Enthusiastic dedicated Consultant bringing dynamic skills in client oversight, issue resolution and presentation. Attentive, Detail-oriented and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant
Benefitfocus
04.2021 - Current
Conducted regular meetings with clients to discuss their current requirements in a front facing role.
Identified new business opportunities through research and analysis of client needs.
Created detailed reports on customer relations activities and performance metrics.
Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
Advised senior management on strategic planning, financial forecasting, budgeting, operations optimization, organizational design, process reengineering .
Develop and maintains cost performance measurement baselines
Employee Benefits Client Manager
David Gilston Insurance Agency Inc
11.2018 - 01.2020
10+ years of experience communicating to employees, customers, peers and multiple levels of leadership
Assist in developing business cases using appropriate indices
Oversaw employee benefits administration, enrollments to verify accuracy including and educating clients on healthcare policies
Experience with the Microsoft Excel application using formulas, VLookups, pivot tables, charts, filters, and linking worksheets
Experience in a business-related function (including but not limited to: Finance, Contracts, Estimating, Procurement Financial Analysis, Business Operations
Benefits Specialist II
Blue Cross Blue Shield of SC
05.2015 - 11.2018
Research employee benefit and health and safety practices and recommend changes or modifications to existing policies
Administer employee insurance, pension and savings plans, working with insurance brokers and plan carriers
Experience in leadership either formally or informally leading teams in a cross-functional environment
Reviewed employee enrollments to verify accuracy, inputting all information into company's database
Experience presenting and communication data in Senior Leadership briefings
Ensured data integrity and confidentiality by observing strict regulations and procedures
Offered subject matter expertise on employment regulations, compensation policies and personnel management procedures to optimize internal structures.
Senior Benefits Specialist
Patient Home Monitoring Inc
11.2013 - 01.2015
Introduce Coumadin or Warfarin takers per their doctors permission to a Medicare funded program that allows blood testing to be done from home on a weekly basis.
Respond to internal and external requests for the release of information contained in medical records, copying medical records, and selective extracts in accordance with laws and regulations
Present clear and concise explanations of governing rules and regulations
Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
Education
Associate of Arts - Criminal Justice
Brevard Community College
Palm Bay, FL
08-2001
Skills
Benefits Administration
Account Management
Contract Negotiation
Vendor Relationship Management
Account Servicing Abilities
MS Office, Excel, Sales Force, OneNote
Problem Resolution
Critical Thinking
Relationship Building
Additional Information
Completed course in Outstanding Achievement in Customer Satisfaction, 2017 Nominated for Customer Care Specialist for the 2017 . Won "Kudos of the Year" in 2017 year. Led a training on 'How to provide the "8" Key Steps of great Customer Service'.