Jodi Greene
Worcester,MA
Summary
Dynamic Senior Employee Benefits Account Manager with a proven track record at Insurance Marketing Agencies, Inc. Expert in benefits administration and compliance, delivering strategic insights that enhance client satisfaction. Recognized for exceptional service and adaptability in fast-paced environments, ensuring seamless collaboration across teams to drive successful outcomes.
Overview
38
38
years of professional experience
Work History
Senior Employee Benefits Account Manager
Insurance Marketing Agencies, Inc.
Worcester, MA
10.1997 - Current
- Analyzed market data to provide insightful recommendations on plan design changes that met client needs while remaining competitive within the industry.
- Provided exceptional service through responsiveness and thorough follow-up on outstanding items related to account management activities.
- Collaborated with internal departments including sales, to ensure seamless delivery of employee benefits services to clients.
- Oversaw open enrollment processes for the entire agency's block of benefits accounts
- Ensured compliance with COBRA, ERISA, Non-Discrimination Testing & ACA
Field Financial Services Sales Support
Paul Revere Life Insurance Company
Worcester, MA
08.1987 - 10.1997
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Was responsible for field agency compensation and bonus programs
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
Associate of Arts - Liberal Arts
Cape Cod Community College
West Barnstable, MA05-1985
Skills
- Benefits administration including assisting clients with day-to-day enrollment and terminations as well as more complex claim and employee issues
- Provided support to our Sales employees and attended both new sales and renewal meetings
- Compliance guidance
- Marketing and proposal preparation and presentation
- Track and post all monthly commission payments
- Individual sales and support for life and disability income insurance
Timeline
Senior Employee Benefits Account Manager
Insurance Marketing Agencies, Inc.
10.1997 - Current
Field Financial Services Sales Support
Paul Revere Life Insurance Company
08.1987 - 10.1997
Associate of Arts - Liberal Arts
Cape Cod Community College