Experience

benefitbay™

• United States
• Software Development
• 1 - 100 Employee

• Senior Customer Success Manager

  • Aug 2021 - Present

  United States



Ease

• Airlines and Aviation
• 1 - 100 Employee

• Customer Success Manager, National Accounts

  • Mar 2019 - Aug 2021

  Remote CSM for Enterprise, Major, National Account brokerages (Acrisure, Filice, EPIC Brokers, Leavitt, HUB, NFP) who have a SaaS subscription. *Responsible for conducting training refreshers, educating and starting EaseConnect Plus (API or EDI) connections and contact to elevate issues beyond Support team. *Engage in strategic discussions, educate about new features and complete JIRAs for feature requests of software. *Coordinate efforts to problem solve with many internal departments such… Show more CSM for Enterprise, Major, National Account brokerages (Acrisure, Filice, EPIC Brokers, Leavitt, HUB, NFP) who have a SaaS subscription. *Responsible for conducting training refreshers, educating and starting EaseConnect Plus (API or EDI) connections and contact to elevate issues beyond Support team. *Engage in strategic discussions, educate about new features and complete JIRAs for feature requests of software. *Coordinate efforts to problem solve with many internal departments such as Support, Product, Implementation, Engineering, Finance and Sales. *Use tools such as Salesforce, Gainsight, Slack, Confluence, Excel to drive results. Show less



GIS Benefits, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Account Manager/Implementation Specialist

  • Feb 2017 - Mar 2019

  Greater Minneapolis-St. Paul Area Installed new business remotely - worked with broker partners, clients, insurance carriers, software provider and TPA to install ancillary business. Conducted demonstrations and trained clients and brokers on enrollment software platforms (Ease, BenefitsConnect, Selerix) and billing system utilizing GoTo Meeting webinars, phone conference, in-person meetings or Skype. Account Management duties involved troubleshooting billing and enrollment issues between client and TPA, provided ongoing… Show more Installed new business remotely - worked with broker partners, clients, insurance carriers, software provider and TPA to install ancillary business. Conducted demonstrations and trained clients and brokers on enrollment software platforms (Ease, BenefitsConnect, Selerix) and billing system utilizing GoTo Meeting webinars, phone conference, in-person meetings or Skype. Account Management duties involved troubleshooting billing and enrollment issues between client and TPA, provided ongoing client service for installed cases. Show less



Maguire Agency

• Insurance Agencies and Brokerages
• 1 - 100 Employee

• Account Manager

  • Jan 2016 - Feb 2017

  Greater Minneapolis-St. Paul Area Account Manager for two Employee Benefit Consultants - prepared renewals & RFPs, ran medical quotes using EaseCentral rating tool, delivered renewal with agent, managed account issues. Trained client on EaseCentral and processed enrollments, changes and terminations with appropriate vendor or insurance carrier. Introduced HR Answerlink, Colonial, TASC, Select Account/Further and other tools to assist agent in providing well rounded HR and benefits solutions.



Western Insurance Agency

• United States
• Insurance

• Senior Account Manager

  • May 2012 - Jan 2016

  St. Paul Leader for Employee Benefits team - developed internal processes for group benefits department. Trained and lead full-time Account Manager and part-time Account Manager. Served as a strong internal resource to Benefit Consultants/Employee Benefit Producers in all facets of group benefits, including agency's internal company benefits for 20+ employees. * Account manager for small to medium size companies - entire book of business was divided between another Account Manager and myself -… Show more Leader for Employee Benefits team - developed internal processes for group benefits department. Trained and lead full-time Account Manager and part-time Account Manager. Served as a strong internal resource to Benefit Consultants/Employee Benefit Producers in all facets of group benefits, including agency's internal company benefits for 20+ employees. * Account manager for small to medium size companies - entire book of business was divided between another Account Manager and myself - included processing employee transactions (new hires, changes and terminations) with client's vendors. * Project Manager and ongoing internal administrator for Zywave Brokerage Builder (BKB) project. Developed, implemented and served as system administrator. Zywave is an insurance agency management system that assists with RFPs, proposals, data retention and activity workflow. * Designed renewal process and information presented to clients at annual renewal meeting. Worked closely with benefits consultants to refine renewal process allowing us to keep clients informed and in compliance with state and federal laws such as ACA, ERISA, HIPAA, PCORI, Medicare, COBRA, etc. * Assisted Benefit Consultant with open enrollment meeting preparation and presentation. * Audited monthly vendor bills to insure accurate payments. Internal liasion between vendors including EASE/EnrollEASE/EaseCentral, HR Answer Link, HR 360, Zywave and outsourced COBRA and FSA companies. Show less



Self-Employed

• Real Estate
• 1 - 100 Employee

• PT/contract/volunteer work

  • Jan 2011 - May 2012

  After taking several months away from my career to care for a loved one, I worked seasonal PT for Target, dabbled with designing and creating jewelry, and volunteered for ISD622, Feed My Starving Children, Team Ortho, Treehouse Giving and the Susan G. Komen Foundation. Target Corporation - Seasonal retail operations (11/11-3/12) Daisy May Creations - Owner/Jewelry Designer/Sales (1/11-3/12) Maingate Inc., Susan G. Komen 3-Day, MN Vikings - retail sales (8/10-8/11)



