BENEFIT EDUCATOR
Zion,IL
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
16
16
years of professional experience
Work History
Employee Benefits Specialist
EOI Service Company
07.2018 - Current
- Collaborated with HR to ensure that client standards and requirements were met during benefits consultations
- Held enrollments 1 on 1, virtually, and in group settings
- Managed annual open enrollment process, ensuring timely and accurate updates to employee records.
- Collaborated with HR team to onboard new employees, providing thorough orientation on available benefits options.
- Implemented wellness initiatives to promote healthy lifestyles among employees, reducing overall healthcare costs.
- Led training sessions on various aspects of organization's benefit offerings for both managers and employees.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
- Fluent in various enrollment platforms such as Employee Navigator, Benequick, Celerix, Bswift, Kronos, Aflac at Work, Harmony, Ceredian Dayforce, and Beneselect.
Benefit Educator
Cigna
08.2023 - Current
- Provide information on Cigna Products and Services at Benefit Fairs
- Lead Group information sessions during peak enrollment times
- Lead Presentations via Webinar
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately.
Multi-Unit Manager
H&R Block
09.2022 - Current
- Responsible for meeting revenue goals while improving client retention
Communicating goals and implementing processes to over 40 direct reports - Increased overall efficiency by streamlining operations and implementing standardized processes across multiple units.
- Enhanced employee satisfaction through development of comprehensive training programs and performance evaluations.
- Boosted sales performance by identifying growth opportunities and implementing targeted marketing strategies.
- Developed strong teams within each unit through effective recruitment, coaching, and mentoring efforts.
- Optimized scheduling practices for better coverage during peak hours, enhancing both staff productivity and customer satisfaction rates.
Employee Benefit Educator
New York Life Insurance Co
04.2021 - Current
- Host benefit fairs to promote engagement for plan
- Provide information to employees regarding benefits
- Led Group Presentations about available plan coverages
- Interact with Marketing and Sales to inform of fair details
- Assist in collection and facilitation of information or data
- Maintains inventory of materials
- Interact with potential and existing plan members
Benefits Coordinator
Aflac
07.2017 - 06.2022
- B2B sales providing employers with Employee benefits
- Managed CRM and Lead follow-up to meet production goals
- Scheduled appointments and met with Human Resources Representatives to coordinate enrollment of benefits and administered benefits via internet portal for multiple businesses.
- Served as main point of contact on accounts in various states while conducting enrollment for broker and account managers.
- Created marketing campaigns to generate leads and sales growth
- Streamlined benefits enrollment process for improved accuracy and reduced administrative workload.
- Collaborated with HR team to evaluate and select competitive health, dental, and vision insurance plans for employees.
- Developed comprehensive benefits communications materials, resulting in increased employee understanding of available offerings.
Benefits Counselor
Colonial Life
08.2018 - 08.2021
- B2B Sales rep providing employee benefits to 50-100 group employers
- Managed CRM while implementing creative processes to build and maintain book of business
- Conducted Meetings with HR to open new accounts and coordinate with Brokers for enrollments of benefits.
- Utilized various enrollment platforms
- Led renewal process for annual enrollments
- Improved employee benefits understanding by conducting informative seminars and one-on-one counseling sessions.
- Streamlined benefits enrollment process for increased efficiency and accuracy in recordkeeping.
Technician
AT&T
01.2008 - 09.2017
- Primary responsibility for installation and customer care of U- verse integrated digital TV, high speed Internet and voice services
- Educate customers on service features and functionality, verify all services are working correctly
- Communicate effectively to customer and internal vested parties regarding daily progress and customer satisfaction as well as document all services provided
- Recommend additional products/services to existing and potential customers based on client needs.
Education
Certified Professional, Life and Health Insurance -
State of Illinois
06.2017
Bachelors - Business Administration (Business
Walden University
Minnesota City, MN11.2025
Enrolled Agent
IRS
01.2021
Skills
- Critical Thinking
- Issue Resolution
- Group Presentations
- HR Liaison
- Microsoft Applications
- Benefit Administration
- Core Benefits
- Experienced benefit educator capable of applying background in sales, customer
- Service, and management to successfully lead teams and deliver results
- Team player with strong focus on relationship management, technology,
- Employee benefits, and continuous education
- Effective communicator both verbal and nonverbal in difficult environments
- Passionate Benefit Educator with over 7 years of experience helping employees
- Understand and enroll in annual and new hire benefits
Timeline
Benefit Educator
Cigna
08.2023 - Current
Multi-Unit Manager
H&R Block
09.2022 - Current
Employee Benefit Educator
New York Life Insurance Co
04.2021 - Current
Benefits Counselor
Colonial Life
08.2018 - 08.2021
Employee Benefits Specialist
EOI Service Company
07.2018 - Current
Benefits Coordinator
Aflac
07.2017 - 06.2022
Technician
AT&T
01.2008 - 09.2017
Certified Professional, Life and Health Insurance -
State of Illinois
Bachelors - Business Administration (Business
Walden University
Enrolled Agent
IRS
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