Danielle O'Mara

• Consistently manage monthly books of 30+ renewal clients per month for small group clients, owning each book 60 days before the group’s renewal date and during the renewal month.
• Hold renewal meetings with clients to discuss their renewal and explain the options available at their current carrier and quoting with other carriers.
• Ensure SLA response time is met for the client email queue, handling a wide variety of client questions and concerns such as employee enrollments and deductions, COBRA administration, and policy questions with existing or potential carriers.
• Partner with several national and state specific insurance carriers as well as internal Paychex departments such as payroll, COBRA, Enrollments, 401K, and S125 departments on regular basis to ensure the client’s request is completed.

• Processed and confirmed employee enrollment, change, and termination requests with multiple local and national carriers across the United States.
• Consistently meet and exceed all monthly scorecard metrics.
• Responsible for creating a 3-month sign-off schedule for the Enrollment department’s mid-month and end of month term deadlines.
• Coordinate the monthly audit assignments for the Enrollment audit team.
• Manage the incoming volume within Region 8, working with my regional enrollment partners to ensure all new items are processed within SLA standards.
• Maintain a strong rapport with my regional account managers, field managers, CXT partners and the H&B service specialists to ensure pending issues and discrepancies are resolved timely.

• Trained and mentored several new hires, audited their individual work, and followed up with them and their supervisor to provide feedback and advice.
• Collaborated with peers and supervisors as a member of the Enrollments’ Tips & Tricks committee, which focused on sharing tips related to innovation and process improvement.
• Represented the Enrollments department in the early phases of the Paychex Knowledge Path Learning project, which focused on realigning each department’s training module for new hires.
• Conducted monthly 10-item processing audits on our newer enrollment specialists to ensure their work is accurate, and to make sure they understand the reason behind each error given.

• Partnered on a regular basis with several different Paychex account managers, field managers, and service specialists to make sure payroll deductions and employer contributions were accurate for every transaction.
• Followed up via phone and email with local and national insurance carriers to ensure each employee application was processed as requested and addressing any discrepancies.
• Managed and prioritized incoming volume to ensure SLA guidelines were met and urgent requests were processed and confirmed as quickly as possible.
• Attentively reviewed each enrollment request to ensure there was no missing or conflicting information.
• Utilized Paychex’s HRIS system to document the details of each enrollment transaction and made sure each transaction was updated accurately in the group’s payroll census.