Jewell R. Foat
Somerset,NJ
Summary
Skilled in strategic planning and execution, with a strong ability to lead cross-functional teams to achieve complex project goals. Exceptional communication and analytical skills, adept at thriving in dynamic and fast-paced business environments. Establish and maintain strong partnerships with internal departments to ensure that projects are delivered consistently, timely, and accurately. An experienced, disciplined, and initiative-taking Project Lead who has managed a wide range of projects, and prepared clients for onboarding on a new platform, adding new products, or making changes to their existing Benefit Package.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Service Consultant II – National Accounts
METLIFE
Bridgewater, New Jersey
01.2016 - Current
- Provided consultative service to our clients as their day-to-day single point of contact, while also being an integral part of helping our Sales team achieve our growth objectives
- Lead efforts to implement new group products, responsible for leading and supporting project teams, and prepare the customers and go live date and open enrollment
- Overall accountability for the day-to-day administration of multiple National Accounts clients, including responding to client requests and leading projects, providing clients with alternative solutions to requests and identifying plan design alternatives, acts as a liaison between the client and internal MetLife teams
- Collaborates and acts as a liaison with the client's Third-Party Administrator to assist with problem resolution and troubleshooting
- Provided exceptional customer service through ongoing customer delivery and client satisfaction
- Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas, and presentations, leads client account audits and strategic planning process, and partners with the financial team in the completion of client reports
- Project leader for the implementation of new clients and addition of MetLife product lines to existing clients
- Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
Operational Readiness Engineer - Group Voluntary & Worksite Benefits
METLIFE
Bridgewater, NJ
01.2009 - 01.2016
- Lead the effort to ensure that the business is prepared to transition from project to Business as Usual, by working through a project from inception with the Operational Engineer and Project Team to complete all Operational Readiness tasks, as outlined in the project plan
- Develop and execute the Operational Readiness Plan for the successful rollout of new products/processes to best support our partners as they navigate any changes that impact their business
- Conducts complex research and analysis to quantify business opportunities and issues and develops formal recommendations for presentation to management
- Oversees Operational Readiness tasks of complex projects that include various phases and moderately sized project teams
- Develop detailed work plans, schedules, resource plans, and status reports
- Runs Operational Readiness planning meetings and is responsible for tracking and analysis
- Provides updates to business leadership regarding Operational Readiness status and the application and implementation of new or revised procedures, processes, and/or initiatives
- Designs, implements and monitors the progress of initiatives, and milestones to ensure timeliness and deliverables are met
- Manages critical relationships with consultants and vendors, internal end users, and business customers/leadership
- Provides information and/or training to end users to help resolve inquiries related to assigned processes, procedures, and/or initiatives
- Performs other duties as assigned or required
Senior Case Analyst – Enterprise GA
METLIFE
Somerset, NJ
01.2009 - 01.2013
- Senior level subject matter expert, review applications for accuracy and completeness, processes in good order
- Order and track missing underwriting requirements and prepare sales illustrations
- Advanced knowledge of product support and New Business policies and provisions; working knowledge of state and federal laws and company policies regarding New Business transactions
- Update the case management system with the status of the application
- Provide telephone and written communication to agent/agency representatives and insurance carriers daily
- Communicate with thirty-five plus insurance carriers regarding case management, negotiation of offers, and exception processing
- Complete day-to-day processing by interacting with insurance carriers through the data entry team, new business case management, underwriter, issue department, 1035 department, licensing, policyholder services, sales and marketing, and wholesalers
Senior Case Analyst – Global Wealth Management Group
BANK OF AMERICA/ MERRILL LYNCH
Pennington, NJ
Tax Analyst – Tax Reporting Services
MERRILL LYNCH
Pennington, NJ
Education
Bachelor of Arts - Psychology
Kean University
Union, NJSkills
- Leadership
- Time Management
- Critical Thinking
- Adaptability
- Performance Tracking
Certification
- Six Sigma – Black Belt
- PMP Certification
Timeline
Client Service Consultant II – National Accounts
METLIFE
01.2016 - Current
Operational Readiness Engineer - Group Voluntary & Worksite Benefits
METLIFE
01.2009 - 01.2016
Senior Case Analyst – Enterprise GA
METLIFE
01.2009 - 01.2013
Senior Case Analyst – Global Wealth Management Group
BANK OF AMERICA/ MERRILL LYNCH
Tax Analyst – Tax Reporting Services
MERRILL LYNCH
Bachelor of Arts - Psychology
Kean University