Jennifer Bartholomew
Mantua,Ohio
Summary
Account Manager with proven success at Morgan Benefits Ltd., excelling in client relationship management and proposal development. Adept at utilizing CRM tools to enhance account oversight and ensure customer satisfaction. Recognized for attention to detail and delivering exceptional service, driving retention and growth in a competitive environment.
Overview
22
22
years of professional experience
Work History
Account Manager, Sales, Accounting Assistant
Morgan Benefits Ltd.
Chagrin Falls, Ohio
03.2017 - Current
- Managed client relationships to ensure satisfaction and retention.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Utilized CRM tools to track client interactions, sales opportunities, and account history.
- Utilizing underwriting software, request quotes for current clients, and prospects.
- Assist prospects with enrollment paperwork.
- Submit enrollment documents to carriers.
- Utilize commission tracking software called AgencyBloc to reconcile monthly commission.
- Prepare agent commission statements.
- Identify the missing commission, and contact the carrier, asking about the status of payments.
Third Party Administrator
Morgan Benefits Administrators, LLC
Chagrin Falls, OH
09.2018 - Current
- Process medical claim reimbursements per clients' Health Reimbursement Arrangement (HRA) Plan Structure.
- Invoice clients for both administrative fees and claims funding.
- Review Reviewed accounts receivable aging reports to identify outstanding payments. as needed.
- Process HRA claims payments.
- Developed a custom HRA software system.
- Prepare and update client legal and compliance documents. Which includes MBA Services Agreements, HRA Plan Documents, and Summary Plan Descriptions.
- Monitored emails, sorted mail and distributed correspondence accordingly.
- Followed up with customer accounts to resolve unpaid or past due accounts.
- Answered incoming calls and responded to customer inquiries.
Lead Receptionist
Countryside Veterinary Service
08.2012 - 03.2017
- Responsible for basic office functions, such as answering phones, scheduling appointments, preparing charts, and confirming appointments with special instructions for surgery patients.
- Processes invoices and payments, reconciles petty cash and postage, prepares end-of-day reports, balances the register, and takes deposits to the bank.
- Orders office supplies.
- Assisted veterinarians and staff by relaying important client information.
Receptionist
Garrettsville Animal Hospital
05.2010 - 08.2012
- Details are the same as the description under Lead Receptionist at Countryside Veterinary Service.
Lead Office Associate
Record Courier
01.2004 - 08.2008
- Responsible for basic office functions such as processing and distributing mail, answering phones, and communicating information to the carriers.
- Processes and enters deposits and updates all customer accounts accordingly.
- This includes the issuing of credits as needed.
- Also prepares and verifies the deposit of the District Manager.
- Prints and mails customer invoices and the circulation billing.
- Assists customers in placing classified ads which can include wording the ad and the initial set up.
- Sets up customer vacation schedules in regards to paper delivery.
- Maintains the daily archives for the paper.
Education
Ohio Health and Life Insurance Courses -
Hondros College
Independence, Ohio01.2022
High School - General Business, Accounting and Computers
Berkshire High School
Burton, Ohio01.1995
Medical Office Procedure course and Medical Terminology courses -
Maplewood Adult Education
Ravenna, OhioSkills
- Client relationship management
- Proposal development
- CRM utilization
- Claims processing
- Customer service excellence
- Invoice management
- Accounts receivable reconciliation
- Attention to detail
- Microsoft Office proficiency
Timeline
Third Party Administrator
Morgan Benefits Administrators, LLC
09.2018 - Current
Account Manager, Sales, Accounting Assistant
Morgan Benefits Ltd.
03.2017 - Current
Lead Receptionist
Countryside Veterinary Service
08.2012 - 03.2017
Receptionist
Garrettsville Animal Hospital
05.2010 - 08.2012
Lead Office Associate
Record Courier
01.2004 - 08.2008
Ohio Health and Life Insurance Courses -
Hondros College
High School - General Business, Accounting and Computers
Berkshire High School
Medical Office Procedure course and Medical Terminology courses -
Maplewood Adult Education