Chief Operating Officer

Evan Engler

** ********* ***** *********, *** York 11787 Telephone: 631-***-****

Email: ********@*****.*** Linkedin: https://www.linkedin.com/in/evan-engler-1499b6192/

January 13, 2020

Serving as VIP Client Manager for clients such as New York Yankees, NBA and the NHL is a significant accomplishment but only serves as a representative sample of many, which I have successfully accomplished during my career in various healthcare insurance management positions. If your future operational planning goals are consistent with having this type of result, you may be interested in my background.

Considered a senior healthcare executive with a combination of vision and corporate realism, I have been acknowledged for my capacity to harness the enthusiasm and talents of others, identify core issues, and exploit the necessary resources available to stretch funds and achieve management objectives in several highly demanding situations. A few notable accomplishments include:

Developing and Expanding Group Benefits Department: Developed the Group Benefits department from 35 employees under BWD to more than 150 employees in 3 offices in the northeast totaling 150 employees. Played a key role in integrating the clientele and cultures of 2 companies into one including the development and implementation of new software. Consequently, department’s revenue increased in 5 years from $11 million to $41 million.

Achieving Year-Over-Year Revenue Growth: Grew over a period of 11 years this family's podiatry business from 1 doctor, 1 front desk employee and 1 back office employee to 2 locations, 4 doctors and 15 employees. In August, 2019, finalized the sale of the business to a large hospital healthcare system. During my tenure as Chief Operating Officer, revenue increased from $250,000 in 2008 to $5.2 million in 2019.

Creating & Implementing Retirement Tax Savings: Created, negotiated and personally implemented contract language in over 90% of the 900 school districts in NY State which now allows thousands of retiring teachers to tax shelter their lump sum payouts of unused sick and vacation leaves into their defined contribution plan (403b).

My in-depth experience with revenue generation, retirement tax savings, and employee group benefits knowledge, as well as my project leadership ability, and capacity to achieve objectives will contribute to the further success of any business initiatives undertaken by your organization.

When it comes to something as important as hiring a Chief Operations Officer, words on paper are no substitute for personal interaction so let me suggest a next step. I’d like to get on your calendar in a few days so that we can explore how I can serve your needs.

Feel free to call me on my direct line of 631-***-****.

Sincerely,

Evan Engler

Evan Engler

Evan Engler

12 Summerset Drive Smithtown, New York 11787 Telephone: 631-***-****

Email: ********@*****.*** Linkedin: https://www.linkedin.com/in/evan-engler-1499b6192/

COO OF HEALTHCARE INSURANCE OPERATIONS & EMPLOYEE GROUP BENEFITS

BS (Industrial Management), Senior Healthcare Insurance Executive, with more than 20 years of P&L management experience in building high-performing operational cultures, which proved instrumental in achieving sustainable revenue growth, strengthened new market development initiatives and exceeded Key Performance Indicators (KPIs) that consistently converted organizational objectives into tangible, deliverable results for multi-million-dollar clients.

Experience includes serving as Director of Operations - Group Benefits for BWD Group (NFP) in Plainview, New York, with responsibility for managing a $26 million departmental budget and 12 direct/138 indirect reports across 3 northeast office's that accomplished the following 3 items: 1) Managed for 5 years a group benefit department that achieved a 95% client retention ratio; 2) Personally served as VIP Client Manager for major sports clients such as: NHL, New York Yankees, NBA and WNBA; and 3) Developed and implemented over 2 years a new proprietary internal carrier relationship management software system that tracked benefits in real time.

AREAS OF MANAGEMENT KNOWLEDGE

Strategic Planning & Execution Business Process Transformations Instituting Cost Avoidance/Cost Reduction Techniques

Managing Software Implementations Multi-Million Dollar Budget Management Building High Performing Teams

CAREER HIGHLIGHTS

Developing and Expanding Group Benefits Department: Developed the Group Benefits department from 35 employees under BWD to more than 150 employees in 3 offices in the northeast totaling 150 employees. Played a key role in integrating the clientele and cultures of 2 companies into one including the development and implementation of new software. Consequently, department’s revenue increased in 5 years from $11 million to $41 million while maintaining total payroll under $10 million for an operating budget of $26 million in 2018.

Creating & Implementing Retirement Tax Savings: Created, negotiated and personally implemented contract language in over 90% of the 900 school districts in NY State which now allows thousands of retiring teachers to tax shelter their lump sum payouts of unused sick and vacation leaves into their defined contribution plan (403b). As a result, each retiring teacher saved approximately 45% on the first $40,000 deposited ($18,000 tax dollars saved) with the district saving FICA taxes of 7.65% on each retiring teacher’s lump sum payment. This program continues to this day with providing the largest statewide retirement tax savings for teachers and districts.

Achieving Year-Over-Year Revenue Growth: Grew over a period of 11 years this family's podiatry business from 1 doctor, 1 front desk employee and 1 back office employee to 2 locations, 4 doctors and 15 employees. In August, 2019, finalized the sale of the business to a large hospital healthcare system. During my tenure as Chief Operating Officer, revenue increased from $250,000 in 2008 to $5.2 million in 2019.

