Ingrid Diane Heiner
Client Manager at RogersGray, A Baldwin Risk Partner- Claim this Profile
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Spanish Full professional proficiency
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English Professional working proficiency
Topline Score
Bio
Experience
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RogersGray, A Baldwin Risk Partner
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United States
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Insurance
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100 - 200 Employee
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Client Manager
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Aug 2022 - Present
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Borislow Insurance
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United States
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Insurance
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1 - 100 Employee
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Senior Benefit Analyst, Education Practice
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Oct 2019 - Present
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Merrimack Insurance and Retirement Planning Services
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North Andover, Massachusetts
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Employee Benefits Specialist
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May 2018 - Oct 2019
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The Merrimack group
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Norh Andover MA
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Employee Benefits Specialist
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May 2018 - Oct 2019
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HRC Total Solutions, LLC
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Account Manager
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Feb 2014 - Mar 2018
Work with Client specific plans, HRA, HSA, FSA, Section 132 & COBRAPrimary role included educational guidance regarding strategies, financial health and overall retirement planning. Conducted onsite sales and enrollment presentations with clients/potential clients, and on boarding new employees. Assist brokers and clients with compiling year-end financial reports.
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Benefit Specialist Customer Service Manager
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Sep 2015 - Feb 2018
Achievement-driven customer service manager with 5 years of experience in successfully prioritizing and completing tasks to meet customers’ needs. Proficient in handling complex customer service issues, reviewing customer complaints and tracking customer complaint resolution. Well-versed in providing assistance to clients in various aspects and troubleshooting arising problems. Specializes in delivering support to the customer service department in a professional and organized manner owing to strong administration background. Determined to utilize and implement transferable skills and knowledge for working efficiently towards productivity. Oversee and administer corporate and human policies and procedures including administration of all benefits plans and programs. Coach employees and council management in conflict resolution, motivation goal setting performance appraisals and Customer Service staff development. Maintain knowledge of industry trends, and special projects. Increased efficiency by creating by creating and developing process, procedures and eventual best practices to effectively support the customer service, claims across 3 offices creating performance metrics and accountability Recruitment performance management, staff development, employee relations, policy implementation and creation of marketing material Show less
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ADP
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United States
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Human Resources Services
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700 & Above Employee
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Bilingual Customer Service Representative
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Jul 2014 - May 2015
Investment plans and 401k Investment plans and 401k
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Colegio Internacional Sek Ecuador
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Ecuador
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Primary and Secondary Education
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1 - 100 Employee
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ESL Teacher
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Apr 2007 - Apr 2012
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Ecuavisa
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Ecuador
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Broadcast Media Production and Distribution
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300 - 400 Employee
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Project Director
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Mar 2012 - 2012
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Omnilife
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Wellness and Fitness Services
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700 & Above Employee
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Independent Distributor
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Jul 2004 - Feb 2010
Presented seminars created several organizations in Chile, Ecuador, Miami In one month became Gold In 4 months became silver. In 6 months became Diamond Award-winning for being the First in the entire network market to achieve the Diamond, highest title in such short timeframe. Handled Social Media Marketing & Manegment of my own front line Website Advertising, offering financial liberty. Facilitated training programs to increase the number of sales in my organization. Presented seminars created several organizations in Chile, Ecuador, Miami In one month became Gold In 4 months became silver. In 6 months became Diamond Award-winning for being the First in the entire network market to achieve the Diamond, highest title in such short timeframe. Handled Social Media Marketing & Manegment of my own front line Website Advertising, offering financial liberty. Facilitated training programs to increase the number of sales in my organization.
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Education
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Universidad Técnica Particular de Loja
Bachelor's Degree, English Language and Literature/Letters -
Pontificia Universidad Católica del Ecuador
Associate's degree, Business Administration and Management, General