Stella Sundeen
Coleman,TX
Summary
Seasoned Benefit Counselor and Specialist, notably with Voluntary Benefits Advisors adept in benefits administration and client relationship building. Excelled in expanding voluntary benefits nationally, enhancing broker value, and mastering insurance products. Proven track record in delivering comprehensive employee education and leveraging CRM Zoho for streamlined operations. Demonstrates exceptional interpersonal and communication skills, ensuring effective employee relations and enrollment strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Benefit Counselor - Assistant Broker Director
Voluntary Benefits Advisor
Irvine, CA
06.2017 - Current
- Increase the national footprint by working with brokers to help them add value to their clients by bringing in voluntary benefits.
- Providing everything from A to Z, from proposal through enrollment fulfillment.
- Back office for claims and billing.
- Employee communication and education.
- Agent of the Year on numerous occasions, constantly excelling over the monthly goal, and averaging $150,000 to $200,000 in revenue.
Benefits Specialist
Aflac
San Marcos, TX
07.2018 - 10.2020
- Benefits Administration and Employee Benefits skills
- Consulting expertise
- Knowledge of Insurance products
- Strong Customer Service skills
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
Education
Associate Psychology - Psychology
Max Plank University
Brazil03-2014
Business Administration -
Santa Monica Community College
Santa Monica01.2008
High School Diploma -
Santa Monica High School
Santa Monica01.2003
Skills
- Resource allocation
- Client relationship building
- Benefits administration
- Strong interpersonal skills
- Report generation
- New employee enrollment
- Written and oral communication
- Benefits explanation
- MS Word, Excel, Outlook
- Issue resolution
- Task management
- Written communication
- Verbal communication
- Trilingual communication
- Benefits strategy development
- New employee orientations
- Healthcare benefits
- ADP workforce, Paycom, Ease, Employee Navigator
- CRM Zoho
- Open enrollment
- Relationship building
- Employee relations
References
Available Upon Request
Accomplishments
- Agent of the year for 2022/2023/2024
- Award from Aflac in 2018 for Highest Sales
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Native/ Bilingual
Certification
CRM ZOHO
ADP, EASE, Paycom, Employee Navigator
Certified and Licensed Insurance Agent
References
References available upon request.
Timeline
Benefits Specialist
Aflac
07.2018 - 10.2020
Benefit Counselor - Assistant Broker Director
Voluntary Benefits Advisor
06.2017 - Current
CRM ZOHO
ADP, EASE, Paycom, Employee Navigator
Certified and Licensed Insurance Agent
Associate Psychology - Psychology
Max Plank University
Business Administration -
Santa Monica Community College
High School Diploma -
Santa Monica High School
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