Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Whitley Perry

Durham,NC

Summary

Team-oriented Healthcare Professional with over 10 years of experience as a Benefits Administrator and extensive knowledge of insurance laws and regulations. Proven track record in delivering exceptional customer service, consistently exceeding client expectations from initial contact through post-sale follow-up. Strong problem-solving and critical thinking skills, with the ability to analyze data and identify client needs effectively. Highly organized and experienced in remote work environments. Licensed Health Insurance Agent in 35 states.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Licensed Medicare Sales Agent

Assurance IQ
09.2021 - Current
  • Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
  • Educate clients about Medicare plans and options available to them
  • Maintain accurate records of client interactions and transactions.
  • Negotiate terms and close sales effectively while ensuring customer satisfaction.
  • Present products and programs to potential prospects, including Medicare Advantage, Medicare Supplements, Prescription Drug Plans and Specialty.
  • Sold/enrolled individuals in medical, dental, and vision health plans over the phone. Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.


Benefits Administrator

Milliman
03.2016 - 09.2021
  • Administer comprehensive benefits programs, including the calculation and review of Qualified and Non-Qualified plans.
  • Generate and analyze annual valuation data, while fostering client relationships through regular monthly conference calls.
  • Support annual and Department of Labor audits; coordinate plan mergers, annuity purchases, and de-risking projects to enhance client portfolios.
  • Conduct system testing and user acceptance for plan modifications, ensure compliance with federal regulations, and manage participant communications.
  • Administers group insurance programs including medical, prescription, dental, and vision insurance, health saving accounts (HSA), flexible spending accounts (FSA), life insurance, disability coverage, and voluntary benefit plans.
  • Develops benefits information and statistical and census data for actuaries/audits, insurance carriers, and management in compliance with HIPAA.
  • Collaborates with Team Member Experience to develop and implement new or modified onboarding, leave, and benefit programs and updates to the Team Member handbook.
  • Serves as the lead for Worker's Compensation claims.

Benefit Specialist

Aon Hewitt
05.2012 - 05.2016
  • Managed comprehensive HR services, including recruitment, compensation, and benefits administration, ensuring compliance and efficient processing for employees.
  • Collaborated with financial advisors to provide retirees with informed guidance on 401(k) savings, pension plans, and life insurance benefits.
  • Executed multiple HR projects focused on benefit calculations, data management, and transaction workflows, contributing to enhanced process efficiency.
  • Managed FMLA leave requests, balancing employee needs with organizational requirements for productivity.
  • Oversaw hiring, staffing, and labor law compliance.
  • Coordinated training programs to equip employees with necessary skills, significantly improving performance and productivity.
  • Administered employee benefits programs and assisted with open enrollment.

Education

Bachelor of Science - Health Care Administration

University of Phoenix
Tempe, AZ
05-2026

Pre-licensing Certificate of Completions - Accident And Health/Life Producer

A.D Banker
Chicago, IL
08-2020

Skills

  • Microsoft Office Suite-Excel, PowerPoint, Word, Outlook
  • The v-3 System (Vitech)
  • Mpad
  • Dg3
  • DocuWare
  • Salesforce
  • Zendesk
  • Excellent Analytical and Mathematical Capabilities, With Great Attention to Detail
  • Strong Multi-Tasking Skills
  • Strong Verbal and Written Communication Skills, With an Emphasis on Customer Service
  • Communication
  • Proactive
  • Organizational
  • Multi-tasking
  • Initiative
  • Google workspace
  • Human resources background

Certification

Pursuing Google Data Analytics Professional Certification . 04/2025-Present

Illinois Health Insurance License(Licensed in 35 states) 2020-Present

CMS(Centers for Medicare and Medicaid services) Certificate 2021-Present

AHIP Certificate 2021-Present




Timeline

Senior Licensed Medicare Sales Agent

Assurance IQ
09.2021 - Current

Benefits Administrator

Milliman
03.2016 - 09.2021

Benefit Specialist

Aon Hewitt
05.2012 - 05.2016

Bachelor of Science - Health Care Administration

University of Phoenix

Pre-licensing Certificate of Completions - Accident And Health/Life Producer

A.D Banker

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Whitley Perry