Overview
Work History
Education
Skills
Timeline
Generic

Alison Williams

Raleigh,NC

Overview

24
24
years of professional experience

Work History

Benefits Advocate

United Healthcare
10.2015 - 12.2017
  • Answered 50-70 calls from patients, resolving moderate to complex issues
  • Verified and updated patient demographic and insurance information
  • Assisted Members with any needs regarding their benefits and medical bills
  • Contacted medical providers to schedule appointments and follow ups
  • Identified programs set up by employers that fit the needs of the member such as EAP, Weight Loss Programs, Diabetic Care and other Wellness Programs
  • After 6 months I was put on the new Behavioral Health Call Team where I was able to focus solely on members calling in with mental health concerns
  • Identified the need of the member and explained the behavioral health benefits that were available to them based on information gathered during the call
  • Located In Network Mental Health Professionals with the desired specialties as indicated by the member
  • Actively listened and maintained a calm and compassionate demeanor to determine the appropriate recommendations to give each member

Employee Benefits Account Manager

Integrated Insurance Solutions
08.2011 - 08.2013
  • Provide Comprehensive Employee Benefits Service to clients in conjunction with or in place human resources department
  • Review all current client contracts to ensure that the plans available suit the type of business and diverse employee needs
  • Structure benefits package that will attract and retain top-quality management and staff for our clients
  • Streamline the complexities of benefits operation to save and avoid future problems
  • Meet with staff and employees to cover new policies or policy changes and address on-going employee questions
  • Assisted Human resource department with enrollments, administration and other employee benefit communications
  • Advocate on client and employee's behalf with insurance carriers and intervene when necessary if issues arise
  • Provide an in-depth annual review of all programs to ensure competitive rates and benefit design
  • Re-bid insurance contracts periodically and analyze competitive quotes
  • Moved back to NC

Customer Service Account Manager

Gordon Analytic
10.2009 - 07.2011
  • Provided customer service and employee benefits administration to small businesses throughout the Massachusetts and New Hampshire area
  • Responsible for day-to-day management of book of business from 5-150 clients at the largest brokerage firm in the metropolitan Boston region
  • Prepared all client renewals in book of business by obtaining information on the client's medical, dental, life, and disability insurance
  • Maintained and ensured open and clear communication with both the clients, their employees and all carriers
  • Analyzed current healthcare plans and employee benefits for clients in order assist in the choice of the best healthcare package for the next year
  • Provided clients with answers to questions about their employee benefits as well as assist in preparing documents such as Cobra, HIRD, Enrollments, and Summary of Benefits, H.R.A
  • And H.S.A
  • Plans
  • Attended all meetings with producers to meet with clients to assist in the communication of any concerns they may have ensure that all parties are happy with the services provided
  • Excellent with Microsoft Excel, utilizing it daily to gather information, create formulas in order generate clear comparisons to the clients regarding their best options
  • Wrote Executive Summaries of each case for President and Vice President of Firm based on gathered research and data to present to clients at rate meetings
  • Regularly work in a high pressure deadline-oriented atmosphere with ease

Account Manager

RMSource Technology Services
10.2006 - 02.2008
  • Called on high-level executives (CEO, CFO, CIO, etc.) to inform, discuss and send marketing information about our company and the services provided from complete IT Consulting to Software Development
  • Persistently updated the firm's Microsoft CRM database with new businesses, in addition to entering any new contacts, calls, conversations, and setting reminders and follow-ups
  • Set appointments with CEO, CIO, and CTO-level executives at Banks, Hospitals, Law offices, Member Associations, and other large organizations to meet with executives to introduce the company and how we could be of service when they are updating or seeking customized improvements to their technology
  • Reported to CEO of Software Division weekly to review departmental needs to determine focus areas that would foster innovation and generate better responses, ultimately resulting in more appointments with potential clients
  • Scheduled web conference calls for CEO’s and Executives using Microsoft Outlook and Citrix
  • Maintained calendar schedules of both executives using Microsoft Outlook when the CEO, CFO, CTO or CIO agreed to meet with our executives to discuss needs
  • Built rapport with C-Level executives in our CRM database by routinely calling to check in and discuss challenges and issues they faced to ascertain where and how we could assist them
  • Prepared the directors for meetings set with potential clients to ensure that they had pertinent sales and marketing material for the targeted industry; basic information was generally supplemented by my research on the company and its decision makers
  • Family was transferred to Boston through Spouse’s Employer

