PATTY RUSSELL

Davie, FL 954.790.8363 pattyandrew@gmail.com

Employee Benefits Solutions Consultant
Dynamic, innovative executive with more than 15 years of experience in human capital consulting
specializing in global benefits management, and financial projections and analysis. Highly motivated
strategist excels in successfully managing competing priorities under tight timeframes while optimizing
client satisfaction. Superior ability to identify, build, and maintain key business relationships. Outstanding
leader distinguished for proven leadership and team-building enhancing productivity and driving
sustained organizational performance.
AREAS OF EXPERTISE

Strategic & Tactical Planning Project Management Contract Negotiations Regulatory Compliance
Open Enrollment Management Client/Vendor Relationship Management Revenue Projections
Cross Selling Opportunities New Business Development Team Quarterbacking Cost Control
Talent Management Competitive Analysis Employee Communications Strategy
PROFESSIONAL EXPERIENCE

LOCKTON COMPANIES, Miramar, FL
Account Executive, 2013 2014
Managed a large multi-million, multi-state benefits program of 16 divisions with a diversified client base.
Guided Vendor-Partner relationships, including the Benefit Administration system. Directed the Account
Managers and Account Administrators of each division and served as Strategic Advisor for the Director of
National Benefit Program.
Led monthly self-billed invoice process, monthly claim reports and quarterly Incurred but not
Reported (IBNR) estimates
Provided Healthcare Reform analysis, stewardship reports, renewal projections, and renewal reports
for each division
Integrated client divisions to change the mission statement of the individual companies into one
comprehensive brand
Full cycle management of the Open Enrollment process from initial scheduling to drafting, fulfillment,
and distribution of the guides for each of the client divisions and entering all final benefits data
Worked with clients and the Health Risk Solutions team to develop wellness initiatives for 2015
including a full wellness vendor Request for Proposal (RFP)

AON, Multiple Locations
Senior Global Benefits Consultant, Miami, FL, 2012 2013
Leveraged broad background in health benefits and human resources to offer a strong foundation for the
diversified global business consultative services provided to multi-national clients. Compiled financial
projections of benefits valuations. Coordinated compensation reviews, captive studies, and financial
management.
Analyzed projections to form conclusions based on multi-country benchmarking and account specifics
Identified growth opportunities through analysis of client requirements
Resolved client issues and partnered with Account Management to determine long-term problem
resolution
Key Accomplishments:
Negotiated expatriate renewals for multi-national Fortune 500 clients
Coordinated and managed client-vendor management process for Global 50 firm
AVP Account Manager, Newport Beach, CA, 2008 2012
Delivered superior customer satisfaction, market leadership, energy, insight, industry expertise, financial
acumen and organizational leadership. Account planning and financial management
Patty Russell 954.790.8363 pattyandrew@gmail.com
Created and delivered stewardship reports
Identified internal cross-selling opportunities
Account financial management and account planning
Merger and acquisition due diligence analysis of client/prospect benefits programs
Key Accomplishments:
Retained 100% of key accounts and clients after a Senior Account Manager, with client relationships
of 15+ years, left AON for a competing firm and tried to lure the accounts away, securing $600k in
annual revenue
Implemented and managed account plans, managed client relationships and expectations, and
increased overall client satisfaction
Expanded AONs presence within existing client base, increasing breadth of services offered and
revenue opportunities
Consultant, Los Angeles, CA 2005 - 2008
Established and maintained of all aspects of assigned high-profile or large-revenue client account
activities. Drove prospect meetings and sales proposals.
Key Accomplishments:
Determined solutions for clients to reduce cost and complexity of programs and improve overall
client financial and benefits services to their employees
Achieved trusted advisor status with clients by meeting client business and financial objectives
Mentored and trained early career development associates

Additional Experience:
HOUSKA INSURANCE SERVICES, Senior Financial Analyst, El Segundo, CA, 2004 2005
WELLPOINT, Group Underwriter II, Woodland Hills, CA, 2001 2004

EDUCATION
Bachelor of Science, Accounting, ARIZONA STATE UNIVERSITY, Tempe, AZ