Lisa Carroll
Falmouth,ME
Summary
Motivated professional poised to re-enter the workforce, equipped with a robust work ethic, and 14 years of expertise in account management within group insurance. Role as stay-at-home parent and household manager has honed project management and multitasking skills, supporting proficient execution of multiple projects and establishment of meaningful interpersonal relationships.
Overview
29
29
years of professional experience
Work History
Stay At Home Parent/Household Manager
Self-employed
10.2010 - Current
- Supervise household tasks and organize family schedules
- Project manage several total home renovations, ensuring seamless execution from design to sale.
- Engage in children's school programs through volunteer efforts
- Support RVC Blue Speaks as Board Member since 2017, coordinating logistic planning for annual fundraiser
- Co-owner/Manager of Advantage College Planning of Maine, established in 2023. Instrumental in facilitating office space remodel initiatives.
Senior Associate
Mercer Human Resource Consulting
New York, NY
04.2007 - 12.2010
- Served as Lead Service Advisor for Northeast Life, Accident and Disability (LAD) Specialty Practice
- Provided subject matter expertise for employer clients (5,000 to 65,000 employees) on plan design, best administrative practices; including thorough evaluation of insurance contracts against employer summary plan descriptions
- Analyzed benefits usage and cost trends to advise on renewals for plan adjustments and/or to negotiate with vendor
- Orchestrated vendor marketing initiatives with focus on developing and delivering client reports that summarize marketing proposal terms, deviations, and vendor service evaluations.
Senior Account Manager
The Hartford Life Insurance
New York, NY
01.2004 - 04.2007
- Managed $25 million block of business for NYC Sales Office, product portfolio included Group Insured Disability, Life, Accident FML and Self Insured Administrative Services
- Maintained over 100% Persistency of Key Accounts in 2006 and 2005; received The Hartford Life Northeast Region Leader in Account Persistency for 2006
- Yielded over $6 million in additional premium for business block; received The Hartford Life Honors Conference Account Manager Award and Northeast Region Leader in Additional Premium vs Goal of Account Managers for 2005
- Functioned as Implementation Specialist for new accounts, delivering support to clients, enhancing understanding and utilization of company offerings.
- Created communication materials such as brochures, forms, newsletters, emails. to educate employees about their available benefits.
Account Manager
CNA Group Benefits
New York, NY
01.2001 - 01.2004
- Served as primary service contact for top Brokers/Consultants in Sales Office; successfully onboarded new clients and managed groups ranging from 2,000 to 8,000 employees.
- Managed annual open enrollment process, integrating presentations and employee assistance for a variety of products such as Group Disability, Life, AD&D, Long Term Care, and Limited Medical Insurance.
Group Benefits Account Representative
CNA Group Benefits
New York, NY
12.1999 - 01.2001
- Serviced Group Disability and Life accounts for employers ranging from 10 to 2,000 employees
- Educated clients on industry trends and how products and services can address their specific challenges.
- Teamed with Sales Representatives on preparing and presenting Sales finalist presentations
General Agent and Broker Representative
Group Health Incorporated (Emblem)
New York, NY
06.1996 - 12.1999
- Addressed commission, membership, and billing issues for Benefit Administrators, Brokers, and General Agents.
- Tasked with investigating and addressing priority cases for Vice President of Account Services
- Facilitated field visits to groups and documented service reports reflecting progress
Education
Bachelor of Science - Health Care Administration
St. John’s University
New YorkSkills
- Client relationship building
- Project management
- Multitasking and organization
- Detail-oriented
- Vendor relationship management
- Operations management
Timeline
Stay At Home Parent/Household Manager
Self-employed
10.2010 - Current
Senior Associate
Mercer Human Resource Consulting
04.2007 - 12.2010
Senior Account Manager
The Hartford Life Insurance
01.2004 - 04.2007
Account Manager
CNA Group Benefits
01.2001 - 01.2004
Group Benefits Account Representative
CNA Group Benefits
12.1999 - 01.2001
General Agent and Broker Representative
Group Health Incorporated (Emblem)
06.1996 - 12.1999
Bachelor of Science - Health Care Administration
St. John’s University
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