Sandra S. Battista
Walworth
Summary
NYS LAH licensed professional, with over 9 years in the benefits industry. Dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Client Services Manager
US Employee Benefits Services Group
12.2016 - Current
- Manage escalated client inquiries, and cultivate continued relationships with key clients
- Responsible for hiring, onboarding, and training Client Service Specialist
- Consistently work with Client Service team on their continued growth/ development
- Create and implement internal processes and procedures (Comparison charts/Technology renewal workbook, etc)
- Assist Compliance Director with build and implementation of benefit administration (enrollment platform) systems (ADP/EE Nav/bSwift)
- In addition to benefit administration system builds and renewal maintenance, I also have experience with demonstrating enrollment platforms to prospective and existing clients
- Provide full service COBRA administration for clients
- Work in tandem with Account Management Director in onboarding new clients
Senior Client Service Specialist
US Employee Benefits Services Group
03.2014 - Current
- Support Account Managers/ Producers with daily work flow, and annual renewal process which includes preparing proposals, presentations, and enrollment meeting materials
- Process all incoming paperwork from clients, and outgoing paperwork to carriers, to ensure accuracy and integrity of data
- Managed all client inquiries, and developed important relationships with key client team members
- Assisted client employees with claims issues and benefit questions
- Managed and processed COBRA offerings and participants
- Presented benefit administration technology system demonstrations to clients. Implemented and performed ongoing maintenance of each technology system.
- Run weekly reports from numerous client benefit administration systems, to retrieve and process enrollment data
- Responsible for training new team members, as well as process communication to all staff
Sales Support
MVP Healthcare
11.2013 - 03.2014
- Support Individual & Group Sales Team with daily administrative tasks including but not limited to scrubbing enrollments to ensure accurate plan codes and member information, sending enrollments to internal enrollment team for processing, follow up with brokers and Town Chambers to confirm enrollment, copying, scanning, faxing, preparing materials for shipping
- Assisted with compiling, entering, and submitting group plan change files within facets system.
Inside Sales Rep
Advantech Industries, Inc
05.2008 - 10.2013
- Oversee daily operations in Sales & Engineering Departments, including compiling, preparing and sending formal customer quotes
- Purchase Order Entry and Job creation of awarded projects
- Acted as Liaison between customers, company President, Sales Team, and Engineering Team
- Attended weekly meetings to take notes and prepare/ distribute a final email including discussion notes and outstanding tasks
- Maintained and tracked daily sales & shipment reports
- Assisted in implementation and maintenance of a database housing all data entry documentation
Education
GED -
Eastridge Senior High School
2002
Monroe County BOCES – Computer Technology Course -
Monroe County BOCES
1996
Skills
- Recruitment and Hiring
- Website Navigation
- Interdepartmental Collaboration
- ADP Software
- Account Servicing
- Staff Training
- Client Interactions
- Report Creation
Certification
- NYS LAH License #LA-1340856 - 2014
Timeline
Client Services Manager
US Employee Benefits Services Group
12.2016 - Current
Senior Client Service Specialist
US Employee Benefits Services Group
03.2014 - Current
Sales Support
MVP Healthcare
11.2013 - 03.2014
Inside Sales Rep
Advantech Industries, Inc
05.2008 - 10.2013
GED -
Eastridge Senior High School
Monroe County BOCES – Computer Technology Course -
Monroe County BOCES
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