Executives and professionals responsible for the development, marketing, and distribution of group and worksite/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision, and Healthcare plans. The conference features special sessions for senior executives to meet in a collaborative environment.
Gain fresh ideas and insights to successfully address short-and long-term changes in the U.S.
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Patrick T. Leary, MBA, LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.
Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.
Leary joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his MBA from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.
Principal, Life and Group Transformation, Ernst & Young LLP
Chris Morbelli is a Managing Director for EY’s US Insurance Consulting practice leading up the Life & Group transformation offering. He previously spent 20 years in the industry, most recently serving as the Vice President of Strategy and Operations Transformation for a global insurance company driving group, benefits, life, and annuity transformations across multiple countries. He has extensive experience in both designing and leading large-scale Customer Experience and Operating Model transformation initiatives. Chris lives in the United States and has an MBA from the Rutgers Business School in finance.
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA
Sean O’Donnell is responsible for developing and implementing LIMRA and LOMA’s member-engagement strategy in the U.S. and Canada. He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through LIMRA and LOMA. In addition, he is responsible for leading LIMRA and LOMA’s consulting business, working to help companies apply LIMRA and LOMA’s research and industry expertise to develop strategies for growth. Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Over the course of his career at LIMRA and LOMA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.
Vice President, Product Management, Vitech Systems Group
Plummer is accountable for driving solutions from ideation through development, as well as digital transformation strategy and execution. In addition to roles at Marsh & McLennan and Origami Risk, Plummer served 14-plus years at Guidewire, the leading provider of P&C insurance software solutions, spearheading product efforts for the company’s claims management and digital policy lifecycle products.
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA
Information coming soon
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Principal, Life and Group Transformation, Ernst & Young LLP
The competition for talent continues to intensify, and employers are using benefits packages as a differentiator. The workplace benefits market represents a growing opportunity; however, traditional sales and service models are under pressure. Increasing complexity, intense competition, and changing employee needs confront organizations looking to succeed. How can carriers and other organizations adapt to harness profitable growth in this market? We'll share early findings of new research examining the rapidly changing dynamics of this marketplace.
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Vice President, Product Management, Vitech Systems Group
Omni-channel digital engagement with employees, employers, and brokers is becoming table stakes for group insurance companies. There’s an emerging need to not only offer service via the web and other channels as intuitively as possible, but also to personalize these interactions to add value to group benefits constituents. This session will discuss emerging trends with digital engagement and best practices to ensure your organization is prepared for success.
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA
Thank you for attending the 2021 Group and Worksite Benefits Summit.
The conference program is available on-demand through Friday, October 15.
This is a LIMRA member benefit event. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.
Please contact customer.service@limra.com if you have questions on registration.
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Here is some info on how to become a sponsor.
This conference is your opportunity to meet and network with insurance professionals involved in the development, operations, marketing, distribution, administration and technology processes of life insurance products.
Here is information on exhibiting at a conference. The contact info here is optional.