Herb Catausan

Herb Catausan

Benefits Consultant, GBA


Resourceful and solution driven employee benefits professional with knowledge in self-funded, fully insured, cost-plus, and minimum premium insurance programs as well as modeling benefit plan designs.  Previous experience in sales, project management, and third-party administrator relations, and value engineering.  Strong written and verbal communication skills used to strengthen customer relationships as well as to improve product and service quality, reduce cost, and coordinate and improve team efficiency.   

Work experience

Work experience
Mar 2014 - Present

Account Manager

Lockton Companies
  • Currently service a book of business totaling $500k in revenue accomplishing 100% retention
  • Contribute to positive customer financial bottom-line outcomes through the development of benefit programs that enhance employee retention while optimizing corporate costs.
  • Creatively apply analytics approach to negotiating with carrier underwriting team resulting in an average of 50% savings to client renewals.
  • Provide oversight and guidance on compliance issues related ACA and other appropriate state specific legislation
Mar 2014 - May 2014

Associate Analyst

Lockton Companies 
  • Created custom financial models detailing claims experience for clients
  • Created custom financial projections that included detailed projected funding requirements for self-funded clients
  • Developed custom benchmark and trend reports for clients
  • Modeled plan design changes utilizing actuarial value calculations
  • Analyzed and modeled financial impacts due to Healthcare Reform
Mar 2012 - May 2014

Account Administrator

Lockton Companies
  • Managed 15 to 20 clients assisting in day to day management of both domestic and international employee benefits.
  • Assisted in marketing multiple lines of insurance coverage ranging from medical to wellness programs in an effort to create a competitive marketplace for price and service.
  • Provided project management support for the integration of a major medical plan as well as several Pharmacy carve outs for large employers (greater than 5,000 employees)
  • Managed and supported International lines of coverage that included BTM, BTA, Expat, and local placements
Feb 2007 - Dec 2009

Senior Director

Growthink, Inc
  • Managed 15 to 20 clients concurrently through the engagement lifecycle that range from 2 weeks to 3 months
  • Properly assessed and valued business models for emerging to middle market companies seeking financing and growth capital
  • Obtained the highest level of consistent sales performance by maintaining an average of $55,000 of corporate revenue for 6 consecutive months
  • Managed internal recruitment for business development as well as project management interns and full-time staff
Sep 2003 - Feb 2006

Program Manager

First Pacific International-Logistics Firm
  • Evaluated and restructured the vendor base to reduce yearly expenditures by 15%
  • Developed a customer analysis tool that helped executives observe and improve the overall level of customer service
  • Identified and captured new business within the current customer base that resulted in an increase in monthly revenue by an average of 5%
  • Championed the development of the import of plastic resin from foreign manufacturers that resulted in an increase of 30% in annual revenue
Nov 2002 - Aug 2003

Project Manager

Applied Materials
  • Organized and documented the process for all Material planners to pull material requirements from the Brio database
  • Implemented new product pull process from our internal warehouse. Ensured repeatable and accurate product pulls by completion of a 3-month trial, formed by collaborating with warehouse technicians and internal customers 


1996 - 2000

Bachelor of Science, Industrial Distribution

Texas A&M University

Technical Electives:  Mfg. Distributor Relations, Information Control Systems, and Operations and Financial Management

Senior Project:  Arrow Electronics, Supply Chain Analysis

Active: Professional Association of Industrial Distribution




MS Office  · Corporate Valuation ·  Financial Statement Analysis  · Sell/ Buy side Analysis · LBO and Merger Modeling  ·  Health Insurance Associate (HIA) ·  CEBS (in-process)


Time Management  ·  Negotiating to Yes  ·  Project Management  ·  Investment Banking · Consultative Selling  ·  Sales Channel Management  ·  Corporate Development