Soteria "Tia" Psilopoulos
Wayne,PA
Summary
Experienced Senior Account Representative with a hardworking mentality and demonstrated a strong dedication to being a team player and assisting others. Strong knowledge in the Fully Insured and Level-Funded Market, ICHRAs, and PEOs. Clear communicator and practiced multitasker with excellent time management and relationship-building abilities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Account Representative
USI Insurance Services LLC
Blue Bell, PA
07.2024 - Current
- Collaborate with Small Business Unit Account Manager to provide service, renewals, negotiations, and open enrollment to a book of business of 70 clients.
- Primary lead on several cases where I demonstrate my extensive knowledge of ICHRAs, PEOs, and Age-Banded Fully Insured groups.
- Create comprehensive benefit guides and presentations to present benefits effectively to employees.
- Strong attention to detail and effective communicator through creating and presenting Pre-Renewal, Renewal, and Negotiation decks.
Account Representative
USI Insurance Services LLC
Blue Bell, Pennsylvania
07.2023 - 07.2024
- Accurately updated internal systems such as BenefitPoint and ImageRight with client details for internal teams to utilize.
- Created and peer reviewed benefit guides, presentations, and legal notices for clients of all sizes.
- Worked on assigned special projects including census manipulations, specialized prospect decks, and audits of Summary Plan Documents.
- Successfully completed the USI Insurance Services Employee Benefits Career Track Program and became licensed in PA Health and Accident and Life and Annuities.
Project Management Intern
Exelon
Philadelphia, PA
06.2022 - 08.2022
- Coordinated project schedules and timelines for various initiatives for the Customer, Care, and Billing Project.
- Assisted in tracking project progress and documenting updates.
- Organized project documentation and maintained filing systems.
- Developed presentations to outline project status for management review.
Education
Bachelor of Science - Human Resources & People Management
Saint Joseph's University
Philadelphia, PA05-2023
Skills
- Client relationship management
- New Client onboarding
- Renewal Negotiations
- Compliance updates
- Problem solving
- Attention to detail
- Time management
- Team collaboration
- Presentation Skills
Languages
Greek
Native/ Bilingual
Certification
Pennsylvania Life, Health, and Accident License
Timeline
Senior Account Representative
USI Insurance Services LLC
07.2024 - Current
Account Representative
USI Insurance Services LLC
07.2023 - 07.2024
Project Management Intern
Exelon
06.2022 - 08.2022
Bachelor of Science - Human Resources & People Management
Saint Joseph's University