Dally Perez Email & Phone Number

Pembroke Pines, Florida, United States

Weston, Florida, United States

Ms. Perez is responsible for working with group decision makers, employees and partner vendors to service client accounts. She is responsible for the day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. Ms. Perez manages the renewal and marketing process and prepares materials for presentations and communications, in collaboration with their more senior team members; leads open enrollment presentations and may take an active role in client meetings. Ms. Perez is skilled at developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Ms. Perez is also skilled at graphic design and social media coordination.

United States

Ms. Perez is responsible for working with Advisors and Account Executives to service client accounts. She is responsible for the day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. Ms. Perez manages the renewal and marketing process and prepares materials for presentations and communications, in collaboration with their more senior team members; leads open enrollment presentations and may take an active role in client meetings. Ms. Perez is skilled at developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Design and implement a full client success plan for new and existing clients including but not limited to funding strategies, key offerings to complete stated goals, wellness initiatives and programs, technology for human resources, enrollment or reporting.– Oversees complexclientsbenefit plans comprised of various funding methods, advancedcontractsfeaturesand structure that requires a higher level of experience and expertise.– Originates and leads Benefits administration practices and objectives that provides an employee-oriented; high performance culture that emphasizes high levels of service, employer, and employee satisfaction compliance and employer and employee education. – Understands and adheres to compliance for agency and clients with communications and strategic imitative; and research and advise of regulatory changes affecting agency or client. – Performs service work on each client account as needed; lead clients meeting and provide “on the spot’ strategic guidance and financial performance; and facilitate financial exchange.– Provides weekly updates to Principal regarding known issues with carriers meeting their obligations, large carrier changes, client needs opportunities which couldaffect decision making for any party.– Serves as a strategic partner to clients by defining and monitoring success criteria with clients that related to their individual research & business goals.– Engages with client on claims resolution matters including seeking exceptions to policies on payments, employee reimbursement and closure.– Established strong partnerships with client, and assist business development on existing client for growth of membership and for prospective clients.

Miramar, Fl

Ms. Perez trained employees on their insurance benefits for a designated book of business that requires travel, scheduling and servicing of new hire employee meetings on a monthly basis. Ms. Perez applied knowledge of industry trends and related regulations in the course of servicing clients’ accounts in an innovative and efficient manner. As a Benefit Specialist, Ms. Perez also developed and maintained internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

Sunrise, Florida

Group size: 100+. (Commercial health insurance, dental, life, disability sales, service, and group retention) Executive-level client partnership with a strong emphasis on enhancing Aetna's retention and growth objectives.• Maintained knowledge of Aetna’s comprehensive portfolio of products and services.• Negotiated yearly renewals with client and consultant and collect competitor offerings where possible.• Wellness Lead to implement programs and educational resources for customer engagement.• Generated utilization reports creating custom programs to drive healthy outcomes. • Closed renewal sale, conducted opened enrollment meetings, established accounts into the company system, and create time frames for submission of applications, changes, terminations, and payments. • Managed and monitored customer plan performance, while providing solutions for improvement and profitability.• Designed group-specific marketing brochures for distribution at open enrollment meetings. • Keep both clients and consultants abreast of company changes and enhancements including Health Care Reform.• Provided ongoing explanations on group-specific performance reports, coach personnel on navigating the online account management portal. • Liaised with underwriting personnel to determine rate increases due to benefit modifications to lower premiums.