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.

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.

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.

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.

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.