HealthPartners

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Account Executive

  • Jan 2009 - Jan 2010

  Account Executive in Government Sales Dept. for NJPA account (over 25 employers in health insurance pool) and various cities, schools and county governments. Sold dental insurance plans, flexible spending account plans. Worked with underwriting department on health and dental insurance renewals for clients. • Daily contact for NJPA staff and group benefit managers. Researched and resolved claim and billing issues for NJPA groups resulting in accurate billing practices and improved… Show more Account Executive in Government Sales Dept. for NJPA account (over 25 employers in health insurance pool) and various cities, schools and county governments. Sold dental insurance plans, flexible spending account plans. Worked with underwriting department on health and dental insurance renewals for clients. • Daily contact for NJPA staff and group benefit managers. Researched and resolved claim and billing issues for NJPA groups resulting in accurate billing practices and improved communications • Interfaced with internal departments to achieve goals and deliverables on a timely basis - Underwriting, Contracts and Benefits, Member Services and Medicare Sales Department • Prepared and presented at 2010 open enrollment meetings onsite for the University of Minnesota, Hennepin County Medical Center and St. Paul Public Schools, in addition to NJPA accounts • Spearheaded a NJPA value-add benefit which was a new HealthPartners product (Medication Therapy Management) resulting in savings of several thousand dollars and lower pharmacy claims. Project required coordination and fostering cooperation of internal HealthPartners departments as well as outside vendors Show less



Unison, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Apr 2008 - Dec 2008

  Minnetonka, MN Managed medium to large size accounts. Prepared and delivered insurance renewals along with the Business Consultant; responsible for marketing competitive insurance bids. • Researched and resolved clients’ benefits questions, interpreting health insurance and ancillary benefit contracts. • Interfaced with internal Benefit Consultants and multiple vendor representatives to prepare and deliver client reports on a timely basis. Reports produced included insurance utilization/experience… Show more Managed medium to large size accounts. Prepared and delivered insurance renewals along with the Business Consultant; responsible for marketing competitive insurance bids. • Researched and resolved clients’ benefits questions, interpreting health insurance and ancillary benefit contracts. • Interfaced with internal Benefit Consultants and multiple vendor representatives to prepare and deliver client reports on a timely basis. Reports produced included insurance utilization/experience reports, pre-renewal data and annual Renewal Summary. • Prepared, requested and compiled Request for Proposals (RFP’s) to ensure accurate delivery of quotes for both fully-insured and self-insured benefits. • Developed Power Point presentation materials and detail-oriented employee communication materials using In-Design software system. • Advocated complex and simple claim issues for employees. • Liaison between client and Apprize Technology/BenefitsConnect web-based enrollment system to achieve efficient benefits enrollment. • Produced signature-ready 5500 reports for clients to file with IRS. • Updated Access database and followed through to ensure accurate billing. Show less



SevenHills Benefit Partners

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Jan 1999 - Apr 2008

  St. Paul, MN Managed 40+ accounts and their employee benefit plans. • Personal daily contact with clients to resolve their questions and meet their core needs. • Managed largest book of business in agency with accounts totaling over $485K in annual commissions. • Accountable for renewal strategy and follow-up. Duties included coordinating, preparing and assisting with annual and mid-year insurance renewal presentations and preparing agent for employee benefit meetings. • Liaison between… Show more Managed 40+ accounts and their employee benefit plans. • Personal daily contact with clients to resolve their questions and meet their core needs. • Managed largest book of business in agency with accounts totaling over $485K in annual commissions. • Accountable for renewal strategy and follow-up. Duties included coordinating, preparing and assisting with annual and mid-year insurance renewal presentations and preparing agent for employee benefit meetings. • Liaison between client and multiple insurance companies to resolve issues. Assisted in rate negotiations for small MN groups. • Advocated and resolved claim issues for employees. • Provided work direction for two account assistants. • Scheduled retirement plan meetings, researched employer or employee retirement plan questions. • Trained clients on ClientServ system resulting in efficient benefits enrollment. • Developed several templates & tools for HSA presentations and client education. Show less



Center for Diagnostic Imaging

• United States
• Hospitals and Health Care

• Human Resources Administrator

  • 1994 - 1999

  St Louis Park, MN HR Generalist for multiple radiology clinics in five states; performed recruiting, hiring, benefits administration and employee relations. • Conducted monthly new hire orientations, researched / responded to benefit questions / concerns • Consulted and advised managers on CDI internal policies, procedures, and progressive discipline and employee relations issues; Tracked and recommended staff development training programs • Team lead in selection and conversion to a new 401(k)… Show more HR Generalist for multiple radiology clinics in five states; performed recruiting, hiring, benefits administration and employee relations. • Conducted monthly new hire orientations, researched / responded to benefit questions / concerns • Consulted and advised managers on CDI internal policies, procedures, and progressive discipline and employee relations issues; Tracked and recommended staff development training programs • Team lead in selection and conversion to a new 401(k) administrator • Handled regulatory compliance issues such as ERISA compliance, 401(k) testing, FMLA, workers comp and other human resources administration • Generated salary forecasting information, completed salary surveys and researched problem areas Major Accomplishments: • Interviewed and hired non-exempt, mid-management, clinical and temporary associates for 7 clinics resulting in 120 hires and implementation of several professional hiring tools • Appointed CDI representative for MN Specialty Physicians (MSP) HR committee involving specialty clinics Show less