Client Executive

• Sep 2022 - Present

Executive Office Assistant

• Jun 2022 - Sep 2022

Enterprise Account Manager

• Aug 2019 - Oct 2021

• High-level operative with a hybrid scope of responsibilities in both internal and external forms as a consultative account manager. • Key contributor to internal company strategies as well as a subject matter expert on all-things-Fiserv while serving as the main point of contact for Fiserv’s Large National Enterprise portfolio. • Ownership of day-to-day responsibilities for new client implementation. • Develop and maintain trusting personal relationships with decision makers and day-to-day contacts within the Finance, IT and ERP Systems departments of the client’s organization as a consultative go-to while servicing their contract with us. • Stay up to date with industry updates, requirements and regulation changes throughout the year and deliver solutions for client adherence to required changes • Deliver updates on organizational changes within the digital, hardware and technology products we offer our clients. • Serve as escalation point to resolve issues and address requests clients bring me by coordinating with appropriate internal stakeholders to deliver timely solutions. I • Responsible for working with internal resources for product development, operational workflow streamlining and sales contacts that fall in scope with the Enterprise business channel. • Work consultatively with sales channel stakeholders during contract renewals by providing high-level overviews of historical milestones for the customer and identify opportunities for new revenue generation by upselling customers with solutions and products applicable to their needs.

Account Manager, Sales

• Mar 2015 - Jun 2019

• I managed the mid-market book of business made up over 145clients nationwide by working directly with C-Suite and Senior Management level contacts in Human Resources and Total Rewards for each group after the account is sold by new business.• I built and managed collaborative client and broker relationships and ensured smooth transition from sales to implementation and account managed.• I maintained a 98% retention rate across my book of business over the last 3 years and have satisfied 132% of by 2019 new business sales quota. Customized promotional strategies to fit within the resources and mediums available to the client in order to drive employee awareness/engagement in their benefits – resulting in maximized value in the client-sponsored benefits they offer their employees.• Collaborate closely with Human Resources to understand benefits structure and assist in streamlining programs to lower costs and improve employee productivity and health• Work with clients in advance of benefit renewal cycle and assist in the RFP process for ancillary healthcare benefits including Wellness Programs, EAP+Work/Life,FMLA, External & Internal Appeals Admin• Data mining to report on year over year results in strategies to increase employee benefit awareness and minimize over-spending in preventable healthcare costs• Deliver BMCA and AMCA reports to clients to show ROI on services purchased within their suite of services through Health Advocate that incorporated intervention to produce outcomes which effect claim dollars.• Client portfolio consisted of both fully insured and ASO medical and pharmacy benefit plans.• Utilized member usage statistics to identify new methods for increasing productivity of the employee population and of the Human Resources department of each client.• For clients with self-funded health plans, I utilized their claims data to identify trends and risks associated with their population to create strategies for reducing unnecessary spending.

Client Service Specialist

• Apr 2014 - Apr 2015

- Served as subject matter expert for escalated insurance claim issues, benefit eligibility, enrollment support during Annual Enrollment and for new hires/employees for qualified mid-year benefit elections and changes for ~10,000 accounts.- Serve as the primary contact for the sales team and customers to install new clients and upsold health & wellness products to existing customers in a timely manner throughout the calendar year.- Produce and distribute implementation plan to ensure timely delivery of installation services- Serve as a contact for new clients as assigned with questions about installation and ongoing needs. This includes but is not limited to working with client’s eligibility vendor to create, receive and test eligibility file; obtain client benefit documents; establish client’s ongoing reporting needs; and educating key contacts on the services- Accountable for the timely and high quality production of the customer requirements. Performs critical information gathering and interpretation to ensure client specifications regarding products, structure, billing and eligibility- Responsible for ongoing client needs after implementation- Accountable for tracking the resolution of client issues, following up with other Health Advocate areas to ensure timely resolution- Provide support to assigned accounts by responding to inquires or resolving issues of concern- Serve as a liaison between the operational units and the sales team to ensure a smooth and complete installation of a client’s account and to maintain relationship with client- Identify opportunities for up-selling- Obtain client specific contractual information and develop it as an accessible reference for operational staff- Act as subject matter expert for internal parties in reference to assigned clients- Deliver reports to client in a timely manner

Benefits Specialist

• Sep 2013 - Apr 2014

Helped clients navigate Employer Sponsored Benefit Plans byhelping employees understand their benefit plan offering and provide direction in working through a variety of benefit issues; including, coordination of primary secondary insurance policies, retirement benefits, Medicare enrollment and eligibility (As well as Part B, Part D and supplemental policy enrollment), LTD/STD/AD&D, FMLA, and administratively handled proactive and reactive benefit authorization approvals, clinical trial research availability, catastrophic health coverage, and eligibility within the general ESB industry.• Additionally, I served as a subject matter expert on Medicare/Medicaid coordination with Employer Benefits for retirees, disability enrollment, and union benefit package engagement strategizing for employers of the small mom-and-pop size, to 50-100k+ life Fortune 100 and 500 employer groups. I interfaced as an operational key contributor in working all sensitive and white-glove escalations for C Suite contacts and special needs employees for the group.• Educated and consulted with internal and external resources by interfacing with them to provide guidance and direction regarding plan options, cost factors and detailed benefit review during the plan year and during open enrollment periods. Simple explanations of benefit options as well as complex coordination and planning for employees planning to retire or go out on leave in the coming plan year consistently throughout 3-4 months a year.• Assisted in educating new-hires and current employees during special election periods as well as the total employee population during the annual enrollment window.

Customer Care Associate - Clinical and National Account Units

• Dec 2011 - Sep 2013