Innovative and creative strategic thinker with diversified management experience in benefits technology, excels in improving customer relationships, problem solving and and communication.
Overview
29
29
years of professional experience
Work History
Director, Strategic Partner Support
PlanSource
07.2022 - Current
Managed all aspects of strategic partnerships
Operationalized new and existing integrations
Served as liaison between Operations teams and 18 strategic partners
Consult on internal and best practices to build a best in class customer and client experience
Worked closely with product development teams to create operational readiness protocols for strategic partner integrations.
Build internal and external reporting to show progress of integration adoption and ROI.
Benefits Administration Strategic Relationship Lead
Cigna
09.2021 - 06.2022
Lead overall partnership strategy for voluntary business and key partners: HCM, Ben Admin, Exchanges and Enrollment Firms
Launch and direct Cigna enrollment offering and increasing distribution pipeline
Develop governance, best practices and key metric dashboard on growth initiatives with strategic partners.
Benefits Technology Consultant
The Standard
08.2011 - 09.2021
Business Development Lead creating relationships to improve positioning, value proposition and overall sales
Responsible for negotiating enterprise-wide contracts, SOW to deliver value to customers and clients
Lead SME on benefits technology industry, partners, funding and capabilities
Senior PM role to deliver voluntary products to marketplace and business lead on go to market strategy involving sales, marketing, underwriting, proposals, product and enrollment
Pioneered Private Exchange initiative and growth strategy in 2014 which developed overall roadmap for benefits technology as part of Sales strategy for The Standard
Group level sales support on RFP, finalist and complex negotiations to win and retain business.
Senior Consultant, Auto Product Development
Travelers Insurance
05.2007 - 07.2011
Completed robust cost benefit analysis to present business case to executive leadership to sponsor initiative – resulted in 1.4 million annual Operational Expense savings
Created work around solution to capture critical data for reserving and ultimately more accurate predictive modeling around pricing.