About

Timothy Gerlach, MHP
Timothy Gerlach, MHP
Managing Partner

Professional Experience

Willis Human Capital Practice

Senior Vice-President/Lead Consultant; San Francisco, Calif.

2009–2015

  • Team leader and executive accountability for ongoing commission of over $2.5MM in annual personal revenue
    • Develop domestic and global benefit, human capital, and risk management programs
    • Includes plan structure, funding, and contributions to achieve organizational objectives
    • Ensure compliance around ERISA, PPACA, and other regulation
    • Orchestrate carrier negotiations to secure best cost-of-risk for clients
    • Recruit, Develop and Mentor new producers into the employee benefit industry
  • Responsible for growing top-line practice revenues through developing and expanding client relationships
    • Reached target sales/validation point one year ahead of schedule
    • Century Club – 10 Year Top 100 Benefits Producer for Willis North America
    • Lead Sophisticated sales presentations and renewals to Officer and C-Suite audiences
    • Introduce and Shepard new benefit/voluntary product offerings and cross-sale opportunities
  • Practice Leadership
    • Develop and negotiate channel partnerships
    • Represent Willis at national networking and industry events
    • Involved in practice operations including team assignments, hiring, and performance management

Willis Human Capital Practice

Managing Director; Northern California

2006–2009

  • Managed and developed 26 Employee Associates and over 250 accounts throughout California and the U.S.
  • Member of the Office Executive Management Team. Managed and responsible for office P&L including the operational results of the San Francisco Employee Benefit Profit Center
    • Cumulative compound sales growth of over 18%
    • Increased overall territory activity rate by over 20%
  • Director of Benefits Department Sales, Service, Recruiting, Training & Colleague Development for Employee Benefits Sales and Service Teams
  • Coordinated Willis interdepartmental resources and tools to ensure clients understood all value added services and resources available through Willis
  • Increased office and region sales significantly as consistent top 3% performer in North America

Willis Insurance Employee Benefits Division

Vice President – Client Advocate; San Francisco, Calif.

2002–2006

  • Accountable for New Business Generation and Existing Client Retention for a personal combined “net” minimum increase $300,000 per calendar year post purchase of Goldman Insurance Services in 2002

Goldman Insurance Services (Sold to Willis 1/1/2002)

Vice President & Partner

1997–2002

  • Member of the Goldman Partnership Group. Responsible for input on company strategic direction and capital investment strategies. Facilitated and oversaw intercompany cross sell strategies while producing significant new business and growing $1.75 MM in ongoing revenue

Contact Tim