David Boddy Email & Phone Number

Lombard, Il, Us

Elmhurst, Il

Account Manager for agency Group Benefits department, managing a book of business with over 65 clientsSales Producer for agency Group Benefits departmentAbility to manage several complex projects simultaneously while working under pressure to meet deadlinesKnowledge of Group Benefit vendor and other web-based systemsCoordinated and processed groups plan renewals and implementation of new benefit programsResolved employer inquiries related to benefit programs including the Affordable Care Act implicationsProcessed all Requests for Proposals for renewals and new businessEvaluated and presented benefit plan design alternatives to assist client planning and decision makingGeneral working knowledge of Applied Systems (TAM Online) agency management systemCustomer focused and able to establish and maintain effective relationshipsReviewed all agreements and insurance documents for accuracyGood working knowledge of differing financial arrangements and products available to clients (i.e., fully-insured, ASO)Responsible for all routine client service

Westchester, Il

Experienced Account Manager with Insurance Agency Operational knowledge Created and managed annual client service calendar and workflowsReviewed SPD’s, contracts and legal documents to ensure complianceAdvanced knowledge of benefits insurance services including major medical, dental, vision and disability carriersUnderstanding of product features, benefits, pricing and limits including HRSs, HSAs and Wellness plansPrepared RFP’s, proposals and presentations for renewal, open enrollment and prospective clientsCoordinated and managed all aspects of the placement and service of employee benefit plans for small and large employersConsidered agency “Champion” for entire suite of integrated brokerage agency management systems Built and maintained all client employee benefit websites using integrated brokerage agency system resources Manager of online vendor document database containing all HR and insurance benefit-related compliance information Created, designed and maintained company monthly newsletter, interfacing client contact email addresses with online vendor software (utilizing www.prosourcefinancial.com to store documents for all static links used in our newsletter) replacing distribution and costs related to using conventional mail; won Constant Contact “2010 Top Vendor” awardExperienced in using FTP file transfer software to upload documents to web-based platformsResponsible for inputting of all Blue Cross Blue Shield and Allied Benefit Services self-funded claim reporting Created excel formatting and pivot tables to benchmark client and vendor data extracted from agency management systemDesigned and maintained Kaiser, DOL, MetLife, Mercer, Aon benchmarking data, survey reports and graphs Resolved client compliance issues including federal healthcare mandatesResponsible for all agency support resources used by staff and management

Itasca, Il

Senior Processor for rebate claim departmentEntered sales rebate data and processed reimbursementsAnalyzed and converted computer monitor and display systems claim data in order to process sales rebates

Wilmette, Il

Account Manager for several Sales Representatives at Insurance Brokerage firmAnalyzed and coordinated all prospective and existing client welfare plan information to marketplacePrepared clients claim, financial allocation reports and welfare plan budgetsResolved all client requests and coordinated day-to-day account administrationReviewed current and prospective policies and contracts for accuracyResolved difficult client claim issues to resolution thoroughly and accuratelyKnowledge of actuarial and underwriting concepts and associated strategiesUsing database software (ACT), designed and maintained company prospect, clients and vendor databasesCreated programming requirements for FSA enrollment and designed deduction reports for clients

Rolling Meadows, Il

Dedicated Project Manager of a 12,000 life client with Aon acting as a Health and Welfare Benefit Outsourcing divisionResource point of contact for technical questions from clients, programmers and benefit management staffMade recommendations for streamlining, automation and trouble shooting of databaseDeveloped flowchart enrollment call tree requirements (IVR) and communicated protocols to system programmersManaged client expectations, effectively documenting and communicating timeframes and commitmentsReviewed project requests with benefit management staff, documenting and communicating results to client

Aurora, Il

Promoted to Aon Consulting Service Group exclusively servicing Aon Consulting clientsAs Underwriter, developed accurate, profitable proposals for prospective and current customersPrepared and delivered complete and accurate contractual documents and certificates within assigned timeframesSuccessfully system-installed new customers, revisions, extensions and additions according to National Service Center Guidelines utilizing various business software applications and insurance-related systems