KIMBERLY D NAAS
Sr. Benefits Account Manager
Vestavia Hills,AL
Summary
Results-driven Account Executive/Manager with a proven track record of developing and expanding a diverse client base. Seeks innovative strategies to effectively promote products and cultivate professional networks. Demonstrates exceptional project management skills, consistently delivering timely and accurate results. Proficient in account management, employee benefits, payroll, accounts payable/receivable, financial strategic planning, training and development, Human Resources, and benchmarking. Adaptable and quick to grasp new information, applying it effectively. Committed to the organization's success, actively participating in ongoing education and training. A resourceful team player with excellent communication, leadership, and presentation abilities.
Overview
21
21
years of professional experience
Work History
Senior Benefits Account Manager
Palomar Insurance Corporation
Birmingham, AL
02.2023 - Current
- Cultivated and strengthened beneficial relationships with financial and benefit decision makers through demonstrations of integrity and persuasive communication skills.
- Negotiated favorable contract terms, achieving cost savings for clients without compromising on benefit quality.
- Functioned as a subject matter expert on federal and state regulations regarding employee benefits to keep clients in compliance to reduce cost and legal liabilities.
- Provided comprehensive employee education sessions to promote understanding of available benefits and encourage participation in programs.
- Coordinated open enrollment periods for multiple accounts simultaneously, ensuring smooth transitions between plan years.
- Streamlined benefits administration processes for improved accuracy and cost savings.
- Identified opportunities for process improvement within the benefits department through data analysis and collaboration with cross-functional teams.
- Served as an expert resource on benefits-related matters, providing guidance to both clients and internal team members.
- Reduced administrative burden by developing standardized processes for managing benefits-related paperwork, reporting, and recordkeeping.
- Cultivated strategic partnerships with vendors to deliver exceptional service at competitive rates for clients'' benefit programs.
- Contributed to company growth by consistently fostering strong client relationships that led to increased business referrals.
- Maintained up-to-date knowledge of industry trends and developments, allowing for proactive recommendations on potential adjustments to clients'' benefit programs.
Studio Manager/Senior Benefits Manager
Mason Music
Birmingham, AL
09.2020 - 03.2023
- Responsible for managing a team of 25 teaching staff in addition to the administrative team in the studio.
- Established a positive work environment, fostering collaboration among staff members to improve productivity and creativity.
- Managed all aspects of employee retention to include performance reviews, payroll, ongoing training, and development, and assisting staff members on hitting future goals and objectives.
- Created a new business guide for teachers introducing their team and products and ongoing services available to them.
- Documented business processes and analyzed procedures to update all internal day to day operations.
- Evaluated current service needs and productivity satisfaction levels with established insurance carriers and other outside vendors.
- Created and implemented external and internal communications strategies for key company initiatives such as wellness programs, health reform, newly implemented benefit options and ongoing benefit enrollment.
- Managed RFP process including analyzing quotes for cost and funding arrangements as well as the benefits comparison.
Senior Benefits Manager
Redline Construction
St. George, UT
08.2016 - 06.2019
- Directed company-wide payroll operations for 6 locations as well as Human Resources, ADA, health and welfare benefits, EEOC, and employee policies and procedures.
- Analyzed benefit plan utilization data to identify trends and opportunities for plan optimization or cost containment measures.
- Developed and maintained strong relationships with external benefit vendors and consultants to ensure timely resolution of issues.
- Applied results of analysis and developed recommendations and alternatives based on the full spectrum of internal/external considerations
- Spearheaded various benefits-related projects that resulted in improved employee engagement, satisfaction, and retention.
- Developed and conducted training sessions to educate employees on their benefits options and enrollment procedures.
- Maintained up-to-date knowledge of industry trends and legislation, providing recommendations for policy updates as needed.
- Provided guidance to managers on handling sensitive employee situations involving benefits or leaves of absence issues.
- Enhanced employee satisfaction by implementing comprehensive benefits programs and policies.
- Evaluated existing benefit offerings against market benchmarks, identifying areas for improvement or potential cost savings.
Grant Writer-Consultant
Strasburg Elementary-District 31J
Strasburg, CO
11.2010 - 08.2016
- Successfully obtained over $3 million in grant awards from local government and non-profit entities.
- Identified and researched government, non-profit and private sector sources of funding, program goals and objectives to ensure a good match.
