Alexis Graves
Dallas
Summary
Proactive Enrollment Specialist with a 7+ year background in Health Insurance and Enrollment services. Hardworking, ethical and skilled in customer service and customer support. Excellent computer skills and familiarity with benadmin platforms throughout the industry as well as one-on-one client hand holding through the OE and Year-Round New Hire process.
Overview
15
15
years of professional experience
Work History
Senior Enrollment Coordinator
Allstate Benefits
10.2022 - Current
- Managed Southwest region for AB Enroll, overseeing operations and driving regional performance.
- Collaborated with reps, brokers, and clients to deliver a seamless enrollment service for all core and voluntary lines during open enrollment as well as perpetual new hire assistance.
- Facilitated technology solutions for enrollment processes, leveraging company licensing to streamline and contribute to client and broker experience.
- Boosted employer and broker satisfaction by providing hands-on yearly support, ensuring timely responses to inquiries and swift resolution of issues.
- Increased Allstate Benefits retention rates by proactively servicing brokers and clients, focusing on both new business acquisition and renewals.
- Played a key role in technology planning and implementation, ensuring project timelines were met and preventing derailment due to technical issues.
Enrollment Specialist
The Orientation Company
05.2020 - 10.2022
- Communicates effectively via telephone, email and in person with customers and their employees regarding their enrollment contract.
- Assisting and conducting training of our Benefit Advocate Team (counselors) for Open Enrollments and New Hire Enrollments.
- Daily work in client enrollment systems (BSwift, PlanSource,Workterra, Selerix)
- Client Qualifying Life Event approvals/denials
- Managing client support email boxes
- New Hire Emails/Enrollment Invites
- Reviewed statistic enrollment data and prepared reports for client review.
Benefit Consultant
Brown & Brown Insurance Of Nevada
09.2017 - 05.2020
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
College Athlete
NCAA Equestrian
03.2013 - 05.2017
- Division I, Student Athlete
- Managed time effectively while traveling for games, attending practice and going to classes.
- Exhibited excellent teamwork and strong work ethic by promoting camaraderie.
- Attended all practices, meetings and workouts on time.
- Developed and maintained key relationships fellow athletes, coaching staff and school administrators and professors.
- Trained extensively and observed proper nutrition for weeks leading up to national-level fitness competitions.
Employee/Customer Service Representative
Hamilton Oaks Winery
06.2013 - 07.2015
- Answer phone and schedule appointments
- Respond to questions about facility in a prompt and professional manner
- Take new and prospective members on tours throughout facility
- Maintain professional relationships with all members by satisfying their needs
- Train new employees
- Assist with hiring of seasonal help
- Organizing wine stock room
- Organize monthly revenue and spending
- Responsible for Wine Club memberships and promotions
Junior Career
Karen Healey Stables
01.2009 - 12.2013
- Train and help teach small lessons around the barn for young juniors
- Exercise client horses
- Compete on National Circuit
Education
Bachelor of Science - Cultural Anthropology
Southern Methodist University, Dedman College
Dallas, TX05.2017
Bachelor of Science - Marriage And Family Therapy
Kansas State University
Manhattan, KS05.2015
Skills
- Administrative Support
- Insurance Program Analysis
- Policy Renewals
- Eligibility Requirements
- Customer Complaint Resolution
- Customer Inquiries
- Enrollment Management
- Program Requirements
- Enrollment Assistance
- Leading teams
- Transportation and logistics planning
- Travel logistics planning
Additional Information
- HONORS , Commissioners Honor Roll Spring – SMU 2017 Commissioners Honor Roll Fall – SMU 2016 Commissioner's Honor Roll Spring – Kansas State 2015 Commissioner's Honor Roll Fall – Kansas State 2015 NCAA All-American 2014 BIG 12 First-Team All American 2014 Maclay Regional Champion 2013 CPHA Junior Achievement Award 2013 USEF Equitation High Point Rider 2012-2013 Maclay Regional Champion 2012
Timeline
Senior Enrollment Coordinator
Allstate Benefits
10.2022 - Current
Enrollment Specialist
The Orientation Company
05.2020 - 10.2022
Benefit Consultant
Brown & Brown Insurance Of Nevada
09.2017 - 05.2020
Employee/Customer Service Representative
Hamilton Oaks Winery
06.2013 - 07.2015
College Athlete
NCAA Equestrian
03.2013 - 05.2017
Junior Career
Karen Healey Stables
01.2009 - 12.2013
Bachelor of Science - Cultural Anthropology
Southern Methodist University, Dedman College
Bachelor of Science - Marriage And Family Therapy
Kansas State University