Jeana Parker
Director of Client Services, Benefits Administration at Benefit Technology Resources- Claim this Profile
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Bio
Kate Taylor
I had the pleasure of working with Jeana when we first started our Benefit Administration Division ten years ago. We continued to work together as I moved to different roles within BTR and she moved up through PlanSource. Jeana is a great relationship builder, problem-solver, understands the industry from many different angles and is passionate about customer service. Anytime I have the opportunity to work with her on any project or client, I know things will get done and done right. Any organization she is a part of will thrive having her onboard.
Carrie Norden
I had the pleasure of partnering with Jeana to build an operations group for a start up division. Without her extensive knowledge and collaborative leadership that process would have been exponentially more difficult and far less successful. Jeana's skill set is broad in that she is able to strategically plan for expansion and growth but also able to methodically think through processing and execution plans for strategic initiatives. She builds credibility and lasting relationships with clients, her teams and co-workers because she is trustworthy, honest and you always know she is working to do the right thing. I hope we have the opportunity to work together again in the future.
Kate Taylor
I had the pleasure of working with Jeana when we first started our Benefit Administration Division ten years ago. We continued to work together as I moved to different roles within BTR and she moved up through PlanSource. Jeana is a great relationship builder, problem-solver, understands the industry from many different angles and is passionate about customer service. Anytime I have the opportunity to work with her on any project or client, I know things will get done and done right. Any organization she is a part of will thrive having her onboard.
Carrie Norden
I had the pleasure of partnering with Jeana to build an operations group for a start up division. Without her extensive knowledge and collaborative leadership that process would have been exponentially more difficult and far less successful. Jeana's skill set is broad in that she is able to strategically plan for expansion and growth but also able to methodically think through processing and execution plans for strategic initiatives. She builds credibility and lasting relationships with clients, her teams and co-workers because she is trustworthy, honest and you always know she is working to do the right thing. I hope we have the opportunity to work together again in the future.
Kate Taylor
I had the pleasure of working with Jeana when we first started our Benefit Administration Division ten years ago. We continued to work together as I moved to different roles within BTR and she moved up through PlanSource. Jeana is a great relationship builder, problem-solver, understands the industry from many different angles and is passionate about customer service. Anytime I have the opportunity to work with her on any project or client, I know things will get done and done right. Any organization she is a part of will thrive having her onboard.
Carrie Norden
I had the pleasure of partnering with Jeana to build an operations group for a start up division. Without her extensive knowledge and collaborative leadership that process would have been exponentially more difficult and far less successful. Jeana's skill set is broad in that she is able to strategically plan for expansion and growth but also able to methodically think through processing and execution plans for strategic initiatives. She builds credibility and lasting relationships with clients, her teams and co-workers because she is trustworthy, honest and you always know she is working to do the right thing. I hope we have the opportunity to work together again in the future.
Kate Taylor
I had the pleasure of working with Jeana when we first started our Benefit Administration Division ten years ago. We continued to work together as I moved to different roles within BTR and she moved up through PlanSource. Jeana is a great relationship builder, problem-solver, understands the industry from many different angles and is passionate about customer service. Anytime I have the opportunity to work with her on any project or client, I know things will get done and done right. Any organization she is a part of will thrive having her onboard.
Carrie Norden
I had the pleasure of partnering with Jeana to build an operations group for a start up division. Without her extensive knowledge and collaborative leadership that process would have been exponentially more difficult and far less successful. Jeana's skill set is broad in that she is able to strategically plan for expansion and growth but also able to methodically think through processing and execution plans for strategic initiatives. She builds credibility and lasting relationships with clients, her teams and co-workers because she is trustworthy, honest and you always know she is working to do the right thing. I hope we have the opportunity to work together again in the future.
Credentials
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Insurance Agent, Limited Resident
State of Utah Insurance DepartmentMar, 2019- Nov, 2024
Experience
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Benefit Technology Resources
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Director of Client Services, Benefits Administration
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Nov 2020 - Present
As the Director of Client Services I provide leadership for the Benefits Administration division managers and client service teams. My focus is to build on the current (excellent) client experience driving scalable solutions to continue to exceed client expectations. As the Director of Client Services I provide leadership for the Benefits Administration division managers and client service teams. My focus is to build on the current (excellent) client experience driving scalable solutions to continue to exceed client expectations.
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Senior Business Consultant
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Apr 2020 - Nov 2020
Consult with Employee Benefits Administration companies to significantly improve operating leverage, employee satisfaction and overall client satisfaction and retention. Consult with Employee Benefits Administration companies to significantly improve operating leverage, employee satisfaction and overall client satisfaction and retention.
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PLANSIGHT
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United States
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Software Development
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1 - 100 Employee
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SVP Client Success
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Jul 2018 - Mar 2020
As SVP of Client Services I provided strategic direction and leadership to ensure customer success and service excellence. As SVP of Client Services I provided strategic direction and leadership to ensure customer success and service excellence.
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PlanSource
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United States
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Software Development
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500 - 600 Employee
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Vice President, Strategic Initiatives
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Feb 2015 - Jun 2018
As the VP of Strategic Initiatives, my team is responsible for strategic product initiatives, from concept to launch, and beyond. My 17 years of benefits administration experience allows me to lead my team with a clear focus on simplifying the work of HR and Benefits professionals.
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Vice President, Client Services
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Mar 2013 - Feb 2015
As the VP of Client Services I lead the Account Management and ongoing service teams. My team was responsible for supporting over 2500 employers and several hundred brokers.
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Director of Operations
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Mar 2008 - Mar 2013
As Director of Operations, I lead Implementation, Account Management, Service and EDI teams. I played a key role in establishing a service model and structure to support brokers and employers and provide them with the technology to streamline benefits administration tasks and processes.
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Ceridian
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United States
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Software Development
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700 & Above Employee
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Account Manager, Call Center Manager
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1999 - 2008
As Account Manager I was responsible for managing large benefits administration technology customers between 1000 and 15000 lives. This included implementation, ongoing support and annual open enrollment. This included troubleshooting system issues, managing renewal and mid-year change projects, updating systems for renewal changes, coordinating employee communications, researching complex system and data issues and much more.As the call center manager I was responsible for building a Benefits Administration team to manage outsourced benefits administration as well as support the proprietary online enrollment system for outsourced employers.
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Community
