Diane Overpeck

Manage employee benefits for various employers (small 2 person company up to larger companies with 200 plus employees). Experience with the full lifecycle of account management, including handling claims inquiries, resolving billing issues, coordinating enrollments, and maintaining compliance with evolving regulations. Navigates enrollment platforms and streamlining administrative processes, making transitions seamless for clients during onboarding and renewal periods. Acts as a strong advocate on behalf of clients, clarify coverage details, and ensures clients receive the maximum value from their benefits.

As an Account Manager, I play an integral role in the renewal and marketing process, help clients evaluate their options and secure plans that best align with their goals and budgets. Prepare materials for producers' in-person open enrollment meetings. I have also obtained my Medicare Certification to assist individuals reaching the age of 65 and retiring from their employers.

Supported a team of three financial advisors with their separate books of business by managing client communications and maintaining comprehensive client files for compliance. Coordinated scheduling of client financial review meetings with their financial advisor. Prepare quarterly statements and reports for client review meetings. Reviewing and maintaining office files to ensure sales literature and forms are current and compliant. Daily mail distribution for the office, bank deposits and processing wire transfers. Organize and attend quarterly client events and seminars.

Supported a team of three financial advisors with their separate books of business by managing client communications. Maintain confidential client files. Coordinated scheduling of client financial review meetings. Prepare financial documents and reports. Plan and attend quarterly client events.