Medicare Sales & Distribution Summit

Eric Neria

National Distribution Manager – Medicare Sales,

Wellcare

Jason Vallejos

Executive VP & CSO,

Syndicated Insurance Agency, LLC

Jason Vallejos is the Executive Vice President and Chief Strategy Officer at Syndicated Insurance Agency, a premier multi-line insurance agency established in 2003. Syndicated specializes in a wide range of coverage options, including Life, Health, Property & Casualty insurance, with a strong focus on Medicare Plan sales as a National Field Marketing Organization.
In his executive role, Jason directs sales, marketing, and training efforts across all sub- agencies. He plays a crucial role in building strategic partnerships with medical groups and Independent Physician Associations, striving to create long-term relationships and growth strategies for clients. His approach is centered on collaborating with professional advisors, such as healthcare providers, CPAs, and attorneys, to develop tailored solutions that meet the evolving needs of the industry. For insights into Jason’s sales-boosting strategies, refer to Harvard Business Review’s article on enhancing sales performance: How to Boost Your Sales Reps’ Performance.
Jason’s career is grounded in a strong commitment to community service. He began his journey with the American Red Cross during the 1994 Northridge Earthquake, where he assisted disaster victims with claims, shelter, and basic needs. This pivotal experience highlighted the critical role of insurance in disaster recovery. His subsequent role as a healthcare business analyst fueled his passion for senior healthcare and allowed him to develop expertise in operational support, actuarial analysis, and managed care.
Residing in Ventura County, California, Jason is celebrated for his integrity, excellence, and innovative approach. His dedication to client satisfaction, continuous improvement, and mentorship, along with his proven leadership and industry expertise, underscore his success in fostering win-win solutions and achieving organizational excellence.

Jon Klett,

Employee Benefits Specialist and Industry Expert

RHU, REBC

Jon Klett is a distinguished professional in the field of employee benefits, with over 30 years of experience in the industry. He holds the designations of Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC), underscoring his expertise and dedication to the field.
Throughout his career, Mr. Klett has been recognized as a top sales representative at leading healthcare companies, including UnitedHealthcare and Humana. His deep knowledge of employee benefits has made him a sought-after speaker, and he has addressed numerous organizations on a wide range of topics related to employee benefits, helping audiences navigate the complexities of healthcare and benefits planning.
Jon Klett's extensive experience and proven track record make him a trusted advisor and thought leader in the employee benefits sector.

Karina Chavieri

Director of Broker Sales

Independence Blue Cross

Karina Chavieri is a results-driven strategic leader with over 18 years of experience in Government Markets. As Director of Sales at Independence Blue Cross, she leads sales and growth strategies, manages distribution channels, and oversees a high-performing team focused on the Individual Medicare market.

Karina’s expertise in cultivating strategic partnerships, managing diverse sales channels, and leveraging market insights has been key to expanding market presence and enhancing customer satisfaction. Known for her analytical approach and commitment to building strong relationships, she consistently aligns business objectives with market opportunities, positioning Independence Blue Cross as a leader in the Medicare space.

Kerri Peterson

Director of Sales, California-Medicare

Anthem Blue Cross

Kim Leible

Associate Vice President, Marketing, Regulatory and Operational Communications

Humana

Nearly 25 years of transformative industry experience in marketing, financial services, healthcare and technology solutions. Experienced leader in strategy development and operational execution with business agility for Fortune 100 companies.
Leads team responsible for all direct communications across Marketing, Regulatory, and Operational Communications to include Concierge Service for Accessibility (ADA Alternate Format materials).
Recent accomplishments include: consolidation of more than a dozen vendors to BPO (business process outsourcing) relationship; Platform migrations including Unica to Adobe and Acoustic to Salesforce; launching journey orchestration and ensuring all employees are skilled and certified; consolidation of two distinct organizations into one operating model.
Strong core values coupled with a passion for advancing women in the workplace and improving gender and racial equity within and outside the corporate world.

Larry Baca

Director, Medicare Sales,

Providence Health Plan

Larry is a Sales Executive with over 30 years of experience.  He has led Sales teams at both National MAPD plans and local regional plans and is committed to providing top notch service to both members and broker partners.
Larry is a UCLA graduate and is married with 3 daughters.

Michael Blea,

Chief Growth Officer,

SCAN Health Plan

With over 26 years of experience in Medicare Health Insurance, Michael has helped agents, brokers, providers, and carriers scale their business.  His leadership roles with health plans, brokerage distribution and provider groups give him a unique perspective of the industry, from end-to-end, inside, and out, a complete 360-degree lens of how Medicare Insurance is sold.
He currently holds the role of Chief Growth Officer for SCAN Health plan.  At every juncture he finds new ways to create value for others.  Michael is passionate about transforming sales distribution to the next generation of leaders.

Maggie Mood

Vice President, Sales and Marketing

Mass Advantage

Margaret (“Maggie”) Mood brings over 25 years of Medicare-focused success to her role as Vice President of Sales and Marketing. She’s experienced in all aspects of Medicare product sales and market growth: launching Medicare products, expanding regional access, leading sales teams to top performance, and cultivating warm, productive relationships among our community and business partners. She was one of the key players in Mass Advantage's successful debut in 2021. Mass Advantage is a local, Massachusetts-based Medicare Advantage, which is closely associated with UMass Memorial Health, the largest Provider System in Central Massachusetts.

