Andrea Baldwin Email & Phone Number

Partner closely with Leadership, Sales and top-level Broker partners to:Deliver upon a strategic relationship plan that includes quarterly/annual goalsProvide expert renewal analysis and retention strategyDeliver outstanding service and selling of new lines of businessDeliver profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. Industry expert and consultant in group ancillary benefits

• Develop, implement, and maintain an actionable business plan to achieve retention and growth goals including strategy when accounts are marketed. • Proactively analyze lapse by broker to identify patterns and trends. Formulate and execute a strategy to overcome any challenges to exceed current results.• Provide regular updates to Leadership on retention results, business plan and strategy updates by broker to impact financial results.• Partner with Underwriting, Leader, and Sales… Show more • Develop, implement, and maintain an actionable business plan to achieve retention and growth goals including strategy when accounts are marketed. • Proactively analyze lapse by broker to identify patterns and trends. Formulate and execute a strategy to overcome any challenges to exceed current results.• Provide regular updates to Leadership on retention results, business plan and strategy updates by broker to impact financial results.• Partner with Underwriting, Leader, and Sales Team on case issues along with actionable solutions.• Understand, interpret, and accurately deliver claims experience, reporting, and data to customers. Utilize data analytics to recommend needs based solutions.• Subject matter expert on all Principal products and funding options.• Research, identify, and maintain in-depth knowledge of markets, competition, and industry trends while utilizing this knowledge to differentiate Principal. Show less

Southfield, Mi

•Execution of preferred education models to support the successful enrollment and education of eligible members, for both voluntary and employer paid benefits, utilizing all enrollment strategies including group presentations, 1:1 benefit analysis, and online enrollment tools.•Responsible for member education and enrollment for all size employer groups located throughout the entire state of Michigan as well as northern Ohio.•Assist with National Account education and enrollment of… Show more •Execution of preferred education models to support the successful enrollment and education of eligible members, for both voluntary and employer paid benefits, utilizing all enrollment strategies including group presentations, 1:1 benefit analysis, and online enrollment tools.•Responsible for member education and enrollment for all size employer groups located throughout the entire state of Michigan as well as northern Ohio.•Assist with National Account education and enrollment of groups with more than 1,000 eligible members located throughout the entire United States of America. •Provides member education for all Principal Financial Group ancillary group benefits including dental, vision, life insurance, short and long term disability, and critical illness insurance. •Provides broker education on how to execute successful member education and enrollment and provides guidance on enrollment strategies utilizing Principal Financial Group’s education platforms. •Timely completion of all required reporting to ensure accurate reporting of results from all voluntary enrollments. •Main contact for the enrollment process from preparation of enrollment materials, to implementation strategy planning, to enrollment and education meetings, to completion of accurate sold case paperwork on both an employee and employer level. •Detailed understanding of all Principal Financial Group products, both employer paid and voluntary, as well as underwriting guidelines. •Effective and efficient communicator between Sales Representatives, Brokers, and Employers. •Strong representation of Principal Show less

Center Line, Mi

•Recruited, evaluated, and interviewed prospective employees in accordance with the company policy on hiring.•Administered new hire orientation while completing appropriate forms and employee records.•Processed and monitored hourly employee time clock information and payroll records.•Monitored and managed employee files including, but not limited to, dates of insurance eligibility, vacation/sick/holiday eligibility, performance reviews, COBRA, worker’s compensation, and family… Show more •Recruited, evaluated, and interviewed prospective employees in accordance with the company policy on hiring.•Administered new hire orientation while completing appropriate forms and employee records.•Processed and monitored hourly employee time clock information and payroll records.•Monitored and managed employee files including, but not limited to, dates of insurance eligibility, vacation/sick/holiday eligibility, performance reviews, COBRA, worker’s compensation, and family medical leaves.•Administered employee insurance benefit plans and answered benefit questions.•Ensured adherence to safety and health codes while administering health and safety training company wide.•Ensured legal compliance with applicable laws and regulations concerning discrimination and all other applicable categories.•Assisted in advising company discipline.•Oversaw employee terminations.•Researched new changes in HR concerning trends and legal issues.•All other duties assigned by Executive Management. Show less

Southfield, Mi

•Responded promptly and accurately to broker notification of sold business including coordination of benefit summaries, analysis of implementation materials, and coordination of new enrollment process.•Processed and submitted sold case files to corporate home office for final installation and enrollment and followed case through first billing cycle to ensure client satisfaction.•Acted as a liaison between brokers and underwriters to determine risk and priced group medical… Show more •Responded promptly and accurately to broker notification of sold business including coordination of benefit summaries, analysis of implementation materials, and coordination of new enrollment process.•Processed and submitted sold case files to corporate home office for final installation and enrollment and followed case through first billing cycle to ensure client satisfaction.•Acted as a liaison between brokers and underwriters to determine risk and priced group medical cases.•Made recommendations for alternate plan designs to improve pricing while offering additional insurance options through cross selling. •Provided exemplary customer service to all brokers and groups while responding to all verbal and written requests professionally and accurately within a 24 hour time frame.Created medical and non-medical proposals for brokers using web based applications. Show less

Sterling Heights, Mi

•Managed the day-to-day operations of the Human Resource Department including but not limited to: unemployment claims, harassment claims, work related injuries and disciplinary actions for all employees up to and including terminations•Managed the recruiting and hiring of all industrial, administrative, and executive staff.•Payroll administrator for administrative staff•Revised and maintained employee handbook for both salary and hourly staff members•Primary administrator and… Show more •Managed the day-to-day operations of the Human Resource Department including but not limited to: unemployment claims, harassment claims, work related injuries and disciplinary actions for all employees up to and including terminations•Managed the recruiting and hiring of all industrial, administrative, and executive staff.•Payroll administrator for administrative staff•Revised and maintained employee handbook for both salary and hourly staff members•Primary administrator and single source of contact for all benefits including medical, dental, vision, disability, life insurance and 401K program for a staff of 300. Show less

Farmington Hills, Mi

• Administered the training of temporary employees to upgrade their skill sets• Troubleshoot to resolve the problems and complaints of both customers and employees• Recruited, interviewed, skill assessed, and completed all paperwork for new applicants• Data entered and filed corresponding paperwork in compliance with ISO standards• Conducted outside service calls and visits to prospective clients to expand the business• Filtered incoming calls to provide desired information… Show more • Administered the training of temporary employees to upgrade their skill sets• Troubleshoot to resolve the problems and complaints of both customers and employees• Recruited, interviewed, skill assessed, and completed all paperwork for new applicants• Data entered and filed corresponding paperwork in compliance with ISO standards• Conducted outside service calls and visits to prospective clients to expand the business• Filtered incoming calls to provide desired information for customers and employees• Prepared all weekly and monthly tracking reports for all active clients• Counseled and coached employees to ensure quality performance and job satisfaction Show less