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.

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

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 of.

General Studies

Activities and Societies: Taekwondo