Client Manager

• Jun 2022 - Present

Account Manager, Employee Benefits

• Jan 2016 - May 2022

Manage a book of business and support the producer by overseeing the RFP process, negotiate the renewal, and complete the spreadsheet analysis, renewal presentation and employee enrollment communication materials. Able to strategically identify gaps in coverage and provide recommendations to the producer and/or the group to round out the account. Continuously provide excellent customer service in a timely manner in order to effectively develop and maintain strong professional relationships with the client. • Collaborate with the carrier representative to ensure timely and accurate processing of client renewals and new plan implementations • Coordinate group administrator access to TPA portals to ensure timely and efficient processing of enrollment applications • Frequently review client’s daily benefit administration procedures to ensure compliance with COBRA, HIPAA and ERISA provisions • Experience with multiple HRIS platforms • Knowledge of ERISA requirements regarding the content of plan related materials and how to compliantly deliver them • Huge proponent of the electronic delivery of employee facing materials

Account Manager/Producer

• Apr 2012 - Jan 2016

Small group, Individual and Medicare sales and service for a client base of approximately 900 lives. Submitted RFP’s to carriers, reviewed quotes and prepared the spread analysis for small group clients. Prepared a plan analysis including an in-depth review of all doctors and medications for Medicare and Individual clients and prospects. Researched complex claims and prescription benefit issues on the client’s behalf. Led/participated in seminars focused on Medicare education and plan enrollment. Annual accreditation with America’s Health Insurance Plans (AHIP) as well as the carriers we represented. Assisted in the implementation of the inaugural Regence BlueShield Field Marketing Organization (FMO).

Customer Service Supervisor

• Feb 2005 - Nov 2006

Pharmacy-Client Liasion

• Jan 2002 - Nov 2006

Customer Service & Marketing Liasion

• Apr 2003 - Feb 2005

Multi-Function Service Team Lead

• Apr 1998 - Apr 2003

Multi-Function Specialist (Customer Service, Claims & Correspondence)

• Apr 1996 - Apr 1998

Claims Processor

• Feb 1995 - Apr 1996

File Clerk

• Jun 1992 - Feb 1995