Professional Profile

Experienced in Employee Benefits Insurance Sales and Benefits Technology

Administration. Highly specialized in product management, strategic

relationship development, consultative selling, and major and national

account management. Unique capabilities in online benefits technology

administration solutions. Core competencies include:

Skills Summary

Employee Benefits Technology Excellent Interpersonal Skills

Product Strategy, Product Online Delivery of Worksite VB

Management and Product Launch Insurance Products

Developing and Maintaining Health Care Reform Compliance

Strategic Product Partnerships Multitasker

Developing and Maintaining Key Strong Analytic and Problem

Revenue Channels Solving Skills

Professional Experience

1 PlanSource - Director, Product Management - Salt Lake City, UT - (2008-

November 2014)

Responsible for employee benefits administration technology product

planning and execution throughout the product life cycle, including:

defining the product vision, gathering and prioritizing product and

customer requirements, and working closely with development, sales and

marketing to product launch.

2 PlanSource/CoAdvantage - Director - Agency Management - Salt Lake City,

UT - (2008-2012)

Responsible to market and sell the PlanSource/CoAdvantage solutions,

HRIS/Payroll and PEO to Insurance Brokers and TPA relationships in the

Western US.

Trained Producers and Account Team staff as necessary in applying a basic

understanding of the PlanSource system including marketing materials,

pricing and RFP support to convert clients from paper to online technology

SaaS solutions.

3 e3 Financial - HR Technology Strategist - Newport Beach, CA - (2004-

2008)

HR technology subject matter expert for employee benefits technology

outsourcing services. Planning and execution throughout benefits

administration/HRIS system consulting/implementation client engagement

including employee communication strategies and deployment of web based

employee portals.

iBenefits/UltraLink, Inc. - Director Product Development - Costa Mesa, CA -

(1999-2004)

Planning and execution throughout the product life cycle, including:

gathering and prioritizing product and customer requirements, defining the

product vision, and working closely with development, sales and marketing

for product launch.

National Account Executive - managed key accounts for online benefits

technology and offline administrative and benefits procurement services.

Buettner Insurance Agency - Employee Benefits Producer - Long Beach, CA -

(1995-1999)

Employee Benefits Producer - target market 2 - 1,000 employee firms.

1 EDUCATION Brigham Young University

Bachelor of Science: May 1988

Major: Financial Planning

INTERESTS: Golf, Mountain Biking, Snow Skiing, Surfing, Fly Fishing

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