Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at


Expert Details

Insurance Brokerage, Health Insurance, Employee Benefits

ID: 739312 California, USA

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A 26-year veteran in the insurance brokerage, health benefits and insurance, benefits technology administration, and Human Resources and Wellness programs. Experience working for the largest insurance carriers and brokers in the world. Always as a player-coach, managing hundreds of millions of dollars in premium and teams over 100. His clients have ranged from 100-10,000 employees both privately and publicly traded.

Supercharged revenue growth and sales leader committed to helping sales professionals shatter their own growth targets, both professionally and personally. A strategic thought leader with a proven track record of large-scale team sales production, driven by the contribution and accountability of each individual contributor. Ardent believer in the impact of a vibrant culture on an organization’s internal and external stakeholders.

- Expertise with SaaS CRM sales/marketing, client and workforce management, and AI-driven data analytics engines, such as Salesforce/Pardot, MS Dynamics, Zywave, EPIC, Verisk, D&B, and Sales Navigator for Teams.
- Demonstrable ability to recruit, hire and train sales and client management professionals.
- Excellent communication skills, honed by extensive training in sales and communication methodologies.
- Empirical change management and strategic planning acumen.


Year Degree Subject Institution
Year: 1998 Degree: BS Subject: Business, Political Science, Rhetoric & Communication Institution: UC Davis

Work History

Years Employer Title Department
Years: 2017 to Present Employer: Undisclosed Title: Senior Vice PResident Department:
Brokerage sales Producer responsible for continual growth of a high-value client management portfolio.
- Achieved no less than 125% of organic new business growth each year.
- Booked an average $375k in recurring and contingent revenue with $7mm growth in premium each year.
- Maintained net client retention rate of 100% with sole client turnover due to M&A activity.
- Worked collaboratively with enterprise-wide cross-functional teams to innovate client solutions.
- Realized additional revenue growth via cross-selling initiatives on approximately 30% of all new business.
Years Employer Title Department
Years: 2014 to 2017 Employer: USI Insurance Services Title: Practice Leader Department:
Responsible for steering all revenue growth, client retention, administrative, cultural, and strategic initiatives to achieve net new business and contribution margin metrics across two offices.
- Staged the largest turnaround of every USI nationwide Practice in under a year by improving organic growth by 36%, contribution margin by 7.5% and decelerating recurring lost business by over 40%.
- Achieved financial results of approximately $5mm in net commission and fee growth per year while carrying personal book of business generating an average $500k in growth per year.
- Doubled seller and account management/sales support headcount while strategically transitioning out ill-suited associates, with numerous individuals qualifying for recognition programs each year.
- Strengthened insurance carrier and vendor relationships in the market to achieve more competitive pricing leverage and enhance the Practice’s reputation, brand, and presence across Southern California.
- Implemented “USI Gives Back” charitable giving initiative by partnering with New Horizons of the San Fernando Valley dedicated to empowering individuals with special needs age 16 and older.
Years Employer Title Department
Years: 2008 to 2014 Employer: USI Insurance Services Title: Vice President/Employee Benefits Consultant Department:
Employee benefits broker responsible for new business acquisition, client retention and client team management.
- Cultivated $2.8mm book of business from $0, achieving over 110% to goal YOY but 2008 (260% in 2013).
- Maintained client retention rate of 94%.
- Qualified for the PEAK Producer incentive program in all but the first year with firm.
Years Employer Title Department
Years: 2007 to 2008 Employer: Marsh McLennan Title: Vice President/Risk Consultant Department:
Property and casualty/risk management consultant, responsible for lead generation and new business growth.
- Co-produced largest deal for office in 2008 for $500k.
- Earned multiple industry designations and significantly enhanced business insurance acumen.
Years Employer Title Department
Years: 2002 to 2007 Employer: Keenan Title: Assistant Vice President Department:
Principal consultant generating revenue in targeted public school district and municipality sectors.
- Responsible for producing over $50mm in annual premium by 2007, at 125% to goal every year.
- Top employee benefits sales Producer from 2005-2007, generating nearly $3mm in revenue in two years.
- Lead two separate account management and service teams in Orange County and Los Angeles.
Years Employer Title Department
Years: 1998 to 2002 Employer: Aetna Title: Bay Area Sales Manager Department:
Youngest sales manager in the country responsible for all new business direct sales growth in the Bay Area.
- Responsible for largest quarterly new business growth in history of the San Francisco office.
- Achieved 121% of goal in 1999, 142% in 2000, and 247% in 2001.
- Earned President’s Club status each year and was the Chairman’s Award recipient for leadership.

Career Accomplishments

Licenses / Certifications
Licensed Life-Health Agent CA
Licensed Property-Casualty Agent CA
Registered Employee Benefits Consultant (REBC)
Registered Health Underwriter (RHU)
Group Benefits Disability Specialist (GBDS)

- Hold multiple industry designations and a licensed health and property & casualty agent in all 50 states.
Professional Appointments
- (undisclosed prestigious position) National Human Resources Association in LA
- National Human Resources Association President of the Board of Directors (3 years)

Fields of Expertise

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