Debi Fields Email & Phone Number

Canton, Massachusetts, United States

• Coordinate, update, track, manage and schedule vehicle pick-up, and delivery ensuring timely transport of vehicle to designated location• Manage customer inquiries and provide updates on transport status, maintaining high level of customer satisfaction• Create customer shipper agreements, follow up to ensure timely receipt and answer questions• Create and maintain shared spreadsheets to keep scheduling information updated• Communicate effectively with customers and staff, act as liaison between multiple vendor partners

Canton, Ma

• Complete and/or coordinate new and renewal business quotes and proposals• Process client employee enrollment/terminations/demographic changes with appropriate carriers• Manage census request, updating and summarizing demographic and enrollment information• Assist with renewal and new business applications

Westwood, Ma

• Manage book of business for groups with under 50 employees and help clients articulatetheir long-term employee/benefit goals and develop a strategic plan to achieve them.• Act as client’s advocate with carriers, TPAs and vendors. Handle all escalated employerissues.• Manage benefit renewal timeline and planning book of business and presents timelineto client.• Attends carrier events to remain up to date and knowledgeable of carrier plansand changes, as well as maintain strong relationships.• Maintains a full understanding of the insurance markets, funding alternatives,networks and benefit plan options• Remains fully knowledgeable on compliance issues governed by legislation andregulations impacting employer sponsored health and welfare plans such asHIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insuranceexchanges• Prepare for client meetings by reviewing all presentation material thoroughly and checksto ensure there are no errors and that content is pertinent and practical.• Enter notes in AgencyBloc after all meetings/contacts and ensure that follow up issues arehandled timely and communicated to clients.• Strategically plan and execute plan renewals and drive the renewal process. Anticipatesconcerns developing from the renewal process.• Lead renewal negotiations with the carriers, ensures that the implementation andtransition processes for all carrier/TPA changes are handled smoothly with minimaldisruption.• Conduct employee meetings and new employee orientations. Works with clients todevelop employee communication material.• Effectively address client problems and issues. Assess the nature of a problem quickly,understand thoroughly the expectations of the client, consistently meet thoseexpectations through viable solutions, and do so in a timely manner. Act proactivelywhen a potential problem is discovered.

Greater Boston Area

• First employee of start-up Employee Benefits organization, assisted acquiring and maintaining client base of over 250 clients within 7-year period• Led client retention and revenue growth within commercial sales market, developed new business client value proposition resulting in increased revenue for group benefits business segment• Assisted employers attaining health, dental, vision and life & disability benefits, Health Reimbursement Accounts (HRA)/Flexible Spending Accounts (FSA) and Dependent Care Accounts (DCA)• Managed book of business with account size from 1-20, 80-85 accounts, preparing and presenting client renewals including alternative insurance carriers and financing options when applicable • Renewal processing online and that client received all supporting documentation for open enrollment including preparation of open enrollment newsletter and providing client with current summary of benefits and other documents.• Managed full lifecycle sales process for employee group medical, dental, life and disability, negotiated renewal and new business contracts with medical, dental and disability insurance carriers• Sold and cultivated new client relationships and new lines of insurance coverage and continuously serviced clients/customers• Coordinated and facilitated employee open enrollment meetings, resolved claims, enrollment and billing issues for clients and employees, updated and maintained client data files, coordinated with vendors • Educated clients on processes of insurance renewals/rating, developing solutions to client and employee concerns regarding health plan, follow up and follow through to achieve timely resolutions• Sold and developed new client relationships and new lines of insurance coverage and continuously serviced clients/customers, identified customer concerns, negotiated with internal/external constituents on client's behalf

Greater Boston Area

• Sold and developed new client relationships and new lines of insurance coverage and continuously provided service to existing clients/customers• Educated clients on processes of insurance renewals/rating, developing solutions to client and employee concerns regarding health plan, follow up and follow through to achieve timely resolutions• Managed clients and developed new business through business partners and client referrals, developed relationships with centers of influence including community organizations and business sector• Designed, implemented and serviced employee benefits plans for employer groups and employees, managed and evaluated effectiveness of client health and welfare programs• Managed open enrollment process and conducted employee meetings for client groups, educated clients regarding Medicare programs, assisted in establishing enrollment• Developed employee benefits communications materials in both electronic and written format, negotiated with and managed vendor relationships• Consistently increased revenue within existing accounts through cross sell strategies, delivered Massachusetts Healthcare Reform training to trade associations and business community, hired, trained Employee Benefits Account Manager• Evaluated and designed health plan options for employer groups, resolved claims and enrollment issues for members