Bethany Wozniak

• Manage a portfolio of 125 small-group employer clients, independently overseeing benefits strategy, renewals, marketing, and carrier negotiations.
• Lead the end-to-end renewal lifecycle including marketing to carriers, plan analysis, rate negotiations, and client recommendations.
• Partner with 7–8 producers to support client retention, benefits strategy, and growth of the employee benefits book of business.
• Serve as the primary liaison between clients, carriers, and internal teams to ensure seamless and compliant plan administration.
• Utilize benefits platforms including Ease, Employee Navigator, Epic, and SharePoint to manage plan data and documentation.
• Recognized as a team leader in organizing the service submission process, improving workflow coordination and efficiency.
• Develop client presentations, reporting, and benefits analysis using advanced Microsoft Excel, Word, and PowerPoint.

• Supported retirement and pension administration for two Fortune 500 organizations within a global consulting environment.
• Managed monthly reconciliation of retirement plan financials between internal systems and external trust companies.
• Performed data analysis using SQL and advanced Excel to support plan reporting, audits, and client deliverables.
• Coordinated cross-functional client projects including data transitions, reporting updates, and operational deliverables.
• Served as Minneapolis Fulfillment Lead overseeing fulfillment planning across seven client segments.
• Coordinated project workstreams with seven subject matter experts to support operational and client transition initiatives.
• Maintained and updated team process documentation to improve operational consistency and onboarding.
• Led training initiatives for Manila-based offshore teams to support global client service delivery.