Margaret Reedy

Established long-term relationships with assigned client portfolio through impactful communication.
Proactively monitored clients, informing them of changes in healthcare, eligibility compliance, and enrollment management.
Presented tailored products and solutions to meet client needs while identifying additional business opportunities.
Maintained high retention metrics through consistent client engagement.
Developed cost-effective and innovative benefits packages for diverse client portfolios.
Demonstrated comprehensive understanding of various insurance carrier offerings.

Conducted surveys and analyzed industry benefit trends to recommend competitive programs for retention and recruitment.

Collaborated with brokers to identify benefit options by examining group utilization data.

Managed open enrollment processes for health insurance and ancillary benefits, including plan design and annual meetings.

Guided employees on wellness participation and implemented outcome-based programs to enhance health behaviors.

Issued and maintained all new and renewal policies efficiently.

Generated proposals and quotes for prospective accounts to drive sales.

Provided customer service for insured individuals, brokers, and mortgage companies.

Processed monthly invoices for all financial institution accounts accurately.