“Learn all areas of employee benefit plan delivery. Be genuine and honest. Understanding how the administration and financial components must align to meet goals is key. Take advantage of insurance carrier education programs. Learn underwriting and components of risk. Gain insight into data sets. Study the pharmaceutical marketplace. Continue education with certifications. Know the payroll and HRIS vendors transitions with implementations and the impact for promotion of the benefit programs. Acquire skills in communication, specifically understanding the different generational and cultural aspects of employer groups. Most importantly, stay humble and curious. It is okay to ask questions. Always deliver as promised. Proactive delivery of hard news is easier than reactive delivery.”
“Be fearless. Be confident and stay humble. Don’t ask for approval from your leadership team; you’ve already done the R&D and have come to a conclusion that a strategy is right for your company, so make the recommendation. Don’t take no for an answer. Look at every ‘no’ as an opportunity to continue a tough conversation. Elevate your team and be inclusive of everyone. Drive innovation and strive for moonshot strategies that are focused on creating long-term sustainable health and happiness for your employees and their families. Always keep the employee and their family in front of you; they are your customers and are completely dependent on your expertise to maintain their health and well-being.”