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Responsible for web development and
marketing programs via internet services. Solely responsible
for campaign managements and creation of advertising platforms for.
Listings have been consecutive and have
performed GOOGLE webmaster programs. Most of clientele come from
internet advertising and the maintaining of site BenefitsManager.net
and Texas-Health-Insurance-Online.com |
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Texas Association of
Community Schools. Designed and managed self funded health insurance
program for various school districts enrolled under the ownership of
Association Insurance Management, Inc. Oversaw American Medical
Security performance as TPA with several accounts. The self funded
program managed nearly 29 million in annualized premiums for three
years. |
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Texas Association
of Home Health Care. Designed and managed self funded, fully
insured, and individual health insurance program for various home
health agencies located in Texas. Oversaw American Medical Security
performance as TPA with most accounts. The self funded program
managed nearly 8 million in annualized premiums for three years. |
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Agent Board advisor
to American Medical Security health insurance company. Member of
personal advisory counsel for Wally Hilliard, president of American
Medical Security until company was sold to United Wisconsin. Leaders
Club member with
AMS for 5 years running. Ranked #7 in the United States as largest producer
1995. Awarded #1 for most
customer satisfaction three years running out of
13,387 agencies in fifty states with local and national health
underwriters. |
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Leaders Club Agent
for seven years running with Dallas General Agency. Counselor of
customer quality assurance with Marty Dale, president which
maintained a 34% loss ratio for book of business with annualized
premium of 34 million. Mostly self funded plans of 12/12 – 12/15 –
15/12 designs. 12% of that annualized premium was individual policy
sales. |
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Designer of
guaranteed issued life insurance list bill with Lafayette life
insurance. Member of advisory counsel. Designed from scratch
actuarial guarantees for Lafayette’s list bill life insurance.
Oversaw committee and plan development. Oversaw customer service
satisfaction. Awarded the All
The Presidents Men, General’s Honor Guard, General’s Brigade and
Century 100 leaders club. |
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Humana Leaders
Club Agent for seven years running. Member of San Antonio’s Humana
advisory counsel for five years. Advisory agent of Diana Tortelli,
vice president of Employer’s Health (whom merged with Humana mid
1990s). Member of Ken Fasola’s preferred agent plan development
committee for small group sales. Managed the enrollment and field
underwriting of new group Humana clientele as independent agent for
San Antonio Regional office under the direction of Linda Hummel,
regional director. Personally responsible for leading small group
sells 4 years running in group annualized premium sales. Personally
responsible for highest percentile of small group renewal for group
customer satisfaction for 7 years running. Maintained a 64% loss
ratio of that book of business year to date. |
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Extensive training
in life underwriting practices and enrollment procedures with
Sumrall & Associates. Designer and architect of several projects
with president Orb Sumrall. Sumrall & Associates was unique in the
fact that they connected clientele directly with life insurance
carriers to enroll. Saved millions in premium for life insurance
customers. |
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Member of advisory
counsel for Altius health plans. Served on several committees
dealing with product development and organization. Designed the
“Iplan list bill” and approval process to be used at future date
throughout Utah when regulatory climate permits. Managed the
enrollment and field underwriting of new group Altius clientele as
independent contractor under the direction of Bonnie Hansen, group
sales president. Managed the enrollment and field underwriting of
individual sales for Altius clientele as independent contractor
under the direction of Bonnie Hansen and Suzan Snow. Lead individual
sales for two years running. Lead customer satisfaction year to
date. Complaint ratio less than 2% of block of business with
individual policy holders. This was a record setting performance
considering the infant stage & untested policy performance of the
new individual / family insurance plans. Was invited and maintained
an office at the Altius marketing department during years of
2000-2002. Responsible for several procedure protocols. Developed
the “agent lead” campaign. Was responsible in part for development
of marketing concepts and ideas of the individual plans for market
exposure. Responsible for 1.5 million in annualized premium sales
during that tenor of individual policy sales. |
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Web designer and news coordinator for Utah Association of Health
Underwriters. |
