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.• Identify opportunities for increased participation with HealthEquity/Wageworks clients and work with internal and external contacts to ensure employee participation targets are met.• Support the sales team in the RFP process and identify opportunities to increase mix of products and services available to the client. • Maintaining various reporting and trackers to identify and track open and closed items.• Conducting regularly scheduled meetings with strategic partnership team and maintaining action log.

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 Reimbursement, and Health Incentive Accounts.• 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