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You've read 'The Dream Manager' and you're ready to implement. 

Good news! You don't need to figure it out on your own. Lean on me as your Fractional Dream Manager. I have the tools and personality to help you implement a game-changing dream program within your business.

I specialize in using technology and one-to-many coaching models to make life coaching, dream coaching, and mental fitness coaching available at scale within businesses, and accessible to those who need it the most.

🚀 Launching your Dream Manager program doesn’t need to be complex or crazy expensive. It just takes the right partner.

And you've found him!

Principal Consultant | Dream Coach & Activator | Hope Dealer

Project 14.4

The Project 14.4 handbook ⏱️📒 is now available via digital downloads with hard copy coming in November 2024. Snag it and learn how 14 minutes & 24 seconds will change you life by generating an up 🌀 spiral of contagious momentum. Stay tuned for coaching, community, keynote, and workshop opportunities for you and your team.

Architect → Author → Activator

Digital Wise Owls

Personal Heart Transformation to Unleash your True and Best Self - that’s Love ⤵️
I'm honored to be part of Joon Chang's personal transformation mission and one of the founding members of this growing movement & community. The best is yet to come. Stay tuned for more 🦉

Master Community Member

Positive Intelligence

PQ Mental Fitness Coach

Zillion Insurance

VP - Partner Success

Forsite Benefits

Engagement & Operations Leader

Motion Connected

Jewelers Mutual Insurance Company

♦ Cross functional leader in sales unit with accountabilities that bridged personal lines and commercial lines divisions.
♦ Developed and enhanced partnerships with eCommerce savvy jewelry businesses, making it quick and easy for their clients to protect their jewelry with a trusted industry leader.
♦ Acted as business owner / sponsor for a corporate initiative focused on streamlining technical integration process with industry partners while also improving the customer's experience.
♦ Owned a newly launched concierge program that provided a carefree experience for luxury jewelry consumers who value an exclusive level of service when protecting their jewelry.
♦ Built and maintained a portfolio of differentiating member benefits that complemented core insurance products.
♦ Led a talented group of commercial lines oriented customer relations specialists.

Director, Signature Service & Express Partners

♦ Developed underwriting talent and maximized the individual strengths of each team member to better the team and organization.
♦ Leveraged people and change management skills to guide our teams and agency force through a significant system conversion that heavily impacted day-to-day operations (Guidewire).
♦ Played an integral role in stabilizing the loss ratio of our commercial lines book of business - moving from a historical average of 56% to 39% in each of the last three years.
♦ Sponsored a project that successfully implemented a member benefits sales approach including the delivery of a sales tool to effectively demonstrate the full value of a client doing business with Jewelers Mutual.  
♦ Co-lead of an initiative that successfully delivered a new cross-functional model for identifying, courting, writing, and servicing large and specialty accounts.  Exceeded premium targets in first year by $480K. 
♦ Heavily influenced the creation of an innovative policyholder benefit to assist members with the mental / emotional trauma resulting from being the victim of a jewelry crime.
♦ Fostered ongoing, positive relationships with our independent agent partners with a focus on mutual respect and appreciation.
♦ Managed top line performance and profitability of commercial lines results for our south region, and in collaboration with leadership peers, managed the same for the entire commercial lines book.
♦ Reinvigorated focus on leveraging loss prevention expertise as a significant differentiator.  
♦ Led the continual enhancement of our loss prevention educational offerings.  This included initiating use of YouTube, social media, webinars, and evolving our online learning environment.
♦ Frequently spoke at jewelry industry events with a focus on security and life safety.  Consistently received positive feedback on presentation skills, style, and content.

Director, Commercial Lines Underwriting & Loss Prevention

♦ Built an active, business-oriented PMO focused on delivery of top corporate initiatives.
♦ Advised PMO collaboration with outside expertise to successfully implement billing, claims, and policy systems companywide (Guidewire).
♦ Actively managed a project to convert an AAIS-based business owner’s policy (BOP) to an ISO-based product.
♦ Actively managed a project that delivered and implemented a reinvigorated future-state model for the organization’s loss prevention function touching people, process, and technology.   
♦ Developed leadership talent and succession plan resulting in a seamless transition when moving to a new position.  
♦ Facilitated strategic planning and annual business planning for the enterprise.
♦ Ensured business plan execution through the effective use of project management practices.
♦ Led the establishment of a formal business analysis function within the organization.
♦ Supported the introduction of agile practices within the organization.

