Carrie Lloyd Email and Phone Number
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Career ProfileTrusted advisor with the passion, knowledge, skills, and abilities to service clients the way they want to be serviced. Experienced in health and welfare benefits and insurance consulting. Specialized knowledge in strategic planning, compliance, project management, workflow efficiencies, and staff mentoring.
Dreammaker Bath & Kitchen
View- Website:
- naplesdreammaker.com
- Employees:
- 28
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Human Resource AdministratorDreammaker Bath & Kitchen Jan 2024 - Present
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Client Service ExecutiveR&R Insurance Services Inc. Jun 2022 - Oct 2023Waukesha, Wisconsin, United States -
Account Executive / Avp Of Account ManagementHub International Jul 2021 - Jun 2022Waukesha Wi* Positively and proactively manage the overall client relationship by demonstrating strategic ideas and innovation based on market knowledge and the client’s strategic plan and goals* Successfully develop and deploy tailored solutions for each client* Create positive synergy with the account services team and specialty practice resources to maximize client satisfaction and deliver our scope of services timely and accurately.* Drive consistent and predictable profitability; Pursue… Show more * Positively and proactively manage the overall client relationship by demonstrating strategic ideas and innovation based on market knowledge and the client’s strategic plan and goals* Successfully develop and deploy tailored solutions for each client* Create positive synergy with the account services team and specialty practice resources to maximize client satisfaction and deliver our scope of services timely and accurately.* Drive consistent and predictable profitability; Pursue up-sell and cross-sell opportunities* Central Region Compliance Leads Taskforce* Continuous focus on process improvement, workflow efficiencies, and mentoring staff Show less -
Assistant Vice President Of Account ManagementHub International Jan 2021 - Jun 2022Waukesha WiCreated a one-Wisconsin culture for five offices acquired by HUB using best-practice Process Improvement and Workflow Efficiencies developed and executed as a team. Provided training and mentoring to the Wisconsin Employee Benefit Practice focused on • Consulting frameworks for consistent client deliverables• Checklist based processes for internal service teams across segment size• Compliance best practices and notice templates• Agency management system protocols for… Show more Created a one-Wisconsin culture for five offices acquired by HUB using best-practice Process Improvement and Workflow Efficiencies developed and executed as a team. Provided training and mentoring to the Wisconsin Employee Benefit Practice focused on • Consulting frameworks for consistent client deliverables• Checklist based processes for internal service teams across segment size• Compliance best practices and notice templates• Agency management system protocols for tracking policies, plan design, premium, and commission• Service team roles defined and career progression transparencyThis challenging role is concurrent with managing my client book-of-business. Show less
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Senior Account Manager, Employee BenefitsHub International Mar 2019 - Jun 2021Waukesha Wi* HUB International acquired Integrated Risk Solutions as of March 1, 2019* Focus and responsibilities continued as before acquisition
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Employee Benefits Senior Account Manager | Compliance DirectorIntegrated Risk Solutions Nov 2012 - Feb 2019Waukesha Wi* Incorporate initiative, project management, team building, and client relationship skills to exceed client expectations around strategy, compliance, communication, and wellness. * Foster partnerships with carriers to provide best-in-class products and services to clients and their employees. * Keen awareness and understanding of legal compliance and regulatory activities. * Facilitate and present at seminars for clients and prospects. * Conduct open enrollment and employee… Show more * Incorporate initiative, project management, team building, and client relationship skills to exceed client expectations around strategy, compliance, communication, and wellness. * Foster partnerships with carriers to provide best-in-class products and services to clients and their employees. * Keen awareness and understanding of legal compliance and regulatory activities. * Facilitate and present at seminars for clients and prospects. * Conduct open enrollment and employee education sessions. * Proactively manage the service deliverables for the employee benefit practice. Continuous improvement and streamlining of internal practices and client deliverables. * Provided training and mentorship to the staff around policies, procedures, organization expectations, and system and technology resources. Show less -
Client Consultant, Health & BenefitsMercer Jul 2006 - Nov 2012Milwaukee Wi* Serve as key advisor to clients in driving health and welfare programs that align with their strategic goals. Key functions: vendor management, plan design, data analysis, marketing, renewals, benchmarking, communication strategy, wellness programs, strategy development and day-to-day problem resolutions. Proficient in project management and relationship building. * Regional Compliance Leader for HIPAA Privacy & Security audits. Sold and conducted onsite audits, gap analysis, risk… Show more * Serve as key advisor to clients in driving health and welfare programs that align with their strategic goals. Key functions: vendor management, plan design, data analysis, marketing, renewals, benchmarking, communication strategy, wellness programs, strategy development and day-to-day problem resolutions. Proficient in project management and relationship building. * Regional Compliance Leader for HIPAA Privacy & Security audits. Sold and conducted onsite audits, gap analysis, risk assessment, and solutions for large self-funded clients and prospects. * Advocate for creating efficiencies, process improvement, knowledge sharing, team development and employee coaching/training. Show less -
Benefits AdministratorFroedtert Health Medical Group - Hospital Feb 2005 - Jul 2006West Bend Wi -
Benefit AdvisorWage Works Jun 2002 - Feb 2005Mequon Wi
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Benefit Administrator/Hr GeneralistZiegler 1991 - 2002Greater Milwaukee Area
Carrie Lloyd Skills
Carrie Lloyd Education Details
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Business Administration/Human Resources -
Business -
West Bend West High SchoolGeneral
Frequently Asked Questions about Carrie Lloyd
What company does Carrie Lloyd work for?
Carrie Lloyd works for Dreammaker Bath & Kitchen
What is Carrie Lloyd's role at the current company?
Carrie Lloyd's current role is Living My Best Life / Helping others to be happy and successful.
What is Carrie Lloyd's email address?
Carrie Lloyd's email address is ca****@****ter.net
What is Carrie Lloyd's direct phone number?
Carrie Lloyd's direct phone number is +126248*****
What schools did Carrie Lloyd attend?
Carrie Lloyd attended Marian College Of Fond Du Lac, Moraine Park Technical College, West Bend West High School.
What skills is Carrie Lloyd known for?
Carrie Lloyd has skills like Employee Benefits, Insurance, Health Insurance, Benefits Administration, Disability Insurance, Human Resources, Cobra, Employee Relations, Strategic Planning, Business Planning, Employee Benefits Design, Leadership.
Who are Carrie Lloyd's colleagues?
Carrie Lloyd's colleagues are Dreammaker Bath & Kitchen, Kevin Hansen, Michelle Sweaney, Jeremy Thompsen, Jeri Kararick, Jeri Kararick, Michael Bunchman.
Not the Carrie Lloyd you were looking for?
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Carrie Lloyd
Aspiring Clinical Mental Health Counselor For Young Adults. Graduate Student At The University Of LynchburgLynchburg, Va -
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1pennaluminum.com -
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