William Stafford is a Director / VP of Business Development w/Expertise in Employee Benefits and Market Strategy....
WILLIAM STAFFORD Zionsville, IN 46077 317-504-6312 - Cell email:
[email protected] www.linkedin.com/in/billstafford2/
CAREER STATEMENT Director/ VP Business Development w/Expertise in Employee Benefits and Market Strategy role where my organizational, leadership and relationship building experience combined with my benefits expertise will create a much stronger organization.
PROFESSIONAL EXPERIENCE GRUPPO MARCUCCI - CHICAGO, IL SENIOR CONSULTANT
2013-PRESENT
Provide project leadership, technical expertise and review of client needs while matching those needs to the industry's leading HRIS/Benefit Administration and Private Exchange Platforms, Carriers and Service Providers for this leading benefit systems consulting firm. Provide industry expertise to the identification and an analysis of employee decision support tools for multiple clients Project lead for insurance company client first venture into call center outsourcing as a means to create sales and support sales opportunities primary contributor to the development of a client support package for smaller benefit advisory firms United Benefit Advisors, LLC (UBA) – Indianapolis, IN 2007-2013 Vice President, Partner Services Served as member of three person executive team and resource for 140+ owner firms to succeed in the new employee benefits paradigm including prospecting, compliance and agency operational tools. Successfully led all aspects of Partner Firm relationships for this $400M agency organization.
Managed collection, analysis, and reporting of nation's largest health plan benchmark survey Led creation of most detailed health plan benchmarks available in industry for partner-firm clients. Produced over 290K pages of detailed benchmarking data and 1.2M unique PowerPoints Transformed passive vendor relationships to strategic relationships. Established aggregated credibility for 140+ partner firm’s agencies with vendors by demonstrating value of collective production. Successfully negotiated significant commission and fee revenue increases exceeding $15M while reducing expenses by approximately $2.1M Instituted successful client compliance communication and webinar series which averaged over 500 employer attendees on monthly basis Championed strategy and investigation of Private Exchange and methodologies which were designed to meet multiple market needs. Identified the finalists to assure their capabilities matched team’s original criteria Established and maintained new revenue generating tools, products and all strategic partner and vendor relationships.
Colonial Life – St. Louis, MO 2005-2007 District Manager Managed creation of brokerage distribution for work site marketing products. Recruited, trained and managed producers and enrollment personnel. Created new relationships with independent employee benefit advisors/brokers in the territory Recruited producers to sell the company's product portfolio Recruited and maintained enrollment staff to successfully implement new clients
WILLIAM STAFFORD The EPOCH Group – St. Louis, MO Senior Sales Consultant
PAGE 2 2004-2005
Managed multifaceted role of state’s largest third-party administrator with $30M in annual revenues and 400 employees.
Spearheaded company's strategic introduction into new territorial markets where no recognition or relationships existed. Initiated, established and developed strong, positive relationships with premier benefit advisory firms and created optimal revenue impact and market penetration. Created consolidated presentation highlighting company’s comprehensive managed care capabilities for use in sales presentations to engage brokers, consultants and prospective buyers. Successfully established and managed relationships with brokerage firms in five new metropolitan areas across four states.
METLIFE (Paragon Life Insurance Co.) – St. Louis, MO Senior Sales Executive/Vice President, Business Development
1997-2004
Developed business growth strategies and marketing programs to drive sales. Sold tax leveraged variable life insurance products to organizations with concentrations of highly compensated employees.
Built cross-functional team and deployed resources. Collaborated with brokers, consultants and institutional group representatives. Established strong relationships with C-level decision makers at Fortune 1000 companies, large medical complexes, law firms and other professional service organizations. meeting and exceeding multimillion dollars of revenue objectives. Established credibility for newly acquired subsidiary in MetLife’s prestigious Northeast Regional Group Sales Operations. Served as subject matter expert for MetLife’s prestigious Institutional channel. FIRST INSTITUTIONAL MARKETING, INC. – Houston, TX 1996-1997 Director, Institutional Accounts Led team to identify, establish and manage key accounts for large regional third-party marketing organizations. Ensured maximum wholesale support for bank investment program representatives and program managers. Leveraged knowledge and strengths to maximize training and senior-level consulting services with client organizations. Successfully initiated implementation of senior consulting services which maximized sales opportunities and revenues. Spearheaded introduction of representative and platform training services which enhanced existing and created new sales revenues for client banks. THE SECURITY BENEFIT GROUP – Topeka, KS Vice President, Financial Institution Marketing (1993-1996) Second Vice President, Special Markets (1992-1993) Assistant Vice President, Special Markets (1990-1992)
1990-1996
Additional Experience: Vice President, Marketing/Director Anthem/WellPoint, Product & Market Development
EDUCATION B.S., Human Resource Management – Friends University, Wichita, KS CERTIFICATIONS Chartered Life Underwriter, Chartered Financial Consultant, Certified Health Consultant
