Sales Customer Service

NORBERT D. REBHOLZ

**** ***** ***** . *******, ********* 53705 . 608-***-**** .

********@*********.***

BACKGROUND SUMMARY

Marketing Executive with a successful record of increasing sales,

profitability, and customer satisfaction in managed care, insurance, health

care and mortgage insurance businesses. Proven ability to lead teams of

professionals to achieve focused results and creative solutions. Wide

breadth of experience in the areas of:

Strategic and Tactical Brand Management Product Development

Planning

Sales / Business Market Research Customer Relations

Development

Marketing Communications Advertising and Promotion Public Relations

Financial Analysis and

Pricing

PROFESSIONAL EXPERIENCE

MARKET IMPACT LLC - Madison, WI

2008 to Present

Principal

Responsible for the sales and operations of a consulting business with a

primary focus on strategic planning and marketing initiatives for

profitable growth. Also provide pre-paid legal and identity theft

protection and restoration services as an independent associate of Pre-

Paid Legal Services, Inc.

. Assisting skilled nursing facility management build relationships

between senior management and key physician and community referral

sources.

. Assisting employers in reducing costs and increasing productivity

through the sale of services to handle employees' legal and

identity theft.

. Provide leadership through facilitation of strategic and business

plan development.

. Obtained certification as an Identity Theft Risk Management

Specialist and completed Affirmative Defense Response System (ADRS)

training to assist companies with the federal Red Flags Rule

requirements.

WISCONSIN MEDICAL SOCIETY - Madison, WI 2003 to 2008

Professional association for physicians throughout Wisconsin.

Director - Business Development, 2007 to 2008

Director - Membership and Professional Services 2003 to 2007

Responsible for development and implementation of programs and services

to reduce administrative expenses or increase revenues for members. Also

responsible for member recruitment and retention.

. Exceeded membership sales goals four out of five years and by an

average of 4% in each of the last three years.

. Introduced two new member only insurance products. These products

feature guaranteed issue, simplified underwriting and preferred

rates making it easy to physician members to get the additional

coverage they need to support their higher income levels.

. Directed the concept phase for the development of a credentialing

forms completion and distribution service utilizing a single source

database for physicians. The system will improve administrative

efficiency and reduce costs for medical practices.

. Directed the analysis, selection and implementation of an e-

commerce system for the Society's membership. This simplified the

process for medical groups and increased the cash flow for the

Society.

. Established and maintained relationships with other state medical

societies and American Society of Association Executives via

Listservs, resulting in ideas that were employed in systems to help

demonstrate value and increase membership.

. Developed e-mail solicitation system with materials that improved

sales efficiencies and effectiveness. This system has been used by

peers to increase their membership sales.

. Led the management team in the development of a comprehensive

business continuation plan to facilitate the expeditious recovery

of business systems in the event of a disaster.

WOMEN'S HEALTH AMERICA, INC., - Madison, WI 2001 to 2003

Mail order pharmacy and pharmaceutical manufacturing company specializing

in natural hormone replacement therapy.

Marketing Director

Responsible for corporate branding, market strategies, systems to monitor

and manage product cost / price on both wholesale and retail sides of the

business, and establishing an internal environment for significant sales

growth.

. Directed and coordinated sales and marketing efforts leading to an

increase prescription sales.

. Implemented a company-wide sales incentive program, which improved

cross-selling and increased revenues.

. Coordinated all sales, marketing, and operational activities of a

subsidiary company, which led to a dramatic increase in the sales

of bulk products.

. Developed a private-label line of over-the-counter diagnostic

products.

ASSOCIATED EMPLOYEE BENEFITS SPECIALISTS - Brookfield, WI 1999 to 2001

Insurance agency specializing in employee benefits program, including group

and individual health, life, dental, disability, and long-term care

insurance products in the metro Milwaukee market.

Sales and Operations Director

Responsible for all aspects of sales, marketing and operations. Joined

the business to grow sales and to pursue a business partnership

opportunity.

. Came into a situation where (unbeknownst to the owner) the primary

agent planned to open her own agency and worked for months to

transfer business to her agency upon leaving. My role was to

retain most of the business by quickly establishing relationships

with customers, along with developing new business. I was

successful in maintaining the majority of the business and in

creating a flow of new insured business.

. Worked with property and casualty agents to improve their knowledge

of the employee benefits side of the business, which led to an

increase in client referrals.

. Instituted a direct marketing system, which led to an increase of

qualified prospects.

. Evaluated companies represented by the agency and consolidated our

offerings increasing the business to the primary carriers thus

strengthening relationships and solidifying the agency's commission

structure.

UNITY HEALTH PLANS INSURANCE CORPORATION - Sauk City, WI

1994 to 1999

Managed care organization serving 84,000 members and producing revenues of

$140 million.

Director of Marketing

Full responsibility for planning and execution of marketing strategies.

Directed brand identity, market research, advertising and promotion,

product management, marketing communications, customer satisfaction, and

sales support services for direct and agency distribution channels.

. Facilitated a 40% growth in profitable memberships, greatly

exceeding major competitors in the saturated South-central and

Southwestern Wisconsin market.

. Developed an innovative point of service product that

differentiated Unity from its competitors and accounted for 20% of

insured business.

. Directed the development and successful implementation of a new

corporate name and brand identity.

. Designed a new health and wellness program that helped

differentiate Unity from its competitors.

. Created a customer advocacy program that reduced customer

grievances by 42% in 1997 and 28% in first half of 1998 while

increasing customer satisfaction from 91.8% to 92.8% in 1997, and

to 94.0% in 1998.

MERITER HEALTH ENTERPRISES - Madison, WI 1988 to 1994

For-profit subsidiary of an integrated health care delivery system

providing reference laboratory, home health care, and mobile x-ray and

phlebotomy services.

Director of Sales and Marketing

Responsibilities included development/implementation of marketing

objectives (sales, market research, advertising, and promotion). Also,

managed new business development efforts for parent corporation.

. Increased revenues 80% in four years to $5.8 million by

implementing focused sales and marketing strategies, realigning

sales territories and developing a new drug testing product.

. Planned and managed a coordinated advertising and direct mail

campaign that helped facilitate growth of the home health business.

Revenues grew from $4.2 to $5.2 million over a three year period.

. Directed the efforts of the new business development task force,

which analyzed business opportunities for potential acquisition,

start-up, or joint venture for Meriter Health Services.

VEREX CORPORATION - Madison, WI 1983 to 1988

One of the nation's leading private residential mortgage insurance

companies during this time period.

Vice President, Director of Marketing 1985 to 1988

Director of Product Management and Development 1983 to 1985

Overall responsibilities encompassed product development and management,

national and regional marketing management, corporate communications,

customer service and sales support.

. Developed and implemented regional marketing strategies to enhance

customer service and added four new products and seven services.

Grew market share by over 78% in only an 18-month period.

. Implemented a system focused on targeted markets based on expected

financial contributions. Resulted in a 35% positive shift in

insured business coming from prime markets.

. Organized customer service unit at no cost, resulting in an 80%

increase in the company's service rating.

. Developed/implemented significant price increase resulting in

increased revenues of 30% without a decrease in market share.

EDUCATION

Marquette University - MBA with Marketing emphasis

University of Wisconsin-Whitewater: BBA (Major - Finance, Minor -

Economics)

AFFILIATIONS

. President, St. Vincent de Paul, Madison District Council and Chair, Board

of Directors.

. Past Board member and Vice President of Sales and Marketing Executives of

Madison.

. Past member Madison Advertising Federation.

. Past member of the Board of Trustees and Finance Committee for Our Lady

Queen of Peace Parish.

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