Brett Mcmanus

Brett Mcmanus Email and Phone Number

Team Lead - Implementation and Client Advocacy @ LenderX
Milwaukee, WI, US
Brett Mcmanus's Location
Milwaukee, Wisconsin, United States, United States
Brett Mcmanus's Contact Details

Brett Mcmanus personal email

n/a

Brett Mcmanus phone numbers

About Brett Mcmanus

Brett Mcmanus is a Team Lead - Implementation and Client Advocacy at LenderX. He possess expertise in health insurance, employee benefits, underwriting, health savings accounts, insurance and 13 more skills.

Brett Mcmanus's Current Company Details
LenderX

Lenderx

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Team Lead - Implementation and Client Advocacy
Milwaukee, WI, US
Website:
lenderx.com
Employees:
15
Brett Mcmanus Work Experience Details
  • Lenderx
    Team Lead - Implementation And Client Advocacy
    Lenderx
    Milwaukee, Wi, Us
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  • Lenderx
    Team Lead - Implementation & Client Advocacy
    Lenderx Mar 2022 - Present
    Milwaukee, Wisconsin, United States
    Team Lead - Implementation & Client Advocacy⦁ Direct supervision of Implementation & Client Advocacy team⦁ Managed and maintained client relationships⦁ Created and provided specialized training on platform features⦁ Consulted clients on ways to leverage existing platform features to meet their unique challenges⦁ Managed customer integrations with the platform, documenting and escalating discovered issues as needed⦁ Documented and communicated end-user stories with development, advocating for priority on behalf of clients
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  • Lenderx
    Implementation Specialist & Client Advocate
    Lenderx Apr 2018 - Oct 2022
    Greater Milwaukee Area
    Client Advocate⦁ Managed and maintain client relationships⦁ Created and provided specialized training on platform features⦁ Consulted clients on ways to leverage existing platform features to meet their unique challenges⦁ Managed customer integrations with the platform, documenting and escalating discovered issues as needed⦁ Documented and communicated end-user stories with development, advocating for priority on behalf of clientsSupport Case Management⦁ Managed multiple forms of incoming communication from clients (e-mail, phone, chat)⦁ Supported web-based appraisal management underwriting⦁ Helped clients troubleshoot connecting, authenticating, and using complex web-based systems⦁ Helped perform user acceptance testing with development staff on upcoming enhancements⦁ Received promotion based on demonstrated knowledge and usage of the platform
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  • Humana
    Service Market Support
    Humana May 2014 - Nov 2017
    Escalated Service Issue Resolution⦁ Helped to develop and test established processes to track escalated issues⦁ Coordinated with internal service teams to resolve issues as they arose⦁ Communicated status of issues with internal and external stakeholders⦁ Documented all tasks related to issues through to resolutionProcess Improvements⦁ Evaluated escalated service issues to look for common themes⦁ Suggested process improvements when appropriate to avoid repeated problemsInternal resource for other associates⦁ Directed other associates to appropriate team to accomplish a given task when needed⦁ Communicated service trends to other associates as needed
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  • Humana
    Account Advisor
    Humana Nov 2011 - May 2014
    Waukesha, Wi
    Employer and Employee Communication⦁ Identified communication needs of the employer⦁ Assisted in developing communication plans to meet employer’s needs⦁ Provided marketing materials to support employer’s desired messaging⦁ Scheduled and executed employee meetings/webinars⦁ Coordinated the creation and distribution of emails, flyers, posters⦁ Represented Humana at employer open enrollment/benefit fairsProfit Improvement Program⦁ Selected as Team Lead⦁ Ran team meetings⦁ Organized ideas to allow for easier evaluation by team members⦁ Facilitated discussion to select team initiative by suggesting objective criteria for initiative evaluation⦁ Presented initiative to Director-level committee for evaluationWellness Initiative Strategies⦁ Assisted clients with creating their own wellness strategies in a manner that aligns with Humana’s well-being mission⦁ Executed on strategies agreed upon by client⦁ Tracked and reported employee engagement and adjusted strategies as needed⦁ Provided employers with tools and resources to support the wellness goals that they put in place⦁ Participated as member of employer wellness committeesClient and Broker Support⦁ Resource for clients and brokers regarding Humana products, processes and procedures⦁ Cultivated strong broker and client relationships to encourage future sales⦁ Assisted with escalated issues related to member service⦁ Ensured overall positive member, client and broker experience with Humana
