Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Accomplishments
Work Availability
Interests
Generic
Stan Lambert

Stan Lambert

Trabuco Canyon,CA

Summary

Dynamic leader with extensive experience in strategic planning and business development, notably as President & Founder at Curate Marketing Group. Proven track record in driving revenue growth and enhancing market position through innovative product strategies and effective sales management. Adept at corporate governance and mentoring teams to achieve exceptional results.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Board Advisor

Petzey
Dallas, Texas
04.2025 - Current
  • Advised on strategic initiatives to enhance company growth and market reach.
  • Collaborated with leadership to develop innovative product strategies for pet care solutions.
  • Provided insights on industry trends impacting the pet services market and competitive landscape.
  • Mentored executives on best practices in governance and decision-making processes.

Volunteer

OC Animal Care
Tustin, California
09.2024 - Current
  • Provided care and support for animals in shelter environment.
  • Engaged with visitors to promote adoptions and educate on animal care.
  • Supported adoption events by setting up and managing activities.
  • Trained new volunteers on shelter protocols and animal handling techniques.

President & Founder

Curate Marketing Group
Trabuco Canyon, CA
05.2024 - Current
  • Developed and executed strategic business plan to attain assigned metrics.
  • Business development in providing consultative services to employers.
  • Organized and facilitated board meetings, strategic planning sessions, and oversight.
  • Develop unique market collaborations between health care and various companies.

Director of Sales

CHRISTUS Health Plan
Irving, Texas
11.2022 - 04.2023
  • Directed sales and operations for employer, Medicare, individual, and family plan segments.
  • Developed three-year growth and profitability plans to enhance market position.
  • Executed a new business model supporting diverse lines of business, brokers and employer contracts.
  • Implemented enrollment and technology platforms to streamline channel strategy and reduce administrative costs.
  • Collaborated with CHRISTUS Health ministries across multiple states to elevate brand awareness and targeted marketing campaigns.
  • Led sales strategy development for health plan services, driving revenue growth.

Director of Sales, Senior Markets

Blue Shield of California
Woodland Hills, California
07.2020 - 10.2021
  • Responsible for leading employee benefits sales & service teams to achieve profitable business objectives.
  • Developed unique sales and service programs for group, student health and Medicare, generating $5.1M in new business revenues within inaugural two years.
  • Lead organizational business initiatives expanding growth footprint with exchanges and eCommerce businesses for Large Group Tech Trust & MMA exchange.
  • Expanded Medicare and individual enrollment increasing revenues by 91% year over year, while exceeding operating objectives.
  • Highest generating division in FY2011 with $3.3M in new group business commissions.
  • Managed key client relationships to ensure customer satisfaction and loyalty.

Principal, Director of Specialty Services Division

Marsh & McLennan Agency
San Diego, California
05.2010 - 01.2017
  • Achieved highest generating division status in FY2011 with $3.3M in new group business commissions.
  • Developed tailored sales and service programs, resulting in $5.1M in new business within two years.
  • Expanded Medicare and individual enrollment, increasing revenues by 91% annually.
  • Directed initiatives to advance growth in exchanges and eCommerce for Large Group Tech Trust & MMA exchange.

President and Founder

Virtual Co-Sourcing Insurance Services
Los Alamitos, California
01.2005 - 05.2010
  • Launched startup company specialized in delivering full-range of call center services to the insurance industry generating over $7M in annual commissions.
  • Lead over 270 employees, 12 leaders, 36 captive agents and over 350 partnered brokers.
  • Obtained multi-channel distribution contracts with Kaiser Permanente, Anthem, Health Net, United Healthcare, Blue Shield and other organizations.
  • Increased revenues 158% year-over-year with annual revenues of $7M in annual commissions in 2008.
  • Established offshore call center operations in Panama City, Panama in 2007, supporting insurance carrier Medicare, individual and family lines of business.

National Director of Sales

PacificCare Dental and Vision
Santa Ana, California
05.2003 - 01.2005
  • Directed national strategy for dental and vision services across multiple regions.
  • Collaborated with cross-functional teams to enhance service delivery and customer satisfaction with sales over 185% growth.
  • Managed budgeting processes to ensure financial health of dental and vision programs.
  • Worked with core leadership to develop short and long-range business plans.

Director of Sales

Kaiser Permanente
Pasadena, California
01.2000 - 05.2003
  • Directed sales and marketing initiatives for small business and individual plans in California.
  • Led a team of 86 direct reports, overseeing sales analysts and operations with $12M P&L.
  • Collaborated with core leadership to formulate short- and long-term business strategies.
  • Managed operations for small group and individual family plans, enhancing sales performance.

Senior Sales Consultant

PacificCare Health Systems
Cypress, California
01.1993 - 12.1999
  • Drove business growth through leadership of Medicare sales and operations teams.
  • Directed captive agents and direct sales initiatives to boost revenue streams.
  • Managed multiple affinity collaborations to strengthen market presence.
  • Developed tailored sales strategies for diverse healthcare products.

Education

Some College (No Degree) - General Studies

Long Beach City College
Long Beach, CA

Some College (No Degree) - Undergraduate Courses

California State Unitversity, Fullerton
Fullerton, CA

Skills

  • Strategic planning
  • Market analysis
  • Corporate governance
  • Business development
  • Product strategy
  • Sales management

Certification

  • Certified Sales Enablement Trainer - Dimensions of Professional Selling, 01/01/00
  • California Life and Health License, Active, #0D24073
  • Certified Sales Enablement Trainer - Consultative Selling, 01/01/03

References

  • Phil Orr, Vice President, National Medicare Individual Sales, Kaiser Permanente, Philip.t.orr@kp.org, 909-374-3868
  • Beth Albrecht, Senior Director, Consumer Marketing, Blue Shield of California, Beth.Albrecht@blueshieldca.com, 818-228-70
  • Marcia Davis, Executive Sales Director, Medicare Sales, Blue Shield of California, marcia.davis@blueshieldca.com, 805-620-2453
  • John Deines, VP, Benefits Consultant, Murray Group, john@murraygr.com, 208-809-1939

Timeline

Board Advisor

Petzey
04.2025 - Current

Volunteer

OC Animal Care
09.2024 - Current

President & Founder

Curate Marketing Group
05.2024 - Current

Director of Sales

CHRISTUS Health Plan
11.2022 - 04.2023

Director of Sales, Senior Markets

Blue Shield of California
07.2020 - 10.2021

Principal, Director of Specialty Services Division

Marsh & McLennan Agency
05.2010 - 01.2017

President and Founder

Virtual Co-Sourcing Insurance Services
01.2005 - 05.2010

National Director of Sales

PacificCare Dental and Vision
05.2003 - 01.2005

Director of Sales

Kaiser Permanente
01.2000 - 05.2003

Senior Sales Consultant

PacificCare Health Systems
01.1993 - 12.1999

Some College (No Degree) - General Studies

Long Beach City College

Some College (No Degree) - Undergraduate Courses

California State Unitversity, Fullerton

Accomplishments

Launched a start-up national and near-shore insurance call center serving large insurance companies.

Led Kaiser Permanente shared services team in deploying 1st industry online enrollment platform.

Drove 185% growth in national dental and vision sales in the first year with PacifiCare Dental & Vision.

Achieved 44% year-over-year growth in Medicare with Blue Shield of California.

Developed the leading Sales Force Automation platform utilized by leading health care companies.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests

Real Estate Development

Pet Animal Care Voluteering

Traveling