DAVID LEE
ROCHESTER
Summary
To obtain a career that maximizes my skill set and benefits my employer
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Health and Benefits Agency Account Representative
Paychex
07.2020 - Current
- Process benefit enrollments, terminations, and changes in systems and at carrier level
- Broker/manage client benefits (Medical, Dental, Vision, Life, Disability)
- Handle day to day issues/questions from clients and internal partners via email and phone queues
- Resolve client escalations
- Review/quote/process client benefit renewals and Open Enrollment
- Train clients on Paychex FLEX
- Train new team members in all aspects of job functions
- Work with Carriers to quote new benefit offerings for clients and implement benefits
- Assist in creating/implementing new processes and procedures for new format of team and role
Health and Benefits Service Specialist II
Paychex
12.2018 - 06.2020
- Processed benefit enrollments, terminations, and changes in our systems and at carrier level
- Partnered closely with many FMAMs and MAMs to maintain retention of their clients
- Handle day to day issues/questions from clients and internal partners
- High daily performer in Finesse, working on emails from partners, clients, and carriers
- Process renewals in our systems (HRIS), as well as assisting in getting the client ready for renewals (FLEX/HRIS)
- Proficient in Finesse, HRIS, WebORs, and other systems used daily
- Participated in the Work Flow Enhancement project working on the major market segment
- Assisted in training multiple new Service Specialists
- Have received many 'shout outs' and recognition based on excellent service to clients and partnering
Paychex Benefit Account (PBA) Sales Representative
Paychex
06.2017 - 12.2019
- Generated sales revenue via prospecting and follow-up from partner leads
- Applied knowledge of Paychex Insurance Agency products and services to suit client's needs
- Developed sales contracts to meet HRS operation guidelines
- Referred to other Paychex services based on client's needs and interests
- Reviewed Pre-Tax Benefits to clients (FSA/HSA/HRA)
Health and Benefits Sales Representative
Paychex
12.2015 - 05.2017
- Conducted in-depth needs analysis with clients
- Obtained quotes from carriers and reviewed with clients
- Achieved required sales quota, dials, talk time, and other job measures
- Referred to other Paychex products and services
- Submitted and implemented benefit coverage
- Educated clients on Affordable Care Act and Health Care Reform
- Prospected for sales opportunities
- Built rapport with clients and partners
Quality Control Special Projects Technician
Lidestri Foods
08.2011 - 12.2015
- Approved incoming COA's (Certificate of Analysis) to ensure all ingredients utilized in products meet required regulations and specifications
- Created GMP (Good Manufacturing Practices) audit team and lead walks
- Covered all Quality Control Technician job responsibilities
- Followed protocol to ensure ingredients and products that do not meet regulations are appropriately destroyed
- Completed Quality portion of New Hire Orientation
- Prepared production floor and observe all audits
- Managed nonconformance and facilitate release or destruction of products
- Communicated and facilitated concerns/issues with vendors/suppliers
Education
No Degree - Business Administration
Monroe Community College
Rochester, NYDiploma -
Churchville-Chili High School
Churchville, NY06.2001
Skills
- Customer engagement
- Client retention strategies
- Customer relationship building
- Works Well Under Pressure
Certification
Licensed LAH (Life, Accident, Health) Agent (NY)
Timeline
Health and Benefits Agency Account Representative
Paychex
07.2020 - Current
Health and Benefits Service Specialist II
Paychex
12.2018 - 06.2020
Paychex Benefit Account (PBA) Sales Representative
Paychex
06.2017 - 12.2019
Health and Benefits Sales Representative
Paychex
12.2015 - 05.2017
Quality Control Special Projects Technician
Lidestri Foods
08.2011 - 12.2015
Diploma -
Churchville-Chili High School
No Degree - Business Administration
Monroe Community College
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