Director of Data Services and Analytics

• Feb 2022 - Present

Analytics and Data Services Manager

• Feb 2021 - Feb 2022

Senior Client Services Manager

• Mar 2015 - Feb 2021

• Work remotely for an Overland Park, KS based benefit enrollment firm specializing in voluntary work-place benefits. Manage the day-to-day operations of a 12 member Client Services Team responsible for new client implementation, on-going client relationships and account management for 20 existing clients that total more than 50,000 benefit eligible lives. Train and develop team to improve necessary skills in order take charge of their own accounts. Manage all aspects of new client… Show more • Work remotely for an Overland Park, KS based benefit enrollment firm specializing in voluntary work-place benefits. Manage the day-to-day operations of a 12 member Client Services Team responsible for new client implementation, on-going client relationships and account management for 20 existing clients that total more than 50,000 benefit eligible lives. Train and develop team to improve necessary skills in order take charge of their own accounts. Manage all aspects of new client implementation, training of staff, creation of client benefit communication materials, and on-going client support. Participate in all on-boarding processes, including developing job descriptions, pre-screening applicants, telephone and face-to-face interviews. Responsible for initial and ongoing training of voluntary benefit products, client core benefits, and enrollment systems to internal communications team.

Supervisor of Benefit Communications

• May 2012 - Mar 2015

Managed a group of 5-10 employees to train and motivate to meet monthly benchmarks. Trained all new and existing Benefit Specialists on client specific benefits, call standards and benchmark requirements. Organized annual open enrollment processes to ensure Benefit Specialists were trained and inbound call volume were adequately covered. Lead weekly niche calls and prepared ongoing training to employees needing communication development and additional product knowledge. Ran daily/weekly reports… Show more Managed a group of 5-10 employees to train and motivate to meet monthly benchmarks. Trained all new and existing Benefit Specialists on client specific benefits, call standards and benchmark requirements. Organized annual open enrollment processes to ensure Benefit Specialists were trained and inbound call volume were adequately covered. Lead weekly niche calls and prepared ongoing training to employees needing communication development and additional product knowledge. Ran daily/weekly reports to track and record production for employees. Acted as main point of contact for employee/vendor issues and successfully worked to deescalate problems that arose with claims and enrollment issues.

Benefits Communication Specialist

• May 2011 - May 2012

Developed a detailed understanding and working knowledge of all benefit plans offered through multiple clients. Conducted individual and group enrollment meetings with all client employees to fully explain core and voluntary benefits. Completed all necessary paper and electronic enrollments and submit all forms/data to administrator for processing in a timely manner. Met or exceeded benchmarks on a monthly basis.

Account Manager

• Jun 2008 - May 2011

Conducted implementation meetings with clients and carriers during initial case set up and ongoing. Managed all aspects of case set up for enrollment, including formatting client specific data to upload to enrollment systems and CRM database (Salesforce). Created and distributed communication materials for perpetual and annual enrollments - benefit guides, worksheets, training materials and confirmations. Processed monthly enrollments, ensured policies were issued timely and deductions were… Show more Conducted implementation meetings with clients and carriers during initial case set up and ongoing. Managed all aspects of case set up for enrollment, including formatting client specific data to upload to enrollment systems and CRM database (Salesforce). Created and distributed communication materials for perpetual and annual enrollments - benefit guides, worksheets, training materials and confirmations. Processed monthly enrollments, ensured policies were issued timely and deductions were started correctly. Coordinated initial billing set up with client’s payroll and insurance carriers, created invoices and reconciled monthly billings as needed. Reviewed practices and procedures ongoing and implemented changes as needed to ensure quality and avoid potential problems

Benefits Specialists

• Jun 2006 - Jun 2008

Presented benefit and new employee orientations to all newly acquisitioned employees. Processed new hire/benefit paperwork and payroll changes for more than 1000 employees timely and accurately using ADP. Efficiently used Report Smith to create daily reports in Excel to process payroll. Worked as a liaison between employees and benefit vendors. Managed several HR related issues including work comp, FMLA, Life/Disability Claims, and COBRA. Participated in Union negotiations and processed… Show more Presented benefit and new employee orientations to all newly acquisitioned employees. Processed new hire/benefit paperwork and payroll changes for more than 1000 employees timely and accurately using ADP. Efficiently used Report Smith to create daily reports in Excel to process payroll. Worked as a liaison between employees and benefit vendors. Managed several HR related issues including work comp, FMLA, Life/Disability Claims, and COBRA. Participated in Union negotiations and processed dues billing. Designed a new Sexual Harassment Training Program now being used in all regional locations. Show less Presented benefit and new employee orientations to all newly acquisitioned employees. Processed new hire/benefit paperwork and payroll changes for more than 1000 employees timely and accurately using ADP. Efficiently used Report Smith to create daily reports in Excel to process payroll. Worked as a liaison between employees and benefit vendors. Managed several HR related issues including work comp, FMLA, Life/Disability Claims, and COBRA. Participated in Union negotiations and processed… Show more Presented benefit and new employee orientations to all newly acquisitioned employees. Processed new hire/benefit paperwork and payroll changes for more than 1000 employees timely and accurately using ADP. Efficiently used Report Smith to create daily reports in Excel to process payroll. Worked as a liaison between employees and benefit vendors. Managed several HR related issues including work comp, FMLA, Life/Disability Claims, and COBRA. Participated in Union negotiations and processed dues billing. Designed a new Sexual Harassment Training Program now being used in all regional locations. Show less

HR Administrator

• Apr 2002 - Oct 2004

Worked with a team of professionals to provide excellent customer service to other Black & Veatch professionals, assisted with benefit related questions and concerns through the HR Info Line. Tracked, recorded, and processed tuition reimbursements for the entire company. Responsible for processing all transfer and compensation changes through EPCN’s in PeopleSoft. Worked with a team of professionals to provide excellent customer service to other Black & Veatch professionals, assisted with benefit related questions and concerns through the HR Info Line. Tracked, recorded, and processed tuition reimbursements for the entire company. Responsible for processing all transfer and compensation changes through EPCN’s in PeopleSoft.