Herb Catausan

• Spearheaded the development and execution of market and business plans, significantly expanding IMA's presence in the Pennsylvania market and nationally for self-funded cases within the mid-market employer space.
• Collaborated with producers to craft targeted outreach and business strategies, resulting in a threefold increase in the book of business, surpassing $5.25 million.
• Served as a Subject Matter Expert (SME), partnering with client service and production teams to educate clients and prospects on captives, consortiums, tiered to open-network plan architecture, and innovative cost containment strategies.
• Developed and implemented key performance metrics to effectively gauge sales and operational performance within the employee benefits division.
• Led strategic initiatives to enhance market penetration, contributing to a 30% increase in client acquisition and retention.
• Facilitated workshops and training sessions to improve team knowledge and client engagement, leading to a 20% improvement in client satisfaction scores.
• Maintained consistency in communication and documentation, ensuring clarity and professionalism in all client interactions and internal reports.
• Regularly reviewed and refined business strategies to align with industry trends and client needs, ensuring sustained growth and competitive advantage.

• Initiated the development of comprehensive market and business plans to expand Henderson Brothers' presence in the Western PA market and nationally, specifically targeting self-funded cases in the mid-market employer space.
• Deployed a strategic digital marketing plan aimed at engaging HR professionals and C-suite executives, resulting in a 20% increase in brand visibility and lead generation.
• Served as a Subject Matter Expert (SME), crafting and implementing a training plan for associates on innovative products such as captives, level funding, and reference-based pricing.
• Managed a select portfolio of clients, providing tailored support to enhance their employee benefits programs and achieve key business objectives.
• Led initiatives to streamline client communication and service delivery, improving client satisfaction and retention rates by 15%.
• Collaborated with cross-functional teams to ensure the successful execution of marketing strategies and client engagements, maintaining consistency and clarity in all communications.
• Avoided industry jargon in training materials and client interactions, ensuring accessibility and understanding for all stakeholders.
• Diligently proofread all marketing and training documents to ensure accuracy and professionalism, contributing to a polished and error-free presentation.

• Develop market and business plan to expand brand presence in the Pacific West Region for both employee benefits and International Student Insurance markets
• Strengthen current relationships in the Pacific West Region
• Develop recruitment and retention plan for new associates for the Pacific West Region
• Develop measurable key performance indicators to measure market expansion metrics

• Champion complex high-level client issues
• Responsible for managing the account team’s development and execution of client deliverables.
• Championing the development and implementation of organizations operational processes resulting in the successful transition into the national practice resources
• Develop measurable key performance indicators to measure operational efficiency

• Championed strategy meetings for clients communicating benefit designs and overall fiscal impact to our client’s bottom line
• Consulted and advised on benefits benchmark and trend reports for clients
• Consulted on potential plan design changes as well as potential private exchange solutions
• Consulted on compliance issues related ACA and other appropriate state specific legislation

• Create custom financial models detailing claims experience for clients
• Created custom financial projections that included detailed projected funding requirements for self-funded clients
• Developed custom benchmark and trend reports for clients

• Manage 15 to 20 clients assisting in day to day management of both domestic and international employee benefits.
• Assist in marketing multiple lines of insurance coverage ranging from medical to wellness programs to create a competitive marketplace for price and service.
• Provided project management support for the integration of a major medical plan as well as several Pharmacy carve outs for large employers (greater than 5,000 employees)

• Managed 15 to 20 clients concurrently through the engagement lifecycle that range from 2 weeks to 3 months
• Properly assessed and valued business models for emerging to middle market companies seeking financing and growth capital
• Obtained the highest level of consistent sales performance by maintaining an average of $55,000 of corporate revenue for 6 consecutive months
• Managed internal recruitment for business development as well as project management interns and full-time staff

• Evaluated and restructured the vendor base to reduce yearly expenditures by 15%
• Identified and captured new business within the current customer base that resulted in an increase in monthly revenue by an average of 5%
• Championed the development of the import of plastic resin from foreign manufacturers that resulted in an increase of 30% in annual revenue

• Organized and documented the process for all Material planners to pull material requirements from the Brio database
• Implemented new product pull process from our internal warehouse. Ensured repeatable and accurate product pulls by completion of a 3-month trial, formed by collaborating with warehouse technicians and internal customers 

Talbot School of Theology

Core: Preaching, Teaching, and Executive Administration

Technical Electives:  Mfg. Distributor Relations, Information Control Systems, and Operations & Financial Management

Senior Project:  Arrow Electronics, Supply Chain Analysis

Active: Professional Association of Industrial Distribution