Heather Holley
Newport
Summary
Client-focused Employee Benefits Broker dedicated to maximizing employee satisfaction and retention. Expert in navigating complex insurance landscapes to provide tailored solutions, with a strong track record of analyzing benefits trends to create customized, compliant, and cost-effective plans that align with corporate goals.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Gunn-Mowery, LLC
Lemoyne, PA
10.2022 - Current
- Provided leadership and mentorship to junior team members, driving them to success.
- Conducted account reviews with mid-market and large-market groups to evaluate client needs and match with the right funding model, carriers, networks, and budget.
- Shared best practices and knowledge to enhance team expertise and effectiveness.
- Used knowledge of carrier and vendor products and services to recommend solutions to customers.
- Responded promptly to customer queries to increase overall satisfaction.
- Cross-sell ancillary and worksite voluntary benefits to round out employee benefits programs.
Benefits Manager
Country Meadows Retirement Communities and Ecumenical Retirement Community
Hershey, PA
09.2009 - 10.2022
- Conducted analysis of current benefit programs to identify opportunities for cost savings while maintaining or improving quality of coverage.
- Created reports utilizing HRIS data to assist in decision-making processes related to benefit programs.
- Monitored industry trends related to employee benefits offerings in order to remain competitive in the marketplace.
- Implemented effective communication strategies designed to increase employee awareness about available benefits packages.
- Managed the annual open enrollment process by communicating with employees regarding available options and providing customer service support.
- Negotiated vendor contracts to secure competitive pricing for employee benefits services.
- Ensured compliance with all federal regulations governing employee benefits including ERISA, HIPAA and ACA.
- Maintained accurate records pertaining to all aspects of the organization's benefit programs including but not limited to premium payments, claim payments, dependent audits, nicotine/tobacco cessation program, health risk assessments, and COBRA administration.
Employee Benefit Consultant
Self Employed
Camp Hill, PA
01.2008 - 01.2009
- Developed expertise in employee benefits plan design, implementation, and administration.
- Identified areas of potential cost savings through the analysis of existing benefit plans.
- Assisted clients in developing strategies to attract and retain top talent through competitive benefits packages.
- Created detailed reports outlining the financial implications of various benefit options.
- Collaborated with clients to develop custom-tailored solutions for their employee benefits needs.
- Facilitated open enrollment meetings with employees to provide information about available benefit options.
- Drafted communications materials describing changes in employee benefits programs.
- Negotiated favorable rates with carriers on behalf of clients.
- Managed client relationships, ensuring that all expectations were met or exceeded.
Association Field Insurance Sales Producer
USI Affinity
Harrisburg, PA
01.2006 - 01.2008
- Developed relationships with potential association clients by attending association networking events, cold calling, and email campaigns.
- Utilized customer service skills to build trust and develop long-term relationships with customers.
- Demonstrated excellent organizational skills while managing multiple accounts simultaneously.
- Generated new sales, retained existing members, and grew book of business through multiple product offerings.
- Managed the sales process from lead generation to policy delivery.
- Assisted customers in understanding complex terminology related to insurance policies such as deductibles & coverage limits.
- Provided detailed information about various policy options available to customers according to their individual needs.
Insurance Agent for Medicare Beneficiaries
Sterling Life Insurance Company
Harrisburg, PA
01.2005 - 01.2006
- Responsibilities included new Medicare Advantage and Medicare Supplement sales.
- Demonstrated excellent communication skills when discussing insurance policies with prospects to ensure they were fully informed of their coverage options.
- Interpreted insurance policies and explained coverage to clients.
- Set appointments with prospective clients to present suitable insurance packages.
- Successfully completed continuing education courses related to state laws regarding insurance products.
- Generated new business through cold calling, networking events, referrals and other marketing initiatives.
Insurance Producer
Morneau Sobeco
Camp Hill, PA
01.2004 - 01.2005
- Developed relationships with potential association clients by attending association networking events, cold calling, and email campaigns.
- Utilized customer service skills to build trust and develop long-term relationships with customers.
- Demonstrated excellent organizational skills while managing multiple accounts simultaneously.
- Generated new sales, retained existing members, and grew book of business through multiple product offerings.
- Managed the sales process from lead generation to policy delivery.
- Assisted customers in understanding complex terminology related to insurance policies such as deductibles, coverage limits.
- Provided detailed information about various policy options available to customers according to their individual needs.
Account Representative
Keystone Health Plan Central
Camp Hill, PA
01.2003 - 01.2004
- Served as primary point of contact for 200+ assigned clients to resolve issues or complaints and provide updates on new products or services.
- Cultivated strong working relationships with clients and broker partners.
- Developed and implemented account management strategies and plans, ensuring alignment with customer goals and objectives.
- Managed and resolved customer complaints and issues, ensuring timely and satisfactory resolution.
Away from Home Care Coordinator
Keystone Health Plan Central
Camp Hill, PA
01.2002 - 01.2003
- Coordinated urgent care for traveling members of other Blues HMOs within the 21-country service area of central PA, and approved urgent care for KHPC members traveling outside of our service area.
- Processed applications for Guest Membership for host members within Keystone Health Plan Central, as well as sent applications to host HMOs for KHPC members temporarily living outside of central PA.
- Managed membership and claims for both host and guest members.
Senior Claims & Inquiry Research Specialist, Customer Service
Keystone Health Plan Central
Camp Hill, PA
01.1999 - 01.2002
- Assisted members with medical and pharmacy claims, appealing claims denials, benefits & prescription questions, and taking supervisor inquiries.
Claims Examiner (Private Business)
Pennsylvania Blue Shield
Camp Hill, PA
01.1993 - 01.1999
- Processed medical claims for small business groups, performed quality control of claims examiners, and handled phone inquiries for Medicare coordination of benefits and MSP determination.
Education
Certificate - Television Production
Harrisburg Arts Magnet School
Harrisburg, PA01-1991
High School Diploma - undefined
Red Land Senior High School
Lewisberry, PA01-1991
Skills
- Creative thinking
- Benefits and payroll systems
- Relationship management
- Microsoft applications expertise
- Document creation and editing
- Account servicing
Certification
PA Insurance Producer License, PA Insurance Department, 2003 to present
LICENSES CERTIFICATIONS AND AWARDS
PA Resident Producer License- Accident, Health & Life, Lean White Belt Certificate, 100% Club (Employer Group Retention, KHPC), ABCD (Above & Beyond the Call of Duty, Country Meadows)
Timeline
Senior Account Executive
Gunn-Mowery, LLC
10.2022 - Current
Benefits Manager
Country Meadows Retirement Communities and Ecumenical Retirement Community
09.2009 - 10.2022
Employee Benefit Consultant
Self Employed
01.2008 - 01.2009
Association Field Insurance Sales Producer
USI Affinity
01.2006 - 01.2008
Insurance Agent for Medicare Beneficiaries
Sterling Life Insurance Company
01.2005 - 01.2006
Insurance Producer
Morneau Sobeco
01.2004 - 01.2005
Account Representative
Keystone Health Plan Central
01.2003 - 01.2004
Away from Home Care Coordinator
Keystone Health Plan Central
01.2002 - 01.2003
Senior Claims & Inquiry Research Specialist, Customer Service
Keystone Health Plan Central
01.1999 - 01.2002
Claims Examiner (Private Business)
Pennsylvania Blue Shield
01.1993 - 01.1999
High School Diploma - undefined
Red Land Senior High School
Certificate - Television Production
Harrisburg Arts Magnet School