Experience

Self-Employed

• United States
• Financial Services
• 400 - 500 Employee

• Administrator/Analyst

  • Jan 2022 - Present

  • Work remotely mainly for one client with additional jobs from various organizations. • Utilize Outlook, Excel, Word, and databases to organize and enter information, send emails, reply to texts, and to research any additional information that might be needed for a project. • Consult with owners and human resource managers on projects. • Work remotely mainly for one client with additional jobs from various organizations. • Utilize Outlook, Excel, Word, and databases to organize and enter information, send emails, reply to texts, and to research any additional information that might be needed for a project. • Consult with owners and human resource managers on projects.



TogetherHealth

• United States
• Insurance
• 100 - 200 Employee

• Insurance Sales Agent

  • Jun 2021 - Dec 2021

  Sold Medicare products over the phone, analyzing client needs and providing solutions. Sold Medicare products over the phone, analyzing client needs and providing solutions.



PlanSource

• United States
• Software Development
• 500 - 600 Employee

• Account Manager

  • Dec 2019 - May 2021

  • Established and maintained relationship with client. • Brought subject-matter experts from the organization into client relationship as needed to address specific issues / projects. • Maintained documentation regarding client activity and responsible for updating all client documentation. • Acted as project manager / coordinator for all client special projects including annual open enrollment. • Participated with and coordinated with other departments regarding… Show more • Established and maintained relationship with client. • Brought subject-matter experts from the organization into client relationship as needed to address specific issues / projects. • Maintained documentation regarding client activity and responsible for updating all client documentation. • Acted as project manager / coordinator for all client special projects including annual open enrollment. • Participated with and coordinated with other departments regarding client specific issues including billing and collections. • Used Salesforce, Jabber, Teams, and Five9. Show less • Established and maintained relationship with client. • Brought subject-matter experts from the organization into client relationship as needed to address specific issues / projects. • Maintained documentation regarding client activity and responsible for updating all client documentation. • Acted as project manager / coordinator for all client special projects including annual open enrollment. • Participated with and coordinated with other departments regarding… Show more • Established and maintained relationship with client. • Brought subject-matter experts from the organization into client relationship as needed to address specific issues / projects. • Maintained documentation regarding client activity and responsible for updating all client documentation. • Acted as project manager / coordinator for all client special projects including annual open enrollment. • Participated with and coordinated with other departments regarding client specific issues including billing and collections. • Used Salesforce, Jabber, Teams, and Five9. Show less



Corporate Benefit Enterprises

• United States
• Insurance

• Account Manager/Benefits Analyst

  • Jun 2013 - Dec 2019

  • Account Manager/Benefits Analyst for existing clients. • Assisted companies with various multi-level questions concerning Health Care Reform, compliance, Human Resources, and more, referring difficult or incompletely defined regulations to legal counsel. • Reviewed client renewals, produced benchmarking comparisons, and analyzed rates for all lines of coverage. Maintained positive relationship with client decision-makers. • Created presentations, conducted and assisted in… Show more • Account Manager/Benefits Analyst for existing clients. • Assisted companies with various multi-level questions concerning Health Care Reform, compliance, Human Resources, and more, referring difficult or incompletely defined regulations to legal counsel. • Reviewed client renewals, produced benchmarking comparisons, and analyzed rates for all lines of coverage. Maintained positive relationship with client decision-makers. • Created presentations, conducted and assisted in open enrollment meetings, and helped clients implement new benefits and programs. Show less • Account Manager/Benefits Analyst for existing clients. • Assisted companies with various multi-level questions concerning Health Care Reform, compliance, Human Resources, and more, referring difficult or incompletely defined regulations to legal counsel. • Reviewed client renewals, produced benchmarking comparisons, and analyzed rates for all lines of coverage. Maintained positive relationship with client decision-makers. • Created presentations, conducted and assisted in… Show more • Account Manager/Benefits Analyst for existing clients. • Assisted companies with various multi-level questions concerning Health Care Reform, compliance, Human Resources, and more, referring difficult or incompletely defined regulations to legal counsel. • Reviewed client renewals, produced benchmarking comparisons, and analyzed rates for all lines of coverage. Maintained positive relationship with client decision-makers. • Created presentations, conducted and assisted in open enrollment meetings, and helped clients implement new benefits and programs. Show less



Self Employed

• Administrative Consultant

  • Feb 2011 - May 2013

  • Assisted two agencies with administration. • Performed analysis, primarily using Excel. • User of various HRIS solutions. • Assisted two agencies with administration. • Performed analysis, primarily using Excel. • User of various HRIS solutions.



Newtown Middle School and Newtown High School

• Newtown, CT

• Substitute Teacher

  • 2012 - 2013

  Substituted (usually in Math and Science) at Newtown Middle School and Newtown High School, Newtown, CT in 2012-2013. Substituted (usually in Math and Science) at Newtown Middle School and Newtown High School, Newtown, CT in 2012-2013.



