WILLIAM STAFFORD

Zionsville, IN 46077
317-504-6312 - Cell
email: bill.stafford2@yahoo.com www.linkedin.com/in/billstafford2/
CAREER STATEMENT
Director/ VP Business Development w/Expertise in Employee Benefits and Market Strategy role
where my organizational, leadership and relationship building experience combined with my benefits
expertise will create a much stronger organization.


PROFESSIONAL EXPERIENCE

GRUPPO MARCUCCI - CHICAGO, IL 2013-PRESENT
SENIOR CONSULTANT
Provide project leadership, technical expertise and review of client needs while matching those
needs to the industry's leading HRIS/Benefit Administration and Private Exchange Platforms,
Carriers and Service Providers for this leading benefit systems consulting firm.

Provide industry expertise to the identification and an analysis of employee decision
support tools for multiple clients
Project lead for insurance company client first venture into call center outsourcing as a
means to create sales and support sales opportunities
primary contributor to the development of a client support package for smaller benefit
advisory firms

United Benefit Advisors, LLC (UBA) Indianapolis, IN 2007-2013
Vice President, Partner Services
Served as member of three person executive team and resource for 140+ owner firms to succeed in the
new employee benefits paradigm including prospecting, compliance and agency operational tools.
Successfully led all aspects of Partner Firm relationships for this $400M agency organization.

Managed collection, analysis, and reporting of nation's largest health plan benchmark survey
Led creation of most detailed health plan benchmarks available in industry for partner-firm
clients. Produced over 290K pages of detailed benchmarking data and 1.2M unique PowerPoints
Transformed passive vendor relationships to strategic relationships. Established aggregated
credibility for 140+ partner firms agencies with vendors by demonstrating value of collective
production.
Successfully negotiated significant commission and fee revenue increases exceeding $15M while
reducing expenses by approximately $2.1M
Instituted successful client compliance communication and webinar series which averaged over
500 employer attendees on monthly basis
Championed strategy and investigation of Private Exchange and methodologies which were
designed to meet multiple market needs. Identified the finalists to assure their capabilities
matched teams original criteria
Established and maintained new revenue generating tools, products and all strategic partner and
vendor relationships.

Colonial Life St. Louis, MO 2005-2007
District Manager
Managed creation of brokerage distribution for work site marketing products. Recruited, trained and
managed producers and enrollment personnel.

Created new relationships with independent employee benefit advisors/brokers in the territory
Recruited producers to sell the company's product portfolio
Recruited and maintained enrollment staff to successfully implement new clients


WILLIAM STAFFORD PAGE 2

The EPOCH Group St. Louis, MO 2004-2005
Senior Sales Consultant
Managed multifaceted role of states largest third-party administrator with $30M in annual
revenues and 400 employees.

Spearheaded company's strategic introduction into new territorial markets where no recognition
or relationships existed. Initiated, established and developed strong, positive relationships with
premier benefit advisory firms and created optimal revenue impact and market penetration.
Created consolidated presentation highlighting companys comprehensive managed care
capabilities for use in sales presentations to engage brokers, consultants and prospective buyers.
Successfully established and managed relationships with brokerage firms in five new
metropolitan areas across four states.

METLIFE (Paragon Life Insurance Co.) St. Louis, MO 1997-2004
Senior Sales Executive/Vice President, Business Development

Developed business growth strategies and marketing programs to drive sales. Sold tax leveraged variable
life insurance products to organizations with concentrations of highly compensated employees.

Built cross-functional team and deployed resources.
Collaborated with brokers, consultants and institutional group representatives.
Established strong relationships with C-level decision makers at Fortune 1000 companies, large
medical complexes, law firms and other professional service organizations. meeting and
exceeding multimillion dollars of revenue objectives.
Established credibility for newly acquired subsidiary in MetLifes prestigious Northeast Regional
Group Sales Operations.
Served as subject matter expert for MetLifes prestigious Institutional channel.

FIRST INSTITUTIONAL MARKETING, INC. Houston, TX 1996-1997
Director, Institutional Accounts
Led team to identify, establish and manage key accounts for large regional third-party marketing
organizations. Ensured maximum wholesale support for bank investment program representatives and
program managers. Leveraged knowledge and strengths to maximize training and senior-level consulting
services with client organizations.

Successfully initiated implementation of senior consulting services which maximized sales
opportunities and revenues.
Spearheaded introduction of representative and platform training services which enhanced
existing and created new sales revenues for client banks.

THE SECURITY BENEFIT GROUP Topeka, KS 1990-1996
Vice President, Financial Institution Marketing (1993-1996)
Second Vice President, Special Markets (1992-1993)
Assistant Vice President, Special Markets (1990-1992)

Additional Experience: Vice President, Marketing/Director Anthem/WellPoint,
Product & Market Development


EDUCATION
B.S., Human Resource Management Friends University, Wichita, KS
CERTIFICATIONS
Chartered Life Underwriter, Chartered Financial Consultant, Certified Health Consultant