Roberta Morrow
Employee Benefits Account Manager at Heffernan Insurance Brokers- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English & French Native or bilingual proficiency
Topline Score
Bio
Susie Walker Edwards
Roberta is a very dedicated and knowledgeable benefits consultant. We worked together for several years and she always communicated to our group in a very professional, yet friendly manner. I enjoyed working with her as she made it easy to get answers, updates, or information to our employees. It has been many years since we've worked together but we remain in touch and she is an asset to any company she works with.
Susie Walker Edwards
Roberta is a very dedicated and knowledgeable benefits consultant. We worked together for several years and she always communicated to our group in a very professional, yet friendly manner. I enjoyed working with her as she made it easy to get answers, updates, or information to our employees. It has been many years since we've worked together but we remain in touch and she is an asset to any company she works with.
Susie Walker Edwards
Roberta is a very dedicated and knowledgeable benefits consultant. We worked together for several years and she always communicated to our group in a very professional, yet friendly manner. I enjoyed working with her as she made it easy to get answers, updates, or information to our employees. It has been many years since we've worked together but we remain in touch and she is an asset to any company she works with.
Susie Walker Edwards
Roberta is a very dedicated and knowledgeable benefits consultant. We worked together for several years and she always communicated to our group in a very professional, yet friendly manner. I enjoyed working with her as she made it easy to get answers, updates, or information to our employees. It has been many years since we've worked together but we remain in touch and she is an asset to any company she works with.
Credentials
-
Life, Accident & Health
California Department of Insurance
Experience
-
Heffernan Insurance Brokers
-
United States
-
Insurance
-
400 - 500 Employee
-
Employee Benefits Account Manager
-
Mar 2021 - Present
-
-
-
Lumity, Inc.
-
United States
-
Information Technology & Services
-
1 - 100 Employee
-
Employee Benefits Account Manager
-
Jul 2019 - Mar 2021
• Managing 11 mid to large group employers by collaborating with Human Resources • Provide employee benefits support and consult on competitive benefit analysis for Human Resource groups • Work closely with benefit consultants with implementation, renewal, and open enrollment processes • Provide expertise and support on top HRIS benefit platforms for HR customers • Managing 11 mid to large group employers by collaborating with Human Resources • Provide employee benefits support and consult on competitive benefit analysis for Human Resource groups • Work closely with benefit consultants with implementation, renewal, and open enrollment processes • Provide expertise and support on top HRIS benefit platforms for HR customers
-
-
-
Risk Strategies Company
-
United States
-
Insurance
-
700 & Above Employee
-
Employee Benefits Account Manager
-
Mar 2014 - Jul 2019
Design and implement employee benefit programs for small, mid, and large size employers • Analyze benefit plan performance and develop a renewal strategy • Work with employers to create and implement their employee wellness programs • Maintain client, account broker, and key vendor relationships • Facilitate on- and off-site sales presentations and training webinars • Provide product training to internal sales support staff • Provide Human Resources compliance support as well as compensation and competitive benefit analysis for recruitment and training purposes • Manage program procedures and processes that impact customer satisfaction Show less
-
-
-
-
Client Manager, Employee Benefits
-
Oct 2007 - Jan 2014
• Served as primary point-of-contact for mid to large-size accounts that ranged in size from 100 to 15,000 employees • Managed all client-related matters including claims, benefit-related issues, and TPA groups • Assisted with account implementations and renewals • Supported client enrollment activities • Prepared benefit program communication materials for open enrollment and special projects • Identified and recommended best practices related to employee onboarding processes • Produced monthly reports for assigned clients and coordinated monthly meetings to review results, pending items, and employee issues • Performed billing and reporting tasks both during and after client implementation • Responded to client issues including benefit claims, enrollments, and employee escalations • Assisted in a 33% increase in enrollment for the largest national restaurant franchise which resulted in a significant increase in tenure for participating hourly employees Show less
-
-
-
Ericsson
-
Sweden
-
Telecommunications
-
700 & Above Employee
-
Team Facilitator & Trainer
-
Aug 1996 - Jan 1998
- Enabled teams to work effectively with a new team-based approach developed by Ericsson (globally) - Trained and supported cross-functional teams with development, test, and integration - Integrated team processes throughout Ericsson- Acted as a liaison between management and development groups- Facilitated communication among all parties (including line and project management)- Organized weekly meetings to track progress and address pending issues- Participated in Quality Assurance Audit Show less
-
-
Poject Administrator
-
Jan 1993 - Aug 1996
-
-
Education
-
San Francisco State University
Bachelor of Arts (B.A.), Child and Adolescent Development, Concentration: Child and Family