Experience

Gallagher Re

• United Kingdom
• Insurance
• 700 & Above Employee

• Vice President - Medical Servicing & Placement Broker, Reinsurance

  • Dec 2021 - Present



Willis Re

• United Kingdom
• Insurance
• 300 - 400 Employee

• Vice President - Medical Servicing & Placement Broker

  • Jan 2019 - Dec 2021



Alliant Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Account Executive

  • Apr 2017 - Jan 2019

• Account Manager

  • Apr 2006 - Mar 2017

  - Collaborate with assigned sales consultants to design benefit programs that met the financial and recruitment / retention goals of the organization and the needs of the client's employee base- Assist in business growth by adding new coverage lines as determined by client needs- Create, maintain, and analyze benefit program related data reports, such as monthly claims experience reports and evaluate plan decisions based on such data- Work together with clients and carriers to implement decisions made as part of the annual benefits renewal process, including communication materials for the client's employees- Communicate compliance and industry updates to clients, keeping them informed of their obligations from an employer's perspective- Manage new clients, and maintain relationships by understanding their personal and business objectives- Responsible for the day-to-day relationship between the client and Alliant Employee Benefits



WEX

• United States
• Software Development
• 700 & Above Employee

• Benefits Administrator

  • Oct 2005 - Apr 2006

  - Administered the employee benefits platform, including medical, dental, disability, life insurance, flexible spending accounts and 401(k) for approximately 700 employees - Presented benefits information during New Employee Orientation and Annual Enrollment employee meetings - Managed the process for employees on Leave of Absence and/or FMLA - Collaborated closely with Payroll to ensure the accuracy of employee benefit deductions - Safeguarded confidential records and handled sensitive issues with discretion



ClearPoint

• Portland, Maine

• Account Associate

  • May 2004 - Oct 2005

  - Implemented and maintained details of client benefit plans in a database utilized by multiple organizational departments, including Customer Service, Accounting, Finance and the Executive Team - Handled highly sensitive and confidential information throughout all levels of management - Developed employee communication materials related to the employee benefits program - Communicated company policies and provided recommendations on improving the efficiencies of internal processes, following such adjustments through with their implementation - Reported on commissions due upon benefit renewals and significant changes within the client, including eligibility changes, acquisitions / mergers and layoffs



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Associate Client Services Manager, Team Lead / Senior Benefit Specialist

  • May 1998 - Apr 2004

  - Point of contact for data reconciliation projects across client practices, in collaboration with 401(k), Pension and Payroll - Functioned as a key point of contact for clients on Health and Welfare benefit issues, including escalated employee concerns - Submitted monthly invoices to clients for the administration of their Health and Welfare benefit programs - Conducted team meetings with all members of the client team to ensure the success of projects and effective communication with all parties - Maintained overall responsibility for work item queues across 5 - 6 clients, and 26 clients for payroll, literature and carrier issues - Managed a team of 9 associates whose responsibility was close work items and identify the root causes of issues that were driving call volume, including the performance review process for those team members - Organized assistance offered by outside departmental groups to gain the greatest productivity of their skills during peak call times, such as Annual Enrollment periods



Mastercard

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Executive Admin

  • Oct 1997 - Apr 1998



Westminster U.S.A

• White Plains, NY

• Actuarial Assistant

  • Jun 1997 - Oct 1997