helped Control Media Cost Ratio through network analysis
Managed 3 call centers of 250-300 driving revenues $300,000 per month; $3.6M
Developed consumer sales/customer service divisions
Doubled revenues each year from 1997-2000 with the inside consumer sales division
Instrumental in the design of a grass roots marketing strategy
Developed a road crew to demonstrate and sell Carbite equipment Via EXPOs
Assisted in the initial design and marketing plan directed at an Internet strategy
Spear headed direct media campaign -top grossing Putter 1999/2000
Created a direct Website designed to sell and market golf equipment over the Internet
Professional Soccer Player
LASA- Latin American Soccer Association
Education
B.S. - Business Administration
Providence College
Providence, RI
Skills
Sales leadership
Targeted marketing
Customer and employee rapport
Decision-making
Relationship building
Presentations
Industry best practices
Human resources
Verbal and written communication
Complex Problem-solving
Results-driven
Strategic planning
Negotiation and persuasion
Customer prospecting
Account management
Competitor trends
Customer service
Critical thinking
Client relationship building
CRM software
Certification
Series 6 License
Series 63 License
LUTCF
Life, Health, Annuity, Property and Casualty Licensed
Country Manager, VP, Commercial Director, Canada at Fortive Corporation, ASPCountry Manager, VP, Commercial Director, Canada at Fortive Corporation, ASP