BOBBIE J DAWSON
Marsh McLennan Agency
Acworth,GA
17
years of professional experience
Benefits Professional experienced in managing employee benefit portfolios and fostering client relationships. Achieved high client satisfaction and streamlined benefit plan processes through collaboration and adaptability. Delivered client-centered solutions by analyzing insurance options and providing policy guidance.
Work History
Senior Client Manager
1 Year 2 Months- Led strategic initiatives to optimize service delivery and improve client outcomes.
- Developed tailored insurance solutions addressing unique client needs and risk profiles.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Collaborated with insurance carriers to negotiate policy terms, securing favorable conditions for clients.
- Developed and implemented benefit plans aligned with client needs and industry standards.
- Coordinated with insurance carriers to resolve issues and streamline claims processes efficiently.
- Developed strong relationships with clients by providing consistent communication and support.
Benefits Account Manager
3 Years 11 Months- Collaborated with team to deliver marketing, branding, and enrollment services for my book of business.
- Work with my team to provide marketing, branding and all enrollments for my book of business.
- Ensure all group information and policies are updated in our system for my book of business.
- Assisted in entering data accurately into Benefit Point to maintain up-to-date records. in Benefit Point.
- Managed report generation for my groups in Employee Navigator, ensuring timely insights for decision-making.
- Managed daily communication with clients and carriers to address inquiries and provide updates. with my clients and carriers.
Benefits Account Manager
1 Year 11 Months- Managed marketing efforts for renewals, enhancing client engagement within my book of business.
- Manage accounts in HR Connection for Employers.
- Ensure all group information and policies are updated in our system for my book of business.
- Assisted with data entry tasks in Benefit Point to maintain accurate records. in BenefitPoint.
- Produce compensation reports for Employers to provide to employees.
- Administered accounts in HR Connection for employers, facilitating streamlined communication and management.
Benefits Account Manager
2 Years- Managed marketing for renewals for 3 producers, supporting a $1.5 million block
- Provided quotes for medical and ancillary lines to producers for prospective clients
- Ensure all group information and policies are updated in our system for the block of business.
Lab Collector
2 Years- Managed collecting patient urine samples for in-house testing from four locations
- Completed lab send outs for further patient testing
- Managed lab supplies inventory and reordering to maintain operational readiness
- Compiled monthly reports on total send outs for management review.
Front Office Receptionist
3 Years 10 Months- Managed answering phone calls, referred patient messages to physicians, provided patient care at the check-in and check-out windows, photocopied documents, faxed information, collected co-payments, and opened and closed the office.
- Obtained referrals, verified insurance for visits and procedures, and completed daily closing of collected payments.
- Managed various administrative tasks in a fast-paced environment and multiple demands assisting the patients, physicians and other staff.
Human Resouces /Payroll Administrator
1 Year 6 Months- Managed payroll for three dealerships, including in-house payroll and taxes, daily deposits, payroll bank reconciliations, and month-end closing procedures.
- Performed Human Resource duties including hiring and firing employees, managing employee paperwork and benefits, and conducting unemployment hearings.
- Oversaw stocking for new and used vehicles, processed wholesale titles, and coordinated dealer trades as required.
Education
High School Diploma
Skills
Compliance management
Benefits administration
Regulatory compliance
Sales support
Client onboarding
Project management
Sales assistance
Regulatory adherence
Brand awareness
Compliance
Timeline
Senior Client Manager
Marsh McLennan Agency
06.2025 - CurrentRead More
Benefits Account Manager
Insurance Office of America
07.2021 - 06.2025Read More
Benefits Account Manager
USI
08.2019 - 07.2021Read More
Benefits Account Manager
The Hilb Group of WV
08.2017 - 08.2019Read More
Lab Collector
Center for Pain Relief, Precise Genetics
08.2015 - 08.2017Read More
Front Office Receptionist
Teays Pediatrics Office
10.2011 - 08.2015Read More
Human Resouces /Payroll Administrator
Terry Reid Automotive Group
02.2010 - 08.2011Read More
Homeschool
High School Diploma
Read More
References
Carl Olian Former Agency President 304-552-4922
Lisa Carter Former Controller 770-546-6937