James C Jackson
Castle Rock,CO
Summary
Accomplished Benefits Professional with a proven track record of delivering exceptional guidance, services, and strategies for benefit programs. Expertise in managing compliant, competitive, and cost-effective plans that attract and retain top talent while navigating a complex regulatory landscape. Strategic, relationship-driven executive adept at enhancing operational performance and fostering strong partnerships across multi-state regions. Recognized for interpreting regulatory frameworks, optimizing program performance, and executing long-range strategic plans that drive measurable business results.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Regional Vice President – Multi State Relationship & Program Management
National Rural Electric Cooperatives Association
01.2017 - Current
- Manage large regional portfolio, serving as the primary executive liaison for association members across multiple states
- Drive operational excellence through consistent process improvements, enhance delivery models and proactive issue resolution.
- Strengthen provider, vendor and client relationship by building trust, aligning expectations and improving performance outcomes.
- Present complex program information to Boards, executives and employees, improving understanding and engagement.
- Oversee performance results related to contribution strategies, financial modeling, non-discrimination testing and plan utilization.
- Collaborate across internal departments-actuarial, compliance, operations, claims and contracting to improve client experience and operational outcomes.
- Drive regional growth through consultative leadership, relationship expansion, and strong service delivery execution.
- Responsible for regional Association relationship management and oversight within a four-state territory
- Plan compliance consulting, with subject matter expert support
- Design plan offerings that meet organizational objectives and adhere to federal and state compliance regulations
- Cultivate and maintain relationships with clients and centers of influence, growing my business and network
- Defined Benefit, 401(k) and Group Insurance Benefit Plan implementation, administration and education
- Advise on benefit plan features, distribution options and regulatory requirements
Employee Benefits Consultant – Strategic Advisory & Performance Improvement
Wells Fargo Insurance Services & Consulting
01.2011 - 01.2016
- Data management and analyses, including plan utilization, benchmarking evaluations and employee surveys
- Evaluate program utilization, financial results and cost drivers to improve plan performance and operational efficiencies.
- Collaborated with vendors, health plans, and TPA's to improve service deliverable, reduce administrative challenges and strengthen member experience.
- Presented insights and strategic options to leadership teams, supporting long range planning and multi-product benefit strategies.
- Led initiatives related to employee health improvement and engagement, aligning with quality, stars related and experience-based performance metrics.
- Generate quotes, illustrations and presentations for plan evaluation, education and other initiatives
- Research and analyze corporate benefit program coverage options and vendors including: TPA services, network and pharmacy utilization, stop loss, dental, vision, life, STD, LTD, cafeteria plans, FSA's, HSA's, 401k and IRA's
- Lead collaborative efforts to mitigate plan cost drivers and implement processes to address critical administrative burdens and complex compliance obligations
- Develop wellness initiatives and strategies to stimulate behavioral change focusing on population health improvement
Branch Manager/Assistant Branch Manager / Personal Banker
Wells Fargo Bank
01.2008 - 01.2011
- Lead branch talent development, performance management and customer experience outcomes.
- Improved operational results through targeted coaching and cross functional coordination.
Legal Assistant
Law Office of O'Toole & Sbarbaro
01.2007 - 01.2008
Education
Bachelor of Arts - Communications-Public Relations Emphasis
University of Colorado At Denver
Denver, CO12.2005
Skills
- Identify opportunities, establish trust, develop relationships and plan and manage budgets
- Multi state Regional Leadership (AZ, CO & NM alignment)
- Provider and Stakeholder engagement
- Operational Performance optimization
- Quality, Compliance and Risk mitigation
- Strategic Planning & Execution
- Financial Oversight & Program Analysis
- Relationship & Account Management
- Cross Functional Leadership & Talent Development
- Skilled in developing and managing programs that meet the needs of organizations and their employees
- Medicare & Regulatory Program Expertise (ERISA, ACA, HIPAA, FLSA, FMLA)
- Executive Communication & Board-Level Presentations
- Member/Provider Experience Enhancement
- Data-Driven Program Management
- Benefit and retirement plan administration, communication, and education: fee payments and reporting, discrimination testing, qualifying events, disbursements, loans, rollovers, billing, claims and eligibility reconciliation
- Maintain relationships of the utmost professional integrity with participants, providers and third-party administrators
- Expert knowledge of benefit plan regulations and laws, including: ACA, ERISA, FMLA, COBRA, FLSA, ADA
- Top performer with proven record of exceeding goals and expectations
Certification
- Certified Employee Benefits Specialist (CEBS)
- Group Benefits Disability Specialist (GBDS)
- Licensed Health and Life Insurance Producer
- Licensed Property and Casualty Insurance Producer
- Mediation Training Certification - State of Colorado
- Volunteer with the Denver Rescue Mission and Mile High United Way
Timeline
Regional Vice President – Multi State Relationship & Program Management
National Rural Electric Cooperatives Association
01.2017 - Current
Employee Benefits Consultant – Strategic Advisory & Performance Improvement
Wells Fargo Insurance Services & Consulting
01.2011 - 01.2016
Branch Manager/Assistant Branch Manager / Personal Banker
Wells Fargo Bank
01.2008 - 01.2011
Legal Assistant
Law Office of O'Toole & Sbarbaro
01.2007 - 01.2008
Bachelor of Arts - Communications-Public Relations Emphasis
University of Colorado At Denver