Experienced Benefit Technology Carrier Relationship Manager with a strong background in benefits technology, carrier management, and client engagement. Adept at developing and maintaining strategic partnerships with carriers and ensuring seamless technology integrations. Skilled in analyzing market trends, driving operational efficiencies, and maintaining regulatory compliance in the benefits industry. Focused on creating strategic and innovative programs in support of the business growth and retention goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Relationship Mgr., Strategic Partnerships
ADP Nation Accounts
Alpharetta, GA
11.2022 - Current
Develop and maintain strong relationships with benefit technology carriers, ensuring seamless integration and service delivery
Manage a portfolio of 6 benefit technology carriers with $350M in annual revenue, $2M in annual PEPM and 500K eligible lives
Oversee carrier onboarding processes, ensuring alignment with compliance standards and company objectives
Implement performance metrics (KPIs) to track carrier efficiency and improve service delivery
Collaborate with internal teams (technology, operations, and client success) to optimize carrier performance and cost reduction initiatives
Lead issue resolution efforts, mitigating potential disruptions and strengthening long-term carrier partnerships
Develop training programs for internal teams on carrier compliance, contract management, and best practices
Spearhead process improvement initiatives, enhancing carrier onboarding and operational efficiencies
Carrier Account Manager III
ADP Total Source
Alpharetta, GA
06.2020 - 11.2022
Responsible for leading the strategy, renewal analysis and negotiations for several national carriers with more than a billion dollars in annual premium, on behalf of 13,000+ clients and approximately 540,000 eligible employees
Collaborated with brokers and insurance carriers to gather plan knowledge and provide strategic direction that will ensure comprehensive and cost-effective benefits for clients while aligning to business goals
Focus on project management, healthcare strategy, implementation and administration of health and wealth programs to increase competitiveness of benefits offerings
Dedicated to Business Process Improvement to help execute business strategies that drive growth or meet quantitative and qualitative targets
Managed the LifeMart Discount Program with focus on increasing the revenue streams by 20-25% year over year and support value added benefits
Developed and provided benefits plan trainings and communications to Sales, HR Business Partners and Implementation and Benefit associates
Act as subject matter expert for medical, dental, vision, voluntary and many other ancillary products
Provide resolution and knowledge to sales and service teams on all benefits related matters
Project Manager
ADP Total Source
Alpharetta, GA
05.2018 - 06.2020
Drives the successful delivery and end-to-end project management of multiple concurrent inflight projects
Identified and communicated project objectives, measurement criteria and creates project plans, which include major milestones and task dependencies
Reported on results and lessons learned, as applicable, for continuous process improvement
Partnered with Brokers to develop annual Benefit training session for the team
Developed and maintained effective proactive relationships and communications with internal/external associates to contribute to a successful overall Client experience
Responsible for developing the Benefit presentation delivered during the New Hire Orientation, New Hire and Open Enrollment meetings
Responsible for auditing the Benefit meetings to ensure the material being delivered is accurate
Provided feedback to elevate the Client/Employee experience from a more Strategic approach
Developed 30, 60, 90 training guide for new associates to achieve success in their role as a Life Cycle Consultant
Subject matter expert in all areas of Benefits
Benefits Team Lead
ADP Total Source
Alpharetta, GA
01.2015 - 05.2018
Responsible for delivering a seamless client experience; strong focus on supporting benefits specialists and internal business partners with client escalations, providing resolutions to increase client satisfaction and education
Served as the primary mentor for the Mid-Atlantic market; providing direction and feedback through monthly one-on-one meetings, ensuring that benefit specialists clearly understand expectations and felt supported in their development
Managed the daily operational aspects of the benefits service organization; organizes daily workflow of benefits specialists and temporary associates
