Annie Edwards Email & Phone Number

Attend new prospect appointments with Benefits Consultant(s). Onboarding of clients and demonstration of service tools & resources available through BHC. Effectively and efficiently manage large/complex accounts and high-level service deliverables. Attend/conduct face to face renewal and open enrollment meetings. Conduct needs analysis and strategy calls to help clients in reducing costs while offering competitive benefits options. Assist in growing book of business through cross-sale… Show more Attend new prospect appointments with Benefits Consultant(s). Onboarding of clients and demonstration of service tools & resources available through BHC. Effectively and efficiently manage large/complex accounts and high-level service deliverables. Attend/conduct face to face renewal and open enrollment meetings. Conduct needs analysis and strategy calls to help clients in reducing costs while offering competitive benefits options. Assist in growing book of business through cross-sale opportunities when available. Build relationships with clients through proactive communications. Conduct regular face-to-face meetings with clients. Build relationships with vendors and gain proper education of offerings available to ensure client needs are met. Show less

United States

Manage and maintain assigned book of business. Serve in an advisory capacity for clients. Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process. Manage day to day client issues. Conduct needs analysis and strategy calls. Conduct enrollment meetings as needed. Conduct regular face-to-face meetings with clients. Advise clients in reducing costs while offering competitive benefits options. Assist in growing the book of business through cross-sale… Show more Manage and maintain assigned book of business. Serve in an advisory capacity for clients. Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process. Manage day to day client issues. Conduct needs analysis and strategy calls. Conduct enrollment meetings as needed. Conduct regular face-to-face meetings with clients. Advise clients in reducing costs while offering competitive benefits options. Assist in growing the book of business through cross-sale opportunities when available. Build relationships with clients through proactive communications. Effectively and efficiently manage complex accounts and high-level service deliverables. Show less

Springdale, Arkansas

Manage and maintain assigned book of business. Serve in an advisory capacity for clients. Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process. Manage day to day client issues. Conduct needs analysis and strategy calls. Conduct enrollment meetings as needed. Conduct regular face-to-face meetings with clients. Advise clients in reducing costs while offering competitive benefits options. Assist in growing the book of business through cross-sale… Show more Manage and maintain assigned book of business. Serve in an advisory capacity for clients. Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process. Manage day to day client issues. Conduct needs analysis and strategy calls. Conduct enrollment meetings as needed. Conduct regular face-to-face meetings with clients. Advise clients in reducing costs while offering competitive benefits options. Assist in growing the book of business through cross-sale opportunities when available. Build relationships with clients through proactive communications. Effectively and efficiently manage complex accounts and high-level service deliverables. Show less

Kansas City, Missouri

Serve as the main day to day contact for assigned vendors. Participate in cross-functional projects and/or phases of projects to implement new vendors and/or modified processes, procedures and/or enhancements related to vendor initiatives. Ensure vendor service level agreements are being met. Create and maintain process documentation for vendor processes. Review and approve monthly vendor invoices, submit yearly vendor purchase orders and participate in budget recommendations yearly. Presented… Show more Serve as the main day to day contact for assigned vendors. Participate in cross-functional projects and/or phases of projects to implement new vendors and/or modified processes, procedures and/or enhancements related to vendor initiatives. Ensure vendor service level agreements are being met. Create and maintain process documentation for vendor processes. Review and approve monthly vendor invoices, submit yearly vendor purchase orders and participate in budget recommendations yearly. Presented and rolled out new collections process in 2017 to allow Service and Billing teams to focus on higher balance cases to ensure funds were retrieved timely to avoid further collection action, which reduced number of groups being sent to collections by `50% and a reduction in fees paid of $50,008.14 over a 2-year comparison (2016-2018). Presented and rolled out process changes for ID card ordering in July 2018 to help reduce expenses and make a big environmental impact. End result for 2018 savings: 35% cost reduction of $90,005.69 and item reduction of 61% (61.7 trees saved). Assisted with roll out of new daily Vision eligibility file that reduced daily load time by `4-5 hours and reduced errors found on files by `70%. Show less

Kansas City, Missouri

Effectively loaded administration systems to ensure accurate plan design and efficient customer structure. Perform other duties as assigned or required.

Kansas City, Missouri

Provided exceptional customer service to ongoing customer delivery and client satisfaction, performed client account audits to ensure accurate data in MetLife systems, partnered on implementation of new coverages/clients and facilitated client meetings and preparation of materials. Acted as mentor to other team members. Subject Matter Expert (SME) for new email system, Email Response Management System (ERMS). Provided guidance to team members on how to manage workflow in email system and… Show more Provided exceptional customer service to ongoing customer delivery and client satisfaction, performed client account audits to ensure accurate data in MetLife systems, partnered on implementation of new coverages/clients and facilitated client meetings and preparation of materials. Acted as mentor to other team members. Subject Matter Expert (SME) for new email system, Email Response Management System (ERMS). Provided guidance to team members on how to manage workflow in email system and assisted with resolving access/system issues. Show less

Independence, Missouri

Supervised three associates on the Teller line, ordered funds and prepared daily transaction with the Federal Reserve. Opened new accounts, assisted customers with account reconciliation, scheduled Advisory Board meetings.