Experience

Brock Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Sr. Account Manager

  • Apr 2005 - Present

  Responsible for account management and benefits administration tasks for large groups including marketing, communication, and enrollment of all plan types such as medical, ancillary, voluntary group, and voluntary worksite. Market, analyze, and recommend product offerings to clients based on client needs and benefits philosophy. Coordinate and implement enrollment strategies for both perpetual and annual enrollment activities. Resolve daily service issues such as billing, claims, and compliance by working directly with carrier contacts and national broker partnership resources. Research, implement, and manage online electronic enrollment platform (Selerix) including coordinating data exchange between carriers, enrollment vendor, payroll administrators, and clients as well as completing in-house, rules-based case building. Create customized employee communication pieces for effective and concise communication of complex eligibility rules and plan options. Show less



Tigrett & Pennington, Inc.

• Voluntary Benefits Account Manager

  • Oct 2001 - Apr 2005

  Handled daily administration tasks for complete line of voluntary group and worksite plans for major employer (5000+employees). Responsible for the coordination and communication of benefits for new hires (approximately 200 per week) as well as complex annual enrollment utilizing call center, face-to-face, and online enrollment solutions. Conducted research and implementation of online enrollment system (BenefitsConnect) including in-house, rules-based case-building and electronic data submission. Generated and reconciled self-bill for all product lines with 99% accuracy despite turnover of more than 150%. Liaison between employee, client, and carrier for complex disability and life claims. Completion of daily eligibility and payroll deduction reporting. Show less