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 in the Healthcare Industry, Payer and Vendor Partnerships, and Business Consulting

ID: 739453 Massachusetts, USA

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Experienced Executive Leader with a demonstrated history of working in the insurance industry. Experience includes working with large corporations, medium-sized organizations, and start-ups. Experience in Medicare and commercial markets. Executive experience with building a growth strategy for an extensive integrated health system. Proven leader in re-engineering large sales organizations and building sales organizations from the ground up.

Skilled in Strategy Development, Marketing, Coaching/Mentoring, Staff Development, Building Teams, and Relationship Development. Strong leadership experience from the Executive Leadership Program at Northwestern University - Kellogg School of Management.


Year Degree Subject Institution
Year: 2022 Degree: MBA Subject: Healthcare Administration Institution: Purdue
Year: 2009 Degree: Executive Leadership Designation Subject: ELP- Healthcare Institution: Kellogg University
Year: 1994 Degree: BS Subject: Mathematics: Concentrated studies in Actuarial Science Institution: Worcester State University

Work History

Years Employer Title Department
Years: 2023 to Present Employer: Undisclosed Title: Partner Department:
Expert's business consulting firm simplifies insurance solutions for Medicare beneficiaries, individuals, and employers. The firm also provides executive consulting in growth strategies, business development, executive coaching, sales and distribution compensation, and marketing.

Expert is responsible for payer and vendor partnerships. He also oversees the business consulting responsibilities of the firm.
Years Employer Title Department
Years: 2019 to 2023 Employer: Health New England / Baystate Health Title: Vice President: Sales, Marketing and Business Development Department:
Responsible for all aspects of driving net membership growth and surplus to margin for the commercial line of business. Activities included:

• All commercial sales activities along with organizational marketing & communications, business development and corporate strategy initiatives
• Managing over $800 million of revenue associated with the commercial line of business
• Introducing new products to target markets
• Developing vendor partnerships and distribution channels to support membership growth and surplus to margin targets
• Developing three-year corporate strategy
• Working with Data Analytics team to strategically identify appropriate alignment of risks and business acquisition

Responsible for leading the growth strategy between the company's provider system owner (Baystate) and Health New England (payor).
Years Employer Title Department
Years: 2016 to 2019 Employer: Minuteman Health / Constitution Health Title: Senior VP: Sales and Account Management Department:
Responsible for corporate sales, client services and distribution functions throughout the Commonwealth of Massachusetts and State of New Hampshire. Key responsibilities included: Building and managing overall sales division, creating and managing distribution channels, marketing strategies, network development, developing pricing models/strategies and product development/strategies.

As part of the Executive Team, worked closely with the Board of Directors on developing organizational strategy. Implemented several initiatives and priorities to maximize resources and best leverage opportunities while managing/mitigating potential risks:

• Reorganized Sales Division and Underwriting to align opportunities and resources & recruited staff
• Developed new product lines by market size and geography
• Developed Segmented marketing plans with internal & external marketing teams
• Created new compensation plans for exchange partners, broker distribution and internal staff
• New membership growth of 135% and membership persistency of 95%
Years Employer Title Department
Years: 2006 to 2015 Employer: Fallon Health Title: VP: Sales, Retention Sales and Broker Relations Department:
Responsible for managing all aspects of commercial sales throughout the Commonwealth of Massachusetts. Roles included new sales, retention and broker relations. Managed a staff of 34 employees and an administrative budget consisting of over $23 million annually with annual business revenue of over $600 million.

• Developed and executed specific regional, product, market and broker strategies that aligned with corporate goals and opportunities specific to Fallon
• Participated in development of Fallon’s three year strategic plan with McKinsey Consulting
• Developed and managed broker compensation plans ensuring competitiveness and effectiveness in supporting growth of membership, revenue and profit.
• Responsible for creating and executing pricing strategy to improve large group MLR by 4%
• Managed staff growth and development in terms of individual and team learning opportunities while utilizing internal and external resources
• Developed and executed segmentation of various market opportunities and distribution channels. Market sizes included direct consumers, small, mid, large and jumbo groups. Distribution included traditional broker and consultant channels along with exchanges, social media and online distribution partners
Years Employer Title Department
Years: 1995 to 2006 Employer: Tufts Health Plan Title: Regional Sales Manager Department:
Responsible for managing team consisting of 14 sales professionals along with support staff. Tasks included all facets of sales in the small, mid- and large group markets, broker relations, compensation, broker events, and managing a departmental budget.

• Determined appropriate goals with each staff member measuring performance results weekly
• Provided membership projections for purposes of monitoring corporate budget
• Developed and executed sales strategies based on current and anticipated market conditions
• Developed and executed broker alignment and tiering
• Led workgroup assigned to analyze, recommend and implement new broker compensation programs
• Led sales force automation project with Siebel Systems

Career Accomplishments

Licenses / Certifications
AHIP certified- Medicare (2015-present)
MA, NH and CT licensed producer (1999- present)
Licensed in Advanced Self-funding (2017)
ELP Certified- Kellogg School of Management (2009)

Fields of Expertise

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