Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
Generic

Jordan Baxter

Oconomowoc

Summary

Dedicated and results-oriented professional with several years of experience in employee benefits administration. Motivated by a commitment to excellence in all aspects of my professional endeavors. Holding both Health and Life Insurance licenses, I have demonstrated expertise in navigating regulations and offering comprehensive benefits solutions to employers and employees alike.

Overview

6
6
years of professional experience

Work History

Employee Benefits Producer

USI Insurance Services LLC
09.2024 - Current
  • Analyzed employee benefits trends to recommend enhancements aligned with organizational goals.
  • Monitored regulatory changes impacting benefit offerings, ensuring compliance across all programs.
  • Presented talks to human resources professionals and C-level executives about available services and benefits of different plans.
  • Developed strong relationships with insurance carriers and vendors, ensuring prompt resolutions to any issues or discrepancies that arose.
  • Collaborated with HR teams to develop comprehensive onboarding processes for new employees, ensuring seamless integration of benefits information.

Benefits Specialist

Delta Defense, LLC
02.2024 - 06.2024
  • Administered employee benefits programs, ensuring compliance with regulations and policies.
  • Conducted regular audits of benefits enrollment processes to enhance accuracy and efficiency.
  • Resolved complex employee benefits issues by conducting thorough research and collaborating with relevant parties to find solutions.
  • Educated employees on available benefits options through informative presentations, one-on-one consultations, and written communications.

Client Service Manager

R&R Insurance Services
07.2022 - 02.2024
  • Managed client relationships, ensuring timely communication and resolution of inquiries.
  • Executed daily administrative tasks, ensuring accuracy in documentation and reporting processes.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Completed new business implementation for new and existing clients
  • Worked collaboratively with various Producers to install new Clients and maintain existing relationships

Claims Specialist

Diversified Benefit Services
06.2019 - 07.2022
  • Processed and evaluated claims to ensure compliance with company policies and regulations.
  • Communicated effectively with clients to gather necessary documentation for claim resolution.
  • Completed weekly payroll audits to ensure proper deductions for FSA and HSA contributions
  • Engaged in open enrollment for clients to explain the workings of FSA, HRA, and HSA functions.

Education

Bachelor's - Communication – Emphasizing Corporate and Health Communication, Minor in General Business

University of Wisconsin - Whitewater
01-2027

Associate of Science -

University of Wisconsin, Milwaukee
Waukesha
05-2020

Skills

  • Employee Benefits Administration
  • Regulatory Compliance
  • Insurance Licensing
  • Attention to Detail
  • Communication and Interpersonal Skills
  • Problem-Solving and Analytical Thinking

Websites

Hobbies and Interests

Youth Leader through Church, Reading, Fitness, Camping, Volunteering

Timeline

Employee Benefits Producer

USI Insurance Services LLC
09.2024 - Current

Benefits Specialist

Delta Defense, LLC
02.2024 - 06.2024

Client Service Manager

R&R Insurance Services
07.2022 - 02.2024

Claims Specialist

Diversified Benefit Services
06.2019 - 07.2022

Bachelor's - Communication – Emphasizing Corporate and Health Communication, Minor in General Business

University of Wisconsin - Whitewater

Associate of Science -

University of Wisconsin, Milwaukee

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