Client-focused employee benefits insurance professional with account management experience supporting broker-led portfolios. Expertise in retaining and managing client relationships, coordinating seamless benefits service delivery, and collaborating with internal teams and carrier contacts to create customized solutions. Recognized for a proactive approach to issue resolution and a commitment to delivering exceptional service, fostering relationships that drive retention and account growth. Proven ability to navigate complex challenges while maintaining a strong focus on client satisfaction and business objectives.
Administered comprehensive account management for 37 employer groups, focusing on enhancing client satisfaction and retention for over 4,563 employees.
Key Responsibilities & Achievements
Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
Serve as the primary day-to-day contact for employer groups, partnering with consultants, insurance carriers, vendors, and internal teams to deliver strategic employee benefits solutions.
Develop trusted client relationships through proactive communication, responsiveness, and consultative guidance.
Coordinate annual benefit renewals, open enrollment planning, benefit implementations, eligibility administration, and ongoing account management.
Educate employer groups and employees regarding medical, dental, vision, life, disability, and voluntary benefit programs.
Successfully balance multiple priorities while consistently delivering exceptional service and maintaining long-term client relationships.
Human Resources Manager
9 Years
Legacy | 01.2013 - 01.2022
Facilitated human resources strategies and consulting initiatives aimed at fostering organizational growth and improving employee engagement.
Key Responsibilities & Achievements
Directed employee relations and performance management initiatives.
Managed employee benefits administration and HR compliance.
Led recruiting, onboarding, and talent development efforts.
Advised organizational leaders on workforce planning and employee engagement.
Developed and implemented HR policies and best practices.
Improved operational processes that enhanced employee experience and organizational effectiveness.
Devised hiring and recruitment policies for a 74 employee company.
Developed and implemented employee engagement initiatives to enhance workplace culture.
Conducted training sessions on HR policies and best practices for staff development.
Managed compliance with labor laws, ensuring organizational adherence to regulations.
Senior Business Analyst
6 Years
UnitedHealthcare | 01.2007 - 01.2013
Executed business analysis to identify process improvements, collaborating with cross-functional teams to optimize healthcare operations.
Key Responsibilities & Achievements
Identified process improvements that enhanced efficiency and customer experience.
Led cross-functional teams to analyze and optimize business processes, enhancing operational efficiency and effectiveness.
Collaborated with IT teams to design system enhancements based on user feedback, driving improved functionality and user experience.
Presented findings and recommendations to executive leadership, influencing strategic decision-making through data-driven insights.
Performed risk assessments on potential projects to determine feasibility and viability before moving forward with implementation plans.
Education
- Healthcare Management
Rasmussen University | Minnesota
Skills
Compliance awareness
Organizational skills
Effective communication
Strategic planning
Performance tracking
Task prioritization
Relationship management
Compensation and benefits
Employee retention
Training development
Organizational development
Project management
Data analysis
Attention to detail
Certification
Minnesota Health & Life Insurance Producer License
Lean Six Sigma Certified
CAREER HIGHLIGHTS
Nearly 20 years of healthcare, employee benefits, and human resources experience
Portfolio of 37 employer group accounts
4,563 covered employees
98% client retention rate
Trusted advisor to employers, consultants, and insurance carriers
Six years of healthcare operations experience with UnitedHealthcare
Employee benefits consulting experience with Gallagher
Human Resources leadership and consulting background
Minnesota Health & Life Insurance Producer License
Associate Client Service Manager, Employee Benefits - Implementation at Hylant Toyotsu Formerly Loyalty Group InsuranceAssociate Client Service Manager, Employee Benefits - Implementation at Hylant Toyotsu Formerly Loyalty Group Insurance