Experience

NFP Corporate Services (NY)

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Jan 2013 - Present

  Greater New York City Area • Daily servicing/maintenance of assigned book • Prepare Requests for Proposals or utilize quoting software • Act as broker to negotiate rates with insurance carriers for medical, dental and vision • Prepare and present renewal analysis and employee communications for enrollment meetings • Analyze marketing efforts and compile/create exhibits • Maintain and update client contact information within department database • Stay current and knowledgeable on key… Show more • Daily servicing/maintenance of assigned book • Prepare Requests for Proposals or utilize quoting software • Act as broker to negotiate rates with insurance carriers for medical, dental and vision • Prepare and present renewal analysis and employee communications for enrollment meetings • Analyze marketing efforts and compile/create exhibits • Maintain and update client contact information within department database • Stay current and knowledgeable on key healthcare legislation and benefits compliance issues • Attend carrier seminars and meet with carriers regularly to learn about new products • Works on special projects as assigned and contributes ideas for improvements in efficiency of workflow process • Proficient in community rated and experience rated Group Medical business • Knowledge of ancillary lines (Group Dental, Group Vision, Group Disability, Group Life, FSA, Transit and Parking)

• Account Manager

  • Oct 2012 - Present

  New York National Financial Partners Corp (NFP) acquired AGS Benefits Group, a full service corporate benefits brokerage and consulting firm, in January 2012. Simultaneously with the acquisition, NFP acquired the management company of Dreyfuss & Birke, Ltd., a wholly-owned subsidiary of National Financial Partners since 2003, and combined NFP Dreyfuss & Birke with AGS Benefits. This combination establishes NFP Corporate Services (NY), a major NFP-branded corporate benefits presence in New York. As of… Show more National Financial Partners Corp (NFP) acquired AGS Benefits Group, a full service corporate benefits brokerage and consulting firm, in January 2012. Simultaneously with the acquisition, NFP acquired the management company of Dreyfuss & Birke, Ltd., a wholly-owned subsidiary of National Financial Partners since 2003, and combined NFP Dreyfuss & Birke with AGS Benefits. This combination establishes NFP Corporate Services (NY), a major NFP-branded corporate benefits presence in New York. As of April 2, 2012, Nemco Group, LLC (formerly known as National Enrollment and Marketing), which was founded in 1993 and is based in New York, New York, was acquired by NFP and now operates as a wholly-owned subsidiary of NFP Corporate Services (NY), LLC. The NFP Corporate Services (NY) team is run by seasoned veterans Paul Schnell, William Austin and Jordan Gray. NFP Corporate Services (NY) is a nationally-recognized, full-service insurance consulting firm that caters to our clients specific needs in the following areas: employee benefits, property & casualty insurance, risk management, retirement services and individual insurance. Whether designing programs, understanding costs, driving engagement, monitoring regulations, developing clear messaging or providing guidance in administering plans, our experts have the tools and experience to help you take care of your workforce while managing your benefits and general insurance budgets.

• Benefits Administrator

  • Apr 2012 - Oct 2012



Nemco Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Account Executive, Claims Advocacy

  • Sep 2009 - Apr 2012

  Greater New York City Area • Act as a liaison between insurance providers and clients regarding employee status and eligibility for coverage • Resolved standard claim issues and provide assistance with non-standard claim appeals • Verified completion and validity of claim forms • Reviewed company records to determine coverage • Calculate amounts of claims and submit for payment • Ensure all client data is entered into CRM System (SalesForce) in a timely manner



MetLife

• United States
• Insurance
• 700 & Above Employee

• Case Management Specialist –OFEGLI

  • 2005 - 2009

  • Approve and process life insurance claims for Federal Government employees. • Research and review insurance certifications for accuracy before processing the claims. • Supporting the 800-phone line for life insurance claimant questions and inquiries. • Strong focus on detail, accuracy and stringent processing timelines for claim payments. • Responsible for the initial phase of the Unit’s overpayment collection process. • Quality check claims prior to final payment being… Show more • Approve and process life insurance claims for Federal Government employees. • Research and review insurance certifications for accuracy before processing the claims. • Supporting the 800-phone line for life insurance claimant questions and inquiries. • Strong focus on detail, accuracy and stringent processing timelines for claim payments. • Responsible for the initial phase of the Unit’s overpayment collection process. • Quality check claims prior to final payment being issued • Compiling and mailing overpayment first attempt letters and conducting follow-up phone calls to those letters. • Negotiating the repayment plan of overpaid claims. • Direct interaction with Law Department attorney’s for referral of overpaid claims when legal action is required. • Adhering to stringent guidelines for timely processing of overpayments as set forth by the Federal Government.

• STD Case Manager

  • Jul 2003 - Sep 2005

  Hartford, Connecticut Area Determine eligibility for disability benefits Reviewed and determine eligibility for Family Medical Leave CLaims Initiate or receive and act upon verbal and written communication with claimants and the medical community in a timely manner. Develop thorough, concise and supportive documentation. Evaluate claims and initiate necessary claim control actions, Compile data for monthly statistical reports and submit in a timely manner. Respond to internal and… Show more Determine eligibility for disability benefits Reviewed and determine eligibility for Family Medical Leave CLaims Initiate or receive and act upon verbal and written communication with claimants and the medical community in a timely manner. Develop thorough, concise and supportive documentation. Evaluate claims and initiate necessary claim control actions, Compile data for monthly statistical reports and submit in a timely manner. Respond to internal and external customer needs in a professional, courteous and timely manner. Demonstrate teamwork by contributing to the education of other members of the team. Detailed-oriented with excellent analytical, decision-making, and problem-solving abilities. Consistently update FMLA application to accurately reflect claim status and ensure that appropriate diary documentation exists. Coordinate timely decisions with FMLA vender. Respond to employee and employer inquiries, regarding the status or availability of FMLA leave.