Microsoft Office
Kasey Watson
Nine Mile Falls,WA
Summary
Dynamic leader with a proven track record at IFS, Insurance & Financial Services, enhancing productivity and customer satisfaction through expert team management and vendor relationship skills. Excelled in Medicare knowledge and administrative management, initiating projects that significantly boosted efficiency. Demonstrates exceptional ability to mentor and drive team performance, ensuring compliance with employee benefits laws.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director of Operations
IFS, Insurance & Financial Services
San Jose, CA, CA
08.2007 - Current
- Coached, mentored and trained team members in order to improve their job performance.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Initiated new projects that resulted in increased productivity across all departments.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Provided leadership during times of organizational change or crisis situations.
- Reviewed contracts before signing them on behalf of the organization.
- Managed vendor relationships by negotiating contracts and ensuring timely delivery of goods and services.
- Scheduled interviews for potential candidates and conducted reference checks prior to hire.
- Monitored staff performance and addressed issues.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Trained employees on additional job positions to maintain coverage of roles.
Senior Executive Account Manager
IFS, Insurance & Financial Services
San Jose, CA
08.2007 - Current
- Analyzed customer data to identify trends and opportunities for account growth.
- Managed multiple high-profile client relationships with a focus on customer satisfaction.
- Negotiated complex deals that met both customer expectations and company objectives.
- Analyzed employee benefit plans and recommended changes to ensure compliance with applicable laws and regulations.
- Developed, implemented, and monitored employee benefits programs such as health insurance, retirement plans, disability insurance, and other related policies.
- Assisted employees with questions regarding their benefits coverage.
- Managed the enrollment process for new hires and existing employees into benefit plans.
- Prepared detailed reports on benefit plan costs, utilization data, and claims information.
- Ensured that all required filings were made accurately to local, state, and federal agencies in a timely manner.
- Reviewed contracts from vendors providing services related to employee benefits programs.
- Coordinated open enrollment periods for employees to make changes to their benefits coverage.
- Advised human resources staff on proper procedures for handling various types of employee benefit inquiries or requests.
- Performed cost analyses of different benefit plan options available to employers.
Director of Business Development
IFS, Insurance & Financial Services
San Jose, CA
08.2007 - Current
- Analyzed market trends and identified new business opportunities in existing and potential markets.
- Established relationships with clients, vendors, suppliers, partners, and other stakeholders to ensure successful collaborations.
- Identified customer needs through research and analysis of data from surveys, focus groups, interviews.
- Provided guidance in developing pricing models for products or services based on customer requirements.
- Ensured compliance with applicable laws and regulations while carrying out business operations.
- Drafted proposals for prospective clients outlining product features and benefits along with cost estimates and delivery timelines.
Education
Some College (No Degree) - General Education
San Jose State University
San JoseSome College (No Degree) - Business
Evergreen Valley College
San JoseSkills
- Training and explaining health benefits
- Medicare knowledge
- Proficient in Microsoft Office 365
- Experience with benefits portals
- Team management
- Ability to work in groups or individually
- Administrative Management
- Customer Retention
- Vendor Relationship Management
- Employee benefits laws
- Benefits Explanation
- Open enrollment
- Written and oral communication
Accomplishments
- Hired as the Administrative Assistant and was promoted to Account Manager after 3 months
- Currently the Director of Operations and Executive Account Manager
- Licensed life agent
- Have the ability to sell and service any product under the Life Agent designation
- Member of NAHU and CAHU and kept up to date on market changes and ACA Reform laws
References
Available upon request
Certification
- Washington Life Agent Insurance License
- California Life Agent Insurance License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Work-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programsCareer advancementPaid sick leavePaid time off4-day work weekSoftware
Adobe
Timeline
Director of Operations
IFS, Insurance & Financial Services
08.2007 - Current
Senior Executive Account Manager
IFS, Insurance & Financial Services
08.2007 - Current
Director of Business Development
IFS, Insurance & Financial Services
08.2007 - Current
- Washington Life Agent Insurance License
- California Life Agent Insurance License
Some College (No Degree) - General Education
San Jose State University
Some College (No Degree) - Business
Evergreen Valley College
Similar Profiles
Michael Adjei-BaahMichael Adjei-Baah
Head, Legal & Company Secretary at IFS FINANCIAL SERVICES LIMITEDHead, Legal & Company Secretary at IFS FINANCIAL SERVICES LIMITED
Carole ComeauCarole Comeau
Director of Operations at IFS Financial Services IncDirector of Operations at IFS Financial Services Inc
Bohdan TyczyńskiBohdan Tyczyński
Presales Solution Architect at IFS Industrial and Financial SystemPresales Solution Architect at IFS Industrial and Financial System