Hayley Pierce Email & Phone Number

Kirkland, Wa, Us

Irvine, Ca, Us

Irvine, Ca, Us

Woodinville, Wa, Us

• Manage new and current client accounts • Compile information about new accounts, enter account information into computer file • Prepare and file documents and contracts for clients• Read and review a variety of documents pertaining to compliance • Provide support to clients and brokers• Answer client calls, research and answer questions • Make recommendations and assist in developing new procedures and programs • Conduct annual and mid-year compliance checklist overview with clients• Provide excellent customer service • Maintain employee spreadsheets with client information• Coordinate contracts with carriers on behalf of clients• Provide quotes for third party vendors such as COBRA, EAP, Online Enrollment, etc. • Inform clients on changes in healthcare• Perform onsite client service meetings- answering questions, providing information• Send bi-monthly, monthly and quarterly compliance updates, newsletters and alerts• Support a proactive approach towards investigation and resolving potential compliance issues

Woodinville, Wa, Us

• Marketing new leads and clients• Interview prospective clients to obtain data about their insurance wants and needs• Design employee health benefit strategies for companies in the Northwest • Help companies gain control of their benefit plans by recommending customized benefit options• Reduce excessive costs while offering a competitive benefits package for employees• Plan and execute events and marketing programs• Procure and qualify potential clients • Work closely with carrier and vendor representatives • Develop annual renewal analysis to ensure employee benefit plans are implemented timely• Manage ongoing employee claims & inquires • Calculate premiums and establish payment methods• Evaluate leads obtained through direct referrals, lead databases and cold calling• Model exceptional customer service skills • Negotiate new and renewal benefits offerings • Calculate quotes and educate clients on insurance options• Follow up with customers on unresolved issues• Conduct annual and quarterly policy reviews• Implement improvements in manual and electronic billing procedures• Collect, analyze and validate fees • File and maintain records

Woodinville, Wa, Us

• Compose effective accounting reports summarizing accounts payable data• Post receipts to appropriate general ledger accounts• Monitor payments due, promptly contact clients with past due payments• Reconcile discrepancies between accounts receivable, general ledger and trial balance account• Balance monthly general ledger to accurately record cost and month end accruals• Reconcile vendor statements and payment complaints or discrepancies• Payroll processing and delivery to employees• Claims tracking and employee assistance• Quote for renewal and new business• Create excel spreadsheets to show quoting analysis for consultants• Manage office supplies, vendors, organize office• Phone support: manage internal and outgoing calls, record accurate messages• Open and distribute incoming mail• Greet numerous visitors including clients, vendors and carriers• Screen visitors and direct them to the correct consultant or office• Obtain signatures for financial documents and internal and external invoices • Schedule appointments and maintain and update calendar

Bachelor Of Arts In Business Administration, Entrepreneurship

Associates Of Arts, Business

Education record