ADVERTISING CAMPAIGN AWARDS:
2003 10th Annual National Health Information Award, “Blue Traditions” Newsletter Merit Award
2003 Mature Media, “Birthday Planner” Member Age-In Kit
2004 National Mature Media Award, “Coming Up” Direct Mail
2005 Benny Award, “ Coming Up” New Member Kit
2005 Philadelphia Direct Marketing Association Benjamin Franklin Award, “ Coming Up” Direct Mail
2006 International DMA Echo Award, Bronze, Shades of Blue Direct Mail
2006 Philadelphia Direct Marketing Association Benjamin Franklin Award, “See Jane” DRTV
2006 Philadelphia Direct Marketing Association Benjamin Franklin Award, “Shades of Blue” Direct Mail
2008 Videographers Award TV Commercial “See Jane”
2009 Association of Marketing & Communication Professionals Gold MarCom Award for “Open Doors” Direct Mail
2010 Silver Telly Award for TV Commercial “No Risk”
2010 Silver PIMA award for Direct Mail “ One to Grow On” campaign.
Prior Experience
10/ 2013 - Present VP, Marketing and Retail Sales - BlueCross BlueShield of South Carolina
3/2013 - 10/2013, AVP, Group & Individual Marketing - BlueCross BlueShield of South Carolina
2007 - 3/2013, AVP DIrect Response & Senior Mkt. & New Marketing Development - Blue Cross Blue Shield
5/1994 - 3/2007 AVP, Direct Response & Medicare Advantage Mkt., & New Market Development - BlueCross BlueShield of SC
1986 - 1994 Mass Marketing Product Manager - Pan-American Life Insurance Company, New Orleans, LA
Invited speaker at many industry conferences - Presentations have included; Voluntary products, MSA, CDHP plans, FSA, Sec. 125 Plans, MA PDP and PFFS plans, Call Center Management, Direct Response Marketing Individual Under 65 Plans, Over 65 Plans and On-line Marketing.
February 2001 11th South Carolina Annual Healthcare Symposium, Columbia, SC., Review of Section 125 Plans & IRS Legal Requirements
March 28-30 2001 - 10h Annual Direct Marketing Conference for Blue Cross Plans, Hilton Head, SC. Direct Response Marketing, Selling Online, Design & Development of an online enrollment and quoting tool for Individual Plans.
August 15-17, 2001 - 14th Annual Employers Council on Flexible Compensation Cafeteria Plan Symposium, Nashville TN. Interaction of Information Panel Discussion
March 2002 - 11h Annual Direct Marketing Conference for Blue Cross Plans, Key West FL. Direct Response Marketing, Synergy with a Sizzle Coordinated Over 65 Marketing.
April 4, 2003 - 12th Annual Direct Marketing Conference for Blue Cross Plans, Las Vegas NV, Our EWorld: Marketing over the Web
April 5, 2003 - 12th Annual Direct Marketing Conference for Blue Cross Plans, Las Vegas NV, Direct Response Marketing Medigap Plans
August 28, 2003 - Lorman Education Services, Charleston, SC. Section 125 Cafeteria Plans Training Program
August 13-15, 2003 - 16th Annual Employers Council on Flexible Compensation Cafeteria Plan Symposium, Chicago IL. New Opportunities for Products & Plans for Small Employers
August 5, 2004 - Lorman Education Services, Charleston, SC. Section 125 Cafeteria Plans Training Program
June 2005 - South Carolina CPAs Education & Training Program, Columbia, SC. Health Savings Accounts Training
August 2005 - Employers Council on Flexible Compensation National Meeting, Chicago, IL Adopting HSAs and HDHP into your Product Mix
January 30-31, 2006 - Medicare Part D: Driving Enrollment by Coordinating Marketing and Call Center Strategies Atlanta-Buckhead, GA, Panel Presentation Handling Medicare Part D Enrollment and Call Center Challenges
August 15-17, 2006 - Consumer Directed Health Care Health Savings Account Summit Boston, MA. HSA Options and Interest Bearing Accounts
April 18-20, 2007 - 16th Annual Direct Marketing Conference for Blue Cross Plans, San Diego, CA. Conference Chairman and Opening Presentation Direct Response Marketing Where We Are and Where We Are Going.
March 13-14 2007 - 15th Annual Healthcare Symposium, Columbia, SC., Medicare Update: A Crisis is Upon Us!
