Bren Whitaker

Sacramento, CA C: (916) 761-5001 E-Mail: Brenwhit@comcast.net

EXECUTIVE SUMMARY:
11 years experience in senior-level executive sales history with a well-proven success record in employer benefits sales. Consistently awarded: Top in production, revenue, highest client retention, highest percentage over goal 12 years in leadership roles, managing up to 12 high producers. Solid background in sales training, forecasting and establishing goals, budgets, and embracing the corporate initiatives by successfully reaching team goals. Subject matter expert on Individual, Commercial, Group Retiree, Medicare and Wellness programs and health plan benefit strategies 18 years of working knowledge with brokers and TPA's. Know the focus and understand the B to B consultant world Strategic business and services development expertise. Work incredibly well cross-functionally to develop, execute, and support a specific focus to achieve on target earnings, performance management, and corporate initiatives 10 years experience in solid account management background with highly visible, strategic accounts. Developed best practices to improve the client service high-touch operations and member growth initiatives 20 years of working knowledge of provider relations, health care reform, trends, product lines, sales strategies and marketing channels within a health care environment Extremely polished public speaker presenting to C-Suite Officers, consultants, and large audiences

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS / AWARDS

US Script, Fresno CA Is a Pharmacy Benefit Manager (PBM) that works with large and nationally-based self-insured employers. Their specialty is clinical custom programs that reduces pharmacy spend and improves utilization for union, non-union, and target market groups. Area VP of Sales 02/2010 02/2013 Exceeded 2012 Goal by securing 10 Million+ in revenue and 10 new groups in an undeveloped Western US PBM territory. Self-generated business was consistently at 80% 2010 / 2011 produced 120% over goal in RFP generation and new client meetings with 36 RFPs in process at one time in a new PBM territory. Brought in 8 Million+ in revenue / nine new large employer groups Sales focus with no direct reports with large territory responsibility for client and broker sales and service Created and executed a large territory business development plan to drive sales toward target markets such as Native American, unions, school districts, and municipalities Conducted round table meetings on 340B opportunities, Specialty Drugs, and Health Care Reform Created, presented, and won finalist presentations to the c-suite officers and board members Was a consultant to nationally-based groups, brokers, and National Practice Leaders on managing pharmacy benefits, pricing models, rebates, clinical programs and specialty drugs Developed a Move the Needle sales strategy and presentation that motivated prospects to take action. This focus won more business over the competition even if they claimed better pricing Perfected a high-touch client service initiative to bring sales and service together Sutter Health, Sacramento, CA A prestigious hospital that has 27+ Northern California affiliate hospitals with a large provider network. They offer a variety of community and wellness services alongside their hospital services. Central Region Manager of Employer Relations 01/2008 - 02/2010 Part of a small team that developed, sold and implemented the Live Well for Life Program. A highly-visible program that was an important marketing channel that impacted many departments Fostered the highest producing region with a 7:1 ratio in terms of revenue verses dollars spent In 2009/2010 ROI study. RFP success rate was 78%. Sales were 140% above target Wrote quarterly / annual sales reports that demonstrated all business was self-generated Marketed medical providers to grow membership and increase utilization and revenue Consulted local employers, brokers, and consultants about benefit cost-saving strategies and how to identify and address the risk within their own workforce Operated with various internal and external departments on a very strict budget to create, market, and implement a wellness program that would be widely received by ones employees Worked cross-functionally with affiliate hospital physicians to expand or create new service lines that increased patient base, utilization, and revenue Was instrumental in executing new business initiatives, client retention and growth management, HIPAA Compliance procedures, and tracking competition intelligence Part of a small team that created a CRM sales and account management automated system

Bren Whitaker Page 2 Maternity Leave 1/ /2007 -1/2008

Medic Alert International, Modesto, CA - A non-profit dedicated to recording personal health information so that one is identified with current medical history on their person in the event of an emergency. Director of New Business Development and Health Systems 12/2005 - 12/2006 Led various teams to develop the E-Health Key and other strategic and operational initiatives. Outcome resulted in a consistent 155% over sales goal Worked closely with IT on the E-Health Key Product development side then developed the marketing approach, sales process, and business operations based on the features and benefits Collaborated with CEOs, CIOs, CMOs, CTOs & major health care carriers on improving awareness, health care practices and consumer/patient services with electronic health records Worked well with internal peers and executives to better direct all sales operations and contract negotiations. This included collaborating with CFO, Accounting, product mgmt, IT, marketing, and legal to ensure all expectations, sales objectives, and compliance regulations were met Independent Health Care Broker / Sales, Folsom, CA A consultant for large and medium size commercial groups who played a vital role in ones health plan choice and benefit plan designs. 7/2003 - 12/2005 Worked with top brokerage firms in Sacramento, Barclay West & West Corp Financial Services Subject matter expert on individual, commercial, specialty products, and group insurance Consulted various HR departments to improve plan administration, communication, benefit plan design, implementation and reduce costs Returned to college to complete second degree in Business Administration Had the honor in receiving the 2002 National Leadership Award while pursuing my BBA 6/2001 - 6/2003

PacifiCare Health Systems/Secure Horizons - Sacramento, CA - A large predominant health plan in the West that offers a wide provider network, various plan designs and services for the active employees, Group Retiree, and Medicare individuals. 7/1993 - 2/2001 Group Retiree Sales Manager for No. California (11/1998 to 2/2001) Promoted to be the bridge between corporate and the regional offices. Was recognized and awarded for top management with 75 Group Retiree accounts with 13 sales people in 5 different offices Champions Club & Leadership Circle Recognition 1993-2000. Top Field Sales in California with an average of 140% over sales goal Promoted to establish a new business focus and large revenue growth with Secure Horizons Group Retiree Translated corporate initiatives to a team of 13 producers. Managed all group retiree sales operations Was one of six to develop the Group Retiree product from white paper to execution to training and support Created value propositions, forecasting, budgets, timelines, and best practices for Group Medicare Conducted all Medicare sales, implementations, business operations, and product training Won highly viewed health care contracts in California for various school districts, cities, counties, and municipalities. Worked closely with risk managers and benefit consultants Acted as the local HIPPA compliance officer for all Medicare marketing, advertising, sales contracts, and underwriting activities Senior Sales Executive for Secure Horizons (7/93 to 11/98) Team lead of 8 outside sales people / No CA Leadership Team for Provider Relations Top State record of 73% self-generated business. #1 out of 250 Medicare sales reps Outstanding Team Achievement 1994-1997 / Top Individual Client Retention Award 1997 One of five to conduct all sales and marketing analysis to bring new senior program to market Developed several top producing regions through strong provider relations & advertising events Subject matter expert on Medicare, HIPAA requirements, and CMS processes. Delivered numerous presentations Hired and trained staff. Led sales team through a complete sales and service re-engineering process Accountable for budgets within designated sales territories, for advertising, sales, and events Conducted performance reviews and led ongoing training in sales techniques, competition, new product lines and led team through a re-engineering sales and service process Bachelor of Arts in Business, National University, Rancho Cordova, CA HealthCare Degree, University of California-Davis, Extension, Sacramento, CA California State License in Health, Life and Disability - 1991 to Present

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