Improving Quality Assurance: Realized as Service Center Manager the need for developing an internal quality assurance department at TIAA-CREF. Developed the department and co-wrote the database system to provide service team members with correct answers to difficult questions while building an internal base of knowledge utilizing the most experienced representatives. Subsequently, from 2011 to 2012 the QA department fielded more than 10,000 calls, which improved the accuracy of answers provided to the clients from approximately 86% to 98%.

WHAT OTHERS SAY

"Evan not only handled the benefits for all of the NHL, he personally took care of the benefits for my wife and I. Anytime there was an issue our first call was to Evan because we knew he would be able to resolve it! As the CFO of the National Hockey League it is imperative to surround yourself with the best and the brightest and when it comes to Insurance Benefits that’s Evan Engler!"

...Craig Harnett, CFO at NHL

"I worked with Evan over the years in setting up the Benefits for the NBA. In addition, Evan worked directly with my personal assistant to resolve any issues that my wife and I had with our plans. His expertise and kind manor made a lasting impression on all those that he worked with. I was sorry to hear that he is no longer with BWD and would like to say to any future employer, you would be lucky to have this service oriented executive on your team!

...David Stern, (Former NBA Commissioner)

KEY COMPETENCIES

Creating a Shared Operational Vision Ensuring Regulatory Compliance Implementing Continuous Process Improvements

Multiple Program/Project Management New Program/Service Launches Conflict/Dispute Resolution

Evan Engler Page 2 of 2

Telephone: 631-***-**** Email: ********@*****.***

PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Plaza Podiatry Ú Selden, New York Ú 2008 to 2019

Chief Operating Officer – Scope of duties consist of directing 2 medical offices that generated more than $5 million in annual revenue with a concurrent profit of 200% on the initial investment.

Implemented during a time when reimbursements from insurance carriers were being reduced annually a wide-array of efficiencies in terms of reducing overall operating and payroll expenses while simultaneously developing new sources of revenue that maintained a 30+% annual growth rate for more than a decade.

BWD Group (Acquired by NFP in 2015) Ú Plainview, New York Ú 2013 to 2018

Director of Operations - Group Benefits – Primary duties focused on managing multiple customer service teams throughout the Northeast (3 offices), which serving small, medium and large market clientele, which included leading a call center with 50 representatives. Served as personal VIP Client Manager for major sports clients, such as: NHL, NY Yankees, NBA and WNBA.

Personally managed the company’s largest client (National Hockey League) which included all of the team’s personnel and officials. Successfully negotiated the on-boarding of the NHL Players’ Association for benefits which doubled the size of the overall account. Assisted league in overseeing the NHL benefit fund that paid all of the benefits for employees and players within the NHL.

US Employee Benefits Services Group (USEBSG) Ú Farmingville, New York Ú 2012 to 2013

Director of Benefits – Charged with developing and leading a team of 8 to 10 employees with personal responsibility interviewing, hiring, training and daily supervision. Additionally, established and developed K-12 market for group and voluntary insurance benefits and healthcare.

Utilized networking skills and prior contacts from NYSUT to establish USEBSG as a new broker for benefits in the educational market on Long Island. Signed up approximately 10 school districts in under a year’s time securing approval from the board of education and successful passing of the budget by residents.

New York State United Teachers (NYSUT) Ú Hauppauge, New York Ú 2001 to 2012

Coordinator of Finance & Benefits – Responsible for serving as financial and benefit officer for Long Island, New York City, Westchester and Mid-Hudson regional offices.

Served as the benefits and financial expert for the New York State teachers union of Long Island. The state union expanded my territory based upon my ability to establish positive relationship with both the teachers and key district personnel to include New York City (UFT), Westchester and the Mid-Hudson regions.

ACADEMIC CREDENTIALS & PROFESSIONAL DEVELOPMENT

BS, Industrial Management, Carnegie Mellon University, Pittsburgh, Pennsylvania

New York State Life Accident and Health Brokers License

ENDORSEMENTS

"Evan personally handled the Steinbrenner families’ medical, dental and vision benefits in addition to his team at BWD setting up all of the benefits for the NY Yankees organization. This was a full time job in itself and I wouldn’t have been able to do my daily job if I had to handle all of the Claim issues that Evan and his team took off my plate. I’m so grateful for having an Evan in my life and wish that everyone did to navigate today’s healthcare plans."

...Leslie Hanley, Director of Risk Management at NY Yankees

Evan Engler

12 Summerset Drive Smithtown, New York 11787 Telephone: 631-***-****

Email: ********@*****.*** Linkedin: https://www.linkedin.com/in/evan-engler-1499b6192/

References:

Mark Stevens ********@***.** 516-***-**** Senior Director

Ellen Rattey *******@***.** 803-***-**** Senior Client Advocate

Silvana Cippartino ***********@***.** 516-***-**** Senior Client Advocate

Dr. Wendy Baraban ************@***.*** 631-***-**** Doctor Podiatric Medicine

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