Alice Pol
Cherry Hill
Summary
Dynamic professional with extensive experience at Navigation Benefits, excelling in employee benefits administration and client relationship management. Proven track record in implementing successful open enrollment processes and training programs. Adept at developing marketing materials and fostering broker relationships, driving sales opportunities, and ensuring compliance in a fast-paced environment.
Overview
31
31
years of professional experience
Work History
Director, Client Services
Navigation Benefits
Narberth
04.2018 - Current
- Collaborated with clients to implement and manage employee benefits programs effectively.
- Facilitated annual open enrollment processes for client benefit plans.
- Developed benefit communications in partnership with graphic designer for employee enrollment.
- Assisted in building cases and configuring open enrollment within employee navigator.
- Managed payroll integration aspects in employee navigator, including conducting audits and finalizing processes.
- Trained client users on processing changes within employee navigator to enhance efficiency.
- Monitored API transmissions for errors, resolving issues promptly to ensure data integrity.
- Oversaw all call center operations, including employee training and performance management.
Independent Benefits Counselor
Contract/1099
Cherry Hill
11.2007 - 06.2019
- Primarily NJ & PA Areas, also licensed in other states.
- Work with carrier reps and local brokers to help enroll employer groups in voluntary and core products.
- Appointed with the following carriers: Allstate Benefits, Unum, Transamerica Worksite Marketing, Trustmark, Colonial Supplemental Benefits, Boston Mutual, Amalgamated Life, and Humana.
Area Sales Director, Northeast Territory
Transamerica Worksite Marketing
Ellicott City
03.2005 - 07.2007
- Responsible for all sales activities in 2 State territory, including recruitment of new brokers, introduction of insurance products to brokers and employer groups, training brokers/agents on plan specifics, and assisting brokers with enrollment capabilities.
- Successful in generating new sales and sale opportunities through event marketing and lead follow-ups.
- Coordination with home office to ensure smooth implementation of new cases.
- Member of Northeast Regional Sales Team responsible for achieving annual production goals.
Broker Marketing Manager-4yrs; Implementation Manager- 1 Yr.
AmeriFlex, LLC
Mount Laurel
12.2000 - 03.2005
- Responsible for all marketing and sales activities, including implementing marketing strategies, managing the sales cycle, developing and designing marketing materials and training brokers/agents on services, including COBRA/HIPAA Administration, Flexible Spending Accounts (IRS Section 125 plans), List billing and HRIS systems.
- Assisted in the development of IT database to track sales and prospects.
- Published articles on Consumer Driven Healthcare in major trade publication.
- Development of implementation procedures for new accounts.
- Coordination with other departments to ensure smooth implementation of new clients.
- Member of executive staff responsible for creating and implementing short and long term business plan.
Account Manager
Summit Insurance Advisors
Marlton
09.1999 - 12.2000
- Responsible for block of fully insured school district clients, including implementation and renewal of all lines of coverage.
- Handled all aspects of customer service including claims issues, billing problems and service complaints.
- Acted as liaison between plan administrators and carriers.
- Other duties included: creating plan design options, preparing communication materials for distribution to employees, and conducting enrollment meetings and benefit fairs.
Public Outreach Coordinator-1yr; Rideshare Coordinator-1yr
Cross County Connection TMA
Marlton
01.1997 - 09.1999
- Provide commute information and promotions to county residents to encourage the use of commute options.
- Created and maintained rideshare database.
Elementary Education Teacher
09.1994 - 01.1997
- Taught middle school students in both long term positions and through substitute teaching.
Education
B.S. - Elementary Education
Temple University
01.1991
M.A. - Reading Education
Rowan University
Skills
- Employee Navigator proficiency
- Voluntary market development
- Marketing materials creation
- Sales presentation delivery
- Event marketing strategies
- Employee benefits expertise
- Compliance knowledge
- New account implementation
- Customer service skills
- Broker and agent relationship management
- Educating brokers and agents
- Sales opportunity creation
- Employee benefits administration
- Payroll integration
- Open enrollment facilitation
- Client relationship management
- Training and development programs
- Effective communication skills
Timeline
Director, Client Services
Navigation Benefits
04.2018 - Current
Independent Benefits Counselor
Contract/1099
11.2007 - 06.2019
Area Sales Director, Northeast Territory
Transamerica Worksite Marketing
03.2005 - 07.2007
Broker Marketing Manager-4yrs; Implementation Manager- 1 Yr.
AmeriFlex, LLC
12.2000 - 03.2005
Account Manager
Summit Insurance Advisors
09.1999 - 12.2000
Public Outreach Coordinator-1yr; Rideshare Coordinator-1yr
Cross County Connection TMA
01.1997 - 09.1999
Elementary Education Teacher
09.1994 - 01.1997
B.S. - Elementary Education
Temple University
M.A. - Reading Education
Rowan University