Taylor Bruns
Woodstock,GA
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Account Manager
CBIZ BENEFITS AND INSURANCE SERVICES
Atlanta, GA
04.2023 - Current
- Responsible for a book of business comprising approximately 75 clients.
- Maintain relationships with client administrators, producers, and carriers.
- Create client education materials and build online enrollment platforms (Employee Navigator/EASE)
- Responsible for day-to-day client administration and support.
Benefit Consultant
THE JAMES GROUP BROKERAGE
Atlanta, GA
05.2022 - 04.2023
- Advise business clients during Renewal by providing consult on plan pricing, design, funding, and implementation.
- Responsible for resolving complex billing and service issues
- Create client-specific open enrollment education materials, hold enrollment meetings.
Account Manager
NFP INSURANCE BROKERAGE
Marietta, GA
09.2020 - 05.2022
- Responsible for retention of accounts and assigned book of business.
- Partner closely with producers on all aspects of client service, marketing, and renewals.
- Prepare education materials, conduct enrollment meetings, and install new benefits for employer groups.
- Responsible for day-to-day client management and support, including swift resolution of billing, claims, and eligibility issues.
Senior Implementation Advisor
ONE DIGITAL INSURANCE
Atlanta, GA
09.2017 - 09.2020
- Act as liaison for clients between the sales team and carriers.
- Secure all required documents for implementation of new employer groups and submit to the carrier.
- Maintain knowledge of underwriting requirements for all carriers in the Southeast.
Education
Bachelor of Science (BS) - Exercise and Sports Science
UNIVERSITY OF GEORGIA
12.2014
Skills
- Expert at handling multiple projects and managing priorities effectively
- Ability to take immediate action, and deal with emergency situations efficiently
- Proficient with Microsoft CRM, Excel, One Note, Word, and PowerPoint
- Accountable team player with a passion for helping others
Certification
Georgia Life, Accident, and Sickness Agent, October 2017
Timeline
Senior Account Manager
CBIZ BENEFITS AND INSURANCE SERVICES
04.2023 - Current
Benefit Consultant
THE JAMES GROUP BROKERAGE
05.2022 - 04.2023
Account Manager
NFP INSURANCE BROKERAGE
09.2020 - 05.2022
Senior Implementation Advisor
ONE DIGITAL INSURANCE
09.2017 - 09.2020
Bachelor of Science (BS) - Exercise and Sports Science
UNIVERSITY OF GEORGIA