Emily Mercer
Gladstone,OR
Summary
Self-motivated Benefits Specialist demonstrating superior understanding of employee benefits and high-performing collaborative business professional. Astute professional providing benefits support in fast-paced settings.
Overview
6
6
years of professional experience
Work History
Senior Benefits Specialist
BeneSys
07.2021 - 08.2023
- Developed and analyzed models to support employee benefit plan rollout both successfully and efficiently.
- Observed strict procedures to maintain data and plan participant confidentiality.
- Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Checked employees' benefits enrollment for accuracy and inputted all data into Spyglass.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Assisted healthcare providers on checking patient's eligibility, benefits, and with submitting claims and authorizations.
Personal Banker
KeyBank
03.2020 - 02.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Teller
KeyBank
08.2017 - 03.2020
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times and increasing customer satisfaction.
Financial Advisor Intern
Encompass Wealth Advisors
06.2019 - 08.2019
- Prepared and posted financial journal entries using technically relevant software.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Drafted financial reports to support comprehensive investigations.
- Tracked financial transactions to update balance sheets with accurate, current information.
- Prepared documents for advisors to review during client meetings.
Education
Bachelor of Arts - Finance
Linfield College
McMinnville, OR12.2019
Skills
- Extreme attention to detail
- Collaborate in small and large group settings
- Excellent verbal and written communication skills
- Ability to work independently in a remote setting
- Skilled at handling a busy environment and juggling complex tasks
Timeline
Senior Benefits Specialist
BeneSys
07.2021 - 08.2023
Personal Banker
KeyBank
03.2020 - 02.2021
Financial Advisor Intern
Encompass Wealth Advisors
06.2019 - 08.2019
Teller
KeyBank
08.2017 - 03.2020
Bachelor of Arts - Finance
Linfield College
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