Began with company from inception. Advanced rapidly through the organization from associate to insurance representative; became FNHIS / CESI department manager in 1993 and vice president in 1995.

„ Supplied the vision, energy and expertise that grew department revenue from $500,000 to

$17,000,000; added $3,860,000,000 in insurance revenue in 2006.

„ Forged relationships with 50+ insurance carriers; Long Term Care (LTC), Disability (DI) and

business overhead expense (BOE).

„ Outsourced the term insurance business to BISYS and increased profits by $250,000 for

annuities and life insurance; oversaw activities of 400 agents to assure quality performance and total customer satisfaction.

„Directed processing to unfailingly meet goals for volume and deadlines; monitored carrier

downloads ensuring current case information and accurate carrier profiles.

„ Trained operations personnel in agency works; introduced technology solutions that improved

efficiency and productivity for commission processing and related operations.

„ Recruited and developed a team of 10 high-performing insurance employees; designed individual  performance plans and monitor employee progress.

„ Instructed sales staffin advanced estate and business planning; provided coaching and technical assistance on sales to high net worth clients.

„ Advanced rapidly through the organization from associate to insurance representative; became CESI department manager in 1993 and vice president in 1995.

Provide project management services to healthcare finance executives....

Marketing services systems for Seniors and healthcare providers insdustry. Helping seniors and their  families by meeting today's expoloding need for quality relationships and medical home care services.

Evaluation and Management services that represent the whole reimbursement process systems.

• Comprehensive Detailed Report for Maximum Revenue. Comprehensive Detailed Report for
• Maximum Revenue.
• Medical Operation Management Leadership. Medical Operation Management Leadership.
• Business Analysis Hands on Experienced. Business Analysis Hands on Experienced.

Medical Billing & Reimbursement Management

• Setup & System Conversion Management. Setup & System Conversion Management.
• Industry Operation Standards. Industry Operation Standards.
• Managed Care Regulatory Compliance Requirement. Managed Care Regulatory Compliance
• Requirement.
• Charge Entry System Setup Management. Charge Entry System Setup Management.
• Provider Contract Management. Provider Contract Management.
• Fees Schedule Management that represents industry Standards.Fees Schedule Management
• that represents industry Standards.

Medical Operation Audits Management

• Loss Revenues. Loss Revenues.
• Reconciliation Management Services. Reconciliation Management Services.
• Refunds Management Services.Refunds Management Services.

Employment Services

• Recruitment Management Services. Recruitment Management Services.
• Full Employment. Full Employment.
• Temporary Employment. Temporary Employment.
• Per Diem Employment & Contract.Per Diem Employment & Contract.

617 964 5300  Office Email Pfnsa@pfnsa.com