Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JAMIE STEVENSON

Cedar Rapids,IA

Summary

Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on details, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.

Overview

18
18
years of professional experience
1
1
Certification

Work History

ACCOUNT MANAGER

Acrisure
01.2024 - Current
  • Managed client self-funded client accounts from 40 employee lives to over 700.
  • Developed and implemented strategic plans to enhance client satisfaction and retention rates.
  • Collaborated with cross-functional teams to streamline processes and improve operational efficiency.
  • Analyzed account performance data to identify trends and recommend actionable insights for clients.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintain monthly reporting sent to clients showing how their self-funded plans are performing.

CASH LEAD / SALES ASSOCIATE

Bath and Body Works
11.2016 - Current
  • Greeting guest and letting them know about the deals.
  • Ringing up customer orders and making sure they have the correct number of items.
  • First line of contact for customers that are upset and helping diffuse the situation.
  • Trained and mentored staff on point-of-sale systems and customer service best practices.

BENEFITS ANALYST

Centro
11.2022 - 06.2023
  • Receive and interpret multiple plan documents from brokers to create an easy to read RFP to go out to carriers in a timely fashion.
  • Create Marketing Proposals in Excel from the data received from RFP,s received from carriers.
  • Send Marketing Proposals to brokers in a timely manner and answer any questions they might have.


ACCOUNT MANAGER

Holmes Murphy
05.2022 - 11.2022
  • Sending out RFP's for medical, dental, vision and other voluntary products.
  • Creating benefit guidebooks for renewing plans.
  • Presenting renewal information to employees.
  • Being the day to day contact for the employer group.

SENIOR HEALTH AND BENEFITS ANALYST

Mercer
06.2019 - 04.2022
  • Working with Consultants to prepare their presentation decks to clients.
  • Submitting renewal paperwork to carriers in a timely manner.
  • Maintaining a good working relationship with client contacts.
  • Marketing coverage for current or potential clients and presenting the options in excel.
  • Developed and implemented strategic recommendations for optimizing benefit programs.

SENIOR CLAIMS AND STOP LOSS SPECIALIST

TrueNorth Companies LLC
01.2018 - 06.2019
  • Analyzing claims data, underwriting data, and other related statistics and information.
  • Escalating identified claimant concerns to producer, service team and client.
  • Monitor pending claims and determine appropriateness of status.
  • Developing solid understanding of plan design and eligibility.
  • Identifying trends, areas for concerns and opportunities and communicating appropriately.
  • Reviewing Plan documents for content errors.

CLAIMS TEAM LEAD

Auxiant
02.2014 - 01.2018
  • Determining if requests for prior authorization of medical services are eligible under medical plan before sending to nurse case manager for review.
  • Taking escalated phone calls from providers and members.
  • Presenting new policies and procedures to examiners.
  • Hearing questions from examiners and helping them find their answers.

HRA COORDINATOR

Auxiant
06.2010 - 02.2014
  • Processing HRA claims correctly and in a timely manor.
  • Assisting Account Managers with new group set ups.
  • Answering questions from clients and members.
  • Continuing all previous duties of a Medical Claims Examiner.

MEDICAL CLAIMS EXAMINER

Auxiant
06.2008 - 06.2010
  • Examining medical claims to make sure that all of the required information has been received in order to process the claim.
  • Processing medical claims for payment.
  • Providing phone customer service for providers and members.
  • Auditing high dollar medical claims processed by other examiners.

Education

No Degree - Business Management, Accounting

Kirkwood Community College
Cedar Rapids, IA

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University of Northern Iowa
Cedar Falls, IA

Skills

  • Insurance policy coverage knowledge

  • Data analysis

  • Relationship building

  • Conflict resolution

  • Carrier Negotiations

  • Benefits Structures

  • Benefits Interpretation

  • Account management

  • Customer service

  • Teamwork and collaboration

  • Client relations

Certification

  • Iowa Health and Life Producer License Obtained 2019-08
  • Iowa Property and Casualty Producer License Obtained 2023-10

Timeline

ACCOUNT MANAGER

Acrisure
01.2024 - Current

BENEFITS ANALYST

Centro
11.2022 - 06.2023

ACCOUNT MANAGER

Holmes Murphy
05.2022 - 11.2022

SENIOR HEALTH AND BENEFITS ANALYST

Mercer
06.2019 - 04.2022

SENIOR CLAIMS AND STOP LOSS SPECIALIST

TrueNorth Companies LLC
01.2018 - 06.2019

CASH LEAD / SALES ASSOCIATE

Bath and Body Works
11.2016 - Current

CLAIMS TEAM LEAD

Auxiant
02.2014 - 01.2018

HRA COORDINATOR

Auxiant
06.2010 - 02.2014

MEDICAL CLAIMS EXAMINER

Auxiant
06.2008 - 06.2010

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University of Northern Iowa

No Degree - Business Management, Accounting

Kirkwood Community College