Danielle Beamon Email & Phone Number

Draper, Utah, United States

• Oversight of approximately 120 assigned clients under the strategic partnership team while working as a primary contact for account servicing needs.
• Build and maintain strong working relationships with the client’s key operational and strategic decision makers, including the executive buyers.
• Handle routine client requests including funding, eligibility, compliance inquiries, claim review, reporting requests, and other general inquiries.
• Partner with internal departments to understand and resolve client issues during all phases of client engagement.
• Provide issue resolution and service enhancements following proper procedures and process.
• Create and present reviews with analysis of client-specific utilization, trends, and service level metrics.

Draper UT

• Managing a portfolio of 7 enterprise health plan partners averaging 100,000 accounts each and upwards of $91 million in AUM.
• Collaboration with internal and external client teams to create custom processes to best suit our solution and client needs, as well as providing support for client issue resolution.
• Responsible for both troubleshooting and audits of escalated items particularly related to enrollment, contributions, claims and general account maintenance for health plan partners.
• Interfacing with client contacts via email, and weekly meetings to represent or discuss account maintenance.
• Documenting standard operating procedures and various custom processes for each partner.
• Meeting with cross-functional teams across the organization to discuss various strategic solutions and implementation needs for partners as they arise.

Draper, UT

• Working as a key contact for new client implementations (working as a conduit between partner/client and internal implementation resources for the administration of Health Savings, Flexible Spending, Health.
• Leading implementation kick-offs, creating detailed project plans, and effectively communicating and completing application documentation for cross functional internal teams for plan setup phases.
• Maintaining detailed action logs, complex plan design documentation, and sign-off approvals from clients using DocuSign and other company platforms.
• Processing of plan renewals and driving scoping calls with broker and client to identify issues and troubleshoot for solutions.
• Influencing and persuading clients to change their behavior regarding their health care administration.
• Completing post-implementation webinar presentation to outline employer portals, and successfully transition the client to other servicing teams.

Draper, UT

• Providing support and coaching to members, employers, brokers, and channel partner contacts. Support was offered via phone, email, chat and potentially in person.
• Rendering complex financial transactions, solving complex problems, and processing of enrollment and payroll contributions.
• Presenting educational opportunities on the benefits of HSAs, HRAs, FSAs and DCRAs and completion on ongoing education classes.
• Documentation and management of various projects as assigned.

Sandy

• Providing direct support of team members on job performance, development paths, metrics, call evaluation, and additional projects as needed.
• Serving as a point of contact for the third-party warehouse for any shipping and logistics needs.
• Attendance of various company conventions and events both in and out of state.

Sandy, West Valley, Sugarhouse

• Supervised a team of 6 personal trainers providing support with client exercise programs, as well as ensuring gym sales quota was met on a monthly basis.
• Developing exercise and nutrition programs specific to client health and fitness goals, continually modifying training objectives, and ensuring client goals were realistic and attainable.
• Ongoing sales of personal training programs and club memberships.

Business Administration And Management, General

Associates, National Strength & Conditioning Association - Certified Personal Trainer

Enhanced Diploma, Generals

Activities and Societies: Dance Company