Evaluated current benefit processes and procedures for efficiency and partnered internally to determine areas of opportunity for the benefits organization in efforts to increase the service level provided to our clients overall
Lead project management activities related to Year End, Open Enrollment and normal business cycle production
Assisted leadership with the recruitment and interviewing process of prospective employees
Sr. Benefit Service Specialist
ADP Total Source
Alpharetta, GA
10.2004 - 01.2015
Managed and administered employee benefit programs for 100+ clients (6,000+employees) including Health Plans, Life, Disability, FSA/HSA, COBRA, FMLA and Voluntary Benefits
Tracked employee ACA compliance and measurement periods
Partnered with brokers and carriers to consistently stay abreast of industry trends and updates and educate clients of industry standards, particularly in the Affordable Care Act world
Utilized employee benefits system to manage enrollment and benefits administration
Responsible for creating and delivery of open enrollment strategy renewal discussions for my book of business
Developed comprehensive strategies to enhance cost savings and participation that are geared towards industry and business to attract and retain talented individuals
Conducted Employee benefit meetings onsite and/or webinars for Open Enrollment as well as New Hire Orientation
Disability Consultant
MetLife
Alpharetta, GA
01.2002 - 10.2004
Provided expert guidance on the intricacies of the Disability and Absence Management products to Customers and MetLife employees
Represented the Disability product as the single point of contact for Disability Customers
Responsible for responding promptly to elevated claim issues and assisting in the development of effective solutions to meet the Customers' expectations and needs
Developed root cause analysis specific to elevated claim issues and recommend/implement appropriate process improvement opportunities
Tracked and documented results of newly implemented changes for effectiveness and impact to organization
Responsible for the Project Management of new implementations for customers
Responsible for communicating MetLife's capabilities, product standards and new initiatives to Sales Partners, National Service Center Partners and Customers
Lead role in Customer presentations
Case Manager
STD/LTD, MetLife
Alpharetta, GA
01.1997 - 01.2002
Adjudication and maintenance of short term and long-term disability claims for multiple clients (150,000+ lives)
Investigated questionable aspects of claims, determine need for additional medical information and perform periodic reviews to verify continue existence of a disabling condition
Provided technical training and interpretation of plan provisions for claims and human resource personnel
Performed statistical analysis of disability trends resulting in improved case management
Reviewed all claims for return-to-work opportunities throughout the life of the claim
Human Resources Associate
MetLife
Alpharetta, GA
01.1996 - 01.1997
Assumed responsibility for the training and development of new customer service employees
Maintain complete and accurate records of employee overtime, attendance, biographical turnarounds, and vacations; input of related data into HRIS system
Coordinated job postings for Pensions Department, including creating job-posting files, tracking and distributing posting applications, communicating with posting applicants
Drug and medical testing, communication with Managers regarding status of new employee
Education
BA - Business Management
Western Governors University
01.2019
Georgia State University
Atlanta, Ga.
08.1996
Skills
Vendor Management
Project Management
Relationship Skills
Solution Driven
Process Improvement
Strategic Planning
Motivational Leader
Problem-Solving
People Skills
Critical Thinking
Certification
Certified Healthcare Reform Specialist (CHRS)
Graduate of the ADP Emerging Leaders Program 2017
Timeline
Relationship Mgr., Strategic Partnerships
ADP Nation Accounts
11.2022 - Current
Carrier Account Manager III
ADP Total Source
06.2020 - 11.2022
Project Manager
ADP Total Source
05.2018 - 06.2020
Benefits Team Lead
ADP Total Source
01.2015 - 05.2018
Sr. Benefit Service Specialist
ADP Total Source
10.2004 - 01.2015
Disability Consultant
MetLife
01.2002 - 10.2004
Case Manager
STD/LTD, MetLife
01.1997 - 01.2002
Human Resources Associate
MetLife
01.1996 - 01.1997
Certified Healthcare Reform Specialist (CHRS)
Graduate of the ADP Emerging Leaders Program 2017
BA - Business Management
Western Governors University
Georgia State University
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