Experience

The Richards Group - Financial, Insurance & HR Solutions

• United States
• Insurance
• 1 - 100 Employee

• Employee Benefits Account Executive

  • Jun 2018 - Present

  - Understand The Richards Group value proposition for each opportunity and align the Agency’s resources and expertise with individual client sales strategies. - Develop, foster and cultivate relationships with Account Management team. - Act as a subject mater expert regarding Health and Benefits. - Develop and maintain strong relationships with clients, carrier representatives and/or prospects. - Provide continued service in support of sales duties to build relationships with… Show more - Understand The Richards Group value proposition for each opportunity and align the Agency’s resources and expertise with individual client sales strategies. - Develop, foster and cultivate relationships with Account Management team. - Act as a subject mater expert regarding Health and Benefits. - Develop and maintain strong relationships with clients, carrier representatives and/or prospects. - Provide continued service in support of sales duties to build relationships with clients and carriers. - Assist in selecting competitive carriers to receive new business and re-market applications. - Preparing financial and benefit analysis. - Participate with new client setup, renewals and open enrollment meetings - Maintain a high level of client retention annually. - Provide proactive risk management advice to existing clients and resolve issues effectively. - Escalate client concerns when appropriate. - Discuss with clients applicable legislation and market trends. - Remain current on all technical issues and demonstrate product knowledge, as needed. - Perform other duties as required. Show less



Hickok & Boardman HR Intelligence

• United States
• Insurance
• 1 - 100 Employee

• Senior Client Manager

  • Sep 2013 - Present

  Burlington, Vermont Area • Proactive management of established accounts • Managing day to day administration for team of accounts in Agency Management System. Included but not limited to account/client updates, activities, renewals, carrier changes and commission information etc. • Direct liaison for carrier issues, such as billing, claims submission, interpretation of contracts, claim and premium experience data. • Coordinates and manages communications between clients, carrier, vendors and team lead. •… Show more • Proactive management of established accounts • Managing day to day administration for team of accounts in Agency Management System. Included but not limited to account/client updates, activities, renewals, carrier changes and commission information etc. • Direct liaison for carrier issues, such as billing, claims submission, interpretation of contracts, claim and premium experience data. • Coordinates and manages communications between clients, carrier, vendors and team lead. • Initiates and manages the Request for Proposals for carriers/vendors in conjunction with the client objectives • Medicare rules and regulations • Managing plan renewal or changes in carrier implementation in conjunction with carrier • Present carrier or vendor information to client, including presentations to employees. • Develops and maintains relationships with carriers and vendors and knowledge of their programs, products and protocols • Special projects depending on the clients needs such as Total Compensation Statements, Payroll Stuffers • Voluntary benefits enrollment & employee education sessions • HealthCare Reform • Proficient in Microsoft Office (Word, Excel), Power Point and Zywave (Zywave consists of My Wave, HR Connection, Brokerage Briefcase & Brokerage Builder), Health Advocate, and Microsoft Dynamics CRM. Show less



Hickok & Boardman Group Benefits

• Client Manager

  • Jul 2002 - Sep 2013

  Burlington, Vermont Area • Managing overall service of established client accounts in a proactive manner. • Managing day to day administration for team of accounts in Agency Management System. Included but not limited to account/client updates, activities, renewals, carrier changes and commission information etc. • Responds to request for information for client. Also direct liaison for carrier issues, such as billing, claims submission, interpretation of contracts, claim and premium experience data. •… Show more • Managing overall service of established client accounts in a proactive manner. • Managing day to day administration for team of accounts in Agency Management System. Included but not limited to account/client updates, activities, renewals, carrier changes and commission information etc. • Responds to request for information for client. Also direct liaison for carrier issues, such as billing, claims submission, interpretation of contracts, claim and premium experience data. • Coordinates and manages communications between clients, carrier, vendors and team lead. • Initiates and manages the Request for Proposals for carriers/vendors in conjunction with the client objectives • Compiles data or other account information for review and presentation to clients • Update and maintain clients Custom Monthly Financial Reports • Coordinates and manages plan renewal or changes in carrier implementation in conjunction with carrier and team lead • Present carrier or vendor information to client, including presentations to employees. • Develops and maintains relationships with carriers and vendors and knowledge of their programs, products and protocols • Implementation, design and building of HR Connection site for clients • Special projects depending on the clients needs such as payroll stuffers • Voluntary benefits • Proficient in Microsoft Office (Word, Excel), Power Point and Zywave (Zywave consists of My Wave, HR Connection, Brokerage Briefcase & Brokerage Builder), Health Advocate, HR Sentry and Microsoft Dynamics CRM. Show less



CBA/EBPA

• Client Service Rep

  • Oct 2001 - Jul 2002

  • Primary liaison for direct accounts and brokers • Conduct Client Orientation Meetings • Working with Internal Claims staff to resolve client issues and improve claims processing procedures • Presentation of financial monthly reporting package to clients • Conduct Six Month Performance Reviews with clients to assure satisfaction with plan • Provides information on quarterly basis to clients regarding changes to prescription drug plans



RATHBONE & COMPANY dba Kinney Pike Insurance

• Employee Benefits Specialist

  • Sep 1998 - Oct 2001

  • Sales & Customer Service for all group & Association clients, confirming benefits and handling claims issues etc. • Prepare various quotes for group plans for current clients and/or prospects. • Create comparison spreadsheets to compare the variety of proposed programs to a client and/or prospects current plan. • Handling employee enrollment/administrative meetings when needed • Preparing monthly financial spreadsheets to self-funded clients • Meeting with groups to… Show more • Sales & Customer Service for all group & Association clients, confirming benefits and handling claims issues etc. • Prepare various quotes for group plans for current clients and/or prospects. • Create comparison spreadsheets to compare the variety of proposed programs to a client and/or prospects current plan. • Handling employee enrollment/administrative meetings when needed • Preparing monthly financial spreadsheets to self-funded clients • Meeting with groups to review current benefits, renewals etc. • Proficient in Microsoft Word for Windows, Excel, Windows 95,TAM, Intro to PowerPoint Show less



The Waskow Group

• Program Coordinator - Association Programs

  • Jun 1993 - Sep 1998

  • Prepared various quotes for group plans for current clients, prospects and other agents. Created spreadsheets to compare the variety of proposed programs to their current plan. Processed all Individual Health & Medicare Supplement applications, as well as new group applications for Health, Life, Short Term and Long Term Disability, Dental and Cafeteria Plans. • Customer Service for all group & Association clients, confirming benefits and handling claims issues etc. • Recorded,… Show more • Prepared various quotes for group plans for current clients, prospects and other agents. Created spreadsheets to compare the variety of proposed programs to their current plan. Processed all Individual Health & Medicare Supplement applications, as well as new group applications for Health, Life, Short Term and Long Term Disability, Dental and Cafeteria Plans. • Customer Service for all group & Association clients, confirming benefits and handling claims issues etc. • Recorded, created and posted all agents accounts to create monthly commission statements. • Created the documentation for Medical Expense Reimbursement plans. • Handled employee enrollment/administrative meetings for the AIVIS/VACE/IIAV Associations. • Met with individuals or groups to review current benefits, renewals etc. • Sent out annual questionnaires to all group accounts • Worked with Microsoft Word for Windows, Excel, Windows 95, CICS Database Software and various proposals systems for insurance carriers. Show less