Adam Marquis
Marquis Consulting & Enterprises, LLC - Principal & CEO
Family First Life NW - WA Licensed Company
Insurance Broker / Field Underwriter
Marquis Consulting & Enterprises, LLC is a sole proprietor company designed to Seasoned Healthcare Senior Executive with the ability to balance strategic decisions and financial discipline with a trauma-informed, trauma-recovery, trauma-sensitive whole-person integrated care, social determinants of health and valued based value expert specializing in working at all levels of small, medium and large-cap healthcare organizations using LEAN Six Sigma, 7S Business Model, Just Culture, Crucial Conversations, Studer Group practices, and other methodologies to transform medical, clinical, financial and administrative operations with increased cultural and operational effectiveness, efficiency and economical value for stakeholders and payers.
Family First Life Northwest (NW) Wolves
Licensed Broker/Field Underwriter providing:
- Mortgage Protection
- Life Insurance: Term/Whole
- Indexed Universal Life
- Retirement Protection
- 401(k) - IRA Rollovers
- Final Expense
- Critical Illness & Disability
- Medicare Plans
- College Saving
- AND more... !
EXPERIENCE
Present
Principal & CEO
Marquis Consulting & Enterprises, LLC is a a sole proprietor company designed to Seasoned Healthcare Senior Executive with the ability to balance strategic decisions and financial discipline with a trauma-informed, trauma-recovery, trauma-sensitive whole person integrated care, social determinants of health and valued based value expert specializing in working at all levels of small, medium and large cap healthcare organizations using LEAN Six Sigma, 7S Business Model, Just Culture, Crucial Conversations, Studer Group practices and other methodologies to transform medical, clinical, financial and administrative operations with increased cultural and operational effectiveness, efficiency and economical value for stakeholders and payers.
Present
Field Underwriter and Independent Broker
Offering: Mortgage Protection, Life Insurance: Term/Whole, Indexed Universal Life, Retirement Protection, 401(k) - IRA Rollovers, Final Expense, Critical Illness & Disability, Medicare Plans, College Saving, AND more… !
July 2017 - October 2020
Chief Executive Officer
Recruited to turnaround struggling operation that primarily serves Medicaid clients. Scope of responsibility spanned all operational and administrative functions with six direct and five indirect reports and a $10M budget. Chaired compliance, quality, and governance committees and developed marketing, organizational development, business, and strategic plans.
September 2014 - May 2017
Chief Executive Officer
Managed P&L of community-supported, behavioral health organization that provides outpatient psychiatric, medical, clinical, 24-hour crisis, case-management, and partial hospitalization/day treatment services.
October 2012 - February 2014
EVP / Business Development Officer (BDO)
Key leader driving business growth and process improvements at comprehensive, clinically driven, integrated healthcare organization with multiple sites across six-counties.
May 2008 - September 2012
Resource Coordinator & Contract Administrator
Served dual executive leadership role. Administered $110M+ in contracted services and discretionary regional funds allocated across 87 ID, ASD, MH, SUD, CD, and ICF healthcare organizations, spanning four of central Maine’s largest ethnically diverse counties, including Native American tribes.
December 2004 – May 2008
Intake Manager & Intensive State Regional Case Manager
Held dual role, managing intake, and regional case management to ensure client-centered care. Managed person-centered planning of consumer behavioral, psychiatric, and medical services.
EDUCATION
Masters of Business Administration (MBA)
Healthcare Management / HR Management
Master of Arts (MA)
Communication
Bachelor of Arts (BA) Communication / Psychology
Bachelor of Science (BS) Chemistry/Pre-Pharmacy
EXPERTISE
Healthcare Management
Managed-Care Facilities
P&L Management
Medicare/Medicaid Expert
PMPM Systems
Lean Six Sigma Champion
Strategic Planning & Execution
Value-based Procurement
Budgeting & Fiscal Management
Health System Optimization
Revenue & Growth Planning
Contract & Physician Negotiations
RESULTS
Increased revenue by more than $250K and strengthened client base and revenue by expanding community partnerships in six months.
Turned around the company, driving annual revenue from $3.3M to $7.5M and $180K in profit within two years.
Secured bi-directional, healthcare-integration grant award of $1.5M for driving psychiatric inpatient
care services.
MULTIMEDIA
Q & A
Q: Why did you choose your profession?
A: I stood between a bully and a disabled girl on the playground in 5th grade and he wouldn’t stop making fun of her. I knew my calling then was to help others, the underserved, and the less fortunate.
Q: Who are your main influences?
A: Bryan Rowlands, Family First Life NW Wolves Team; Dennis King, former Spring Harbor Hospital CEO (ret.); Peter Alexander, Maine DHHS Regional Manager, and former supervisor Dana Oakes, Respiratory Books CEO and spiritual mentor.
Q: What is your greatest accomplishment?
A: Starting my own underwriting insurance brokerage business, and two successful turnarounds with Discovery Behavioral Healthcare and Willapa Behavioral Healthcare and making them best in class for frontier/rural Community Behavioral Health Centers.
Q: What tools do you use?
A: Studer Model Hardwiring Excellence for Leadership Teams (Healthcare Mgmt. Operations), Just Culture (HR), Service Excellence Standards in Healthcare, Human Services – Board Certified Practitioner and PlaneTree International Fellow Person-Centered Care for social determinants of health whole-person care expertise.
Q: What are you working on right now?
A: Working to become a Top Producer at Family First Life NW providing the following services:
- Mortgage Protection
- Life Insurance: Term/Whole
- Indexed Universal Life
- Retirement Protection
- 401(k) - IRA Rollovers
- Final Expense
- Critical Illness & Disability
- Medicare Plans
- College Saving
Q: What are your long term goals?
A: To build a premier, robust field underwriting and insurance brokerage across the nation serving families to reach financial peace.
INTERESTS & HOBBIES