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  • Humana
    Account Coordinator
    Humana Aug 2009 - Oct 2011
    New Business Quoting and Underwriting⦁ Evaluated new business quoting submissions to ensure all necessary materials are obtained⦁ Evaluated viability of opportunities based on network footprint, claims information, plan participation, etc. and discussed with sales executive⦁ Provided input upon receipt of quotes from underwriting regarding plan comparison and cost relative to probability of closing saleNew business Implementation⦁ Described requirements for new business implementation of group medical, dental, vision, term life and/or disability policies for groups of 2 to over 1000 employees⦁ Communicated and managed implementation timeline to keep abreast of various milestones and target dates⦁ Collected relevant employer information⦁ Assisted with collection of employee data for enrollment purposesReporting⦁ Collected quoting and close ratio data for large brokerage firms⦁ Organized and evaluated data to ascertain level of partnership with those firms⦁ Presented findings to sales executives to allow them to better evaluate new business opportunities50/50 Fundraiser⦁ Took initiative to account for donations for fishing fundraising event for local Susan G. Komen chapter⦁ Tracked donations and guesses made by associates and external partners⦁ Kept time and took pictures during event⦁ Composed re-cap email of event
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  • The Benefit Companies, Inc.
    Sales Assistant
    The Benefit Companies, Inc. Feb 2006 - Aug 2009
    Quoting⦁ Market analyses for employer groups ranging from 2 to over 1000 employees for health, dental, life/AD&D, long term disability, short term disability, vision, critical illness and long term care insurance policies on both a voluntary and employer-paid basis⦁ Responsible for starting the quoting process for a top Account Executive’s book of business⦁ Continuously updated proposal format to ensure accurate representation of products offered by multiple insurance carriers⦁ Liaised between employer groups and insurance carriers to negotiate rates and plan changes⦁ Trained other associates to perform similar tasks for other Account ExecutivesSales⦁ Quoted and presented individual health and dental policies⦁ Compared plan offerings from 5 different insurance carriers⦁ Provided ongoing customer support for in-force policies as needed⦁ Wrote approximately 35 policies in 18 months through referralsCustomer support⦁ New and in-force enrollment for employer groups ranging from 2 to over 250 employees⦁ Assisted in resolving escalated claims issues and documented related activities
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Brett Mcmanus Skills

Health Insurance Employee Benefits Underwriting Health Savings Accounts Insurance Life Insurance Disability Insurance Customer Service Brokers Medicare Benefits Administration Sales Long Term Care Marketing Term Life Insurance Claim Commercial Insurance Claims Management

Brett Mcmanus Education Details

Frequently Asked Questions about Brett Mcmanus

What company does Brett Mcmanus work for?

Brett Mcmanus works for Lenderx

What is Brett Mcmanus's role at the current company?

Brett Mcmanus's current role is Team Lead - Implementation and Client Advocacy.

What is Brett Mcmanus's email address?

Brett Mcmanus's email address is br****@****ome.com

What is Brett Mcmanus's direct phone number?

Brett Mcmanus's direct phone number is +150231*****

What schools did Brett Mcmanus attend?

Brett Mcmanus attended Carroll University.

What skills is Brett Mcmanus known for?

Brett Mcmanus has skills like Health Insurance, Employee Benefits, Underwriting, Health Savings Accounts, Insurance, Life Insurance, Disability Insurance, Customer Service, Brokers, Medicare, Benefits Administration, Sales.

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