Kristin Price
Dallas,GA
Summary
Results-driven professional specializing in employee benefits program management. Expertise in analyzing market trends to create tailored benefit plans that boost client satisfaction. Proven track record of maintaining robust client relationships and surpassing performance metrics. Strong knowledge of compliance with Section 125 plans, COBRA, and ERISA regulations, utilizing technology to enhance workflow efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Client Assistant
Snellings Walters Insurance Agency
Atlanta, GA
07.2022 - Current
- Facilitated meetings between clients and internal departments to enhance collaboration.
- Input client data into company database, ensuring accurate record-keeping.
- Cultivated strong relationships with clients through consistent communication via email, phone, and in-person visits.
- Collaborated with sales team to design tailored solutions addressing specific customer needs.
- Delivered exceptional customer service by promptly addressing inquiries and resolving complaints.
- Conducted market trend analysis to guide strategic decisions for product development and targeted promotional campaigns.
Employee Benefits Account Manager
Acentria Insurance
Lakeland, USA
01.2021 - 06.2022
- Created engaging presentations and detailed benefit guides for employee open enrollment meetings.
- Provided expert recommendations for individual medical plans in group markets.
- Cultivated strong relationships with carriers to resolve client inquiries regarding claims.
- Conducted thorough customer evaluations to assess needs and recommend appropriate benefits options.
- Achieved 20% reduction in administrative costs by facilitating transition to PEO.
- Negotiated renewal concessions with carriers to lower overall costs.
Employee Benefits Account Manager
GMG Insurance Agency
Langhorne, USA
01.2018 - 01.2020
- Demonstrated advanced proficiency in providing medical plans for individuals and groups.
- Engaged with carriers to address clients' claim inquiries, ensuring prompt resolutions.
- Designed customized wellness programs to promote a culture of health among employees.
Customer Service Representative
Superior Benefit Plans
Lahaska, USA
01.2017 - 01.2018
- Managed employee enrollment in benefit programs, including medical, vision, dental, life, and disability plans.
- Developed compliance materials by gathering legally mandated employee notices.
- Resolved client inquiries regarding billing and in-network care access to enhance satisfaction.
- Conducted sales calls to assist upper management in meeting business objectives.
- Audited invoices for over 100 accounts to identify cost-saving opportunities.
Education
Bachelor of Arts -
Roanoke College
Salem, VA05-2017
Skills
- Account management and project administration
- ACA compliance
- Employee benefits design
- Customer satisfaction and retention
- Data analysis and reporting
- Cross-functional collaboration
- Team training and leadership
- Client relationship management
- Sales support
- Detail-oriented mindset
Certification
- Georgia Life, Accident and Sickness License
- Group Benefits Disability Specialist
References
References available upon request.
Timeline
Senior Client Assistant
Snellings Walters Insurance Agency
07.2022 - Current
Employee Benefits Account Manager
Acentria Insurance
01.2021 - 06.2022
Employee Benefits Account Manager
GMG Insurance Agency
01.2018 - 01.2020
Customer Service Representative
Superior Benefit Plans
01.2017 - 01.2018
Bachelor of Arts -
Roanoke College
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