Carrie Lloyd Email & Phone Number

Waukesha, Wisconsin, United States

Waukesha 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

Waukesha Wi

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… 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

Waukesha Wi

* HUB International acquired Integrated Risk Solutions as of March 1, 2019* Focus and responsibilities continued as before acquisition

Waukesha 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

Milwaukee 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

West Bend Wi

Mequon Wi

Greater Milwaukee Area

Bachelor'S, Business Administration/Human Resources

Graduated Summa cum Laude

Associate'S Degree, Business

Diploma, General