Senior leader with over 20 years of combined experience in health plan operations and digital health care navigation. Results-driven with an extensive background in building and managing relationships with Blues as well as other national and regional carriers in order to drive growth and revenue. Accomplished at strategy and business case development, competitive analysis, and contract negotiations.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Vice President, Payer Strategy
Quantum Health
01.2024 - Current
Develops and owns vision, strategy and roadmap for preferred payer expansion
Evaluates potential partners based on strategic fit, market relevance and revenue potential
Cultivates strong relationships with payers (health plans and TPAs) at the executive level to promote collaboration and drive commitment
Facilitates local and national collaboration between Quantum's sales team and payer sales leads, fostering lead generation and joint prospecting initiatives
Serves as the subject matter expert for health plan and TPA landscape, and provides competitive intelligence to leadership on market dynamics
Business Development Director, Partnerships
apree health (formerly known as Castlight Health)
03.2022 - 08.2023
Developed and executed new partnership strategies to drive growth and expand market reach
Nurtured and assessed existing partnerships to determine expansion opportunities
Ensured growth of new business channels by leveraging existing health plan relationships to obtain support and buy-in
Translated client needs into partnership solution requirements
Researched trends, product pricing, ratings and performance to evaluate new partnerships
Executed contract negotiations with new health plans and clinical vendors to enhance existing product solution and to support new product verticals
Served as the thought leader for product roadmaps
Provided guidance and mentored junior partner managers
Senior Partner Manager, Health Plan Partnerships
Castlight Health
12.2019 - 02.2022
Managed the entire portfolio of health plan data partnerships and served as the subject matter expert for health plan partner relationships and data integration business agreements
Evaluated data costs and led fee negotiations with health plan payers
Managed health plan related escalations and collaborated with internal teams such as product and engineering to address issues, develop solutions and deliver reasonable outcomes
Worked with sales, implementation, customer success and data partnerships team to meet timelines and deliverables to ensure successful client launches
Developed strategies to engage health plans and gain buy-in on initiatives
Educated internal teams on existing health plan relationships and created SOPs for new and existing client data integrations
Conducted industry research and analysis to evaluate new partnerships and key trends in the health plan partner space
Proposal Development Consultant
Anthem, Inc.
10.2017 - 12.2019
Managed cross functional teams to deliver customized responses for complex proposals targeting local large group clients and multi-state (national) employers
Conducted competitive analysis as well as review of proposed product and plan designs, clinical programs and fee structures to develop effective messaging to secure or retain business
Provided technical and consultative support relative to the execution of sales strategies and proposal development for pre-sale and renewals
Managed work streams focused on process improvement initiatives
Developed language for new products and services to include as content for sales enablement materials and proposals
Conducted quality review of proposals and relevant marketing content
Mentored junior staff and led onboarding of new hires
Health & Productivity Consultant, West Region National Practice
USI Insurance Services (formerly known as Wells Fargo Insurance)
08.2016 - 10.2017
Served as the lead regional well-being and engagement consultant for sales and account teams with clients located in California, Arizona, Nevada, Oregon and Washington
Evaluated client needs and expectations, establishing clear goals for each consulting engagement
Designed and evaluated comprehensive population health management programs and initiatives for local and national clients
Directed budget development for medical management and wellness programs
Created strategic communication plans with milestones addressing client-specific long-term and short-term goals
Educated clients of health plan specific clinical core and buy-up programs as well as vendor solutions ranging from comprehensive digital health navigation platforms to condition management vendors
Developed sales enablement collateral, case studies and thought leadership content
Led vendor selection process by conducting industry and competitive landscape research
Account Manager
Anthem, Inc.
06.2013 - 04.2016
Managed retention and growth of fully insured and self-insured clients
Implemented and managed population health program solutions for clients in private and public sector (school districts, California counties, etc.)
Created employee communication strategies and developed custom collateral to help increase employee engagement in programs and initiatives
Directed budget development for wellness and engagement programs
Assessed and identified opportunities to improve clinical program effectiveness through population data analysis and stakeholder feedback
Highlighted client specific clinical outcomes and provided program recommendations based on population health data
Proposal Development Analyst Senior / Consultant
Anthem, Inc.
10.2007 - 05.2013
Lead Client Services / Employer Service Representative
Anthem, Inc.
01.2003 - 09.2007
Senior Customer Advocate, National Accounts
Blue Cross of California
12.1998 - 12.2002
Education
Bachelor of Science - Business With Marketing Concentration
University of Phoenix
Tempe, AZ
Skills
Team Leadership
Relationship Building
Critical Thinking
Strategic Planning
Business Development
Account Management
Operations Management
Process Improvement
Negotiation and Persuasion
Budget Oversight
Customer Prospecting
Sales Leadership
Certification
Resident Insurance Producer – Accident & Health, Life Agent, California Department of Insurance, 0L70275, 04/01/2017-04/01/2025
Accomplishments
Collaborated with leadership to successfully implement and launch 3 new Blue plan clients
Generated lead for initial health plan client prospect which led to sales and marketing process improvements
Negotiated fee structure for existing partnerships which resulted in an annual cost savings of over $350,000
Streamlined internal bill review process and identified patterns of annual overpayments
Implemented a total population walking/physical activity challenge and well-being program for a public sector client with over 15,000 eligible lives
Streamlined RFP database and onboarding of new proposal managers
Timeline
Vice President, Payer Strategy
Quantum Health
01.2024 - Current
Business Development Director, Partnerships
apree health (formerly known as Castlight Health)
03.2022 - 08.2023
Senior Partner Manager, Health Plan Partnerships
Castlight Health
12.2019 - 02.2022
Proposal Development Consultant
Anthem, Inc.
10.2017 - 12.2019
Health & Productivity Consultant, West Region National Practice
USI Insurance Services (formerly known as Wells Fargo Insurance)
08.2016 - 10.2017
Account Manager
Anthem, Inc.
06.2013 - 04.2016
Proposal Development Analyst Senior / Consultant
Anthem, Inc.
10.2007 - 05.2013
Lead Client Services / Employer Service Representative
Anthem, Inc.
01.2003 - 09.2007
Senior Customer Advocate, National Accounts
Blue Cross of California
12.1998 - 12.2002
Bachelor of Science - Business With Marketing Concentration