Colleen Puffe
Boise,ID
Summary
Experienced with benefits plan management and regulatory compliance. Utilizes skills in client relationship management to enhance client satisfaction and streamline processes. Strong understanding of benefits analysis and employee communication.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Benefits Account Manager
The Hartwell Corporation
08.2022 - Current
- Developed strong client relationships with effective communication and personalized service.
- Managed account renewal process efficiently to ensure seamless continuation of client benefits coverage without any lapses or disruptions.
- Coordinated open enrollment periods for multiple accounts simultaneously, ensuring smooth transitions between plan years.
- Acted as an expert resource on benefits-related matters, offering support and guidance to both clients and team members.
- Ensured benefits stayed aligned with plan structures, company policies, and legal regulations.
- Evaluated different carrier plan and network options to pick the optimal choice for client.
- Assisted with conducting enrollment meetings at client sites.
Medicare Benefit Advisor
Tweedy Insurance Group
06.2022 - 08.2022
- Build relationships and conduct presentations one-on-one with seniors
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Documented all communication with applicants and inputted information into system using HawkSoft
- Prepare forms or agreements to complete sales
- Assist with any other administrative needs around the office
Sales and Service Coordinator
PacificSource Health Plans
04.2021 - 11.2021
- Assisted with new and renewing group paperwork
- Entered and maintained company records in a CRM
- Introduced higher standards for customer service and increased efficiency by streamlining operations
- Processed requests for proposals from brokers
- Participated in educational opportunities and professional organizations for enhancing job knowledge
Group Processing Specialist
PacificSource Health Plans
09.2019 - 04.2021
- Processed new and renewing small group paperwork
- Minimized errors with proper verification and classification of data
- Entered large volume of information daily with a high degree of accuracy
- Coordinated smooth implementation of document processing and distribution to producers and group administrators
- Performed peer audits to improve accuracy
Commercial Billing Representative
PacificSource Health Plans
10.2017 - 08.2019
- Provided elevated customer experience to generate a loyal clientele
- Communicated effectively via telephone, email and in person with current members, group administrators, and agents
- Checked employees' benefit enrollment for accuracy and inputted all data into system
- Understand and stay compliant with State and Federal laws
- Served as primary point of contact for all assigned groups
Account Manager
Paylocity
04.2017 - 10.2017
- Received multiple positive reviews which acknowledged dedication to excellent customer service
- Recommended products and services aligned with customers' needs and preferences
- Utilized tools and resources to identify and resolve issues
- Managed over100 groups with over $500,000 in monthly revenue
- Built custom reports based on client needs
Client Success Specialist
PrimePay, LLC
03.2016 - 03.2017
- Serve as primary contact for general administrative questions, compliance questions, system training, account issues and special requests for both clients and key brokers
- Managed new client onboarding to ensure smooth transition of services
- Managed existing client renewals to ensure applicable systems, accounts and documents are correctly updated
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
Sales and Marketing Coordinator
The Echelon Group
06.2015 - 12.2015
- Work with portfolio of clients to help support their benefit program(s), including such things as employee education & support in claims adjudication, group administrator assistance on a variety of HR issues & compliance, as well as coordinating benefit plan renewals, open enrollment, etc
- Communicate due dates, timelines and expectations to clients and partners
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
Education
Associate of Applied Science - Accounting
College of Western Idaho
Nampa, Idaho05.2027
Skills
- Benefits administration
- HIPAA compliance
- Problem-solving
- Attention to detail
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
Certification
Idaho Resident Producer - Accident & Health or Sickness
Timeline
Benefits Account Manager
The Hartwell Corporation
08.2022 - Current
Medicare Benefit Advisor
Tweedy Insurance Group
06.2022 - 08.2022
Sales and Service Coordinator
PacificSource Health Plans
04.2021 - 11.2021
Group Processing Specialist
PacificSource Health Plans
09.2019 - 04.2021
Commercial Billing Representative
PacificSource Health Plans
10.2017 - 08.2019
Account Manager
Paylocity
04.2017 - 10.2017
Client Success Specialist
PrimePay, LLC
03.2016 - 03.2017
Sales and Marketing Coordinator
The Echelon Group
06.2015 - 12.2015
Idaho Resident Producer - Accident & Health or Sickness
Associate of Applied Science - Accounting
College of Western Idaho
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