Dedicated Employee Benefits Account Manager with successful background as first point of contact for employee-related issues. Adept at successfully solving complex problems. Knowledgeable of employee benefits packages including insurance, retirement accounts and employee assistance programs. Adept at maintaining plan compliance with industry practices, legal requirements and company standards. Skilled in account servicing, auditing and vendor relations. Expert Applied Systems (EPIC), Ease, Microsoft Office user.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Employee Benefits Account Manager
CalNonprofits Insurance Services
12.2021 - Current
Enhanced client satisfaction by addressing and resolving employee benefits issues promptly and professionally.
Developed strong relationships with clients by providing consistent communication and support.
Streamlined the renewal process for over 60 group's employee benefits, making it more efficient and effective for both clients and carriers.
Negotiated favorable terms with carriers to ensure cost-effective benefits packages for clients.
Managed account implementation processes, ensuring a smooth transition for new clients.
Conducted regular account reviews to evaluate the effectiveness of benefit plans and recommend improvements.
Coordinated open enrollment meetings for clients, ensuring employees were well-informed about their benefit options.
Educated new hires about different benefit plans.
Kept programs in line with plan structure, company policy and legal requirements.
Worked closely with carriers to resolve claims disputes or billing issues on behalf of clients in a timely manner.
Analyzed market data to provide insightful recommendations on plan design changes that met client needs while remaining competitive within the industry.
Helped HR teams interpret compensation policies for developing staff benefits and salaries.
Small & Large Group Account Manager
Firm Foundations Insurance & Benefits Center
11.2019 - 11.2021
Managed over 70 small and large groups employee benefits.
Provide positive and outstanding service to clients for the expected and unexpected issues that surface
Provide training support to the newly onboarded staff.
Maintain current California Accident, Health, and Life Insurance License
Manage/process group enrollments/changes/terminations
Provide customer service for supplemental benefits and coverage appeals
COBRA management
Monitor and Audit Open Enrollment
Manage group renewal process to ensure for a pleasant experience.
Manage implementation for new groups
Provide ongoing assistance to employees and employers by meeting with them regularly to solve any issues relating to the smooth operation of a benefits plan
Maintain a full understanding of underwriting requirements from each carrier
Assist Group HR Admins with training and support on billing reconciliations, payroll deduction amounts, tax form filing, etc.
This position required administrative support for colleagues in multiple locations, and up to 100 clients daily
Data entry and analysis reports of benefits for over 1,000 families serviced through Arc of Butte County
Working for a Non-Profit such as the Arc of Butte County has allowed the experience of working towards improving the lives of local mentally disabled community members
Open and close office for hours of operation
Multi-line phone answering system
Greet and assist clients with benefits information
Scheduling
Filing / Alphabetizing
Entering benefits information into data system
Copy machine, printer, and fax
General administrative office duties.
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Created and maintained databases to track and record customer data.
MARKETING MANAGER
Glyn Pye Vending DBA WeServ, Inc.
05.2016 - 02.2019
Responsible for proposing and implementing marketing strategies that promoted brand positioning and revenue growth
GPV allowed the opportunity to use gained experience to help the local Butte County community during times of need.
Coordinated efforts with management team to produce CA regulated fire lunches to fill contract requests. Sourced ingredients and staff, and hand delivered over 4 thousand lunches during Cal Fire incidences in 2018
Inventory and ordering of all products placed into 30 market locations
Procuring and ordering fresh and distributed foods from distributors
Created rotating production menu for kitchen staff
Supervision of kitchen staff and merchandising drivers
Maintain production kitchens daily needs
Worked within a management team
Entered data and create analysis reports for monthly review
Coordinate placement of new markets review and restructure existing markets.
Increased brand awareness by developing and implementing strategic marketing campaigns.
Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
Analyzed market trends to identify new opportunities, adjusting marketing plans accordingly for maximum effectiveness.
Implemented data-driven marketing strategies, utilizing analytics tools to track campaign success and refine tactics as needed.
Managed budgets, allocating funds strategically towards high-impact initiatives that supported overall business goals.
Spearheaded product launches, collaborating with product development teams to create comprehensive go-to-market strategies that drive sales growth.
Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
ADMINISTRATIVE ASSISTANT
Glyn Pye Vending DBA WeServ, Inc.
05.2016 - 02.2019
Provided administrative support to route drivers and colleagues