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Elizabeth Raimondo
Account Manager/Implementation Consultant
Hebron,CT
Summary
Accomplished Account Manager for Executive Disability Worksite enrollments with a successful track record for high participation and premium results. 20+ years of project execution and extensive client service experience with agents and clients.
Overview
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Work History
Account Manager/Implementation Consultant
Workplace Solutions, MassMutual
07.2007 - Current
- Provide account management to a top-performing agency that brought in $2.2 million in annual premium for 2024.
- Subject matter expert for enrollment platform, system enhancements and processes.
- Coordinate and execute complex projects for new products and system enhancements.
- Implemented Multifactor Authorization (MFA) solution to ensure client security on enrollment platform.
- Develop comprehensive training materials to ensure effective use of systems and processes.
- Resolve problems for agents and policyholders regarding coverage and questions on electronic enrollment platforms.
- Onboard and mentor new team members to set them up for success.
- Build disability and life insurance enrollments on electronic platforms; eWorksite & Selerix.
- Lead cross-functional teams to implement enrollment solutions to ensure exceptional client experience while meeting security requirements.
- Provide exceptional customer service to agents and potential clients resulting in high participation for enrollments.
- Partner with Underwriting, IT, Billing, Call Center & Compliance.
Account Manager
USI Consulting
2005 - 2007
- Main contact for questions and illustrations for defined benefit plans.
- Provided support directly to Human Resources and participants planning to retire.
- Responsible for ACH changes with new and existing retirees.
- Quoted retirement calculations in accordance with plan.
- Implemented new retirements, joint survivorship and QUADROs.
- Customer service support to plan administrators and participants.
Disability Internal Wholesaler
MassMutual
2002 - 2005
- Increased sales in territory by 10%
- Provided illustration support by training agency staff on Field Net
- Pro-active calls to brokers to promote Disability Insurance
- Trained brokers on Disability Insurance products
- Traveled to agencies to give sales presentations & build relationships.
Disability Insurance, Pre-Sales Consultant
MassMutual
2000 - 2001
- Provided product & underwriting information, ran sales illustrations & completed contract comparisons to field agents for Disability Income products.
Disability Insurance Billing Analyst
MassMutual
1997 - 1999
- Partnered with new clients to coordinate payroll deduction and billing.
- Processed payments, researched problems, processed military surrenders.
Customer Service Representative
CT Mutual
1996 - 01.1997
- Provided customer service for all product lines, including annuities, whole life, universal life, term life and disability.
Education
BS - Business, English
Eastern Connecticut State University
Skills
- Relationship management skills with agents and internal teams
- Superior problem solving, client service and research skills
- Project subject matter expert & tester for disability insurance
- Ability to multi-task different initiatives while handling production
- Strong written and verbal communications ability
- Technical expertise in enrollment platforms
- Excel, Word, Power Point, Selerix, Share Point, Sales Force & Access experience
- Team leader and trainer
Timeline
Account Manager/Implementation Consultant
Workplace Solutions, MassMutual
07.2007 - Current
Account Manager
USI Consulting
2005 - 2007
Disability Internal Wholesaler
MassMutual
2002 - 2005
Disability Insurance, Pre-Sales Consultant
MassMutual
2000 - 2001
Disability Insurance Billing Analyst
MassMutual
1997 - 1999
Customer Service Representative
CT Mutual
1996 - 01.1997
BS - Business, English
Eastern Connecticut State University