Director, Project Management Office (formerly Strategy Management Office)

♦ Led projects aimed at simplifying the process of obtaining a quote and binding personal jewelry insurance at the counter of the jewelry story and online.
♦ Collaborated with a project team to deliver a solution that won a “CIO 100” Award.

Senior Project Manager

♦ Managed the day-to-day activities of 12 analysts responsible for troubleshooting system and process issues, process improvement, software testing, and business intelligence/reporting.
♦ Frequently consulted to lead and resolve operational and technical issues such as productivity bottlenecks.

Production Support Manager

♦ Responsible for customer service, risk selection, and pricing of a territory of retail, wholesale, and manufacturing jewelry risks in NY, NJ, PA, and FL.
♦ Co-lead of project to replace policy/claims/billing processing system.
♦ Took over project management responsibilities mid-stream after working on the project as a business unit representative and demonstrating talents and abilities.

Commercial Lines Underwriter

Sentry Insurance

Sales Representative

Accenture

Analyst

The Dream Dude 🔥 Helping 100,000 people DREAM ✨ again, more or bigger → 🚀 Dream Manager Implementation Pro →Transforming YOU into a FULFILLED LEADER people are talking about via the 'Onward' High Performance Ecosystem

I'm a *hope dealer* specializing in dream-activation and momentum-generation.

Business leaders inspired by The Dream Manager book, look to me as their go-to partner in launching a program for their people.

I've also created a method, movement and handbook called "Project 14.4 - How 14 minutes & 24 seconds will change your life" geared at helping mid-career professionals create an up 🌀 spiral of momentum in their life. 

My superpowers are approachability, encouragement, and innovation.

I use technology & one-to-many coaching models to make life coaching and dream coaching available at scale within businesses, and accessible to those who need it the most.

🚀 Launching your Dream Manager program doesn’t need to be complex or crazy expensive. It just takes the right partner.

Currently, I'm on a mission to help 100,000 people DREAM ✨ again, more, or bigger.

And now, to my story 👇

After 14+ years in an organization, I was a wreck.

I’d lost my energy, drive & hope.

Outwardly, I looked successful - making good money, dressed well, fit, smiling, super family. 

But inside I was a mess.
 
I was living a life of quiet desperation.

I didn't know what my life dreams were, and I was terrified to even look for them. 

I just knew they were no longer about climbing the corporate ladder… and becoming a powerful executive.

But, I was scared of what others would think. Including those closest to me.

Because I was less engaged and passionate in my life as a whole, I naturally started showing up to work less engaged.  I started to bring less energy to my family and friends, too.  

Then one September day in 2016, I hit the eject button.

I quit my "dream career" without a plan and with a wife and kids to support.

I knew I needed to bet on me. I also knew I needed to make time, room, and space in my life to figure out how to best show up as a greater version of me… how to make sure my life made a difference (while also paying the bills).

Miraculously, Matthew Kelly's book The Dream Manager crossed my path at just the right moment. It gave words to both my leadership style and what I was personally struggling with.

It inspired & encouraged me to reignite my life goals and dreams.  

It guided me to clarity of my life’s purpose… which has turned into my career.  

Now, I get to help people identify & get after their life goals & dreams. 

When your people become more engaged in their life as a whole, they naturally become more engaged & effective in the workplace.

Which is good for both the business and the person. 

It's all about the Win-Win!

Onward ✌️

Mark Cumicek

Avergent

Strategically working with plan partners in creating a client-member experience that is 'first in class' and tactically putting it into action.  Education and engagement strategies to support employees in maximizing their health plan.  Overseeing a Collaborative Care Program consisting of a team of Medical Experts assisting employees to receive best care, best place, best time, for best price.  
Establish and create best practice business process and workflows for the organization and integrated plan partners.

Director, Client & Member Experience

Alithias LLC

VP of Service Operations

Alithias

Director, Care Navigation and Client Engagement
Created, implemented and direct a care advocacy service department and team that provides client member advocacy on healthcare steerage to high value, cost sensible options and provide full benefit support on best utilization of the employees’ health plan offerings to maximize savings for employer group and the employee.

