Haley Haley
Vancouver
Summary
Motivated Professional with a drive for serving as a dedicated support specialist and enthusiastic team member. Accomplished background in the insurance industry managing business clients as well as providing support and benefit education to employees.
Overview
5
5
years of professional experience
Work History
Account Manager
Applied Team Insurance
04.2022 - Current
- Effectively communicates complicated health insurance concepts in an easily digestible manner for members.
- Conducts thorough assessments of client needs, ensuring accurate placement in appropriate health insurance plans for optimal coverage and affordability.
- Performs needs analysis to obtain information required to make appropriate health insurance product recommendations and cross sell coverages.
- Utilizes online quoting platforms to quote various lines to give clients a comprehensive understanding of offerings and
- Understands carrier nuances and how to be the best broker partner possible to carriers to ensure the highest level of service possible for our clients.
Benefits Specialist
Barrett Business Services, INC
09.2022 - 04.2024
- Managed employee benefit programs, including health, dental, vision, disability and life insurance plans.
- Explained benefit programs and eligibility requirements to administrators, employees, and brokers.
- Provided assistance with open enrollment processes and answers questions regarding eligibility requirements and plan design.
- Collaborated with payroll to ensure accuracy of deductions from paychecks for benefit premiums.
- Worked with benefits vendors to troubleshoot system issues affecting employees.
- Evaluated and maintains benefit plans to ensure compliance with applicable laws and regulations.
Account Specialist
LIFEMAP, PORTLAND, OREGON
06.2019 - 03.2022
- Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
- Documented and maintained customer account details using Salesforce and Microsoft Office Suite products.
- Submitted quotes to Underwriting after ensuring document completion. Presented proposals to client with thorough explanations of benefits and pricing.
- Facilitated annual enrollment meetings, providing comprehensive information on company-sponsored benefit programs.
Education
Bachelors of Arts - Sociology, Psychology
HUMBOLDT STATE UNIVERSITY
ARCATA, CALIFORNIAAssociate of Arts - Sociology
DIABLO VALLEY COLLEGE
PLEASANT HILL, CALIFORNIASkills
- Customer relationship development
- Account Administration
- Research proficiency
- Critical Thinking and Analysis
- Conflict Resolution
- Policy and Legal Compliance
- Strong Typing Skills 65 WPM
- Verbal and written communication
Timeline
Benefits Specialist
Barrett Business Services, INC
09.2022 - 04.2024
Account Manager
Applied Team Insurance
04.2022 - Current
Account Specialist
LIFEMAP, PORTLAND, OREGON
06.2019 - 03.2022
Bachelors of Arts - Sociology, Psychology
HUMBOLDT STATE UNIVERSITY
Associate of Arts - Sociology
DIABLO VALLEY COLLEGE
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