Licensed 2-15 Account Executive specializing in strategic planning, and comprehensive benefits management. Experienced in benefit design, plan renewals, and benchmarking to support informed decision-making and superior client service outcomes.
Overview
7
7
years of professional experience
Work History
Account Executive
OneDigital (formerly Owen & Associates)
08.2024 - Current
Account Executive: Develop strategic benefit designs and renewal approaches while leading solutions for complex client challenges. Work closely with account management teams to guide pre-renewal planning, RFP processes, open enrollment strategy, and post-renewal analysis. Define the full scope of services for each client, set clear timelines, and keep all parties informed throughout the renewal cycle. Oversee revenue and profitability by monitoring scope, budget, timeliness, and client satisfaction for $400,000 block of business. Support the onboarding of new clients, cultivate strong relationships with clients and carriers, and identify cross-selling opportunities to grow the book of business.
License: 2-15 LIFE INCL. VAR. ANNUITY & HEALTH (G249409)
Market Analyst
OneDigital (formerly Owen & Associates)
02.2022 - 08.2024
Market Analyst: Supported all aspects of plan review/marketing for clients' group benefit programs. Worked closely with Account Managers and Benefits Consultants to produce accurate benefit and financial illustrations for a book of business ($2.1M). Created detailed reports, presentations, and market exhibits for proposals, as well as quarterly and annual client meetings. Managed the full RFP process, assisted with carrier negotiations, implementations, and analyzed client utilization reports to identify opportunities for plan design, or product changes. Maintain strong, collaborative relationships with carrier partners while ensuring all market data is current, organized, and accurately maintained within internal databases.
Account Coordinator
Reliant Roofing
10.2020 - 02.2022
Account Coordinator: Collaborated with the production team to confirm project completion, reviewed contracts for scope accuracy, and assessed projects for any additional work completed beyond the original agreement. Generated and issued accurate client invoices based on completed work and contract terms, and maintained ongoing communication with clients to ensure timely and full payment collection. Collected over 2 million dollars in delinquent accounts within 60 days of employment.
Renewal Associate
Owen & Associates
09.2019 - 10.2020
Renewal Associate: Developed benefit comparisons and financial spreadsheets for controllers on fully insured medical, level-funded medical, and ancillary plans. Understanding of all health and welfare benefit plans, including medical and ancillary products, for presentation to clients. Initiated and responded to carrier communications as needed and directed for renewal purposes. Maintained the renewal database, processes, and procedures for the assigned book of business ($3.5 million). Dedicated time to understand each client’s unique needs pertaining to the benefits offered, and providing professional recommendations during renewal time. Comprehension of market trends for different product spaces.
Operations Associate
Owen & Associates
06.2018 - 09.2019
Operations Associate: Completed the overhaul of the new Ben Admin platform (Bamboo to Employee Navigator), programming, and testing for a block of business. Assisted operations with enrolling members in necessary benefits, platforms, and websites, while meeting all KPIs. Conducted billing and benefits audits, while noting deliverables for clients regarding anticipated billing adjustments. Launched and maintained email campaigns related to industry updates, community events, and holidays. Assisted marketing with updating the CRM as needed, corresponding with CEOs, CFOs, and CPOs for events, billing, and scheduling purposes.