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• Prepare Open Enrollment materials, including Benefit Guides for clients• Process new hire enrollments, changes, and employee terminations with the carriers• Complete carrier policy changes, including employer applications and new enrollments• Review newly issued policies for accuracy before delivery to clients• Proficient in EPIC

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•Process required documents through payroll and insurance carriers to ensure accurate records•Prepare client renewal information and presentations•Work directly with carriers to resolve benefit and/or billing concerns•Responsbile for gathering all required documentation for eligibility audits •Inputting data and completion of census spreadsheets •Proficient in CRM databases (Customer Relationship Management)

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•Maintained an organized and controlled workplace at all times