Carrie Spandl Boegeman
Shakopee
Summary
Thorough and team-oriented contributor with strong organizational capabilities for handling multiple projects simultaneously with high accuracy. Excels at prioritizing tasks and meeting deadlines, ensuring efficient and timely completion of assigned responsibilities. Expertise as a talented Senior Account Representative, proficient in managing account needs, resolving issues, and obtaining necessary documentation. Adept at updating systems and diligently following up with customers to ensure satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Employee Benefits Senior Account Representative
USI Insurance
07.2022 - Current
- Provide day-to-day customer service
- Respond to carriers, internal staff, and/or broker questions
- Assist with claims and billing problems
- Review, compile, and prepare group information for large group RFP’s
- Follow up with carriers on requests for quotes
- Provide internal staff with follow-up communication and approvals for Brokers on plan changes and open enrollment issues
- Prepare and amend large group spreadsheets as assigned
- Work with insurance carriers to process and follow-up on various items
- Includes enrollment, proposals, broker matters, new business, and product information
- Help maintain BOR letters
- Includes following up with Broker and/or carrier and assisting with plan design and rate information
- Provide renewals to appropriate brokers
- Enter data into the commission database
- Update client database on an ongoing basis
- Create and maintain case files of critical client information based on implemented workflows
- Coordinate with team members to ensure service and turn-around times meet standards
- Develop and maintain strong working relationships with carriers and internal staff
- Manage a complex book of business with various funding methods and increased levels of customization
- Provide proactive, personalized support to assigned clients
- Act as the primary contact between clients and insurance carriers
- Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team
- Manage client renewals and negotiate with carriers on behalf of clients
- Lead client meetings regarding renewal and utilization results
- Regular client contact and in-person attendance at client meetings
- Engage clients, where appropriate, with internal USI Technical Resources
- Educate, advise and aid clients on all Compliance topics
- Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform
- Conduct on-site meetings to communicate or administer benefit plans
- Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
- Participate in peer review as both a participant and a reviewer of standards client deliverables
- Develop training content and deliver it to the Account Management team
Scheduling Coordinator
Dr. Vadya and McMahon Orthodontics
02.2022 - 06.2022
- Scheduled patients for their follow up appointments
- Created letters that welcome patients to the practice and/or notified dental companies of work completed on the patients teeth
- Answered questions through text messaging system and over the phone
Teacher, 3rd Grade and 5th Grade
Shakopee Area Catholic Education Center (SACEC)
09.2004 - 02.2022
- Provides individual and group instruction designed to meet individual needs and motivate students
- Develops and uses instructional materials suitable for verbal and/or visual instruction of students with a wide range of mental, physical, and emotional maturity
- Establishes and maintains standards of student control required to achieve effective participation in all activities
- Provides appropriate instruction and activities for students to meet goals and objectives
- Communicates effectively with parents through a variety of means
- Prepares for and participates in parent teacher conferences to discuss individual student’s progress
- Works with students to create and develop presentations to the public
- Identifies student needs and cooperates with other professional staff members in assessing and helping students with health, attitude and learning difficulties (Autism, Aspergers, ADHD, and ADD)
- Creates an effective environment for learning through functional and attractive displays such as bulletin boards, learning centers, etc
- Maintains professional competence through in-service education activities provided by the school and /or professional growth activities and university courses
- Engages with the administrative staff to promote individual growth that allows me to enhance my teaching
- Actively worked with my administrator to create a new math enrichment program for grades 2-4
Sales Associate
Jayne’s Hallmark
12.2006 - 01.2011
- Provides customer service to people of all ages from children to senior citizens
- Organizes, builds, and displays products
- Demonstrates merchandise in ways all can understand
- Provides friendly interactions with customers which have fostered customer relationships
- Build working relationships with other employees
- Actively engages with customers to investigate their needs, recommend products, and provide service solutions
- Assists individuals with disabilities such as hearing impaired, poor eyesight, and physical disabilities
Education
Master of Education - Teaching and Learning
St. Mary’s University of Winona
Winona, Minnesota05.2009
Bachelor of Science - Elementary Education – PreK – 6, Early Childhood Education
University of Wisconsin – La Crosse
La Crosse, Wisconsin05.2004
Skills
- Word
- Excel
- Powerpoint
- Citrix
- Image Right
- ShareFile
- Benefit Point
Accomplishments
I was awarded a Summit Award for my accomplishments at USI.
Certification
Minnesota Insurance License: Accident and Health & Life
Timeline
Employee Benefits Senior Account Representative
USI Insurance
07.2022 - Current
Scheduling Coordinator
Dr. Vadya and McMahon Orthodontics
02.2022 - 06.2022
Sales Associate
Jayne’s Hallmark
12.2006 - 01.2011
Teacher, 3rd Grade and 5th Grade
Shakopee Area Catholic Education Center (SACEC)
09.2004 - 02.2022
Bachelor of Science - Elementary Education – PreK – 6, Early Childhood Education
University of Wisconsin – La Crosse
Master of Education - Teaching and Learning
St. Mary’s University of Winona
Similar Profiles
Adam RennerAdam Renner
Corporate AC A/R Coordinator at USI InsuranceCorporate AC A/R Coordinator at USI Insurance
Brandi OhmerBrandi Ohmer
Midwest Select Account Manager at USI InsuranceMidwest Select Account Manager at USI Insurance
Jenna ZimmermanJenna Zimmerman
Sales & Marketing Specialist at USI InsuranceSales & Marketing Specialist at USI Insurance
Hoa PhamHoa Pham
Caregiver at Casey NemitzCaregiver at Casey Nemitz
Ethan RingoldEthan Ringold
Assistant Superintendent at Bearpath Golf and Country ClubAssistant Superintendent at Bearpath Golf and Country Club