Results-driven Enrollment Specialist known for maintaining high productivity and efficiently completing tasks. Specialized in navigating complex enrollment systems, developing effective communication strategies, and implementing process improvements to enhance workflow. Excel in problem-solving, time management, and adaptability, ensuring smooth enrollment processes and positive outcomes for all parties involved.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Group Enrollment Specialist
Benefit Management Associates
Fort Lauderdale, FL
05.2024 - Current
Identifying sales opportunities for Groups who are uninsured or underinsured and educating them on the structural differences of going on Self-Funded, Level-Funded and Fully Insured Group Coverage and eventual Medicare Health Coverage options as secondary if needed
Managing and overseeing the sales productivity & account management duties of approximately 5–10 Virtual Agents in the Southeast Region
Overseeing enrollment data and researching trends in Employee product enrollment/buying habits when presented with a comprehensive benefits presentation at an onsite location as opposed to virtual presentations with our remote counselors
Handling Account Management tasks for personal book of clients including but not limited to employee inquiries during open enrollment, assisting current & new client's with benefits questions, claim and billing issues to a successful resolution
Ensuring compliance with required benefits notices while maintaining employee database and files on HRM platforms (i.e
Peoplesoft, ADP, Workday, etc...)
Leading the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion
Traveling Field Benefits Counselor
Aon Nationwide
08.2020 - 11.2024
Executed Professional Group Benefits consultation to a variety of Regional and Larger Group Organizations ranging anywhere from 500 to 2000 employees
Provided Seasonal availability to AON's vast array of TPA services in the sub-sector of comprehensive Employee Benefits services ranging from: Large Group Health Insurance, Life, Disability, Supplemental and Worker's Compensation plans
Traveled extensively throughout the United States for the duration of the late 3rd and early 4th quarter Employer Open Enrollment Seasons for AON's Corporate Accounts via company sponsored room & board, car rentals and airfare
Worked in tandem with several HR Generalists and Managers on effective logistics planning upon arriving to each client's premises so that each and every Employee received the most efficient and sufficient customer service experience with highly skilled consultation on their bevy of comprehensive benefits
Benefit Sales
Vensure Employer Services
Fort Lauderdale, FL
11.2022 - 04.2024
Responsible for the quoting, presentation, and placement of all Open Market quote requests
Acted as point of contact for all Broker of Record ‘BOR’ clients as their Regional Benefits Consultant
Servicing and promoting all: Major Medical, Ancillary/Voluntary/Supplemental plans
Responsible for efficient management of my assigned geographic territory
Alternately responsible for Benefit presentations to both prospective & existing clients for all Master Plan and Open Market programs
Boosted Enrollment Efficiency: Increased group coverage enrollment by 30% over six months.
Led Virtual Agents Team: Managed a team of 10 agents, improving sales by 25%.
Extensive Travel Benefits: Traveled up to 20 states, executing benefits implementation & counseling for various Employer Groups ranging from 500 to 2500.
Client Query Handling Expertise: Resolved 85% of client inquiries within 48-72 hours.
Healthcare Customer Service Representative at Allegiance Benefit Plan ManagementHealthcare Customer Service Representative at Allegiance Benefit Plan Management