Experience

Consiliarium Group, LLC

• United States
• Insurance
• 1 - 100 Employee

• Partner, Communication & Education Practice Leader

  • Jun 2016 - Present

  • Obtains in-depth understanding of clients’ businesses and their employee benefits philosophy. • Provides expert advice on the employee benefit marketplace, including differences between carriers, marketplace trends and legislative framework affecting benefits and incorporating that into clients’ employee benefits philosophy. • Leads complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies. • Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration including eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. • Determines the full scope of services provided to the client and sets roles/responsibilities within the client team. • Develops sophisticated benefits design and renewal strategies and drives the development of tools and solutions to address complex client issues. • Serves as the firm’s Communication & Education Practice Leader- develops a customized employee benefits communication platform reflecting each client’s culture and story and effectively communicates it to clients' employees. Show less



Clark Patterson Lee

• United States

• Human Resources

  • Sep 2015 - Mar 2017

  Employee Benefits counseling and administration; On-boarding new staff, including orienting and meeting with employees; Set-up and ongoing updates of payroll files as it relates to employee benefit changes; Develop and maintain regular employee benefits informational posts to the company's intranet; Monitor State and Federal laws with regards to employee benefits and the workplace- develop reporting materials and protocol for employees Establish reporting protocol for ERISA, including supervision of report preparation and applications; Provide guidance pertaining to employee benefits insurance policies, cost strategies, benchmarking data. Show less



Gallagher Benefit Services

• • Sep 2009 - Mar 2015

  • Left job voluntarily in excellent standing with a track record of success and excellent recommendations• Managed a book of business over $1M in revenue and consistently maintained a 98% retention rate and continually sought opportunities to increase revenue through existing clientele.• Obtained in-depth understanding of clients’ businesses and their employee benefits philosophy.• Provided expert advice on the employee benefit marketplace, including differences between carriers, marketplace trends and legislative framework affecting benefits and incorporating that into clients’ employee benefits philosophy.• Lead complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies.• Established effective carrier/vendor relationships to serve clients in benefits procurement and administration including eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments.• Determined the full scope of services provided to the client and set roles/responsibilities within the client team.• Developed sophisticated benefits design and renewal strategies and drove the development of tools and solutions to address complex client issues.• Established and Co-Chaired both the Client Retention Committee and Client Education Committee within the local Gallagher office. Show less

• • May 2006 - Sep 2009

  • Developed and maintained strong relationships with clients and marketplace through positive interaction and assistance.• Coordinated plan marketing proposals and bid specification for potential new groups and existing accounts.• Regularly informed and educated clients about policy coverages, changes, exclusions, and insurance needs.• Corresponded with carriers, members, and providers to educate, clarify benefits, resolve claim issues and disputes, and verify eligibility.• Investigated, researched, and provided timely responses to all service issues.• Participated in client meetings, sales calls, enrollment meetings, and benefits fairs.• Prepared employer and employee communication materials, including benefit booklets, employee education packets, enrollment kits and customized forms needed by the client.• Coordinated, implemented, and monitored online enrollment systems between clients and vendors. Show less



First Niagara Insurance formerly Hatch Leonard Naples

• Account Executive/Sales Producer

  • Sep 2003 - May 2006

  • Responsible for prospecting, soliciting, and selling new Personal Lines accounts to Business Executives. • Identified, developed, and maintained list of insurance prospects. • Made sales presentations to prospective and existing clients on new and renewal business. • Completed applications and related documentation for submission to appropriate insurance markets. • Recommended appropriate coverages for clients, being sensitive of underwriting guidelines and binding authority. • Set and met annual new business sales goals. Show less

• Account Manager- Employee Benefits

  • Apr 2001 - May 2003

  • Developed and maintained strong relationships with clients and marketplace through positive interaction and assistance. • Regularly informed and educated clients about policy coverages, changes, exclusions, and insurance needs. • Provided service support to Account Executives. • Submitted proposals and marketing requests for new and existing business to carriers. • Investigated, researched, and provided timely responses to all service issues. • Developed and maintained strong relationships with clients and marketplace through positive interaction and assistance. • Regularly informed and educated clients about policy coverages, changes, exclusions, and insurance needs. • Provided service support to Account Executives. • Submitted proposals and marketing requests for new and existing business to carriers. • Investigated, researched, and provided timely responses to all service issues.



First Fortis Life Insurance Co

• United States
• Insurance

• Claims Analyst

  • 1999 - 2001

  • Maintained high level of customer service to both internal and external customers. • Reviewed life and disability claims and supporting documentation to determine eligibility of claims. • Followed adjudication claim policies and procedures to ensure proper payment of claim. • Processed all claims and incoming correspondence timely and accurately according to Company standards. • Ensured a high level of customer satisfaction, resolve customer-impact issues, including customer specific and process issues. Show less