•	Advised and designed Customer Management Tool used daily to track and document all member requests being actively worked, pending, and resolved.
•	Designed reporting tool allowing monthly and YTD reports to be delivered to each client for utilization and saving gains and losses.
•	Created all business processes for the service team used to support each client and their unique requirements.
•	Managed all workflows, operational expectations, data projects, phone systems, and all miscellaneous requirements starting at the point of sale through full implementation of ‘go-live’.
•	Created all client presentations, delivered and trained employer groups with 100 – 5,000 lives.
•	Hired and trained all new hires across a number of states and locations.

Director, Care Navigation and Advocacy

Humana Inc

HumanaVitality Account Concierge Specialist
Advised commercial and Medicare members on a scientifically designed wellness program including education, fitness, healthy living and prevention.
•	Account management of Vitality’s largest accounts – Toyota and State of Indiana with 60,000+ lives supporting wellness program education, managing service levels, resolving escalated service concerns, supporting the Account Executives of each key account. 
•	Actively listened to identify the core needs of employer groups allowing for timely one touch resolution.
•	Keenly identified opportunities within employer group to increase wellness engagement to lower claim exposure.
•	Monitored, evaluated and reported system errors to improve the customer experience internally and externally.
•	Advocated for member by providing process improvement recommendations. 
•	Created Wellness Program training materials and presented to leadership groups.

Customer Account Concierge HumanaVitality

Pathways

Health insurance brokerage designed to promote and administer efficient, competitive and sustainable employer- sponsored catastrophic health care expense protection programs that cultivate employer-employee culture and loyalty.  

Partner and Healthcare Client Service Advocate
One of three partners in the organization.   Responsible for the creation, implementation and roll out of each customer’s service plan.  Provided recommendations on healthcare services based on quality and cost; trains members on healthcare consumerism and the personal responsibility in doing so; Evaluated current practices for areas of potential improvement.
•	Created and established business guidelines based on best practices.
•	Conducted monthly on-site customer visits addressing member questions, concerns, and requests in regards to health plan. Wellness, healthcare consumerism, healthcare choice.
•	Built and presented customer specific presentations based on needs of group, i.e. conflict resolution, stress management.
•	Supported 1300 lives providing care and service to billing discrepancies, health plan questions, and guidance on health care treatment, cost, prescription options, and miscellaneous assistance.

Partner/Owner - Health Education Advocate

Bay Valley Foods

Manager, Customer Service
Reporting to the Director of Customer Service.  Responsible for managing Food Service Customer Service, Data Management and Pricing Support functions.  Provided statistics, recommendations and forecasting to executives; on a daily basis monitored call volume and call resolution.  Analyzed day-to-day operations looking for areas of opportunities for continuous improvement. Managed a team of fourteen. 
•	Served as lead SAP trainer for Customer Service module; facilitated training and was appointed subject matter expert for Customer Service and Data Management.
-	Conducted testing for successful implementation of SAP Customer Service module.  
-	Served as Primary Data Change Manager on Order to Cash project.
•	Analyzed and re-engineered processes; created standard operating procedures and training manuals, developed FAQ and quick reference tools which provided consistency, maximized efficiencies and accelerated learning curve for new hires.   
-  	Identified, created and delivered service level matrices for customer service; provided results monthly to management allowing the business to address shortfalls.
•	Created and maintained item master naming conventions providing standardization throughout the organization, allowing consistent reference, regulating look-up abilities and item logic for quality reviews.
•	Sought out by Human Resources and department managers to mentor individuals throughout the organization on communication, team building and conflict resolution skills which addressed existing conflicts and improved productivity.  
•	Refined the Material Request Form process to be more user-friendly and able to work in conjunction with the product lifecycle management tool reducing total time for new item implementation from a range of six to twelve weeks to completion within three weeks.

Customer Service Manager

Smithfield Beef Group

Stratagem

HIPAA Consultant

A versatile business professional with more than 33 years demonstrated experience in strategic planning, process development, training coordination and customer retention management. Recognized as committed, enthusiastic, and customer-focused, demonstrating excellent oral and written communication skills. Acknowledged as a strong, flexible leader that displays management skills through foresight, execution of business plan, and accountability of efforts.

taplio

The Battle

Mark Cumicek

Julie Kinser

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