Dave Thomas
Senior Vice President, Health & Benefits
Dave has a highly entrepreneurial past in the benefits arena after having spent 20 years as a founding member and President of a boutique benefits advisory firm focused on upper middle-market clients, which was eventually successfully sold.
Now as a Senior Vice President at Panorama, Dave is responsible for managing client service teams and overseeing strategic planning for retention of current accounts on both a local and national basis. His philosophy in working with clients is to treat their plans and resources as his own. Additionally, Dave spends a significant portion of his time on talent development through recruitment and mentoring of account management staff. In his new role, he preserves and expands his boutique-style, through high-touch client service and promoting a strong work culture which have helped establish Panorama’s stellar reputation among clients and employees alike.
Dave grew up in Lafayette, IN and attended Indiana State University.
As Executive Vice President & Managing Director, National Health & Benefits, Julie is an officer on Panorama’s executive leadership team and she leads operations and sales for the company’s Health & Benefits division. Her priorities include, leading and initiating strategies for Panorama’s sales and client service teams, as well as, developing and ensuring client deliverables are not only met, but exceed our client’s expectations. Julie will focus her time developing new markets for Panorama and ensuring a competitive and client centric capabilities platform. She is also responsible for delivering on the recruitment and retention of top talent across our national platform. She will dedicate her initial efforts to corporate operations, brand development and sales strategy. She will also work to develop effective carrier and vendor relations to ensure mutually beneficial partnerships between Panorama, our clients and vendor/carrier channels.
Julie Arthur Beacock brings over 25 years of insurance brokerage and consulting experience, and she has a successful history of leading top performing teams. Julie brings an entrepreneurial approach and organization effectiveness that will result in the scalability of Panorama’s business. She is a strong mentor and coach, bringing subject matter expertise in areas such as: sales and consulting leadership; complex funding solutions, pharmacy benefit program strategies, human capital consulting and achieving results through data analytics used to develop programs that drive health and performance results for her firm’s clients. She also has a successful background developing multi-year strategies and unique benefits and insurance programs for the technology, life science, private equity, healthcare, pharmaceutical and hospitality industries and she specializes in International benefit strategy.
Prior to joining Panorama, Julie has served in national sales and executive leadership roles at Marsh, USI, HUB International and BB&T. Julie has also held positions with several national insurance carriers such as United Healthcare and MetLife in the earlier part of her career. Julie is an experienced board member and has served on the board of directors for: Family Health Centers of San Diego, Orange County Comp & Benefits Association, Aea (now Tech America); and she was on the committee for Deloitte & Touche Fast 50, E&Y Entrepreneur of the Year and San Diego Software Industry Council’s Tech Springboard.
Julie holds a Bachelor of Science degree in Business Administration with a dual minor in Finance and Marketing from California State University Bakersfield, and she is working on her CEBS designation from The Wharton School at the University of Pennsylvania. Julie is the unique position of being dual insurance licensed in Life & Health and Property & Casualty.
