Experience

Precision Manufacturing Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Director of Employee Benefits

  • May 2018 - Present

  With nearly 20 years of experience in the employee benefits industry, I am responsible for overall client service and satisfaction. Client focused strategic solutions is key to further developing our department and services. Employee benefits represent one of the most important aspects to our clients and business partners in maintaining employee satisfaction and talent acquisition. My passion and understanding of how important these are at a business level and at a human level help keep my enthusiasm and creativity alive in designing and implementing business solutions that make sense. Role responsibilities include: * Strategic renewal planning * Appling industry knowledge to expand and help cross-serve our clients to ensure they have the right programs in place for their needs * Open enrollment planning and implementation * Consultative approach with regard compliance matters and resources available * Planning, developing and managing client projects * Managing client and employee expectations * Always remaining positive and progressive and learning something new every day Show less



Orion Risk Management

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Jan 2017 - May 2018

  As the Account Executive for the Orion-Fisher team is very exciting time. Collaborating with my colleagues and managing projects to exceed our clients' expectations is key in my roll, and easily done with the experience of our team. Remaining engaged and supportive of these solutions throughout the year further fosters my relationships and allows me to keep my finger on the pulse of our clients’ needs. Role responsibilities include: * Strategic renewal planning * Appling industry knowledge to expand and help cross-serve our clients to ensure they have the right programs in place for their needs * Open enrollment planning and implementation * Consultative approach with regard compliance matters and resources available * Planning, developing and managing client projects * Managing client and employee expectations * Always remaining positive and progressive and learning something new every day Show less



Woodruff Sawyer

• United States
• Insurance Agencies and Brokerages
• 500 - 600 Employee

• Senior Account Manager

  • Jul 2015 - Oct 2016

  As a Senior Account Manager with Woodruff-Sawyer & Co., I am responsible for developing and maintaining excellent relationships with our business partners. My deep understanding of how important employee benefits are to our clients and their employees allows me to not only create and implement new business solutions, but also engage and support these solutions throughout the year. Joining WS & Co. and their team allows me to continue to be proactive in providing excellent consultation and client service. One of my greatest passions has been the ability to not only relate, but truly empathize with individuals and their care. Becoming the chief advocate of clients and their employees, acting as the liason between clients and insurance carriers to review, negotiate and resolve coverage, service and all issues of the most complex nature, is one of the most fulfilling aspects of my career. Show less



Leavitt Benefits Insurance Services of Southern California

• Account Executive

  • Apr 2009 - Jul 2015

  - Key Account Executive for mid to large accounts - Consulting with client regarding business solutions for their employee benefit programs - Instrumental in implementation of new business solutions, benefit changes - Open enrollment and health fair coordination - Maintaining client relationships while exceeding client expectations on day to day and tough service issues - Days consist of both in office,field servicing and client relationship management - Proactive communication with clients and co-workers - Responsible for consolidated billing for key accounts - Excellent client service, including but not limited to, claim resolution, referral and navigation through tough health care situations, carrier billing, monthly billing maintance including new hire enrollments and orientations, additions/terminations - Consistently introducing new lines of coverage not currently in place - Onsite or web-based open enrollment meetings held nationally for clients who have the need -Successful planning and execution of Open Enrollment meetings and Health Fairs - Chief advocate of clients and employees by acting as the liason between clients and insurance carriers to review, negotiate and resolve coverage, service and all issues of the most complex nature Show less

• Account Manager

  • Jul 2006 - Apr 2009