Kerri Lyman, Cic Email & Phone Number

Charleston, South Carolina

Charleston, South Carolina Area

• Prospect for and sign up new agents (i.e. phone calls, emails, cold call office visits)in desirable areas of the state• Train new agents on underwriting guidelines and claims system• Review agency quoting and production activity reports to identify trends, and deficiencies• Schedule appointments to meet with agents on a regular basis to solicit production and ensure proper understanding of product offerings, underwriting guidelines and Waterstreet system• Assist agents with rollover of business from other carriers• Represent Lighthouse at agents’ functions, conferences, conventions, luncheons, agent boards and/or committees• Prepare weekly report for management describing visits, results, trends, and competitor actions• Handle all inquiries received from agent emails and phone calls • Coordinate agent guidance with underwriting, customer service and management personnel.

Columbia, South Carolina Area

• Established a relationship as the liaison between 60 accounts and BCBSSC• Maintained an up-to-date knowledge of all contracts, procedures, and claims payment policies for accounts with 50+ employees• Customized medical and dental plan designs for employers• Assisted in the sales process for the gain and retention of new and existing customers• Consulted with external customers on wellness initiatives, flexible spending and health savings accounts, plan designs, etc. in order to meet the goals of their health plan • Presented benefits information to Human Resource staff and their employees using audio visual tools an average of once a month• Supported the needs of external customers during their open enrollment process by conducting meetings regarding changes in their health plan• Served as the point of contact and trouble-shooter for external customers to resolve membership, billing and claims issues• Arranged meetings with internal and external customers to ensure the needs of both parties were met• Promoted COBRA, HIPAA and FSA administration services along with ancillary products such as Vision and Life insurance to existing customers• Trained customers onsite and remotely on reporting and internet tools• Educated and knowledgeable in the Healthcare Reform rules and regulations• Created SQL queries to pull data from membership and claims tables

Columbia, South Carolina Area

• Coded, maintained and executed algorithms for the extraction and presentation of data for standard and ad hoc reporting using SAS and SQL• Assisted in the use of statistical programming tools to identify utilization patterns and trends• Interviewed customers to obtain data collection requirements and specifications• Maintained an online healthcare utilization tool, Blue DataConnect• Trained internal staff and external customers onsite and remotely on reporting tools • Consulted and Supported internal staff and external customers on their reporting needs

Columbia, South Carolina Area

• Reviewed mandates/releases/projects to determine if any user files required change for the Centers for Medicare and Medicaid Services (CMS)• Presented to accountable staff analyst the impact of the project and recommendations for changes to files• Processed changes to files timely and accurately• Reviewed results of file changes to determine if any additional changes were required• Analyzed requested change and made recommendations as well as implement any necessary changes• Assisted with the testing of releases and other projects• Ensured all assigned CMS required reports were transmitted accurately and timely• Produced reports by using SAS programming language