Ta'Neya Lloyd
Summary
Motivated professional with proven expertise in client engagement, account management, and complex issue resolution. Adept at transforming data into actionable insights through Salesforce and Power BI, enabling smarter decisions and stronger client outcomes. Recognized for fostering cross-functional collaboration, streamlining processes, and driving measurable improvements in client satisfaction and retention through proactive advocacy and strategic problem-solving.
Overview
10
10
years of professional experience
Work History
Client Relationship Manager
Benefitfocus
04.2021 - Current
- Serve as a consultative front-facing liaison between clients and internal teams, ensuring seamless communication and problem resolution maintaining a deep understanding of their organizational structure.
- Coordinate stakeholder meetings to discuss project details, timelines, and facilitate Open Enrollment for mid-market groups.
- Monitor client engagement and satisfaction through tools like health scores, CSAT/NPS surveys, usage data, and referenceability metrics. Proactively mitigate churn risks with strategic intervention.
- Act as the unwavering advocate for your clients, coordinating internally to remove roadblocks—whether technical, commercial, or operational.
Employee Benefits Client Manager
David Gilston Insurance Agency Inc
11.2018 - 01.2020
- Guided clients through employee benefits administration, ensuring accuracy in enrollments and compliance with policies as the main point of contact for assigned clients, overseeing day-to-day benefit plan management.
- Partner with HR and leadership teams to design and implement benefits strategies that support workforce needs.
- Work closely with carriers and vendors to manage renewals, policy changes, and escalated service issues.
Benefits Specialist II
Blue Cross Blue Shield of SC
05.2015 - 11.2018
- Administer employee benefit programs including health, dental, vision, life, disability, retirement, and wellness plans.
- Support annual open enrollment by preparing communications, coordinating with vendors, and ensuring accurate system updates.
- Serve as a subject matter expert, providing guidance to employees and managers on benefit options, eligibility, and enrollment processes.
Education
Associate of Arts - Criminal Justice
Brevard Community College
08.2001
Skills
- Client Engagement & Account Management
- MS Office, Salesforce, Power BI, SharePoint, OneNote, JIRA, Confluence, Excel, Teams
- Data Analysis & Business Development
- Vendor & Stakeholder Collaboration
- Employee Benefits & Vendor Collaboration
Timeline
Client Relationship Manager
Benefitfocus
04.2021 - Current
Employee Benefits Client Manager
David Gilston Insurance Agency Inc
11.2018 - 01.2020
Benefits Specialist II
Blue Cross Blue Shield of SC
05.2015 - 11.2018
Associate of Arts - Criminal Justice
Brevard Community College
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