I help businesses deliver maximum value to their employees through reliable innovation and effective plan design, communication, and delivery of employee benefits, retirement plans, and insurance programs.
I partner with employers to maximize compliance and reduce costs.
As a responsible and flexible business partner, I am able to create real world solutions to meet the diverse needs of my clients.My goal is to proactively control the experiences of my clients to make their future more predictable and secure. I am well versed on PPACA and am successful delivering solutions.
I have blend of operational management and employee benefits and retirement plan experience. In addition I have a background in HR, Payroll, and Technology. This Read more
I help businesses deliver maximum value to their employees through reliable innovation and effective plan design, communication, and delivery of employee benefits, retirement plans, and insurance programs.
I partner with employers to maximize compliance and reduce costs.
As a responsible and flexible business partner, I am able to create real world solutions to meet the diverse needs of my clients.My goal is to proactively control the experiences of my clients to make their future more predictable and secure. I am well versed on PPACA and am successful delivering solutions.
I have blend of operational management and employee benefits and retirement plan experience. In addition I have a background in HR, Payroll, and Technology. This allows me to understand a variety of complex systems that require integration and the ability to lead clients through the process to implement programs and solve those problems.
Experience:
Over 10 years in business management, responsible for P&L statement, revenue generation, customer service, expense reduction, and strategic planning, including 2 years of mutli-location management.
Over 7 years of business to business consulting experience.
Two years of experience working for a top rated Insurance Carrier which allows me to understand the intricate details of benefits programs.
In-depth knowledge of a wide variety of voluntary and group employee benefits products, technology and services.
Dedicated to giving my customers service that exceeds their expectations.
Specialties: Health Insurance and Retirement Plans, Compliance, Alternate Funding Arrangements, Voluntary and Employer Paid insurance products including Medical, Life Insurance, Disability, Dental, and Vision.
ACA Compliance and Reporting
Complex Enrollment Processes
President of Jacksonville Association of Health Underwriters
Member of FINRA
Member of National Association of Health Underwriters / Jacksonville Association of Health Underwriters
