Rachel Reiss
Overview
7
7
years of professional experience
Work History
Account Executive
Fringe Benefit Group
Austin, TX
01.2024 - Current
- Assure delivery of fully executed client contracts, including but not limited to Plan document, Summary of Benefits.
- Create and maintain a proactive interaction with clients, brokers, business partners, and vendors adequately to identify and address problems and issues expeditiously.
- Communicate and assure client compliance with federally mandated requirements
- Evaluate client needs and lead cross-functional teams to design, plan, configure, and implement products and services on a timely basis - Renewals, New Client implementation.
- Assist leadership team in guiding and mentoring Account Managers and Account Management Associates.
- Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests
Account Manager
Marsh McLennan Agency
Fort Lauderdale, FL
06.2020 - 01.2024
- Manage annual planning timeline and ensure all client deliverables are prepared on a timely basis
- Manage strategic planning, renewal & marketing, compliance, open enrollment, implementation and employee communication efforts for all assigned clients
- Independently produce accurate and timely materials and consistently audit work product to minimize errors
- Navigate resources and leverage carrier partners to advocate for and solve problems for clients, providing a great client experience and helping our retention efforts
- Organize and manage multiple tasks and proactively plan to meet deadlines and get in front of potential issues
Client Service Specialist
Gehring Group
Palm Beach Gardens, FL
12.2017 - 05.2020
Education
Bachelor of Applied Science - Supervision & Management
Palm Beach State College
Lake Worth, FLAssociates of Arts - undefined
Palm Beach State College
Lake Worth, FL01.2011
Skills
- RFP Marketing
- Strategic Planning
- Compliance
- Client communication
- Claims inquiries
- Budgeting and Analytics
License
FL 2-15 Life, Health and Variable Annuities
Timeline
Account Executive
Fringe Benefit Group
01.2024 - Current
Account Manager
Marsh McLennan Agency
06.2020 - 01.2024
Client Service Specialist
Gehring Group
12.2017 - 05.2020
Associates of Arts - undefined
Palm Beach State College
Bachelor of Applied Science - Supervision & Management
Palm Beach State College