Heather Capizzi
Mission Viejo,CA
Summary
I am a skilled Benefits Account Manager with a successful history of creating strategic benefits programs and fostering robust client relationships.
Experienced with benefits plan management and regulatory compliance. Utilizes skills in client relationship management to enhance client satisfaction and streamline processes. Strong understanding of benefits analysis and employee communication.
Overview
24
24
years of professional experience
Work History
Benefits Account Manager
SullivanCurtisMonroe Insurance Services
01.2021 - Current
- Administering employee benefits programs, including health, dental, vision, and life insurance plans.
- Managing client accounts, ensuring compliance with benefits regulations and company policies.
- Serving as primary point of contact for clients regarding benefits inquiries and plan changes.
- Coordinating open enrollment processes, benefits renewals, and plan implementation.
- Analyzing benefits options and providing recommendations to clients based on their needs.
- Implemented new benefit programs, including wellness initiatives, resulting in increased employee engagement and overall wellbeing.
Health and Life Insurance Agent/ Account Manager
Capizzi Insurance Agency
01.2010 - 01.2021
- Serve as the primary point of contact for assigned accounts, nurturing strong relationships and promoting effective communication.
- Evaluate client needs to design customized benefit plans that include health, dental, vision, and life insurance.
- Prepare renewal proposals that present cost estimates and plan modifications for client meetings.
- Present benefit proposals to clients, detailing plan specifics and advantages.
- Contact policyholders to explain their policies, evaluate insurance programs, and suggest any essential additions or changes.
- Proactively seek new clients and grow your customer base by networking to identify potential leads and compiling prospect lists.
- Develop customized insurance policies and packages to cater to specific needs.
- Assist clients throughout the insurance buying process to guarantee a seamless experience.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Client Relationship Manager
Lender's Services Inc, Fidelity Financial
01.2001 - 01.2010
- Assisted Title and Escrow representatives with their daily tasks.
- Worked together with internal and external teams to develop management reports for relevant title and escrow transactions.
- Provided training to both internal and external groups on vendor management platforms and systems.
- Navigated complex client challenges with collaborative approach to ensure satisfaction.
- Developed tailored communication strategies to address client needs.
Education
Associate of Arts -
Santiago Canyon College
Orange, CASkills
- California Health and Life Agent
- Collaborative Teamwork
- Efficient Time Management
- Building Relationships
- Clear Communication
- Analytical Thinking
- Cooperative Collaboration
- Benefits administration
- Compliance
Timeline
Benefits Account Manager
SullivanCurtisMonroe Insurance Services
01.2021 - Current
Health and Life Insurance Agent/ Account Manager
Capizzi Insurance Agency
01.2010 - 01.2021
Client Relationship Manager
Lender's Services Inc, Fidelity Financial
01.2001 - 01.2010
Associate of Arts -
Santiago Canyon College
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