USI Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Benefits Analyst

  • Oct 2006 - Jan 2011

  • Assisted clients in providing analysis at renewal time and answering questions on group health insurance including COBRA, healthcare reform, benefits, rates and more. • Worked to keep customer retention rate at an average of 97%. • Worked with medium to larger groups (150-5,000 EEs), assisting Senior Account Managers with $1M+ books of business for 3 years. • Sent RFPs to carriers, coordinated results, and used Excel and PowerPoint to create presentations for… Show more • Assisted clients in providing analysis at renewal time and answering questions on group health insurance including COBRA, healthcare reform, benefits, rates and more. • Worked to keep customer retention rate at an average of 97%. • Worked with medium to larger groups (150-5,000 EEs), assisting Senior Account Managers with $1M+ books of business for 3 years. • Sent RFPs to carriers, coordinated results, and used Excel and PowerPoint to create presentations for clients. • Worked with reps from Aflac, Mutual of Omaha, Unum and other carriers to provide opportunities for our clients to round out voluntary insurance offerings. • Presented at employee enrollment meetings and annual renewal meetings. • Promoted with significant raises twice, helped in establishing and raising the bar of support staff. Show less • Assisted clients in providing analysis at renewal time and answering questions on group health insurance including COBRA, healthcare reform, benefits, rates and more. • Worked to keep customer retention rate at an average of 97%. • Worked with medium to larger groups (150-5,000 EEs), assisting Senior Account Managers with $1M+ books of business for 3 years. • Sent RFPs to carriers, coordinated results, and used Excel and PowerPoint to create presentations for… Show more • Assisted clients in providing analysis at renewal time and answering questions on group health insurance including COBRA, healthcare reform, benefits, rates and more. • Worked to keep customer retention rate at an average of 97%. • Worked with medium to larger groups (150-5,000 EEs), assisting Senior Account Managers with $1M+ books of business for 3 years. • Sent RFPs to carriers, coordinated results, and used Excel and PowerPoint to create presentations for clients. • Worked with reps from Aflac, Mutual of Omaha, Unum and other carriers to provide opportunities for our clients to round out voluntary insurance offerings. • Presented at employee enrollment meetings and annual renewal meetings. • Promoted with significant raises twice, helped in establishing and raising the bar of support staff. Show less



Church of the Nazarene Headquarters

• Kansas City, Missouri

• Associate Editor

  • Oct 2001 - May 2006

  • Served the denomination and WordAction Publishing Company by leading as an Associate Editor for children’s programs and products including Caravan, Elementary Children’s Church, and Children’s Quizzing. • Managed Excel lists, edited databases and queries, assisted with the coordination of large events, managed web content, and wrote and edited materials for publication. • My “customers” were denominational Children’s Ministries program directors in the US and Canada (82… Show more • Served the denomination and WordAction Publishing Company by leading as an Associate Editor for children’s programs and products including Caravan, Elementary Children’s Church, and Children’s Quizzing. • Managed Excel lists, edited databases and queries, assisted with the coordination of large events, managed web content, and wrote and edited materials for publication. • My “customers” were denominational Children’s Ministries program directors in the US and Canada (82 districts) and other leaders across the globe. Show less • Served the denomination and WordAction Publishing Company by leading as an Associate Editor for children’s programs and products including Caravan, Elementary Children’s Church, and Children’s Quizzing. • Managed Excel lists, edited databases and queries, assisted with the coordination of large events, managed web content, and wrote and edited materials for publication. • My “customers” were denominational Children’s Ministries program directors in the US and Canada (82… Show more • Served the denomination and WordAction Publishing Company by leading as an Associate Editor for children’s programs and products including Caravan, Elementary Children’s Church, and Children’s Quizzing. • Managed Excel lists, edited databases and queries, assisted with the coordination of large events, managed web content, and wrote and edited materials for publication. • My “customers” were denominational Children’s Ministries program directors in the US and Canada (82 districts) and other leaders across the globe. Show less



Antioch Church of the Nazarene

• Overland Park, KS

• Associate Pastor

  • May 1998 - May 2001

  • Provided full-time administrative and ministerial support to a mid-size congregation. • Led administrative and ministry volunteers that headed office duties and outreach. • Utilized my public speaking skills by teaching and delivering sermons as needed. • Provided full-time administrative and ministerial support to a mid-size congregation. • Led administrative and ministry volunteers that headed office duties and outreach. • Utilized my public speaking skills by teaching and delivering sermons as needed.



Infinium Software, Inc.,

• Waltham, MA

• Regional Administrator

  • Oct 1994 - Dec 1997

  • Served Infinium’s sales office in Waltham, MA, reporting to the Regional Vice President of Sales. • Managed the administrative needs of the Regional Office. • Hired, fired, and trained assistants and 4 telemarketers. • Managed pivot tables in Excel to produce reports for VP of Sales. • Managed the move of the office from Quincy to Waltham, managed monthly forecasts and prospect base reports on Excel, assisted Account Executives in every stage of the sales process… Show more • Served Infinium’s sales office in Waltham, MA, reporting to the Regional Vice President of Sales. • Managed the administrative needs of the Regional Office. • Hired, fired, and trained assistants and 4 telemarketers. • Managed pivot tables in Excel to produce reports for VP of Sales. • Managed the move of the office from Quincy to Waltham, managed monthly forecasts and prospect base reports on Excel, assisted Account Executives in every stage of the sales process (including RFPs and contracts), and assisted the CEO, President, CFO, and others. Show less • Served Infinium’s sales office in Waltham, MA, reporting to the Regional Vice President of Sales. • Managed the administrative needs of the Regional Office. • Hired, fired, and trained assistants and 4 telemarketers. • Managed pivot tables in Excel to produce reports for VP of Sales. • Managed the move of the office from Quincy to Waltham, managed monthly forecasts and prospect base reports on Excel, assisted Account Executives in every stage of the sales process… Show more • Served Infinium’s sales office in Waltham, MA, reporting to the Regional Vice President of Sales. • Managed the administrative needs of the Regional Office. • Hired, fired, and trained assistants and 4 telemarketers. • Managed pivot tables in Excel to produce reports for VP of Sales. • Managed the move of the office from Quincy to Waltham, managed monthly forecasts and prospect base reports on Excel, assisted Account Executives in every stage of the sales process (including RFPs and contracts), and assisted the CEO, President, CFO, and others. Show less