Bethany Lee Email & Phone Number

United States

Leawood, Ks

• Review and process client FSA, DCA, and HRA claims• Answer client questions regarding employee accounts (FSA, DCA, HRA, HSA)• Process new enrollments and terminations for clients (FSA and DCA)• Assist in the implementation process of new groups to the NueSynergy Platform• Assist client groups through the renewal process by sending out renewal kits, enrollment forms, and enrolling client participants into new plans• Use the Alegeus Wealthcare Portal to update and manage client accounts, such as demographic information, account record information, etc.• Resolve any issues with client accounts• Travel to Open Enrollment meetings/Vendor Fairs for clients • Generate and send reports to clients on a monthly/weekly basis and on client request

Leawood, Ks

•Review and process FSA and DCA claims for clients•Process reimbursements for clients in the form of checks and ACH deposits•Generate and send disbursement reports and YTD reports for client accounts•Use Alegeus Platform to import new demographic information, employee account records, etc. in the form of files

Olathe, Kansas

• Developed new leads in the form of law firms and corporations• Made cold calls to qualify leads and set meetings for Account Executives/Managers• Was the first point of contact for a potential client/partner• Collaborated with Account Executives/Managers on accounts through the sales process• Used SalesForce system to track calls, emails, and opportunities with clients and leads as well as communicate with other staff members in sales department

Kansas City, Missouri Area

• Made between 50-100 outbound phone calls daily to potential season ticket members• Reached Season Ticket Sales Goal of 100 new season tickets sold. • Answered inquiries from current and potential season ticket members• Used a friendly and professional phone manner and build relationships with current and potential season ticket members• Brought in new revenue in the form of season tickets and group tickets• Used Archtics database to update and maintain season ticket member information and collect payment from season ticket members• Used Microsoft Dynamics CRM to track communication between us and the season ticket members• Assisted on game days by escorting guests to field with field passes, check in guest for game day tours, monitor gates for any ticket issues, etc.

Lawrence, Kansas Area

• Assisted with scheduling and hosting of events for 100’s of current and former student-athletes such as tailgates socials, and award shows• Maintained and updated databases of 1000’s of former student-athletes• Built and maintained relationships with former student-athletes• Put together the articles, pictures and conducted interviews for the quarterly newsletter for all K Club members• Updated K Club website with all the current K Club information• Put together materials for the Athletics Department Leadership Program

Lawrence, Kansas Area

• Provided assistance on regular day-to-day activities such as mailings and filings• Created dozens of proposals for up to $100,000 sales• Created recaps for current clients and renewal sales• Put together one-sheets to drop into sales proposals• Assisted on game days with hospitality for corporate sponsors and assisted in sponsorship activation

Bachelor Of Science (B.S.), Sports Managment

Activities and Societies: Student Undergraduate Representative for the Committee on Academic Programs and Curriculum for the School.

General Studies

Activities and Societies: Taekwondo