Operations & Problem-Solving Consultant at Insurance Experience Case Study (2021-01 – Present)
- Advanced Needs Analysis Optimization: Pioneered a specialized "Member-First | Correct Product Sell" methodology to enhance data accuracy, rooted in three years of intensive development within legacy CRM frameworks (WTW, CareSource, and FMO interfaces). Developed high-level protocols ensuring product recommendations perfectly align with a member's financial profile and Protected Health Information (PHI).
- The CleverHS.com Framework: Engineered an innovative, AI-driven digital interface to bridge the gap between complex financial products and the end-user. Developed proprietary workflows to generate high-intent digital leads organically—eliminating the high acquisition costs typically associated with traditional lead-buys in commission-based environments. Leveraged dual expertise as a Licensed Agent and Developer to prioritize transparency, ensuring all financial solutions remain CMS compliant while balancing member concerns regarding accurate product placement and organizational growth.
- Territory Management (Xfinity|Comcast): Directed regional customer interactions to drive product adoption, successfully transitioning over 25 years of "hands-on" digital development and programming expertise into a high-impact, "Person-to-Person" sales environment. Leveraged technical insights to streamline the enrollment of new and competitive customers, establishing the foundational interpersonal skills that led to my subsequent specialization in health insurance and AI-driven advocacy.
Senior Digital Systems Architect & Creative Lead at Trident Dental Labs (2004-05 – 2020-06)
- Digital Infrastructure & Profit Engineering: Architected and deployed a proprietary CAD|CAM data transmission framework to facilitate high-volume international file transfers. Reduced per-unit outsourcing costs by 81% (from $3.00 to $0.55), generating multi-million-dollar annual cost-savings and transforming the lab's global operational scalability.
- Full-Stack Ecosystem Development: Engineered 12 distinct commercial web platforms each individually tailored to specific business requirements while featuring custom secure portals for real-time case tracking, automated invoicing, payment processing and market-responsive gold surcharges. Integrated FedEx API tracking and comprehensive fee schedules within a strictly HIPAA-compliant architecture.
- Operational Governance & Technical Advocacy: Authored comprehensive SOPs and training materials to streamline internal operations while providing Tier-1 and Tier-2 consultative support. Served as the "Expert Translator" for dental professionals, simplifying the technical transition from traditional B2B workflows to digital CAD-CAM interfaces.
- Additional Marketing Department Routines: Graphic design of print mailers, postcards, ad displays, tradeshow videos|booths, product boxes & product labels (1-5 color | UV coating) on large format | high volume printing.
E-Commerce Platform Manager at LipInk.com (2003-01 – 2003-12)
- Orchestrated the migration and management of a high-traffic E-Commerce platform, including the development of custom administrative tools for inventory, customer service, and payment processing.
Manager & Programmer at Microsoft | VeriTest | Lionbridge (1997-01 – 2002-12)
- Managed and programmed critical certification marketing segments for Microsoft.com in partnership with VeriTest | Lionbridge Technologies. Developed digital frameworks for software-in-a-box certifications, ensuring global compliance standards between Microsoft and VeriTest partner ecosystems.
Art Director & HTML Developer at Boxtop Interactive & Cybernation (1996-01 – 1997-12)
- Served as Art Director and HTML Developer during the "First Wave" of the internet era. Architected digital brand presences for Oakley, Capcom, Major League Soccer, Guess Jeans, and Mattel Toys.
Founder & Principal at Zion Graphics (1990-01 – 1996-12)
- Founder and Principal of an independent graphic design studio, providing foundational creative services for regional and national clients.
Graphic Design Professional at Commercial Printers, Publishers, Fabricators (1980-01 – 1990-12)
Gained a decade of foundational experience in graphic design with commercial printers, publishers, fabricators, to establish operational disciplines required to launch and operate my personal business, Zion Graphics in 1990.
