Sales & Marketing Executive
Business Developer Revenue Builder Risk Manager
Executive leader with over 20 years of expertise in all facets of achieving sales targets and building revenue with a proven track record in product distribution and in strategic marketing and selling processes. Profound ability to interpret trending markets, developing actionable strategies and achieving organizational long-term and short-term goals. Technically skilled in compliance, risk management, finance and healthcare benefits along with setting up effective metrics. A self-starter with strong business acumen, assessing complex situations, arriving at right decisions, and negotiating commercials risk management solutions with prospects. Achieved Top Performer awards and secured Presidents Club award among top 45 sales executives. Areas of Expertise include:
Consultative Sales
High-Level Sales Proficiency
Strategic Planning & Analysis
Industry Networking
Territory Expansion
Product Quality Assurance
New Business Development
Compliance & Risk Manager
Sales Cycle Compression
Tactful Closer
Staff Training & Development
Insurance & Healthcare Benefits
Professional Experience
PARADIGM HEALTH PLANS AND LIFESTYLE FOR LIFE, New York, NY 2015 – Present
Regional Vice President - Sales & Marketing
Strategize sales and distribution techniques rolling out New York based health plans to the open commercial market.
Establish and maintain white label opportunities and distribution channels with major insurance brokerage companies nationwide.
Promote Paradigm sales and marketing solutions for companies directly while surpassing customer objectives and market deliverables.
Create and implement 5 distribution channels for prospective C-Suite brokers and executives within a 5 month period.
Build business network and partnership with C-level executives covering territories from the east coast to west coast.
Achieve targeted sales of health plans through focusing on other verticals within Paradigm Holdings.
MARSH & MCLENNAN COMPANIES, Indianapolis, IN 2013 – 2015
Vice President (National Practice-Manufacturing, Automotive & Healthcare)
Delivered constructive risk management solutions to mid-range and large companies (50M+) through effective consulting services.
Applied strategic planning, partnership management, and actuarial analysis arriving at the value of risks involved significantly reducing costs.
Instituted Marsh sales team to centers of influence for gaining sales traction with prospective accounts.
Identified key features and value propositions through establishing a successful relationship with the National Practice leaders.
Achieved year-to-date (YTD) results of 90% with 200K in the Q4 Best Few funnel for 2015.
HUNTINGTON NATIONAL BANK & INSURANCE, Indianapolis, IN 2010 – 2013
Vice President
Reduced risk exposure considerably by methodically planning innovative strategies and thoroughly analyzing claim data.
Developed business for commercial banking sectors while fulfilling and exceeding annual sales objectives.
Expanded business territory into areas such as Indiana, Illinois and Michigan through collaboration with C-suite executives.
AON CORPORATION, Indianapolis, IN 2009 – 2010
Vice President
Developed customized insurance plans for all corporations nationwide offering health benefits, executive life insurance, commercial property and casualty insurance.
Achieved annual sales goals within 180 days and methodically built strategic business relationships with Senior Level Executives.
Developed and grew annual revenue of $100,000 within 8 months and secured top performer achievement.
SCHWARTZ BROTHERS, Chicago, IL 2004 – 2009
Vice President- Sales Management and Business Development
Grew effective book of business achieving $1M in sales with annualized revenue of $500,000.
Trained and mentored sales staff in monthly sales meetings while monitoring and evaluating the performance of 4 executives.
Schwartz Top Performer on an ongoing basis.
Produced presentations with salient product features and benefits that boosted business development.
Received Top performer quarterly and monthly.
PREVIOUS WORK HISTORY
Sales Professional & Client Executive Consultant MARSH & MCLENNAN, Indianapolis, IN
Account Management & Network Management Consultant AETNA US HEALTHCARE, Indianapolis, IN
Education & Credentials
Bachelor of Science in Business Marketing and Business Finance
UNIVERSITY OF MONTANA Missoula, MT
Licenses
States of IN, MI, FL, OH, TN, KY, IL- Property and Casualty/Health and Life Insurance License
Accredited Risk Management License
Health & Life Insurance Agency License
Continuing Education Units for Licensing up to date
Volunteering Activities
Raising funds for Make a Wish Foundation sponsoring a wish for a family.
Collected money through live auction for the Guerin Catholic gala, sponsoring scholarships to private school.
Raised $330K compared to previous year’s $210K for private school. (2014 – 2015)
Support elementary and high school programs through Junior Achievement of Indianapolis.
Annually participate in Tools for Schools program.
Professional Affiliations
Alzheimer’s Association Indiana Board of Directors
500 Festival Corporate Membership Board
Junior Achievement Committee and Board Member
Indiana Health Underwriters, Board of Directors
Indiana Manufacturing Association- Member
Indiana State Chamber of Commerce-Member
Marsh & McLennan Women’s Exchange- National Co-Chair
Wellness Council of Indiana- Member
National SHRM Chapter- Member
National Association of Women in Business Member
National Health Underwriters Association Member