- Developed and maintained relationships with prospective and current grant program managers, designers and contractors.
- Prepared grant proposals with supporting documentation to include budgets and final narrative reports as well as closing out the final grant requirements within the limited timeline of the grant requirements.
- Enhanced collaboration within the organization by providing regular updates on grant activities and progress toward goals.
- Worked collaboratively with the community, students, teachers and local business owners to gain support for grant proposals.
- Arranged an open house with the designers for the general public to share information and gather new ideas.
- Oversaw a committee made up of students, parents, and community leaders to gain support and ideas for the project.
- Project managed the RFP process for the ongoing project to include contractors, sub-contractors and vendors related to the project and its ongoing progress.
- Performed competitor bench marking analysis and identified savings opportunities and potential product enhancements for both parties.
Senior Account Manager
Anthem/WellPoint
Denver, CO
07.2010 - 09.2013
- Managed a national portfolio (2,200 to 20,000 lives) of 15 (all funding types) accounts totaling $25 Million in sales.
- Directly and aggressively drove the growth, retention and profitability of a national account base encompassing 24,000 fully-insured and self-funded members.
- Consistently exceeded client expectations by providing the highest level of quality service to members.
- Responsible for managing the annual renewal process for accounts, including underwriting negotiation, preparation of renewal analysis, and client presentations, in addition to health reform changes in contracts and plan design.
- Proactively developed effective business relationships with brokers, consultants, and key decision makers in order to meet or exceed new and renewal sales targets.
- Monitored market activity and quoted pricing to maintain healthy profit margins, negotiated prices, terms of sale and service agreements for clients.
- Oversaw all new client and existing client implementations on all lines of coverage from the initial sale to the completed day to day production.
Account Executive
Willis Towers Watson
Denver, CO
10.2003 - 01.2010
- Managed a portfolio of 45 fully insured and self-funded accounts totaling $5.5 million in sales, with client sizes ranging from 2 to 5,000.
- Responsible for managing the RFP strategies, annual renewal process for clients, including underwriting negotiation, and renewal analysis, in addition to health reform changes in contracts and plan design.
- Oversaw key accounts; cultivated and strengthened beneficial relationships with financial and benefit decision makers through demonstrations of integrity and persuasive communication skills.
- Negotiated prices, terms of sale and service level agreements with all outside vendors for each client.
- Organized joint sales calls with current customers and outside vendors on a regular basis to maintain agreed upon service levels and to ensure timely resolution of issues.
- Trained peers and management team on internal system supports and implementation plans.
- Functioned as a subject matter expert on federal and state regulations regarding employee benefits to keep clients in compliance to reduce cost and legal liabilities.
- Analyzed and reported on quarterly, and annual claim activity, business trends, and areas of concern.
- Facilitated all new and existing client implementations on all lines of coverage from the initial sale to the completed day to day production.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
Education
Bachelor of Science - Mathematics
University of Colorado
Denver, COAssociate Degree - Mathematics
Red Rocks Community College
Lakewood, COSkills
- Benefits Administration
- Regulatory Compliance
- Vendor Relations
- Strategic Account Management
- Client Relationship Building
- Project Coordination
- Market Trend Assessment
- Marketing Strategy Development
- Problem Solving
- Time Management
- Multitasking Abilities
- Effective Communication
- Critical Thinking
- Self Motivation
- Team Collaboration
- Organization Skills
- Client Retention Strategies
- Meticulous Data Review
- Presentation Skills
Employee Communications
- Effective Presentation Skills
- Accounts Payable Management
- Application Implementation
- Skilled in MS Office Applications and Sage Intacct, Sagitta, Applied Epic
Timeline
Senior Benefits Account Manager
Palomar Insurance Corporation
02.2023 - Current
Studio Manager/Senior Benefits Manager
Mason Music
09.2020 - 03.2023
Senior Benefits Manager
Redline Construction
08.2016 - 06.2019
Grant Writer-Consultant
Strasburg Elementary-District 31J
11.2010 - 08.2016
Senior Account Manager
Anthem/WellPoint
07.2010 - 09.2013
Account Executive
Willis Towers Watson
10.2003 - 01.2010
Associate Degree - Mathematics
Red Rocks Community College
Bachelor of Science - Mathematics
University of Colorado
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