Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Accomplishments
References
Timeline
Generic

Karen Ferrone

Columbus,GA

Summary

Visionary, results driven professional equipped with over 15 years of verifiable success in the areas of Implementation, 3rd party enrollment/payroll integrations, business development, strategic planning, negotiating and managing of contracts, EDI file processes and improvement. Strong ability to utilize a wide range of transferable skills and knowledge to consistently exceed expectations. Dedicated to driving and improving operational excellence and successfully guiding organizations in enrollment technology efficiencies.

Overview

16
16
years of professional experience

Work History

Director, Enrollment Technology and EDI

Chubb Insurance
Chicago, IL
10.2022 - 03.2024
  • Developed policies and procedures to ensure compliance with corporate standards.
  • Created detailed plans outlining timelines, goals, staffing needs and other requirements for projects and pipeline activity.
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Coordinated activities with other departments to expedite work and improve interdepartmental performance.
  • Recruited, trained, supervised, evaluated and mentored team members.
  • Supported work-life balance to improve staff morale.
  • Partnered with team to create professional development plans to support personal and business growth.
  • Successfully improved employment turnover through creating incentive and training programs.
  • Used excellent verbal skills to engage external and internal customers in conversation and effectively determine needs and requirements.

Director, Enrollment Technology and Strategy

Symetra
Bellevue, WA
03.2021 - Current
  • Assisting with creation of marketing strategy and advertising initiatives used to promote Symetra's technology partnerships
  • Developed seven new impactful and strategic partnerships with technology partners to drive business development
  • Developed new processes and procedures for supporting new and existing integrations
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries
  • Analyzed business needs while soliciting customer feedback for process improvements
  • Evaluated company documentation to verify alignment with regulatory requirements
  • Documented processes and drafted SOPs to comply with regulations and company policies
  • Leveraged professional networks and industry knowledge to strengthen client relationships
  • Delegated assignments based on plans, project needs and knowledge of individual team members
  • Established performance goals for direct reports and provided feedback on methods for reaching those milestones
  • Training internal teams on new enrollment technology tools, new processes and documentation needed to support such tools.

Enrollment Technology Relationship Manager

MassMutual
Enfield, CT
01.2018 - 03.2021
  • Work with BenTech partners to develop, implement and iterate enrollment process and technology strategy to facilitate exchange of employee enrollment data to be processed with carriers
  • Collaborate with programmers, underwriters, actuarial leaders, and claim experts to develop plans for new lines of business and or improving existing business
  • Manage new and existing contractual aspects and expectations for third- party technology partners
  • Provided coaching and training internally and externally on benefits of utilizing third party enrollment/payroll administration tools
  • Provide support for day-to-day operation of EDI files, processes, and improvement
  • Coordinate strategic business planning for assigned third-party partners
  • Developed company integration guides
  • Developed technical specification documents for all worksite products and projects.

Enrollment Technology Consultant

Aflac
Columbus, GA
01.2014 - 01.2018
  • Managed new and existing (68) third-party BenTech vendors each month
  • EDI file implementation and management
  • Implemented and managed SSO/TPI connections
  • EDI file requirements could be supported by third-party partners
  • Oversaw contracts for over 30 different vendors/partnerships using both manual and automated strategies
  • Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships
  • Conducted risk analysis for all third-party integrations
  • Trained Brokers and Agents on best enrollment practices when utilizing call centers and benefit administration systems
  • Developed and implemented new proprietary enrollment solution for Aflac
  • Managed training content and delivery for new proprietary enrollment system
  • Assisted with creation, development, and onboarding of new integration Team at Aflac.

Account Systems Coordinator

Aflac
Columbus, GA
01.2011 - 01.2014
  • Increased Aflac sales by implementing strategies to develop and expand client base using electronic enrollment systems (in one year, added over $400,000 in new premium)
  • Vendor Management (vendor contracts, risk assessments, sales contracts, and compensation recovery)
  • Designated as company subject matter expert for enrollment technology
  • Managed production and usage reports for executive leadership
  • Managed SOW's for third-party projects
  • Created and delivered training content for Aflac enrollment tools.

Enrollment Technology Consultant

Capricorn Systems, Inc
Columbus, GA
01.2010 - 01.2011
  • Orchestrated core enrollments using various enrollment technology software
  • Trained and coordinated communication between third party enrollment partners and clients
  • Managed post enrollment processes between third party enrollment partners and clients
  • Adviser to Senior leadership on strategic implementation planning and escalation processes
  • Improved operations through consistent hard work and dedication
  • Prepared variety of different written communications, reports, and documents
  • Learned new skills and applied to daily tasks to improve efficiency and productivity
  • Participated in team-building activities to enhance working relationships
  • Developed and maintained courteous and effective working relationships.

Agency Development Manager

Colonial Life
Indianapolis, IN
01.2008 - 01.2010
  • Developed and delivered engaging sales presentations to convey product benefits
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions
  • Hired, trained, and developed professional sales team built for business-to-business marketing
  • Implemented brand marketing and sales campaigns
  • Initiated and grew broker relationships to include securing a national partnership for Colonial Life
  • Boosted brand awareness, implemented promotional campaigns, and employed sales tactics as part of territory development
  • Member of National Enrollment Team specializing in multi-level employee education and communication
  • Programmed field technology selling tools
  • Attended seminars, conferences, and organizational activities to maintain management expertise
  • Established team priorities, maintained schedules, and monitored performance
  • Served as liaison for company, clients and agents regarding inquiries, issues, post-sales follow-up, and customer relations
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.

Education

Associate of Science Technology-Cyber Security -

Purdue University Global
11.2021

Skills

  • Cross-Functional Team Leadership
  • Teamwork and Collaboration
  • Staff Development and Management
  • Analytical Skills
  • Operational Efficiencies
  • Strategic Planning
  • Risk Assessment
  • Contract Negotiation
  • Contract Management
  • Project Coordination and Management
  • 3rd Party Technology Integration Management
  • API/SSO/TPI Connections
  • Standard/Custom EDI File Testing and Processing
  • Highly organized with strong analytical abilities
  • Multi-task in fast paced environments
  • Effective Communication
  • Self Motivation

Affiliations

  • EquiHeart Volunteer |The equine Encounter for Personal Growth and Relationship Development. 2023-Current
  • Active Participant for Women's Initiative for Learning and Discovery. 2023-Current
  • Gardner and Technology Assistant| Columbus Botanical Gardens. 2020-Current
  • Running Mentor & Training Coach |2010-Current

Websites

Accomplishments

  • IT Fundamentals Certification | Purdue University 2021
  • SPOT Award | MassMutual 2020
  • Outstanding Contributions | MassMutual 2020
  • Exemplifying Leadership | MassMutual 2020
  • TEAM Award | Aflac 2012
  • Gold Feather Recipient |Aflac 2014-2018
  • Indiana Agency Development Manager of the year | Colonial Life 2009

References

References available upon request.

Timeline

Director, Enrollment Technology and EDI

Chubb Insurance
10.2022 - 03.2024

Director, Enrollment Technology and Strategy

Symetra
03.2021 - Current

Enrollment Technology Relationship Manager

MassMutual
01.2018 - 03.2021

Enrollment Technology Consultant

Aflac
01.2014 - 01.2018

Account Systems Coordinator

Aflac
01.2011 - 01.2014

Enrollment Technology Consultant

Capricorn Systems, Inc
01.2010 - 01.2011

Agency Development Manager

Colonial Life
01.2008 - 01.2010

Associate of Science Technology-Cyber Security -

Purdue University Global

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Karen Ferrone