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MULTIDIMENSIONAL EXPERTISE INDUSTRY 360 PERSPECTIVE Insurance Broker Benefit Consultant Carrier Executive(BCBS, Delta, UnitedHealth) FUNCTIONAL Product Development Customer Service Managed Care Pricing Sales Marketing Account Management

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Page 1: Impact Player

MULTIDIMENSIONAL EXPERTISE

INDUSTRY 360 PERSPECTIVE

Insurance Broker

Benefit Consultant

Carrier Executive(BCBS, Delta, UnitedHealth)

FUNCTIONAL

Product DevelopmentCustomer ServiceManaged CarePricingSalesMarketingAccount Management

Page 2: Impact Player

PRODUCT EXPANSION: HCSC

Launched voluntary PPO for Dearborn National

Managed BCBS OK rollover of dental bookCreated access plan for BCBSIL Labor

segmentStreamlined portfolio for BCBSNMIntroduced “passive” PPO in BCBSIL marketOriginated PPO product for BCBSTX

Page 3: Impact Player

PRODUCT EXPANSION: DELTA & VIRGIN

Significant growth in Delta USA business

Managed P&L of DHMO Line (ie. DeltaCare)

Expansion of Delta PPO members on “watch”

Launched “Prevention based” rewards platform while managing partnership with Humana.

Page 4: Impact Player

PRODUCT LINE EXPANSION

Delta : DHMO and Delta USA

HCSC (1) Blue “branded” business in IL, TX, NM &

OK(2) Dearborn National voluntary business(3) Blue “unbranded” labor lease access

Virgin HealthMiles: Launch; led channel partnership with national health insurer Humana

Page 5: Impact Player

MARKET DEVELOPMENT

DELTA DENTAL

Greatest Three Year Membership Growth: in Company History

National Account Business: Top 4 of Delta plans nationwide

Annual Growth Rate: 24% during Tenure

HCSC

17 of 25 Largest National accounts written during my supervision

Membership Growth: 1. 03; Stabilized2. 04; 92,500 members3. 05; 153,674 members4. 06; 194,700 members

Page 6: Impact Player

DENTAL EXPERTISE

Led sales & marketing departmentsManaging pricing function for LOBManaging dedicated customer service unitP&L responsibility for DHMO lineProduct development accountabilityBoard member of marquee franchises“Circle of Leader” achievement award at

NADP

Page 7: Impact Player

CULTURALLY ASTUTE

Understand positioning of “stand alone” and “integrated” dental solutions

Benefit consulting experience provides depth in competitive intelligence

Worked in hierarchal and matrix cultures

Experience in Blues and Delta environment.

Page 8: Impact Player

ENTREPRENEURIAL

Led cross-sell campaign for Buck Consultants in Central Region(IA,IL,IN,MO,MI,MN,OH,TX,WI)

Built National Accounts SBU for Delta Dental of IL

“Product Champion”, and client facing executive for Virgin HealthMiles

Page 9: Impact Player

IMPACT PLAYER

DDPA committees: Business Development, Advertising, Product Development

NADP committees: Education, Government Relations, Marketing

Board member: DNOA and NADP