Betty Wallace
Senior Benefits Specialist at Cornerstone Senior Services- Claim this Profile
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Bio
Credentials
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Life and Health Insurance License
ARKANSAS INSURANCE DEPARTMENTAug, 2018- Nov, 2024 -
2019 Medicare + Fraud, Waste & Abuse Training
America's Health Insurance Plans (AHIP)Sep, 2018- Nov, 2024
Experience
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Cornerstone
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United States
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Insurance
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1 - 100 Employee
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Senior Benefits Specialist
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Apr 2017 - Present
-Formed partnership with business associate and brokerage focused on senior market -Met with customers to conduct financial reviews and provide needs-based presentations -Educated seniors regarding Medicare and various senior focused products. -Recruited licensed insurance agents and other professionals to join growing sales team -Provided detailed audits of commissions and new business processing -Offered training to agents regarding products and carrier protocol -Met with… Show more -Formed partnership with business associate and brokerage focused on senior market -Met with customers to conduct financial reviews and provide needs-based presentations -Educated seniors regarding Medicare and various senior focused products. -Recruited licensed insurance agents and other professionals to join growing sales team -Provided detailed audits of commissions and new business processing -Offered training to agents regarding products and carrier protocol -Met with group brokers to offer product training and build relationships -Created corporate TPA to administer group business and provide individual bank drafts and policy services -Compiled marketing campaign to reach thousands of agents via text and email messages -Tracked success of open enrollment and turning 65 leads regarding sales, retention period, earned premiums and production -Built sales excitement using carrier rewards such as incentive trips, bonuses, and team competitions -Planned sales events for open enrollments utilizing joint meetings with pharmacy customers, church members, clinic customers, military members and more Show less -Formed partnership with business associate and brokerage focused on senior market -Met with customers to conduct financial reviews and provide needs-based presentations -Educated seniors regarding Medicare and various senior focused products. -Recruited licensed insurance agents and other professionals to join growing sales team -Provided detailed audits of commissions and new business processing -Offered training to agents regarding products and carrier protocol -Met with… Show more -Formed partnership with business associate and brokerage focused on senior market -Met with customers to conduct financial reviews and provide needs-based presentations -Educated seniors regarding Medicare and various senior focused products. -Recruited licensed insurance agents and other professionals to join growing sales team -Provided detailed audits of commissions and new business processing -Offered training to agents regarding products and carrier protocol -Met with group brokers to offer product training and build relationships -Created corporate TPA to administer group business and provide individual bank drafts and policy services -Compiled marketing campaign to reach thousands of agents via text and email messages -Tracked success of open enrollment and turning 65 leads regarding sales, retention period, earned premiums and production -Built sales excitement using carrier rewards such as incentive trips, bonuses, and team competitions -Planned sales events for open enrollments utilizing joint meetings with pharmacy customers, church members, clinic customers, military members and more Show less
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Transamerica
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United States
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Financial Services
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700 & Above Employee
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Sr. RFP (Request for Proposal) Specialist
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Feb 2016 - Apr 2017
-Provided detailed RFP packages to brokers and large employer groups -Assembled detailed product analysis for competitive bid scenarios -Created product proposals tailored to specific bids and industries -Collaborated with underwriters and actuaries to create special offers as retention incentives -Met with implementation teams to learn about new portfolio of products -Reviewed sales materials for underwriting accuracy and product clarity -Explained proposal documents and… Show more -Provided detailed RFP packages to brokers and large employer groups -Assembled detailed product analysis for competitive bid scenarios -Created product proposals tailored to specific bids and industries -Collaborated with underwriters and actuaries to create special offers as retention incentives -Met with implementation teams to learn about new portfolio of products -Reviewed sales materials for underwriting accuracy and product clarity -Explained proposal documents and product features to agents -Trained new team members regarding systems protocol, product knowledge, and bid methodologies -Participated in workflow review for solutions (streamlining processes and linking to group master files) -Acted as back-up support staff for enrollment teams during year end and busy enrollment periods -Increased knowledge of state specific requirements, which enabled improved product placement and consistency between benefits and premiums among regions.
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Sr. Client Relationship Manager
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Oct 2014 - Feb 2016
-Coordinated group enrollments with agents, enrollment systems and customers -Provided sales materials and tools for competitive bids -Trained agents regarding products, enrollment systems, commissions process -Explained group enrollments and administration to clients and brokers -Researched claims, enrollment issues and errors to assist clients and policyholders -Created personalized sales documents for intricate multi-state enrollments with several products -Prepared… Show more -Coordinated group enrollments with agents, enrollment systems and customers -Provided sales materials and tools for competitive bids -Trained agents regarding products, enrollment systems, commissions process -Explained group enrollments and administration to clients and brokers -Researched claims, enrollment issues and errors to assist clients and policyholders -Created personalized sales documents for intricate multi-state enrollments with several products -Prepared billing reconciliations for clients as needed and researched outages -Planned broker events to garner new relationships and educate agency candidates regarding products, underwriting offers, ease of enrollment and advantages of working with the company -Assisted clients and broker agencies with a variety of services such as online group administration & marketing -Offered training/mentoring to new CRMs
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Accounts Payable Supervisor
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Aug 2003 - Oct 2014
-Oversaw A/P related functionality for all group business activity -Provided Concur reimbursement system training, trouble shooting and support -Worked interdepartmentally with colleagues to achieve system enhancements -Measured and monitored service standards for consistency across locations -Contributed to process documentation , improvements and control implementation -Created expense management reports and analytics for executives and sales team members -Managed daily… Show more -Oversaw A/P related functionality for all group business activity -Provided Concur reimbursement system training, trouble shooting and support -Worked interdepartmentally with colleagues to achieve system enhancements -Measured and monitored service standards for consistency across locations -Contributed to process documentation , improvements and control implementation -Created expense management reports and analytics for executives and sales team members -Managed daily goals and production for A/P area -Completed daily balancing of A/P functions and monthly A/P related reconciliations -Handled special projects, as needed for management -Managed A/P team members
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McLarty Automotive Group
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North Little Rock, AR
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Staff Accountant
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Oct 1998 - Aug 2003
-Prepared corporate payroll and file corresponding tax forms -Paid invoices and provided expense summaries -Designed meeting presentations for weekly sales reports -Met with auditors to review compliance issues -Provided 401k plan administration and updates -Prepared corporate payroll and file corresponding tax forms -Paid invoices and provided expense summaries -Designed meeting presentations for weekly sales reports -Met with auditors to review compliance issues -Provided 401k plan administration and updates
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Administrative Assistant
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May 1993 - May 1998
-Handled multiple functions including: receptionist, bookkeeping, marketing specialist and associate agent -Organized all necessary activities to complete the insurance application process -Handled multiple functions including: receptionist, bookkeeping, marketing specialist and associate agent -Organized all necessary activities to complete the insurance application process
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Education
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1999 - 2002
University of Arkansas at Little Rock
Accounting Studies -
1988 - 1992
Harding University
Bachelor of Science - BS, General Studies
Community
