Experience

North Risk Partners

• United States
• Insurance
• 200 - 300 Employee

• Account Advisor

  • Jun 2020 - Present



North Risk Partners - Bearence Division

• Senior Account Manager - Employee Benefits

  • 2018 - Jun 2020

• Employee Benefits Risk Consultant

  • Mar 2017 - Jun 2020

• Employee Benefits Account Manager

  • Jul 2016 - Mar 2017



Holmes Murphy

• United States
• Insurance
• 500 - 600 Employee

• Client Service Consultant, EB

  • Feb 2016 - May 2016

  As a Client Service Consultant in Employee Benefits, my role is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs. This role manages day-to-day tasks for assigned clients, according to Holmes Murphy best practices, to ensure that both client expectations and Holmes Murphy operational goals are met on time and within budget. Provide technical expertise and develop/strengthen client relationships and provide effective… Show more As a Client Service Consultant in Employee Benefits, my role is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs. This role manages day-to-day tasks for assigned clients, according to Holmes Murphy best practices, to ensure that both client expectations and Holmes Murphy operational goals are met on time and within budget. Provide technical expertise and develop/strengthen client relationships and provide effective customer service in a professional and timely manner. RESPONSIBILITIES: ~ Provide account management support for other Consultants and Senior Consultants, articulating client strategy to internal and external partners. ~ Initiate opportunities to round accounts, to include presenting information to client with or without assistance from the Senior Consultant. ~ Monitor financials/budgeting status on a monthly basis; review and deliver appropriate reporting to clients. ~ Draft complex Request for Proposals (RFPs) for review by appropriate Consultant/Senior Consultant, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed, summarize and analyze insurance carrier proposals for review by appropriate Consultant/Senior Consultant. ~ Take ownership of identified problems; research and problem solve to see the process through to resolution. ~ Use tact, diplomacy and appropriate confidentiality in handling sensitive client or insurance carrier situations and/or complaints. ~ Visit client sites to participate in face-to-face meetings, as required. ~ Assist clients in meeting HlPAA, ERISA, PPACA and all other employee benefit related compliance regulations. ~ Monitor Helpline performance and issues, providing up-to-date information and assisting with meetings/trainings (dependent upon location and client).

• Employee Benefits Account Manager

  • Oct 2012 - May 2016

  As an Account Manager in Employee Benefits, my role is focused on evaluating the needs and risks of existing clients and assisting them in creating an insurance program specific to those needs. This includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business. Primary Responsibilities: - Assist with marketing of new and renewal business to include gathering needed information, submission to carriers… Show more As an Account Manager in Employee Benefits, my role is focused on evaluating the needs and risks of existing clients and assisting them in creating an insurance program specific to those needs. This includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business. Primary Responsibilities: - Assist with marketing of new and renewal business to include gathering needed information, submission to carriers and preparation of proposal to the client. - Communicate daily with insurance companies to ensure proper administration of accounts to include contract concerns, underwriting issues, claim situations, etc. - Ensure account accuracy through reviewing coverages, renewals, applications, and new business submissions, as well as checking policies, premiums, invoicing and SPD’s. - Maintain life/health files for clients, process applications, perform policyholder service, and review and deliver policies. - Prepare/create communication pieces for sales presentations and employee meetings. - Service clients by telephone and in-person on issues such as reviewing current insurance and assessing future needs; evaluating and recommend options for the future; answering questions on benefits, eligibility, claims, delivering policies/endorsements, etc.

• Claims Consultant

  • Sep 2011 - Oct 2012

• Claims Assistant

  • Jul 2008 - Oct 2011

• Receptionist/Word Processor

  • Apr 2006 - Jul 2008



Echo Electric

• Receptionist

  • 2004 - 2006