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Click here or scroll down to respond to this candidatepg. 1Candidate's Name
Street Address LIBERTY COURTCARLISLE, PA Street Address
PHONE: PHONE NUMBER AVAILABLEEMAIL: EMAIL AVAILABLE22 years as an accomplished sales, service and benefits professional with a demonstrated ability to create and maintain effective client and employee relations, as well as offering outstanding presentation, analytical, communication and organizational skills. I am proficient in Microsoft Office Suite, Salesforce CRM, Tyler Munis CRM, Kronos and SharePoint. Current PA Health and Life Insurance License (2-15). Experience:May 2022 October 2022Gunn Mowery, LLC, Lemoyne PAAccount ExecutiveMarket, service and promote agency's products and services at a strategic level to develop and maintain customers. Manage a dedicated book of customers, including analyzing needs, evaluating and developing the most profitable plan design. Actively manage accounts on a consistent basis. Negotiate pricing and policy conditions with selected carriers. Collaborate with Sales staff to provide feedback on customer and market conditions. October 2021 February 2022KISx Card, Mechanicsburg, PAExecutive Client ManagerManage and lead customer reporting delivery including execution of quarterly reporting to client groups. Lead internal cross-functional initiatives and external customer activities that result in improved client utilization of program. Manage and lead onboarding, service and program changes. Develop Bi-Annual customer strategic account plan and successfully execute for each client. Prepare for and lead virtual implementations and trainings. Plan and execute customer utilization status meetings. Analyze monthly employee engagement to identify trends, drivers of trends and opportunities for course correction as needed. May 2017 June 2021City of Sunrise, Sunrise, FLEmployee Benefits SpecialistAdminister benefit programs in compliance with state policy and procedure for self-insured medical, dental, vision, life, AFLAC, LTD, LTC and COBRA plans to approximately 1,000 employees and 700 retirees. Monthly reconciliation and payment of all carrier invoices. Conduct all new hire orientations and annual open enrollment for health benefits. Conduct off-boarding for terminations and retirements. Process enrollments, changes, terminations, beneficiary updates, death claims and payroll setup through direct interface with various carrier portals and the City's Tyler Munis system. Act in response to employee and retiree inquiries regarding plan provisions, payment of claims, billing issues and clarification of benefits. Extensive auditing of benefit invoices. Assist with payroll reconciliation of employee benefit elections. Extensive data entry and reporting requirements. Monitor the effectiveness of benefits programs to ensure compliance with statutory requirements and assist Risk Manager with RFP process, procurement and budgeting as needed. Provide Human Resources with creative and engaging written and emailed information regarding all benefits for City-wide distribution as needed. pg. 2Candidate's Name
12 LIBERTY COURTCARLISLE, PA 17015PHONE: PHONE NUMBER AVAILABLEEMAIL: EMAIL AVAILABLENovember 2016 May 2017AvMed, Miami, FLOn Site Benefits Representative, City of SunriseProvide verbal and written information to employees regarding the self-funded medical program, assist with claims, Rx and customer service issues, as well as any inquiries regarding coverage details. Provide support at open enrollment. Assist with completion of the summary plan description each year. Create and maintain various reporting to include enrollment census, NIA approvals/denials, pregnancy, billing, and daily activity logs. Deliver excellent customer service.March 2016 November 2016PineTree Benefit Solutions, Coral Springs, FLBenefits Service ConsultantManage the overall provision of Benefit Administration services, policies and programs. Organize the implementation of new and renewal clients, client-related services, benefits, compliance policies and wellness programs. Responsible for marketing content including but not limited to newsletters, press and content, open enrollment meetings. Extensive customer service.October 2014 March 2016East Coast Health Insurance, Deerfield Beach, FLInsurance AgentResponsible for client sales by enrolling candidates in health insurance (both on and off healthcare marketplace) via face-to-face interaction as well as heavy phone sales/solicitation. Significant focus on increasing average revenue per client via upselling ancillary services. Consistently led in referred business / self-generated leads. Introduced new process: Quote-before-call process leading to increased sales. Highly consistent close ratio above 30% with high of 73.5% (company norm was 20%).March 2002 February 2014United Concordia Dental, Harrisburg, PASales ManagerResponsible for sales and management of a large geographic territory with both business-to-business and cross sales (medical-and-vision). Maintained existing relationships with producers and clients, to include facilitating open enrollment meetings for existing clients and The Department of Defense. Worked in conjunction with Underwriting, Marketing, Regulatory and Compliance departments to fulfill customer needs. Completed project coordination, marketing and detailed implementation plans for larger clients. Extensive customer service. Responsible for all aspects of office management. Competitive 'Win back's': Converted 2 of the largest Central PA accounts from competitors. Built new business & increased overall sales territories to include Central and Northeastern PA and the entire state of New York.pg. 3Candidate's Name
12 LIBERTY COURTCARLISLE, PA 17015PHONE: PHONE NUMBER AVAILABLEEMAIL: EMAIL AVAILABLEEducation:Elizabethtown CollegeElizabethtown, PABachelors degree Business Management, Minor in Communication Graduated Cum Laude (GPA 3.74)References:Bill Mason, Risk Manager, City of SunrisePhone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEStella Mesa, Human Resources Director, City of Sunrise Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEJohn Curran, Procurement Director, City of Sunrise Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEAnn Potter, Contractor, Broward County Sheriffs Office Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEDeb Sowers, Mortgage Originator, Truist BankPhone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLE |
