Ease, Applied Epic, TAM, RedTail
Samantha Lipton
Employee Benefits, Senior Account Manager
Los Angeles,CA
Summary
- Hardworking Benefits Manager with 4 years of Employee Benefits experience. Proven skills in helping companies and individuals obtain Small Group and Individual benefits. Exceptional relationship-building, problem-solving and planning talents.
- Benefits Manager with experience includes overseeing and wide range of plans, including retirement, medical, dental, vision, life and disability. Handles company-wide maintenance needs as well as new hire and open enrollment processes. Develops cost-saving initiatives in pension administration.
- Dedicated Employee Benefits Account Manager with successful background as first point of contact for employee-related issues. Adept at successfully solving complex problems. Knowledgeable of employee benefits packages including insurance, retirement accounts and employee assistance programs.
- Dedicated Insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
Work History
Client Service Manager
Arete Wealth Advisors
Los Angeles, CA
01.2021 - Current
- Introduced higher standards for customer service and increased efficiency by streamlining operations.
- Created customer support strategies to increase customer retention.
- Completed special projects by using effective decision making, critical thinking and time management skills.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Employee Benefits
Momentous Insurance Brokerage
Van Nuys, CA
07.2015 - 05.2019
- Evaluated different providers offering range of services, coverages and plan options to pick optimal choice.
- Directed and controlled medical, dental and vision benefit packages.
- Oversaw open enrollment processes during 4th quarter.
- Educated new hires about different benefit plans.
- Reduced benefits expenses by revamping company plans for dental, life and disability.
- Collaborated with team members to achieve target results.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Director of Operations
Northwestern Mutual Financial Network
New York, NY
01.2007 - 02.2015
- Demonstrated leadership and perseverance to drive innovation by tracking and expediting the status of inside and outside insurance underwriting and investment accounts
- Leveraged experience and skill to develop strong professional relationships with clients and prospects; performed account inquiries, deliveries, and customer service
- Exhibited superior attention to detail while handling trade transactions
- Engaged in traditional administrative responsibilities including, calendar maintenance and appointment scheduling, creation and management of activity logs, data entry, filing, meeting preparation, and client relations
- Delivered key contributions toward success by assisting in insurance and investment applications, proposals, and personal planning analysis
- Increased corporate visibility and stature through case preparation and marketing efforts
- Created environment for sustained success by researching referrals, designing promotional direct mailings, drafting lead letters, updating Website, and managing in-house cold callers.
Senior Associate / Office Manager
World Financial Group
Fairfield, NJ
04.2003 - 12.2006
- Demonstrated strong leadership and foresight by conducting presentations to prospective clients; recruited new prospects
- Recruited professionals into the business at various levels including agents
- Tracked results and underwriting; provided client phone support, account follow-up, and file management
- Excelled as lead representative in life and disability sales on team
- Maximized productivity and provided vital structure by performing account management, generated leads, and developed client relations leading to repeat business and client loyalty.
Education
Bachelor of Arts - Music Industry
University of New Haven
West Haven, CT 01.1997 - 06.1999
Skills
Customer Relationship Management Software (CRM)
Personnel training and development
Budgeting and reporting
Account updates
Background in Financial Services
Customer Relations
Schedule Management
Account management
Microsoft Outlook, Word and Excel
Affiliations
Unleash the Power Within (Tony Robbins), 2020
Video Ranking Academy (Think Media)
American Management Association, New York, NY
Managing Chaos: Dynamic Time Management, Recall, Reading and Stress
Additional Information
- Background — , Bachelor of Arts, University of New Haven, Certifications and Licenses: - , Certified Audio Engineer, NYU Inst of Audio Research - Life and Health Insurance License in: California, Arizona, Tennessee & Wisconsin Honors and Awards: - MVP Award, Momentous Insurance Brokerage, 2017 - President’s Award, Stryker Orthopaedics, 2005 - Outstanding Support, World Financial Group, 2005 - Impact Player, World Financial Group, 2006
Accomplishments
- Documented and resolved claim issues which led to approved claims
- Achieved sales through effectively helping with providing options and best course of action.
- Supervised team of 3 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Open Enrollments by completing enrollments with accuracy and efficiency.
Software
Licenses
Life and Health Insurance License in: California, Arizona, Tennessee & Wisconsin
Timeline
Client Service Manager
Arete Wealth Advisors
01.2021 - Current
Employee Benefits
Momentous Insurance Brokerage
07.2015 - 05.2019
Director of Operations
Northwestern Mutual Financial Network
01.2007 - 02.2015
Senior Associate / Office Manager
World Financial Group
04.2003 - 12.2006
Bachelor of Arts - Music Industry
University of New Haven
01.1997 - 06.1999