- Participating in local clean-up initiatives
- Offering time and support to shelters for the homeless, women, and animals
- Youth mentor, providing guidance and support to empower the next generation of leaders
Lawrence E. Freeman II
Sacramento
Summary
Dynamic Vice President of Benefits with a strong track record in leading high-performing teams and executing strategic initiatives that drive organizational growth. Expertise in directing cross-functional projects that achieve significant process improvements and enhance operational efficiencies. Proven leadership and exceptional communication skills foster collaborative environments, delivering impactful results across all organizational levels. Committed to leveraging industry knowledge to innovate benefits strategies that align with business objectives and enhance employee satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director of Technical Resources (October 2024) - Manager of Analytics
USI Insurance
08.2019 - Current
- Developed a cohesive team that supports California, Nevada, and Arizona offices
- Manage a team of 37 covering all of the technical resources - Analytics, UW, PHM, Compliance, and Communication
- Built a team environment that encourages teamwork and communication
- Implement operational goals outlined by the National Analytics team to move annual KPI’s from red to green throughout the year
- Interview, hire, mentor, and train analyst
- Mentor and develop career track team, which has allowed continued growth
- Monitor and track workload for tech resources to ensure that account teams and producers receive support
- Monitor timelines to make sure that analysts are meeting targets
- Maintain appropriate staffing levels while staying within budget
- Work closely with all Practice Leaders, Sales Consultants, and account teams daily. Developed a level of trust with all team members over the past 5 years.
Middle Market Sales Director
Aetna
01.2015 - 07.2019
- Develop marketing strategies to increase membership and revenue in the Nevada market
- Work closely with other sales staff to develop training for brokers and consultants
- Review RFP’s and recommend plans based on prospect’s needs
- Interact with the underwriting team to present competitive and profitable proposals to our external partners
- Listen to brokers and consultants regarding market conditions - establish a plan to position Aetna as a viable choice for employer groups.
Employee Benefits Manager
Wells Fargo Insurance Services
11.2009 - 12.2014
- Oversaw the Employee Benefits (Retention) practice for Nevada - Managed 11 staff in two offices, Las Vegas and Reno
- Monitoring and accounting of all commissions in Nevada – projecting future revenue based on the book of business, market conditions, and changes in commission levels
- Established target commissions/fee arrangements to meet internal revenue goals for new and existing clients
- Met target expense ratios
- Maintain appropriate staffing levels based on current and projected revenue
- Bi-weekly pipeline meetings with Managing Director and Sales Executives to drive new sales
- Created finalist presentations and strategies to present to prospects
- Review and evaluate claims reports to effectively negotiate renewals with insurance carriers
- Revised renewal process; incorporated tracking database, developed consistent workflow process allowing Sales Executives more time to solicit new business
- Well-versed in the Affordable Care Act and compliance to minimize E&O exposure
- Evaluated book of business for profit - successfully transitioned business to a small group business center
Education
Bachelor of Science - Business Administration
University of Phoenix
Skills
- Effective relationship management
- Long-term strategic planning
- Clear and concise communication
- Analytical decision-making
- Process optimization expertise
- Project execution
- Strategic planning
- Workforce development
- Financial budget oversight
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Achieved [Result] through effectively helping with [Task].
Certification
- Licensed Life and Health Broker - [Timeframe]
Interests
Timeline
Director of Technical Resources (October 2024) - Manager of Analytics
USI Insurance
08.2019 - Current
Middle Market Sales Director
Aetna
01.2015 - 07.2019
Employee Benefits Manager
Wells Fargo Insurance Services
11.2009 - 12.2014
Bachelor of Science - Business Administration
University of Phoenix
MILITARY
United States Marine Corps 1986-1994
USI One 2022, 2023, 2024
Recognized by peers for.....