Caitlin Boyle
Rushville
Summary
Dynamic Account Executive with a proven track record at Consiliarium Group, achieving 90% client retention while managing an $850k book of business. Expertise in benefits administration and strategic planning, coupled with strong communication skills, drives successful vendor negotiations and enhances client relationships, ensuring optimal coverage solutions for diverse organizations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Account Executive
Consiliarium Group
Pittsford
01.2018 - Current
- Responsible for moving and retaining the Manning & Napier book of business to Consiliarium Group during 2018, with 90% client retention.
- Currently, I manage a book of business valued at $850k, with clients ranging from 20 employees to 1,300 employees.
- Conduct pre-renewal and renewal meetings for the current book of business, comprised of 25 clients, evaluating current lines of coverage, along with identifying opportunities for new coverages, assisting clients with contribution strategy, and developing a multi-year strategy.
- Direct the client open enrollment process, including vendor management and implementation, and conduct employer/employee open enrollment meetings.
- Manage the implementation and roll-out of broker-sponsored HRIS technology to the Consiliarium Group's small group book of business. Develop the process for maintaining the system internally to meet clients' needs.
- Prepare, analyze, and present ancillary benefits marketing across the Consiliarium Group book, making recommendations based on client goals.
- Day-to-day servicing of the current book of business, assisting both employers and employees with claims, billing, and ongoing education.
- Conducted market research to identify trends and client needs for strategic planning.
- Managed account renewals and negotiations, ensuring alignment with client objectives.
- Utilized CRM software to track client interactions and streamline communication processes.
- Provided training and support to junior team members on account management practices.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
Account Manager
Manning & Napier Benefits LLC
Fairport
06.2013 - 12.2017
- Acted as liaison between carriers, clients and their employees to resolve problems; cultivated and maintained relations with client by providing high level technical customer service; assisted with service, billing, claims and all other administrative carrier issues.
- Managed the ancillary marketing process across the entire MNB book of business - preparing and sending RFPs, reviewing responses and prepare recommendations for the account executive team.
- Prepared open enrollment materials and presentations. Assisted account executive team with employee education both during open enrollment and throughout the year.
- Assisted clients with maintaining and updating benefits enrollment technology offered by MNB.
CARE Group Benefit Administrator
Relph Benefit Advisors
Pittsford
02.2009 - 06.2013
- Provided day to day customer service to employees/employers across the RBA book of business.
- Reviewed benefits paperwork for accuracy and completeness during open enrollment and throughout the year.
- Conducted one on one employee meetings during open enrollment to answer questions on benefits and assist with paperwork.
- Assisted account managers with continuous enrollment processes, as well as yearly enrollment periods.
- Reconciled carrier invoices for clients for all lines of coverage.
- Administered the COBRA process for employer groups, including mailing notices, collecting premiums, and enrollment with carriers, adhering to all federal and state guidelines.
- Call center support for FSA & HRA products offered by RBA.
Education
Bachelor of Arts - Political Science, English & Textual Studies
Syracuse University
Syracuse, NYSkills
- Benefits administration
- Vendor relationship management and negotiation
- Process implementation
- Benefit administration systems management
- Strategic planning and consultation
- Ancillary and voluntary benefit marketing
- Client retention
- Strong written and verbal communication
Certification
NYS Life Accident and Health License
Additional Information - Computer Skills
Employee Navigator, DIAL Insights, bswift, MS Office Suite (Word, Excel, Outlook and PowerPoint)
Timeline
Account Executive
Consiliarium Group
01.2018 - Current
Account Manager
Manning & Napier Benefits LLC
06.2013 - 12.2017
CARE Group Benefit Administrator
Relph Benefit Advisors
02.2009 - 06.2013
Bachelor of Arts - Political Science, English & Textual Studies
Syracuse University
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