Prior to joining Mass Advantage, Maggie orchestrated and facilitated all Medicare marketing strategies and sales channels at Harvard Pilgrim Health Care.

In addition to leading numerous sales teams to the top performance year after year, Maggie is deeply committed to mentorship and supports fellow professionals in their own career paths. Maggie holds an MBA in Business Administration with a focus on health care.

Melinda Walker,

ATRIO Health Plans

Nicole Sherwood

National Health Insurance & Medicare Director,

United Benefits

Nicole Sherwood had worked in the Medicare and health insurance industry for 8 years and is currently the National Medicare and Health Insurance Director for United Benefits.  United Benefits is a national agency that specializes in Federal Employee Health Benefits and Nicole conducts training for agents and federal employees in the proper ways to coordinate their Federal Employee Health Benefits with Medicare.  In addition to working with Federal Employee Health Benefits, Nicole and the agents at United Benefits build local Medicare and Health Insurance businesses across the country through a combination of community presence and involvement, print material, and social media marketing.  Prior to working in insurance Nicole worked in corporate finance for three Fortune 500 Companies and one of the top 25 children’s hospitals in the country.
Outside of her work in the Medicare and Health insurance field, Nicole is active in her local church and she and her husband operate a local worship ministry called The Threshing Floor.  In addition to work and ministry, Nicole enjoys watching TV, traveling, and spending time with her family.

Rob Tolle

Vice President of Medicare Advantage Sales

Prominence Health

Rob Tolle is the Vice President of Medicare Sales for Prominence Health. With over three decades of experience in the healthcare industry, Rob has a proven track record of driving revenue growth and growing community-oriented Medicare Advantage plans across the United States. His deep understanding of the complex Medicare landscape and his ability to build strong relationships with stakeholders have consistently propelled his teams to success.  Rob began his career at PacifiCare Secure Horizons and since worked for NYLCare, Peoples Health, United Healthcare, Molina, MES Solutions, and Santa Clara Family Health Plan.

Rob Bever

Director Medicare Sales,

Banner Health

Renee Snyder,

Medicare Sales Advisor,

Medical Associates Health Plans | Health Choices |

Medicare Sales Advisor at Medicare Associates Health Plans
With over 25 years of experience at Medicare Associates Health Plans, Renee Snyder has built a career dedicated to helping individuals navigate their Medicare options with confidence. Having held multiple roles throughout her tenure, the last 13 years have been spent as a Medicare Sales Advisor, where Renee has honed her expertise in assisting clients with selecting the best Medicare plans to fit their health and financial needs.
Renee’s background in customer service provides her with a unique ability to connect with clients, understand their concerns, and offer personalized solutions tailored to their individual situations. She takes great pride in educating and guiding seniors through the complexities of Medicare, ensuring they make well-informed decisions and feel supported throughout their healthcare journey.
When she’s not advising clients, Renee enjoys spending time with her husband Dale and their two fur babies, Kirby and Dyson, who share her love for traveling and camping. Whether it's exploring new destinations or relaxing in the great outdoors, Renee and her family embrace every opportunity to make lasting memories.
With a passion for service and a heart for helping others, Renee continues to be a trusted resource for Medicare beneficiaries, bringing both expertise and empathy to every interaction.

Robert Matura,

RVP West, Northeast, Midwest Regions,

Cigna Healthcare, Medicare Markets

Robert Matura is a 28 year Healthcare industry veteran, currently enjoying 18+ years at Cigna Healthcare. With responsibilities ranging from P&L ownership to Growth ownership and Market/Product Development, Matura brings a wide experienced perspective across Growth and Operations to drive sustained high performance. As Regional Vice President Matura is responsible for growth across all distribution channels for 22 markets within Cigna's Medicare segment spanning the West, Northeast and Midwest regions.
Driving sustained high performance and results through collaboration, strategic focus, strong communication, effort and positivity, Matura continuously demonstrates a growth mindset in all he does.

Theresa Lauer

Vice President, Medicare Sales & Marketing

Independence Blue Cross

Theresa Lauer is a seasoned executive with extensive experience in designing, implementing, and leading successful sales and marketing programs for government business. In her current role as VP, Sales and Marketing- Medicare, she oversees the strategic direction and execution of the Medicare products and services in the five-county southeastern PA area. She is responsible for driving growth, retention, and customer satisfaction for the Medicare segment at Independence Blue Cross, as well as developing and maintaining strong relationships with key stakeholders and partners.

Todd Rau

Director of Sales, Medicare and Commercial

Indiana University Health Plans, Inc.

Todd Rau is the Director of Medicare for Indiana University Health Plans and leads the Medicare Advantage line of business for the past 9 years. IU Health Plans is an extension of Indiana University Health, Indiana’s only hospital system to be nationally ranked by U.S. News & World Report for 20 consecutive years.
Rau has 33 years of experience in insurance and began his career as a broker, focusing on commercial group, individual and Medicare health sales. In 2007 he became the Regional Sales Manager for Anthem BCBS individual broker sales, and quickly transitioned to the role of Broker Sales Director for Medicare Products.
While at IU Health Plans, Rau has grown the plan to 19,500 members, worked with Brokers, FMO’s and stood up an internal Sales Call Center.  A Greenwood, Indiana native, he received his bachelor’s degree from Indiana University.