Experience

Doctor's Choice

• United States
• Insurance
• 1 - 100 Employee

• Manager of Client Experience

  • Dec 2020 - Mar 2021

  Warwick, Rhode Island, United States • Responsible for continued guidance on process improvement(s) to enhance the client experience. • Refined the layout, operating procedure and reporting protocols for the SalesForce documentation system to achieve a more efficient and focused experience for both internal staff and consumer facing products. • Provided enrollment assistance in Medicare part A and B for clients. • Advised and enrolled clients in Medicare products.

• Level II Enrollment Specialist

  • Sep 2020 - Dec 2020

  Warwick Rhode Island



Marsh & McLennan Companies/Mercer Marketplace/Mercer Health and Benefits Administration LLC

• Insurance Sales Representative II/Senior Customer Service Representative

  • Jul 2014 - Sep 2020

  Norwood, MA Senior Customer Service Representative II • Provide enrollment and employer benefits assistance for over 100+ clients. • Guide new, current and former employees through benefit offerings and selections. • Provide employees with payroll information, paid time off calculations, short term and long term disability inquiries. • Process changes to eligibility and benefits due to qualifying life events for employees. • Report and document all eligible changes to employee benefits… Show more Senior Customer Service Representative II • Provide enrollment and employer benefits assistance for over 100+ clients. • Guide new, current and former employees through benefit offerings and selections. • Provide employees with payroll information, paid time off calculations, short term and long term disability inquiries. • Process changes to eligibility and benefits due to qualifying life events for employees. • Report and document all eligible changes to employee benefits in the Mercer Force/Sales Force and Mercer Marketplace applications and systems. Insurance Sales Representative II • Consulted Medicare eligible retirees and Pre-65 individuals about their coverage for hospital and medical plans, prescription drug plans and vision and dental plans. • Fully licensed in MA/FL for Life and Accident, Health and Sickness Insurance. • Appointed in all 50 states with all major carriers for 2017/2018. • Point of contact as Senior Resolution/Case Specialist. • Core part of implementation team that travels the country conducting seminars for new business onboarding. • Top three Benefits Counselors for 2014-2017 Open Enrollment Period personally writing more than 700 lives across the country. • Excellent Partner Award for recent implementation, Bacardi USA out of Miami, FL. • Book of business includes retiree lives from prominent businesses such as Bacardi USA, SCJohnson, Del Monte Foods, Marsh & McLennan Companies, Pioneer-Dupont, Amway, Albermarle, Advance Publications, Silgan, Embridge, Momentive, Motorola, HB Fuller, Trinity, Quest Diagnostics, Principal Financial, Voya and Yokohama Tire. • Screened and Interviewed potential candidates for the Benefits Specialist role for the retiree department. • Achieved the highest possible score on my company review in in each year of service exceeding expectations on each performance evaluation. • Recipient of a special bonus and accolades from the CEO of Mercer in my first six months with Mercer for performance. Show less



TIKIMEDICAL.COM

• Chief Operating Officer

  • Apr 2014 - Dec 2015

  Webster, MA Responsible for coordination of all internal and external sales initiatives, marketing, human resources, IT, staffing, accounts and distribution.



Independence Medical

• Medical Equipment Manufacturing
• 1 - 100 Employee

• Customer Service Representative/Customer Support Representative

  • Nov 2004 - Mar 2014

  Milford, MA •Primary contact for support for Business2Business and Business2Customer website customers as a Customer Care Representative. •Conducted training classes with potential and current Customer Service Representatives on the ISG Website and Customer Service systems. •Conducted web demos for current and potential Independence Medical/ISG customers. •Responded to web related questions and requests for information as part of the web support team. •Primary internal contact for key accounts… Show more •Primary contact for support for Business2Business and Business2Customer website customers as a Customer Care Representative. •Conducted training classes with potential and current Customer Service Representatives on the ISG Website and Customer Service systems. •Conducted web demos for current and potential Independence Medical/ISG customers. •Responded to web related questions and requests for information as part of the web support team. •Primary internal contact for key accounts to generate orders, gate-keeping responsibilities on margin levels, price quotes, contract pricing issues and freight issues. •Resolved and prevented customer problems in relation to, but not limited to, processing returns, delivery schedules, pricing discrepancies, order entry errors, back orders and issuing credits. •Generated price quotes to outside sales reps and customers. •Liaised between outside sales reps, customer service, purchasing, marketing, licensing, finance, distribution centers and technical services as it pertains to the customer and their needs. •Performed all Customer Service and Customer Support functions for both the key customers and any other customer in the Service Queue. Show less



The Home Depot

• United States
• Retail
• 700 & Above Employee

• SPECIAL SERVICES

  • Mar 2003 - Aug 2004

  Bellingham, MA •Provided customer service and special services to customers and contractors. •Provided operations support for all sectors of the particular branch in Bellingham, MA. •Involved in special order shipping and receiving, confirmation of shipment and receipt of special orders (including bill of lading) to ensure proper and timely receipt of special orders. •Conducted surveys, placed special orders, processed daily and monthly progress and accountability reports including… Show more •Provided customer service and special services to customers and contractors. •Provided operations support for all sectors of the particular branch in Bellingham, MA. •Involved in special order shipping and receiving, confirmation of shipment and receipt of special orders (including bill of lading) to ensure proper and timely receipt of special orders. •Conducted surveys, placed special orders, processed daily and monthly progress and accountability reports including inventory tracking and expedition of product orders. •Provided cashier and returns services. •Worked in various departments as coverage for ill or absent associates (Paint, Garden, At Home Services, Phone Center, Millwork departments). •Team Captain for training and training based programs via the intranet for my department. •Assisted management with closing procedures involving safety issues. •Provided and assisted in sales for all departments. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• DEFINED BENEFIT SPECIALIST

  • Mar 2001 - Dec 2002

  Marlboro, MA •Transaction Processing (Operations). •Received Outstanding Service Award in the first six months of employment. •Updated participant information including demographics and alternate payee set-ups. •Reconciled reports and incoming electronic feeds from clients including indicative data, employment events and benefit changes. •Reconciled literature by approving and rejecting literature batches sent to participants. •Processed disbursements including stop… Show more •Transaction Processing (Operations). •Received Outstanding Service Award in the first six months of employment. •Updated participant information including demographics and alternate payee set-ups. •Reconciled reports and incoming electronic feeds from clients including indicative data, employment events and benefit changes. •Reconciled literature by approving and rejecting literature batches sent to participants. •Processed disbursements including stop payments and replacement of pension payments and checks and distribution of 1099r forms. •Reviewed and notified participants who are nearing their earliest retirement age, nearing normal retirement age and participants that have reached where they have to receive a minimum required distribution according to Federal standards and regulations. •Processed Qualified Domestic Relations Orders. Show less