Kate O'Sullivan
Hampden,MA
Summary
Versatile professional with 11 years of healthcare and insurance experience. Seeking a collaborative role that will leverage diverse perspective of the industry.
Overview
16
16
years of professional experience
Work History
Benefit Analyst
Sentinel Benefits & Financial Group
Wakefield, MA
09.2022 - Current
- Maintained book of small and mid-sized employer groups business (40+ clients)
- Conducted open enrollment meetings for clients as needed
- Acted as main point of contact in matters relating to client concerns and needs
- Built and maintained productive relationships with customers and internal partners
- Provided support to consultant team with RFP process, excel spreadsheet preparation for existing large-group clients
- Conducted RFPs and prepared analysis' to support new business and sales teams as needed
- Oversaw implementation of new business
Employee Benefits Account Manager
Complete Benefits Solutions
Springfield, MA
10.2019 - 11.2021
- Managed and maintained assigned book of business
- Worked closely with Sales and Client Executives to efficiently manage the entire renewal process
- Advised clients in reducing healthcare costs while offering competitive benefit options
- Oversaw the daily service needs of clients
- Assisted in growing the book of business through cross-sale opportunities when available
- Educated clients on latest trends, concerns and changes in the industry
- Effectively managed complex accounts and high-level service deliverables
- Conducted open enrollment and other educational meetings for clients as needed
- Assessed compliance with plan frameworks, company standards and legal statutes.
- Researched employee benefit and health and safety practices, recommending changes or modifications to existing policies.
- Prioritized and organized tasks to efficiently accomplish service goals.
Community Engagement and Budget Coordinator
Health New England
Springfield, MA
10.2018 - 10.2019
- Owned the execution of events, sponsorships and community giving across all business lines
- Managed the Sponsorship and Benefits Committee review meetings and budget spend
- Primary contact in the community for HNE sponsorships, chamber and Commercial Sales events
- Facilitated Health New England's presence at corporate and/or community sponsorship events
- Created and developed content for sales collateral, direct mail and advertising efforts
- Authored compelling copy to support a variety of marketing communication needs including digital and social media campaigns
- Supported Director of Marketing in budget developing and planning
- Tracked and managed budget and expenses by projecting expenses, documenting quotes received, executing appropriate invoice authorization, and maintaining accurate accounting of spend
- Assisted with execution of ad hoc projects within Marketing Department
Account Manager, Employee Benefits
Dowd Financial Services LLC
Holyoke , MA
06.2016 - 10.2018
- Maintained existing block of fully and self -funded existing business (60+ clients)
- Managed all aspects of service for existing book of clients
- Quoted and negotiated new and existing policies with a wide range of Medical and Ancillary carriers
- Prepared detailed renewal analysis presentations via Excel and PowerPoint illustrating renewal options and prospective savings
- Liaised between clients, carriers and sales executives
- Researched emerging industry trends, applications and products
- Represented agency at Broker Training Seminars and Employee Benefit Events
- Developed and nurtured long-term relationships with key management within client organizations
- Assisted clients with compliance questions (e.g. HIPAA, COBRA, FMLA, ERISA) as requested
Senior Customer Service Representative
Consolidated Health Plans
Springfield, MA
07.2014 - 06.2016
- Accurately quoted eligibility, benefits and claim status to members and providers on a multi-line telephone system
- Resolved escalated issues efficiently
- Trained incoming customer service representatives
- Initiated appeals, prescription overrides and requests for pre-determination of benefits on behalf of members
- Cross-trained to process claims via Luminx claims system
- Exceeded monthly production standards
Receptionist/Administrative Assistant
OnCall Urgent Care
Northampton, MA
05.2009 - 07.2014
- Verified patient insurance and processed registrations
- Trained incoming front desk and administrative staff
- Obtained necessary referrals and prior authorizations from health insurance carriers
- Per diem medical billing position with Emergency Medicine Solutions, a sister company to OnCall Urgent Care
Education
Bachelors Program 2007-2009 - Liberal Arts
College of Santa Fe
Skills
- Strong attention to detail
- Effective verbal and written communication
- Benefits interpretation
- Salesforce knowledge
- Microsoft Excel proficiency
- Open enrollment
- Data analysis
- Benefits administration
- Client relationship management
- Complex problem resolution
- RFP analysis
- Benefits strategy
- HRIS systems
Affiliations
- Member of Rotary Club of Wilbraham - Hampden
Timeline
Benefit Analyst
Sentinel Benefits & Financial Group
09.2022 - Current
Employee Benefits Account Manager
Complete Benefits Solutions
10.2019 - 11.2021
Community Engagement and Budget Coordinator
Health New England
10.2018 - 10.2019
Account Manager, Employee Benefits
Dowd Financial Services LLC
06.2016 - 10.2018
Senior Customer Service Representative
Consolidated Health Plans
07.2014 - 06.2016
Receptionist/Administrative Assistant
OnCall Urgent Care
05.2009 - 07.2014
Bachelors Program 2007-2009 - Liberal Arts
College of Santa Fe
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