Geoffrey Holton
Cedar Hill
Summary
Dynamic Licensed Benefit Advisor with a proven track record at Alight Solutions, excelling in benefits analysis and financial acumen. Adept at customizing insurance solutions and fostering strong interpersonal relationships, ensuring clients achieve their long-term goals. Recognized for regulatory adherence and achieving high customer satisfaction in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Licensed Benefit Advisor
Alight Solutions
08.2021 - Current
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Benefits Specialist
Liberty National Life Insurance Company
03.2020 - 08.2021
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Checked employees' benefits enrollment for accuracy and inputted all data into [Software].
- Coordinated and conducted employee orientations to promote understanding of coverage and options.
- Proved successful working within tight deadlines and a fast-paced environment.
Captain
Sevy's
10.2018 - 03.2020
- Exhibited expert knowledge of alcoholic beverage service standards, laws and regulations.
- Demonstrated supervisory competency with Point of Sale (POS) equipment operations and cash handling practices.
- Showed high-level understanding of fine dining standards and practices.
- Completed restaurant opening and closing functions that included POS report generation.
- Coordinated foodservice operations between kitchen staff and dining room servers.
- Supervised dining table set-up to prepare for diversity of event types, following strict service standards.
Retail Merchandiser
Crossmark Merchandising
04.2017 - 10.2018
- Designed displays to deliver interactive, engaging, and memorable store experiences for shoppers.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Developed relationships with key store personnel to support proper product placement and visibility.
Education
High School Diploma -
Menlo
Menlo Park, CA05-1980
Skills
- Regulatory adherence
- Financial acumen
- Strong interpersonal skills
- Goal oriented
- Benefits analysis
Timeline
Licensed Benefit Advisor
Alight Solutions
08.2021 - Current
Benefits Specialist
Liberty National Life Insurance Company
03.2020 - 08.2021
Captain
Sevy's
10.2018 - 03.2020
Retail Merchandiser
Crossmark Merchandising
04.2017 - 10.2018
High School Diploma -
Menlo
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