Jane Perlas Email & Phone Number

Portland, Or, Us

Portland, Or, Us

● Responsible for business development and referrals to other business units within the Partners Group● Oversee and drive strategic direction of all aspects of client’s employee benefits program● Provide analytical thought, clear communication of concepts, and data-driven recommendations to aid clients in their desicion making process● Ensure clients are delighted by exceeding their expectations● Licensed life and health insurance producer in the states of Oregon and Washington

Portland, Or, Us

● Provided guidance and leadership to team of Benefit Account Managers and Marketing Coordinators● Managed workflow to create efficiencies and improve productivity within the team● Mentored and trained Account Managers and Marketing Coordinators● Conducted quarterly reviews and annual performance evaluations● Reviewed team compensation structure with department manager and made salary recommendationsto Director of Operations● Responsible for client satisfaction and handling of escalated client issues

Portland, Or, Us

● Responsible for all aspects of client satisfaction and retention● Proven ability to manage 15-20 large client accounts simultaneously in a fast-paced environment● Excellent understanding of underwriting models used to develop expected claims, including self funded projections used for rate setting and employee cost sharing● Deep knowledge of all health, life, and disability products, services, and tools including vendor/carrier markets● Strong project, presentation and team leadership skills● Earned “The Judy” client service award. This is a peer-nominated recognition awarded to one person per year at The Partners Group who most exemplifies excellence in customer service● Established and maintained relationships with carriers and vendors to assess and evaluate products and services● Negotiated rates and fees on behalf of clients● Conducted marketing for all lines of employee benefits● Reviewed claims and utilization data to look for trends and patterns● Responsible for ensuring client’s compliance with respect to federal and state laws and regulations, in particular ACA education and compliance● Reviewed external vendor contracts and summary plan documents for accuracy and alignment with client expectations● Researched and obtained benchmark data, then interpreted it for client presentations● Implemented wellness engagement strategies● Conducted open enrollment meetings and presentations

Chicago, Illinois, Us

Responsible for all aspects of the Benefits Administration of a large, national law firm.• Provided benefits education, benefits counseling, and problem resolution for all 1,000+ staff, associates, partners, and retirees in 28 offices nationwide• Responsible for the firm-wide administration of the medical, dental, life insurance, disability, flexible spending, 401(k), pension, FMLA, and worker’s comp benefits• Assessed benefits plans and made recommendations to management team• Coordinated firm-wide Annual Enrollments and participated in yearly contract renewalnegotiations• Conducted benefits presentations for new hires and for Regional Office Managers• Assisted in the opening of a Boston, MA office in July 2005• Assisted in the implementation of new benefits: Health Savings Account (HSA), Health Reimbursement Account (HRA), Supplemental Life Insurance, Executive Individual Disability Insurance, and Employee Assistance Program• Researched and implemented a firm policy on domestic partner benefits• Designed, coordinated and successfully implemented annual Wellness Weeks and BenefitsFair in the Chicago office• Utilized HRIS software to create relevant reports for the management team

Responsible for all aspects of the Benefits Administration of a small, software company.

London, Gb

Responsible for the administration of pension and health and welfare benefits to Aetna’s retireepopulation; Primary Analyst for all retiree health insurance issues• Demonstrated superior customer service in a high-volume, call center environment