Wohn Konte
Charlotte,NC
Summary
Knowledgeable Benefits representative offers demonstrated skills in case management and service coordination. Expertly handles complaints, inquiries and service questions to meet client access needs and correct problems related to benefits. Well-versed in policies, procedures and legal standards.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Benefits Coordinator
DQM Logestics
Killeen, TX
02.2023 - 10.2023
- Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health and welfare benefits.
- Discussed medical, dental, short-term and long-term benefit plans with new hires and eligible employees with status changes.
- Oversaw enrollment of new employees and company-wide yearly enrollment period.
- Assisted in resolving discrepancies between payroll records and vendor invoices related to employee benefits packages.
Life /Licensed Health Insurance Agent
SelectQuote
Denver, CO
07.2020 - 01.2023
- Developed relationships with customers by providing excellent customer service.
- Utilized computer technology to handle high call volumes efficiently.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Interviewed prospective clients to obtain data about financial resources and needs.
Senior Benefits Specialist
Mercer
Charlotte, NC
06.2018 - 03.2020
- Provided assistance to plan participants by explaining benefits information to ensure educated selections.
- Coordinated with vendors to ensure that all services are provided as agreed upon in contracts.
- Assisted employees with questions related to their benefits packages or enrollments.
- Maintained accurate data records of employee benefit files and updated systems as needed.
Benefits Advisor
Aon Hewitt Financial Advisors
Charlotte, NC
08.2016 - 05.2018
- Checked accuracy and completeness of benefits applications and documents.
- Compiled and maintained employee benefit records, ensuring accuracy of information.
- Facilitated communication between employers, employees, and service providers.
- Conducted employee orientations to explain benefits programs.
- Discussed medical, dental, short-term and long-term benefit plans with new hires and eligible employees with status changes.
Independent Insurance Broker
Liberty Mutual
Charlotte, NC
10.2013 - 07.2016
- Scheduled sales appointments and met with potential customers to explain benefits of products and services.
- Assisted in developing annual sales plans that included goals, objectives and strategies for achieving success.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Interviewed prospective clients to obtain data about financial resources and needs.
Foreclosure Prevention Specialist
Wells Fargo
Fort Mill, SC
04.2013 - 06.2016
- Assessed financial situations of borrowers to determine appropriate course of action for resolving delinquency.
- Analyzed credit reports, income statements, tax returns, bank statements, and other documents related to a borrower's financial situation.
- Prepared budgets, financial education tools and referrals on behalf of clients.
- Reviewed loan applications to determine eligibility for foreclosure prevention services.
Education
Bachelor of Arts - Business Administration And Management
Mars Hill University
Mars Hill, NC05-2013
High School Diploma -
North Mecklenburg High School
Huntersville, NC06-2009
Skills
- Strategy Development
- Employee Counseling
- Call Management
- Complaint Resolution
- Data Entry
- Benefits Interpretation
Certification
- Life insurance license
- Accident & Health insurance license
Timeline
Benefits Coordinator
DQM Logestics
02.2023 - 10.2023
Life /Licensed Health Insurance Agent
SelectQuote
07.2020 - 01.2023
Senior Benefits Specialist
Mercer
06.2018 - 03.2020
Benefits Advisor
Aon Hewitt Financial Advisors
08.2016 - 05.2018
Independent Insurance Broker
Liberty Mutual
10.2013 - 07.2016
Foreclosure Prevention Specialist
Wells Fargo
04.2013 - 06.2016
Bachelor of Arts - Business Administration And Management
Mars Hill University
High School Diploma -
North Mecklenburg High School
- Life insurance license
- Accident & Health insurance license
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