September 10-11, 2007 - The 5th Annual Insurance Direct Marketing Forum and e-Commerce Assembly Nashville, TN Integrating Multimedia to Optimize Sales through a New Model
October 11-13, 2007 - Medicare Marketing Conference, Washington DC, PFFS Transitional Plan needed for MA Initiatives
February 27, 2008 - Medicare Marketing Summit, Atlanta, GA Over coming the Challenges in Educating Call Center Agents and Brokers in your Plan Panel Presentation Call Centers: Improving Communications to Increase Senior Enrollment & Boost Retention Rates
March 31-April 2, 2008 - 2nd Annual Conference on Medicare Marketing Strategies for 2009 Product Development, Acquisition, Retention, Washington DC. Knowing what you know now, what would you do different in 2009?
May 1-2, 2008 - 2nd Annual Conference: Streamlining and Enhancing Medicare Operations, Rosemont, IL Effectively Managing a Direct Marketing Call Center
May 19-21, 2008 - 2nd Annual Medicare Advantage Summit, Alexandria VA. Keynote Session Managing the Business of PFFS plans
July 29-31, 2008 Medicare Today and Tomorrow Conference, Washington, D.C., Developing an Ethnic Demographic Strategy that effectively communicates with the market to increase enrollment.
November 7-8, 2008 -Medicare Compliance Summit, Alexandria, VA Avoiding Common Landmines in Customer Service: Medicare Call Center Compliance
March 2 -4, 2009 - 23rd Advanced Insurance Direct Marketing Workshop 2009: Marketing in a Recession, New Orleans, LA. Capstone Presentation Strategies and Tactics to Help You Thrive
May 13- 15, 2009. 3rd Annual Medicare Advantage Summit. Best Practice Spotlight: Marketing Strategies to attract Baby Boomers.
November 6-7, 2009, Medicare Compliance Summit, Alexandria VA. Avoiding Common Landmines in Customer Service: Medicare Call Center Compliance.
November 10-12, 2009 Baltimore, MD. Medicare Compliance Forum. Broker Selection, Training & Compensation: Screening for Optimal Contracting & Maintaining Compliance through Training & Compensation.
January 25-27, 2010 Business of Medicare Advantage 2010, Washington D.C. The Impact of Revised Marketing Guidelines on MA Marketing in 2010
February 25, 2010 Digital Blue Conference San Antonio TX. An exclusive digital marketing conference for Independent Plans of the Blue Cross and Blue Shield Association. Panel Discussion How Plans are using Retail Distribution Strategies to Grow Individual Sales.
April 22-23, 2010 3rd Medicare Advantage Marketing Summit, Washington DC. Managing Broker Selection, Compensation and Training
July 19-21, 2010 World Congress 6th Annual Leadership Summit on Medicare, Washington DC. Medicare Marketing: Effective Tactics to Maximize Enrollment, Retention and Profitability.
March 9-10, 2011 The 4th Annual Medicare Marketing Summit, Lake Buena Vista, FL.
Panel Discussion: Lessons learned from Open Enrollment, Developing a Viable Strategy for 2012 open enrollment.
Presentation: Training, Navigating & Inspiring your internal & external sales staff.
March 29-31, 2011 Medicare Marketing & Enrollment Strategies, Wash. D.C. Leveraging Innovative Marketing and Lead Generation Strategy to Identify Beneficiaries for Increased Enrollment
May 10, 2011, AIS National Webinar, Co-Presenter. Medicare Advantage Marketing for 2012: Steps to Take Now to Succeed Amid Reform Driven Changes
March 1-2, 2012, Chairman of The 5th Annual Medicare Marketing Summit, Lake Buena Vista, FL.
Panel Discussion: Implementing a Well-Balanced Distribution Plan
April 16-16, 2012 JCG Insurance Direct Marketing Conference, New Orleans, LA. Panel Discussion: Countdown to 2014: Health Care Dream or Consumer Nightmare?
March 21-23, 2012 Chairman of Medicare Marketing & Enrollment Strategies 2012 World Congress, Orlando, FL. Keynote Address: Plans built on Data Using Marketing Intelligence Effectively to Streamline your Marketing Process.
April 20, 2013, Columbia SC. South Carolina Bar Association Conference. Patient Protection and Affordable Care Act.
March 17-18, 2014, Medicare Marketing and Sales Summit, San Antonio, TX. Case Study: Evolution of the Retirement Portal for Age-Ins.