Jillian Newberg Email & Phone Number

• Provide timely and accurate comparative analysis of existing plans and plans available on the Rippling PEO
• Advise benefit strategies, plan designs, and employer contributions to best fit the needs of the clients scaling company
• Interface with prospects/customers to assist in collecting the data needed to quote with third party underwriters
• Leverage the Rippling product to evaluate insurance plans/rates
• Partner with Rippling Sales Executives and PEO Account Executives to guide clients through their insurance options
• Proficient in Google Workspace and Salesforce

Wilmington, North Carolina, United States

• Prepare and submit requests for proposals (RFP) to insurance carriers
• Request/compile client census for RFP’s
• Review and analyze quotes received from carriers
• Prepare professional and accurate proposal/spreadsheets in Microsoft Excel for presentation
• Prepare employee communication and educational materials for clients
• Respond promptly and professionally to client service needs to ensure retention of existing clients

Lake Success, NY

• Manage all eligibility requests such as enrollments, terminations and/or coverage changes
• Point of contact for employee inquiries and claim issues
• Maintain excellent standing relationships and communication with clients
• Work directly with vendors to quote new business and renewals
• Maintain and service a small book of business
• Researching and analyzing benefit plans, programs, and policies

Hauppauge, NY

• Worked with a great deal of corporate and residential clients on a daily basis
• Informed customers with useful and helpful product information
• Executed the set-up and organization of trade shows
• Designed CAD layout drawings for clients’ event, party spaces, and trade shows
• Assisted customers in placing orders for their special occasions, while providing excellent customer service at all times
• Mapping trucks with their delivery and pick up schedules on a day-to-day basis