Summary
Overview
Work History
Education
Skills
Certification
Computer Experience
Timeline
Generic

Jodi Farmer

Walton,KY

Summary

Strategic Client Services Manager with 25 years of experience in managing high-value portfolios and enhancing client retention. Licensed benefits expert known for transforming complex challenges into effective solutions through a consultative approach. Demonstrated success in driving portfolio growth via proactive relationship management and data-driven strategies. Collaborative leader focused on mentoring teams and delivering exceptional client experiences that surpass satisfaction benchmarks.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Associate Client Service Manager, Employee Benefits - Implementation

Hylant Toyotsu Formerly Loyalty Group Insurance
Cincinnati, OH
04.2025 - 01.2026
  • Led all phases of benefits implementation projects, from kick-off to post-implementation review.
  • Developed detailed project plans and timelines to guarantee timely milestone completion.
  • Served as primary contact for client HR team and benefit account managers for various benefits.
  • Managed enrollment data transmission and integration files between HRIS and benefits carriers, ensuring accuracy.
  • Ensured compliance of benefits plans with federal and state regulations including ERISA and HIPAA.
  • Provided training and support to client HR staff on new benefits systems and procedures.
  • Collaborated with Toyota Tsusho of America on joint ventures to enhance strategic initiatives.

P&C Account Manager II, Employee Benefits Account Manager

Loyalty Group Insurance Services Subsidiary of TAI
Erlanger, KY
02.2019 - 04.2025
  • Coordinated client requirements with multiple functions to optimize quoting and setup processes.
  • Served as primary contact for pricing, scheduling, and benefits configuration in carrier systems.
  • Executed sales functions through travel and communication with clients, carriers, and suppliers.
  • Resolved client issues related to material quality and performance effectively.
  • Delivered foundational concepts and procedures to support client objectives.
  • Directed compliance reporting efforts to ensure adherence to client specifications.

Insurance Manager

Transamerica Agency Network
Florence, KY
08.2018 - 02.2019
  • Conducted administration and maintenance duties for existing and new clients.
  • Facilitated sales of life insurance, accident, cancer, critical illness, Medicare supplements, and annuity products.
  • Generated reports for administration and setup of new insurance products.
  • Provided assistance in resolving inquiries and addressing client questions.
  • Supported Medical Underwriting department with policy approvals.
  • Coordinated setup of medical and drug screenings for insurance extensions.

Employee Benefits Account Manager

BeneSolv
Cincinnati, OH
06.2016 - 07.2018
  • Managed client benefit coverages across Medical, Dental, Vision, and Ancillary systems.
  • Executed administration tasks within Health and Welfare domain to ensure compliance.
  • Facilitated onboarding of new hires while maintaining accurate Health and Welfare documentation.
  • Generated reports on New Hires, Overage Dependents, EOI Approvals and Denials.
  • Conducted training sessions for new hires on position responsibilities and benefits.
  • Resolved complex associate inquiries regarding Health and Welfare benefits promptly.

Employee Benefits Account Manager

Buck Consultants a Xerox Company
Cincinnati, OH
09.2013 - 06.2016
  • Managed administration duties in Health and Welfare sector of business.
  • Set up and maintained client benefit coverages in Advantage and Portal records, including Medical, Dental, Vision, Ancillary, Retirement, 401K, Payroll, and Pension benefits.
  • Facilitated onboarding for new hires and maintained Health and Welfare documentation.
  • Generated reports on Benefit coverage discrepancies, End of Year statuses, Inconsistent Coverage issues, Ineligible Plans, Dependents over age 26, Same Sex Dependents, Outstanding documents, Confirmation Statements, and EOI Approvals.
  • Conducted comprehensive training for new Xerox hires on all aspects of position.

Human Resources Sr. Associate / Office Manager

Partner Professional Solutions
Cincinnati, OH
05.2010 - 08.2013
  • Supported Human Resources Manager with daily HR functions and activities.
  • Executed administrative, clerical, and secretarial tasks for Controller as Office Manager.
  • Established and maintained employee and consultant files, ensuring compliance during onboarding.
  • Facilitated new hire paperwork, background checks, and drug screenings for effective onboarding.
  • Managed enrollment and maintenance of employee benefits for all staff members.
  • Coordinated setup of new hires in payroll system to ensure accurate compensation.
  • Handled responsibilities in Payroll, Accounts Payable, and Accounts Receivable to support financial operations.
  • Provided comprehensive training in all aspects of position to enhance team capabilities.

Education

Property and Casualty Insurance Licensing -

Commonwealth Schools of Insurance
Louisville, KY
10.2023

Life and Health Insurance Licensing -

Hondros College of Business
Cincinnati, OH
05.2017

Skills

  • Project management
  • Benefits compliance
  • Data integration
  • Client onboarding
  • System training
  • Relationship management

Certification

  • KY Life, Health, Property, and Casualty Resident License
  • AL Life and Health Non-Resident License
  • IN Life and Health Non-Resident License
  • MI Life and Health Non-Resident License
  • OH Life and Health Non-Resident License
  • TN Life and Health Non-Resident License
  • TX Life and Health Non-Resident License

Computer Experience

  • ADP Payroll
  • Advantage
  • Applied EPIC
  • Applied Net TAM
  • AS400
  • Benefit Focus
  • Campus
  • Carrier systems
  • Clear Benefits
  • CRM
  • Davox
  • Employee Navigator
  • E-Recruit
  • Great Plains
  • HR Perspectives
  • IBM Access
  • Intuit Payroll
  • KMS
  • Kronos
  • Malita
  • Microsoft 365
  • Microsoft OneDrive
  • Microsoft Outlook
  • Oracle Five 9
  • Paycor
  • PC Recruiter
  • Peachtree
  • QuickBooks

Timeline

Associate Client Service Manager, Employee Benefits - Implementation

Hylant Toyotsu Formerly Loyalty Group Insurance
04.2025 - 01.2026

P&C Account Manager II, Employee Benefits Account Manager

Loyalty Group Insurance Services Subsidiary of TAI
02.2019 - 04.2025

Insurance Manager

Transamerica Agency Network
08.2018 - 02.2019

Employee Benefits Account Manager

BeneSolv
06.2016 - 07.2018

Employee Benefits Account Manager

Buck Consultants a Xerox Company
09.2013 - 06.2016

Human Resources Sr. Associate / Office Manager

Partner Professional Solutions
05.2010 - 08.2013

Property and Casualty Insurance Licensing -

Commonwealth Schools of Insurance

Life and Health Insurance Licensing -

Hondros College of Business
Jodi Farmer