Heather Dillard Email & Phone Number

Glen Allen, Virginia, United States

Manages complex Employee Benefit insurance accounts and serves as the client day-to-day contact. Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers. Manage client renewals and negotiate with carriers on behalf of clients. Lead client meetings regarding renewal and utilization results. Engage clients, where appropriate, with internal USI Technical Resources. Educate, advise and aid clients on all Compliance topics. Develop employee communications for renewal changes, enrollment procedures, and miscellaneous benefit changes. Conduct on-site meetings with clients communicating and administering benefit plan changes. Providing excellent customer service to accounts, as well as represent client need and goals within the organization to ensure quality.

Mechanicsville, Virginia

Assist my partner, managing bookkeeping and marketing strategies. Clay Dillard & Associates is a Manufacturer's Representative Agency offering honest, aggressive, and effective representation resulting in maximum sales potential covering the states of VA, MD, in their entirety, as well as Washington, D.C. and Southern WVA. We offer prompt and courteous service and sales product training. CDA covers the Contractor & Industrial Supply, Welding, Rental Houses, Hardware, Residential Construction and Equipment Supply Markets. We currently represent the following manufacturers: United Abrasives/SAIT, Coilhose Pneumatics, REVCO Black Stallion, Drillco (Walter Technologies), C.S. Unitec, and Wright Tools.

Richmond, Virginia Area

Manage many size private sector employer groups employee benefits for the brokerage agency. Lead marketing efforts, pricing and outreach to the agency partners. Present and communicate group benefit insurance renewals and marketing analysis to clients. Manage the annual benefits enrollment process. Develop, build and maintain a benefits enrollment platform for the agency’s employer groups. Manage strong relationships with client’s in providing industry experience and superior customer service. Serve as the Healthcare reform specialist for the agency with a certification on the ACA. Keep client’s in compliance with employee benefits administration, including, ERISA, HIPAA, COBRA and Section 125. Maintain and facilitate online HR information library newsletter content to the clients. Train new agency employee Account Executives and Account Managers as needed. Stay up to date on the insurance market maintaining strong knowledge of carrier products, protocols and contracts for medical, self-insured medical, dental, vision, life, disability and worksite plans.

Glen Allen, Virginia

Responsible for a variety of employee benefit packages in the retention department. I Developed RFPs and prepared marketing proposals. I negotiated benefit pricing and contractual provisions on behalf of client. Also responsible in retaining existing clients by developing and maintaining strong client relationships. Efficiently leading clients through the benefits acquisition alongside Client Strategist, in renewal and set-up process. Knowledge of carrier products, protocols and contracts. Maintained accurate and up-to-date client and carrier information in electronic database. Assisted clients in any employee benefit issues or problems they experience through carrier resolution.