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Management:
This team has the experience and commitment to enable the company to quickly develop an infrastructure supporting rapid national growth. Key leadership positions include:

Brett Monello - Chief Executive Officer 
Mr. Monello is responsible for setting and executing company strategy. He has been involved in bringing innovative technology-based products and services to market for more than 20 years across a broad array of industries. Mr Monello has held high-level marketing, sales, operations and general management positions with both established firms such as Silicon Graphics Computer Systems and Pixelworks, and with start-up/development stage companies including Mobilian, NaturalPoint, and Audio-Mojo. He holds a degree in Economics and Psychology from Stanford University and an MBA from the Harvard Business School.

R. Jay Lewis III - Executive Vice President 
Mr. Lewis is responsible for directing business development, particularly focused on affinity groups and carriers. He has 35 years of insurance brokerage experience, with local, regional and national executive roles in management and sales with Marsh, Aon and Willis. Over the past 20 years he has served on the boards of two local Oregon hospitals, a physician’s PPO and a major hospital system. He currently serves on the board of Trillium Family Services, a large Oregon children’s mental health services provider.

Shari Marshall - Chief Financial Officer
Ms. Marshall is a CPA whose career began with Arthur Andersen. She comes to Concero with over 15 years contracting in Controller and CFO positions. Ms. Marshall has specialized in serving in those roles on behalf of small but growing companies that do not need a full-time CFO. At the appropriate stage of company growth, she has assisted in the search for a full-time, permanent CFO. Prior to Concero, she performed these functions for growing companies in manufacturing, equity fund management, property management and real estate development.

Terri McClelland - Senior Vice President, Implementation and Customer Service
Ms. McClelland is responsible for implementing Concero’s web-enabled portal technology and providing quality account management services to our customers. She and our team of implementation consultants work closely with customers to define business requirements, revise business processes, and configure Concero's portal software to support their business requirements. The customer service team manages the daily processing and communications with our customers. A seasoned management consultant and high technology professional, Ms. McClelland has held management positions at Deloitte & Touche, Sequent Computer Systems, and WebCriteria, Inc.

Robin Ramsey - Vice President, Technology
A programming and systems professional for over 25 years, Mr. Ramsey has been working with Concero since 2001. Mr. Ramsey has been developing and adapting innovative technology for many sectors of insurance for most of his professional career. He is responsible for application and systems architecture for the Concero Platform. His background as a an Application Consultant with Cotelligent, and Vice President, Worksite Marketing with the Laughlin Group of Companies complements the management team.

Maureen Mader - Director, Implementation Services
Ms. Mader is responsible for the planning and implementation of new distribution and carrier partners at Concero. She is a seasoned consultant in designing processes and implementing significant operational improvements for large healthcare organizations, including Big 5 consulting experience.

Kip Larson - Senior Director, ePR.Live
Mr. Larson is responsible for managing Concero's ePR.Live product line, a web-enabled fringe benefit and payroll reporting technology. Providing guidance for the growth of the technology and product line, Mr. Larson is the principal connection point for new and established clientele. Since 2006, he has worked closely with customers and partners to define reporting requirements, revise business processes, and configure the ePR.Live solution to support customer needs. As one of the few industry leaders during the primordial years of web-enabled benefit reporting, Mr. Larson is unique to this marketplace having launched functional web-based reporting across multiple trades for a variety of technology companies. He has held management positions at Associated Administrators, Inc., Orange Consulting, and LCS, LLC and is currently a member of the International Foundation of Employee Benefit Plans.

 


Contact Us
If you are a multi-employer trust administrator looking for reporting solutions, or an employee benefits broker looking for a technology solution that will help build your business, find out about Concero's portal technology. Contact Us >

View Our Demo
Find out how to provide employer groups with self-service quote, enrollment and benefit management, including electronic bill presentation and payment capabilities for multiple carriers and products. View Demo >

Career Opportunities
Interested in working in a vital, growing, exciting and positive environment? Find out if you have what we're looking for. To take a look at our current openings Click Here>