Reliable Benefits Account Manager with a robust background in customer service, skilled in managing employee benefits plans and fostering strong vendor relationships. Proven ability to streamline RFP and census gathering processes while providing strategic guidance in benefits administration that enhances operational efficiency. Committed to delivering exceptional service while navigating the complexities of employee benefits to meet organizational goals.
Work History
Benefits Account Manager
3 Years 9 Months
HR Resource, Inc. | 10.2022 - Current
Enroll/Term Employee Medical, Dental, Vision and Life Benefits.
Proactively work with HR and new employees to ensure they enroll with benefits in a timely manner and that all information is accurate.
Reconcile benefit invoices with payroll deductions and insurance selections.
Work with multiple health insurance carriers regarding employer status, enrolling new groups with insurance, renewing current client's insurance selections, adds/terms, corrections, updates, billing questions and more.
Worked with one other account manager to service over 150 client renewals, including RFPs, spread pricing options, rates and more.
Held open enrollment meetings for employers for 10-60+ employees at a time both onsite and virtually.
Maintained detailed client notes and policy history in AgencyBloc.
Created new process for tracking benefit processing to prevent mistakes and oversights. Process included documentation, follow-up schedule, tracking reports and more.
Troubleshoot software issues for employees and HR administrators, work with software vendor to correct issues.
Trained clients on benefit admin software, including benefit elections, onboarding, EDI feed connections, and best practices.
Internal technology, software and app expert for entire team.
Software products used (but not limited to): AgencyBloc, Zoom, Microsoft Teams, Ease, Employee Navigator, Bswift, Rippling, various insurance carrier portals, WiredQuote, Microsoft Suite, Adobe Acrobat, Vidyard, etc.
Customer Support and Training Manager
13 Years 8 Months
Strictly Support | 08.2008 - 04.2022
Managed a team of 5 support and training contractors.
First line software support for employees and management.
First line technical support for any software issues or bugs.
Communicated bug issues to software vendor including detailed documents or video representation of issues, attempts to correct, additional testing on different technical environments and more. Worked with software development team to test and release fixes as needed.
In-person and web-based software training including initial implementation, best practices, job postings, reporting, user management.
Customize software to meet client needs based on discovery calls and implementation discussions.
Create help documentation and video instruction for online knowledgebase.
Manage live chat support
Create and send invoices for products and services (QuickBooks)
Receive payments, enter into QuickBooks and deposit at bank
Convert paper onboarding/hiring packets into electronic fillable documents
Worked with internal sales, software developers, billing and more to ensure customer satisfaction at all times.
This company is contracted support for outside sales team who all sell a robust applicant tracking and onboarding software.
Answered all incoming phone calls, invoiced clients, managed collections, managed timesheet and expense reimbursements.
Wrote expansive training manual for the software used by our clients (Maximo).
Managed all office needs for 5+ employees that worked in-house including but not limited to: Ordered all office supplies, Managed all shipping needs including sending packages, buying supplies, receiving deliveries, Kept office tidy for walk-in customers, Proof-read executive's documents, Schedule meetings for executives.
Partner Relations Support
5 Years
LearnKey | 01.2000 - 01.2005
Assis Director of Partner Relations in managing companies and individual reps who resold Learn Key training software.
In-depth software training included phone trainings and in-person trainings.
Personal training and main point of contact with 20+ school districts for software training and needs.
In-person software training consisted of up to 30+ individuals. Most group trainings were done at a school district level.
Created internal processing manual, documents and forms to ensure a clean and organized internal process between pre-sales, demonstrations, post-sale and on-going support.
Managed sales orders and quotes for multiple sales reps.
Create, process and follow-up on all sales orders with all necessary parties.
Manged newly acquired clients and helped with start-up needs.
Organized annual 3-day training conference for domestic partners including conference agenda binders, lunches, scheduling speakers, creating training packets and more.
Education
Associates of Science - College
University of Phoenix-Online Campus | Remote | 01-2014
General Studies - College
Dixie State University | Saint George, UT | 01-2002
Skills
Benefits administration
Proposal building
RFP process
Account reconciliation
Open enrollment coordination
Account analysis
Vendor relations
Account servicing
Auditing procedures
Employee communication
Benefit policy interpretation
HR information systems
Attention to detail
Time management
Certification
WA Producer License, Life & Disability
WA OIC # 1269726
Aquired in August 2024 and actively maintaining with CE courses.