Client Executive

• May 2022 - Present

Client Operations Lead

• Jun 2021 - May 2022

- Managed a book of 3 National clients, including a Global 500 company. - Served as the day-to-day liaison between our client and our production teams, owning all goals, projects, and timelines. - Worked to educate and consult with clients on relevant product updates, new system functionality, and industry regulations. - Engaged and deployed client success plans with Client Success Leader, Sales, and System Architects as needed. - Coordinated and ran all annual enrollment related activities. Working directly with the client administrative group, their broker & vendor partners, and internal teams to manage all project tasks, testing, and deliverables. - Facilitated ACA IRS transmittals, partnering with client on initial submissions and errors. - Successfully turned all 3 clients from our lowest satisfaction levels, to our highest, in under 5 months.

Client Marketplace Manager - Remote

• May 2019 - Jun 2021

In 2019 Liazon's renewal and implementation management teams merged, creating the Client Marketplace Manager role.- Managed a portfolio of 50+ clients, including implementation and ongoing service. - Trained and executed on performing back-end customization of client configuration. - Primary contributor to building out and maintaining the department knowledge base in Confluence. - Completed group implementations, working directly with internal sales and the client to launch them on the platform. - Moved to Pittsburgh in early 2020, becoming a hybrid Pittsburgh office and remote employee.

Client Services Manager

• Jul 2018 - May 2019

In July of 2018 I returned to Liazon Benefits in a Client Service Manager role, servicing clients in the Northeast region.

Employee Benefits Broker

• Jun 2017 - Jul 2018

After 3 years at Liazon Benefits, in June of 2017, I accepted an Employee Benefits Broker position at Scott Danahy Naylon, LLC. I worked on selling, implementing, and managing an array of Employee Benefit products for groups from start to finish; covering the entirety of the firm's Employee Benefit clients (250+). - Worked with local carriers and hosted annual enrollment meetings on site to the employee and administrative population. - Designed funding schemes and benefit packages for groups that would best suit their forthcoming financial plan & budget. - Created & administered all COBRA documents for groups as needed. - Developed relationships and planning horizons with carriers to establish a firm ground for the future strategic goals of the company. - Worked on developing financial and operational strategies for the Benefits Department. - Completed accounting cycles & audit on a monthly basis for the Benefits Department. - Branched out Benefits division to officially separate from Commercial Lines. This improved business process, along with refining the integrity of the company's hierarchy, reporting structure, and internal financial statements & reports. - Took entire book of business from physical files to living in their CRM.

Client Services Specialist

• Jun 2016 - Jun 2017

In June of 2016, I transitioned to a Client Service Specialist role at Liazon Benefits.- Operated as the Configuration Team and Microsoft Dynamics subject matter expert for the department, working directly with Configuration Team Leads.- Completed 12 renewals for Client Service Management Team, learning and perfecting the process of how clients renew with Liazon.- Took over as the CSS lead for several groups, handling the day-to-day cases, responding to group inquiries, and processing monthly COBRA and import files.- Worked on creating renewal packets for clients that were approaching the end of their plan year.- Worked directly with carriers to perform renewals for 2017. This included rate acquisition, plan reviews, and configuration.

Employee Benefits Advisor

• Jun 2014 - May 2016

I started as a Peak Employee Benefits Advisor for Liazon Benefits in September of 2014. In January of 2015 I was brought on full-time. - Established and oversaw a billing team, functioning within the Employee Service Department.- Awarded technology super-user. Responsible for pulling portal case related issues and hosting meetings with multiple departments focused on process and interdepartmental communication improvement.- Advised customers through enrollment in Liazon's web-based marketplace, answering a variety of questions relating to employee benefits.- Completed extensive training in customer service, employee benefits, billing, and on-boarding.- Daily use of Microsoft office (Word, Excel, PowerPoint) in projects, client knowledge base creation, and training.