Toby Beres

July 2025 – Present

• Manage a portfolio of 55+ employer accounts representing 2,000+ covered employees, serving as the primary relationship manager and trusted advisor throughout the ICHRA benefits lifecycle.
• Act as the main point of contact for employer groups, employees, broker partners, and internal stakeholders, delivering timely, consultative support through phone, email, ticketing systems, and virtual meetings.
• Build and strengthen broker partnerships nationwide, collaborating with agencies across multiple U.S. states to ensure successful ongoing account management and long-term client satisfaction.
• Partner cross-functionally with operations, compliance, carrier relations, and implementation teams to deliver seamless ICHRA administration, resolve complex issues, and ensure exceptional service delivery.
• Lead comprehensive benefits audits, eligibility reviews, and quality assurance processes to maintain accurate employee data, regulatory compliance, and operational excellence.
• Analyze and resolve complex client and employee benefit issues by conducting detailed case research, coordinating with broker partners, and proactively identifying opportunities to prevent future escalations.
• Oversee employee enrollment support, application processing, qualifying life event changes, renewals, and benefits administration.
• Drive client retention and satisfaction by delivering proactive communication and building trusted relationships.
• Identify process improvement opportunities that increase operational efficiency, improve data accuracy, and enhance the overall client and broker experience.

• Engaged potential customers through door-to-door outreach to generate interest in home improvement solutions.
• Maintained a positive attitude and persistently pursue leads despite challenges, contributing to overall sales success.
• Educated homeowners on product benefits and features, addressing inquiries and concerns effectively.
• Collected customer feedback to enhance service quality and identify areas for improvement.
• Assisted in organizing internal & external events to promote brand visibility and customer engagement.