Job Search Status
Open to workDesired start date: Flexible
Open To Work
Lindsey Binder
Sylvania,OH
Work Preference
Summary
Strategic and detail-oriented insurance professional with 15+ years of experience in client services, employee benefits, and financial operations. Proven success working with high-net-worth individuals—including athletes, celebrities, and entertainers—while maintaining the highest standards of discretion. Adept at managing complex insurance portfolios, interpreting legal documentation, and leading remote teams. Skilled in Salesforce, NetDocuments, spreadsheet analysis, and SOP development. Known for critical thinking, autonomy, and a collaborative, team-player mindset.
Overview
18
18
years of professional experience
Work History
Vice President, Client Services
Vanbridge, an EPIC Company (formerly TDC Life)
09.2017 - 09.2025
- Led client services for high-net-worth individuals, including athletes, celebrities, and entertainers, delivering tailored life insurance and wealth transfer solutions with utmost discretion.
- Oversaw more than $14B in death benefit coverage for high-profile accounts, managing a high-volume workload with meticulous attention to detail, autonomy, and minimal supervision.
- Managed complex insurance portfolios focused on estate tax planning, split-dollar agreements, and economic benefit analysis; performed detailed spreadsheet analysis to support onboarding and servicing.
- Built strong relationships with 15+ major insurance carriers, navigating unique underwriting nuances and service protocols to deliver seamless outcomes.
- Conducted annual policy reviews and managed term conversions, ensuring accuracy and alignment with evolving client goals.
- Processed death claims, long-term disability claims, withdrawals, loans, and benefit reductions; handled complex ownership and beneficiary changes.
- Interpreted trust documents and split-dollar agreements; partnered with clients and advisors to ensure clarity, compliance, and technical accuracy.
- Developed and refined SOPs to enhance client experience and operational efficiency; applied critical thinking to solve complex service challenges.
- Spearheaded the firm’s transition to remote operations; worked 100% remotely since Jan 2022 while maintaining service excellence and team cohesion.
- Trained and mentored 10 employees, fostering a high-performing, client-focused service team.
- Utilized Salesforce and NetDocuments to manage client data, track workflows, and maintain secure documentation.
Senior Account Manager, Employee Benefits
The Ashley Group
10.2015 - 01.2017
- Managed benefits administration for 35+ businesses, including fully insured and self-funded plans.
- Led open enrollment meetings, implemented HRIS systems, and supported onboarding and compliance.
- Developed wellness programs and advised HR teams on ACA, FMLA, COBRA, and other regulations.
- Created marketing materials and employee communications to drive engagement.
- Strengthened retention and secured new agent-of-record relationships through strategic planning.
Account Manager, Employee Benefits
Brooks Insurance Agency
08.2013 - 10.2015
- Managed benefits for 70+ businesses; ensured seamless renewals, enrollments, and compliance.
- Collaborated with agents, clients, and carriers to tailor benefit solutions; created custom spreadsheets and proposals.
- Designed marketing materials for employee meetings and mass communications.
- Led client meetings to present renewals and coverage options; resolved complex claims issues.
Budget Manager, Dept. of Medical Microbiology & Immunology
University of Toledo
11.2011 - 08.2013
- Managed budgets and audits for discretionary and grant-funded accounts in compliance with NIH and federal guidelines.
- Oversaw payroll, requisitions, travel reimbursements, and financial reporting; developed SOPs to streamline operations.
- Handled personnel matters and coordinated seminars, travel, and events.
- Prepared grant proposals and managed pre/post-award data integrity.
Executive Administrative Assistant
Holmes Financial Partners, LLC
06.2009 - 11.2011
- Supported financial advisor with client account reviews and investment updates.
- Managed 30+ benefit accounts and processed new business applications.
- Designed marketing campaigns and maintained records for 400+ clients.
- Ensured compliance and oversaw daily office operations.
Scheduler
Northwest Ohio Cardiology Consultants
10.2007 - 05.2009
- Scheduled patient appointments and diagnostic tests across multiple facilities.
- Secured insurance precertifications and coordinated follow-up scheduling.
Education
Bachelor of Technical & Applied Studies - Communications & Management
Ohio University
Athens, OH11.2011
Associate of Applied Business - Marketing & Sales
Owens Community College
Perrysburg, OH12.2009
High School Diploma - undefined
Whitmer High School
Toledo, OH01.2007
Skills
- Life Insurance Portfolio Administration
- High-net-worth client engagement
- Salesforce & NetDocuments Proficiency
- Spreadsheet Analysis & Financial Reporting
- Remote Team Leadership & Training
- SOP Development & Process Optimization
- Critical Thinking & Problem Solving
- Employee Benefits Strategy & Compliance
- Claims Processing & Policy Servicing
- Autonomy in High-Volume Work Environments
- Customer service and Account management
Timeline
Vice President, Client Services
Vanbridge, an EPIC Company (formerly TDC Life)
09.2017 - 09.2025
Senior Account Manager, Employee Benefits
The Ashley Group
10.2015 - 01.2017
Account Manager, Employee Benefits
Brooks Insurance Agency
08.2013 - 10.2015
Budget Manager, Dept. of Medical Microbiology & Immunology
University of Toledo
11.2011 - 08.2013
Executive Administrative Assistant
Holmes Financial Partners, LLC
06.2009 - 11.2011
Scheduler
Northwest Ohio Cardiology Consultants
10.2007 - 05.2009
Associate of Applied Business - Marketing & Sales
Owens Community College
High School Diploma - undefined
Whitmer High School
Bachelor of Technical & Applied Studies - Communications & Management
Ohio University
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