Client Manager

• Oct 2017 - Present

Account Administrator

• Sep 2015 - Sep 2017

Account Administrator • Provide administrative support for development of client communications, deliverables and presentations • Support marketing process with preparation of meetings, claim submissions, review, research and audit. • Provide ongoing clerical support for Account Managers with a large combined book of business • Ensure timely review, accuracy and delivery of benefit contracts and plan documents. • Serve as the main point of contact when service team is out of the office • Work with insurance carriers to obtain renewal paperwork fulfill material requests from clients for open enrollment communications • Prepare and coordinate client's open enrollment materials Assist the Sales and Account Management team, with enrollment meetings & benefit fairs, prospect questions, meetings, research, etc. • Manage and update client information through Benefit Point and ImageRight • Exhibit a strong administrative and analytical background utilizing organization skills and attention to detail. • Apply working knowledge of Healthcare Reform

Benefit Advocate

• Jul 2012 - Sep 2015

Benefit Advocate • Customer service, benefit plan and consumer education • Claims submission, review, research, and audit. • Open Enrollment and Benefit Fair assistance for multiple clients. • Claims resolution, respond to employee emails and calls. • Assist clients with acquiring benefits material, forms and cards • Cross training other Benefit Advocates in HSA, FSA, and HRA. • Create and maintain work processes for the department • Assist the Sales and Account Management team, with enrollment meetings & benefit fairs, prospect questions, meetings, research, etc. • Identify trends (via phone calls and email) related to carrier service and/or employees’ understanding of plan provisions

Benefits Coordinator/ Assistant

• Jan 2011 - Jul 2012

Office Assistant/Benefits Assistant • Data entry using Lawson and SAP human resource systems • Front line customer service, answer benefits related questions, provide information and direct calls. • Handle confidential information, photocopying/faxing, scanning, and distribute mail. • File audits and maintenance • Open Enrollment for 3,000+ employees • Create and distribute new hire packets • Respond and dispense employee emails from the benefits inbox. • Create general response templates for the benefits inbox • Process tuition reimbursements

Benefits/ Office Assistant

• Jan 2010 - Jan 2011

Office Assistant/Benefits Assistant • Data entry using JD Edwards human resource system • Answering multi- line phone system, address customer grievances • Scheduling, managing staff calendars, confidential filing, photocopying/faxing and scanning • Auditing civil service and medical files, including spreadsheet development • Assist in employee investigations, new hire orientation, Recruitment, subrogation, and FMLA • Purchasing, bill paying, and enter payroll for 13 member staff • Benefit forms tracking, personal change requests, Step increases • Work independently on most projects • Compose and distribute open enrollment letters and packets to 800+ employee population

Administrative Assistant

• Jan 2005 - Aug 2009

Administrative Assistant • Answered office telephones, take messages for agents • Meeting minutes and bookkeeping • Data entry to include development of client information spreadsheets, sold properties, and broker information • Researched new listings of properties for the Realtor • Informing potential buyers about properties, Including property values, address and features, compile data Administrative Assistant • Answered office telephones, take messages for agents • Meeting minutes and bookkeeping • Data entry to include development of client information spreadsheets, sold properties, and broker information • Researched new listings of properties for the Realtor • Informing potential buyers about properties, Including property values, address and features, compile data