The Pivot Project LLC

I leverage my experience to:

* Consult with and coach employee benefit teams and individuals to deliver exceptional client service while also living impactful lives outside of work.

* Create custom group and 1:1 coaching programs for employee benefit teams on topics such as presentation skills and strategic planning. 

* Consult with emerging employee benefit point solutions vendors on employer and broker market sales strategies.

*  Provide unbiased employee benefits strategic planning to HR teams with minimal HR infrastructure.

Founder + Consultant

GenuineShift

I leverage my industry experience to provide content insights and coaching within GenuineShift’s growing Client Service Academy.

Coach + Consultant, Client Service Academy

Woodruff Sawyer

Responsible for growing and managing a client base of employers with 100-5000+ employees.
Industry specialties include high tech, emerging growth companies, financial services, health care, non profits and various service organizations. 
Year over year client retention rate of 95+%.
Average NPS (Net Promoter Score) rating for my clients 9+/10.

Vice President and Associate Shareholder

Started the Portland based, Oregon Woodruff Sawyer Benefits Practice.
Integrated two acquisitions of employee benefit books of business into our Woodruff Sawyer platform.

Vice President and Oregon Benefits Team Leader

Art of Mentoring

Via the Woodruff Sawyer Mentor Program - serve as a Mentor to a Mentee.  Have monthly visits to support the personal and professional growth of the mentee I have been matched with.  Provide support for the mentee's goals.

Mentor

Girls Inc.

Go-To-Girls Advisory Council

Technology Association of Oregon

HR Committee Member

Oregon Entrepreneurs Network

In my role on the OEN board I also chaired the OEN sponsorship committee.  I worked with a great group of talented business professionals that are committed to supporting the local entreprenurial community as well as the growth of OEN.

Board Member

Marsh

Served in producer role to develop new business and manage accounts.  Awarded Rookie of the Year for first year in sales.  Portland Business Journal 40 under 40 nominee.

Vice President

PacifiCare Health Systems

Account Manager for National and large public sector clients and provided service to both the employer and broker sector of benefits plan management.

Account Manager

I am the founder and consultant of The Pivot Project LLC, a company that supports employee benefit individuals and teams to deliver exceptional client service while also living impactful lives outside of work. 

I leverage my 30+ years in the employee benefits space to provide coaching and consulting to peers in the industry.  This includes coaching and consulting to both carrier partners and digital health solutions to enable them to maximize success with the broker and employer ecosystem. 

My mission is to share my expertise and insights with others, and to create a positive and lasting impact in my field and community.

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