Expert Details
Legal Insurance, Employee Benefits, Affinity Marketing, Property & Casualty Insurance

ID: 734974
Illinois, USA
His work has included:
• Developing New Markets, Channels, and Go-to-Market Business Plans
• Marketing & Business Development Strategic Planning
• Helping Train, Coach, and Develop Sales Teams
• Advising Associations, Affinity Groups and Employers
• New Product Development
Education
Year | Degree | Subject | Institution |
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Year: 1982 | Degree: BA | Subject: Business & Political Science | Institution: DePaul University |
Work History
Years | Employer | Title | Department |
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Years: 2007 to Present | Employer: Undisclosed | Title: Consultant | Department: |
Responsibilities:Working with CEOs & other C-Suite Executives, within the insurance and healthcare markets, I help grow and sustain profitable companies. We work together to create a personalized strategy to meet growth goals, develop effective communications, and create & lead cohesive partnerships. My work has included:• Developing New Markets, Channels, and Go-to-Market Business Plans • Marketing & Business Development Strategic Planning • Helping Train, Coach, and Develop Sales Teams • Advising Associations, Affinity Groups and Employers • New Product Development |
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Years | Employer | Title | Department |
Years: 2010 to 2016 | Employer: ARAG Group | Title: Managing Director of Business Development | Department: Business Development |
Responsibilities:Responsible for leading the development of ARAG's D2C Online Legal & Identity Theft products. Leading development of partnerships with other insurance carriers, brokers, affinity groups and employers. |
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Years | Employer | Title | Department |
Years: 2007 to 2010 | Employer: Insurance Consultant | Title: Marketing & Growth Strategist/ Industry Advisor | Department: |
Responsibilities:Working with CEOs & other Executives, I help grow and sustain profitable companies. I worked together to develop personalized strategies to meet corporate growth goals, communicate effectively, and create & lead cohesive partnerships. My work included working with several national insurance brokers and carriers, in the following areas:• Developing Product Development, Channel Development, & Business Planning Strategies • Marketing & Business Development Strategic Planning • Helping Train, Coach, and Develop Sales Teams • Advising Associations, Affinity Groups and Employers |
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Years | Employer | Title | Department |
Years: 2001 to 2007 | Employer: BANKERS LIFE & CASUALTY | Title: Vice President, Strategic Marketing & Business Development | Department: |
Responsibilities:Promoted to manage business development and marketing strategy to support the Corporate Business Plan for revenue growth, and provide the captive distribution with a diverse portfolio of insurance products. Responsible for developing business plans for all strategic partnerships, including: identifying C-suite business owners & negotiating contracts, building and managing other senior-level relationships, developing project implementation processes, securing internal and external support for these products, and delivering sales of these programs, including vendor and agency procurement and management.Accomplishments include: • Championed partnerships with Employers, State and local Governments, and affinity groups to offer Medicare Advantage, Medicare Part D, and other Group Medicare products; representing more than $50 million in revenue for 2006/7. • Led a team of four Product Managers, and four wholesale representatives. Established new product initiatives, negotiated contracts, and developed marketing materials needed to support direct sales; working collaboratively with marketing, actuarial, and operations to continually improve and profitably grow revenues. • Provided executive leadership with competitive analysis, to support planning to execute market strategies, maintain profitability, drive business solutions, and led several new Senior Health Plan product implementations. |
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Years | Employer | Title | Department |
Years: 1997 to 2001 | Employer: PITNEY BOWES – OUTPUT SOLUTIONS | Title: Sr. Director of Marketing | Department: |
Responsibilities:Worked with the President and other executive team members to develop the strategic direction and business plan for a start-up division of Pitney Bowes; focused on business process outsourcing solutions of insurance and financial services companies.Developed and managed the marketing team that defined the division name, and created a brand that leveraged the competitive business advantages, through bundling creative design and effective IT management. My purview included managing products, branding, external marketing partners, and business development activities. |
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Years | Employer | Title | Department |
Years: 1989 to 1997 | Employer: AMERICAN HOSPITAL ASSOCIATION | Title: VP Business Development & Partnership Marketing | Department: |
Responsibilities:Responsible for Business Development & Marketing of all AHA-endorsed insurance programs and corporate sponsorships, including: collaborating with AHA leadership and Boards to identify new products and services needed for the hospital members, maintaining corporate relationships and growing existing product lines. Responsible for management of external marketing agencies, negotiating & executing contracts, and facilitating internal collaboration in support of the sponsored insurance programs. |
Career Accomplishments
Associations / Societies |
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Active in two national insurance marketing trade associations, PIMA and ICMG. |
Licenses / Certifications |
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P&C license in Illinois and several other states. Lean Six Sigma Black Belt |