Jena Goodfellow Email & Phone Number

ThrivePass is an innovative technology company dedicated to personalizing the world of employee benefits.We help companies enhance their workforce experience by providing traditional & progressive benefits from lifestyle accounts, tuition reimbursement, pre-tax, and COBRA. To that end, we use technology to foster employee wellbeing from on-boarding to off-boarding all from one single log in.Maintain strong and healthy relationship with health benefit brokers and/or potential new clients.Responsible for being proactive and creating new leads/business through a variety of methods.Detail orientated including data entry into SalesForce, Sharepoint, Alegeus, Excel, and Microsoft Outlook.Prepare quotes for new and existing business and ensure we maximize our profit margins.Daily communication with different departments within the corporation to ensure our clients needs are resolved correctly and in a timely manner.-Help with Contracts/Setup Paperwork for new clients-On-going support for health benefit brokers-Complete RFPs for various benefitsProvide administrative support for employer-sponsored cafeteria plan benefits, including:-Section 125 Flexible Spending Accounts (FSA),-Health Reimbursement Arrangements (HRA), -Thrive Account/Wellness Benefits-Health Savings Accounts (HSA)-Section 132(a) Transit and Parking.-COBRA & COBRA Decision Enablement

Maintain strong and healthy relationship with health benefit brokers and/or potential new clients.. Travel frequently to meet with and present to New and Existing Clients to explain the benefits we offer.Responsible for being proactive and creating new leads/business through a variety of methods. Detail orientated including data entry into Alegeus, Excel, Accounting Database and Microsoft Outlook.Prepare quotes for new and existing business and ensure we maximize our profit margins.Daily communication with different departments within the corporation to ensure our clients needs are resolved correctly and in a timely manner. -Help with Setup Paperwork to get benefits setup-On-going support for health benefit brokersProvide administrative support for employer-sponsored cafeteria plan benefits, including: -Section 125 Flexible Spending Accounts (FSA), -Health Reimbursement Arrangements (HRA), -Health Savings Accounts (HSA) -Section 132(a) Transit and Parking. -COBRA

Provide administrative support for employer-sponsored cafeteria plan benefits, including Section 125 Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA) and Section 132(a) Transit and Parking. Maintain relationships between employers, health benefit brokers, and plan participants. Manage and provide full compliance support in plan design and document maintenance, tax form 5500 filing and non-discrimination testing.•Responsible for maintaining strong and healthy relationship with New Clients. •Main duties include maximizing production, customer service and profitability.•Must be organized to maximize profitability in everyday tasks.•Support for Account Manager with daily duties.

Ecuador

•Caretaker for children in numerous orphanages •In charge of making sure each orphanage was properly staffed.

Greater Salt Lake City Area

Managed a team of 6 employees, handled opening and closing the branch, responsible for balancing money in and out on a daily basis, being detail orientated and creating relationships with key customers and employees.