Kelly Ward

Benefits Consultant at AmeriplanUSA
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Contact Information
us****@****om
(386) 825-5501
Location
Sandy, Utah, United States, US

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Bio

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Experience

    • Wellness and Fitness Services
    • 100 - 200 Employee
    • Benefits Consultant
      • 2013 - Present

      Educate people about Health Care benefits and the choices they have available to them that do not involve the governments options. Educate people about Health Care benefits and the choices they have available to them that do not involve the governments options.

    • Administrative Sales Assistant
      • Nov 2012 - Mar 2013

      In this position is was my responsibility to take sales calls, verify client information and eligibility. If the client was eligible I sent the lead to the sales agent. When clients signed up for our service it was my responsibility to fill out all required paperwork and get it to the client in a timely matter. I then monitored its delivery and pickup to ensure the enrollment application came back to the sales agent within 1 week. I also answered customer questions regarding their benefits. In this position is was my responsibility to take sales calls, verify client information and eligibility. If the client was eligible I sent the lead to the sales agent. When clients signed up for our service it was my responsibility to fill out all required paperwork and get it to the client in a timely matter. I then monitored its delivery and pickup to ensure the enrollment application came back to the sales agent within 1 week. I also answered customer questions regarding their benefits.

    • Financial Services
    • 1 - 100 Employee
    • National Account Executive
      • Jan 2012 - Nov 2012

      As a National Account Executive my responsibilities are to solicit and maintain relationships with Real Estate Agents and Mortgage Brokers. I do this by cold calling as well as live presentations in staff meetings, and visiting them on a regular basis. My goal is to obtain clients that are in need of credit restoration. Once I contact a lead, I do a consultation with the client and explain how the program works. Once they sign the contract and agree to use our program, it is my responsibility to gather all documents required, submit package to processing dept. and then maintain contact throughout the process to keep my clients on track. Show less

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Broker Coordinator
      • Nov 2009 - Jan 2012

      As a Broker Coordinator my first responsibility is to support the agents that sell our products through phone calls and emails. I assist them with member benefit clarification, eligibility, and provider participation. I also verify if medications are available through the plan. I was responsible for maintainingand shipping out marketing material and product give-aways, which I ordered and had customized for Molina Medicare. I maintained Insurance policies, assist with monthly commissions, and marketing events. Show less

    • Customer Service Representative
      • Jul 2008 - Oct 2009

Education

  • Mission College

Community

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