Dynamic Benefits Strategist with a proven track record at Brooker Insurance, leveraging data analytics and strategic planning to enhance employee satisfaction and optimize benefits offerings. Expert in client relationship management and fostering partnerships, successfully implementing innovative programs that drive cost savings and align with organizational goals.
Overview
18
18
years of professional experience
Work History
Benefits Strategist / Vice President
Brooker Insurance / IEN Risk Management
02.2019 - Current
Partnered with diverse teams to implement strategic initiatives aligning with company goals.
Provided actionable insights based on data-driven analysis, enabling informed decision-making across all levels of the organization.
Collaborated with cross-functional teams to develop and execute strategic initiatives aligned with organizational objectives.
Spearheaded the development of strategic plans, ensuring alignment between short-term tactics and long-term goals.
Managed high-impact projects from inception to completion, consistently delivering results on time and within budget constraints.
Developed strategic partnerships, expanding company's reach and access to new markets.
Fostered strong customer relationships to gather insights and tailor customized employee benefits programs.
Specializing in unbundling BUCA status-quo fully insured plans and implementing captive healthcare, partial self-funding, and level funding programs that provide transparency, cost containment, navigation services, specialty medication advocacy, direct primary care, and multi year strategies providing significant savings.
Senior Benefits Consultant
DS Benefits Group
07.2007 - 12.2018
Improved employee satisfaction by implementing streamlined benefits enrollment processes and providing personalized guidance.
Assisted employees experiencing life-changing events by providing compassionate guidance on updating their benefit elections as needed.
Evaluated potential new benefit offerings by conducting thorough analyses of employee needs, market trends, and cost implications.
Collaborated with HR teams to develop strategic benefits plans that aligned with organizational goals and objectives, resulting in improved employee retention rates.
Reduced benefits costs for the company by negotiating with insurance providers and optimizing plan offerings.
Managed vendor relationships effectively, ensuring timely resolution of any issues or discrepancies related to benefits administration.
Conducted regular audits of benefit plan offerings to identify areas for improvement or cost savings opportunities.
Served as a trusted resource for senior management regarding complex benefits-related issues or questions requiring specialized expertise.
Enhanced overall benefit package attractiveness by conducting market research and benchmarking against industry standards.
Participated in the development of annual benefits budgets, ensuring accurate forecasting of costs and alignment with organizational financial goals.
Developed comprehensive employee benefits training materials to ensure HR team members were well-versed in all aspects of the company''s offerings.
Educated staff on the value of various benefit offerings through engaging presentations and informative materials, leading to increased appreciation and utilization of available programs.
Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
Built relationships with vendors to foster quality service delivery.
Assisted with design and implementation of various employee benefits programs.
Education
Masters Of Science - Exercise Physiology
University of Akron
Akron, OH
05.1992
Bachelor Of Science - Biology
Ashland University
Ashland, OH
05.1990
Skills
Data analytics
Strategic planning
Creative thinking
Client relationship management
Client engagement
Strategic networking
Relationship building
Teamwork and collaboration
Affiliations
Health Rosetta Associate Advisor, January 2020, NABIP and NEOHUA member
Accounting Team Lead / Financial Analyst III at Gallagher Insurance, Risk Management & Consulting / Eastern Insurance CompanyAccounting Team Lead / Financial Analyst III at Gallagher Insurance, Risk Management & Consulting / Eastern Insurance Company