Financial Specialist

Wachovia Bank
03.2003 - 09.2006
  • Met with new existing clients to discuss and analyze financial needs and suggest services that could benefit them
  • Consistently placed among the top financial specialists in the region in addition to consistently meeting and exceeding goals
  • Greeted walk-in clients when the office was particularly busy and helped to direct to them to the proper area or assist with a transaction to limit their wait time
  • Assisted existing clients in evaluating and optimizing the effectiveness of their financial management strategies
  • Built strong relationships with clients by communicating information about new products and services that applied to their personal financial needs

Pharmaceutical Sales Representative

Abbot Laboratories
03.2000 - 02.2003
  • Marketed and sold pharmaceuticals (Synthroid, Meridia, Tricor, Vicoprofen) to physicians through established customer base and cold calling
  • Developed and maintained strong relationships with doctors, surgeons, nurses and other clinicians through consistent follow up and exemplary customer service
  • Approached challenges head-on by applying strong problem-solving techniques, persistence and resourcefulness to achieve and improve results
  • Coordinated and facilitated one-on-one and group-based educational and informational programs
  • Prepared special reports on a daily, weekly or monthly basis to provide my manager to communicate my progress and my goals
  • Optimized returns on investments with physicians and office staff within my territory while remaining within strict budget guidelines
  • Managed a perpetual inventory of federally controlled substances
  • Attended training and development classes on a regular basis to adapt to constant change in the market
  • Responsible for daily, weekly and monthly planning of territory-based strategies
  • Certified in Integrity Selling - May 2000
  • Achieved Rookie of the Year Award in first full year in extremely competitive field
  • Brought one of the nation's low-ranking territories into top 20 in region within 14 months
  • Maintained number one position in the country with Meridia for two consecutive trimesters and top ten throughout career carrying the product

Account Executive

Apria Healthcare
07.1998 - 03.2000
  • Marketed and sold Apria's Respiratory Care Service at Duke University Medical Center
  • Met assigned territory financial targets as established by sales management by calling on hospitals, physicians, nurses, discharge planners, social workers, clinics, managed care organizations and home health agencies in Durham, NC
  • Maintained top-10% ranking in the Southeast Territory
  • Developed and maintained strong relationships with heath care professionals in order to generate consistent referrals for our home care equipment and services
  • Provided service to ensure maintenance of a high level of customer satisfaction
  • Became thoroughly knowledgeable about products and services as well as legal and ethical issues in the complex medical environment
  • Continued to meet and exceed goals while strengthening existing relationships and establishing new accounts

Marketing Assistant

Cochrane Furniture Company
01.1994 - 07.1998
  • Assisted in selection and purchase of fabrics for an upholstered line of furniture
  • Coordinated and supported a national sales team with upper management to ensure a successful line of furniture was presented at the High Point Furniture Market twice a year
  • Attended all furniture and fabric shows in New York and High Point, NC
  • Developed strong relationships with all departments, aiding in an improved overall workflow for the company

Education

Bachelor of Science - Sociology

Appalachian State University
Boone, North Carolina
12.1993

Skills

  • Experienced Customer Service and Sales Support Professional
  • Organized, disciplined, goal-oriented, and professional self-starter
  • Skilled in applying a logical, common-sense approach to generate practical solutions
  • Extensive experience providing written and oral presentations
  • Effective communicator with an ability to build strong rapport with people of diverse backgrounds and of various levels of authority
  • Versatile, adaptable and extremely energetic
  • Strong, proven record of accomplishment in meeting and exceeding goals
  • Experienced with database-driven CRM solutions, including Microsoft Sales Outlook CRM software, Salesforce, Goldmine, Siebel, and other data management packages
  • Proficient in Microsoft Office Suite and other popular productivity solutions

Timeline

Benefits Advocate

United Healthcare
10.2015 - 12.2017

Employee Benefits Account Manager

Integrated Insurance Solutions
08.2011 - 08.2013

Customer Service Account Manager

Gordon Analytic
10.2009 - 07.2011

Account Manager

RMSource Technology Services
10.2006 - 02.2008

Financial Specialist

Wachovia Bank
03.2003 - 09.2006

Pharmaceutical Sales Representative

Abbot Laboratories
03.2000 - 02.2003

Account Executive

Apria Healthcare
07.1998 - 03.2000

Marketing Assistant

Cochrane Furniture Company
01.1994 - 07.1998

Bachelor of Science - Sociology

Appalachian State University

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Alison Williams