Benefit Consultant with over 20 years in health insurance, specializing in benefit and financial analysis for mid-to-large employer groups. Expertise includes health plan operations, benefit designs, financials, claim utilization, and customer service. Proven ability to enhance client and member experiences through comprehensive industry knowledge.
Overview
22
22
years of professional experience
Work History
Vice President, Senior Benefit Producer
WesBanco Insurance Services, Inc.
Wheeling
04.2025 - Current
Cultivated client loyalty and retention through proactive communication and attentive follow-up.
Negotiated coverage options and pricing with insurance carriers for optimal client outcomes.
Prepared and reviewed proposals, quotes, and insurance documents for accuracy and alignment with objectives.
Generated new business opportunities via prospecting, cold calling, networking, and strategic relationship-building.
Partnered with other WesBanco business lines to drive multi-line growth through referrals.
Led and mentored co-workers by fostering collaboration and ensuring consistent service excellence.
Utilized agency management systems to streamline interactions and enhance service efficiency.
Maintained compliance with corporate policies and industry standards while promoting integrity.
Client Manager
Highmark, Inc.
Pittsburgh
05.2010 - 04.2025
Developed and executed long-term strategies to ensure customer retention and growth.
Cultivated relationships with c-suite executives to align sales strategies with business objectives.
Demonstrated strategic understanding of customer relationships, identifying and leveraging business opportunities.
Presented new products and services to clients, ensuring retention and profitability.
Consistently met or exceeded sales retention and service goals through effective leadership.
Utilized challenger attributes of teaching, tailoring, and taking control in client interactions.
Maintained key relationships to enhance sales efforts and contribute to business growth.
Client Service Manager
Highmark, Inc.
Pittsburgh
05.2007 - 05.2010
Collaborated with client managers to strengthen and grow business relationships.
Managed service for 70 accounts, ensuring high-quality support between administrators and internal departments.
Followed up on account implementations and resolved issues within assigned portfolio to enhance client satisfaction.
Reviewed financial reports for accuracy and analyzed data to create renewal and presentation materials, ensuring informed decision-making.
Monitored profitability, claims, and premiums for assigned accounts while ensuring compliance.
Sales Support Coordinator
Highmark, Inc.
Pittsburgh
09.2004 - 05.2007
Coordinated account acquisition and retention initiatives, supporting sales executives in achieving client engagement.
Managed account implementation, including paperwork and group setup meetings.
Performed follow-ups with accounts to address and resolve issues, enhancing customer satisfaction.
Compiled and analyzed data for rate quotes, ensuring accuracy for underwriting decisions.
Education
MBA - Leadership/Human Resources & Applied Business
Waynesburg University
Waynesburg, PA
12-2006
BBA - Marketing & Finance
University of Dayton
Dayton, OH
05-1999
Skills
Compliance management
Data analysis
Strategic planning
Negotiation
Client relationship building
Team leadership
Problem-solving
Communication skills
Licenses
PA Resident Producer's License in Accident & Health • 08/2005
PA Resident Producer's License in Life Insurance • 08/2010
IN Non-Resident Producer's License in Life, Accident & Health • 04/2025
KY Non-Resident Producer's License in Life & Health Insurance • 04/2025
MD Non-Resident Producer's License in Accident & Health or Sickness, Life • 04/2025
OH Non-Resident Producer's License in Accident & Health, Life • 04/2025
WV Non-Resident Producer's License in Accident & Health or Sickness, Life • 04/2025
Timeline
Vice President, Senior Benefit Producer
WesBanco Insurance Services, Inc.
04.2025 - Current
Client Manager
Highmark, Inc.
05.2010 - 04.2025
Client Service Manager
Highmark, Inc.
05.2007 - 05.2010
Sales Support Coordinator
Highmark, Inc.
09.2004 - 05.2007
MBA - Leadership/Human Resources & Applied Business
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