Judy Chase Email & Phone Number

Headquartered Milwaukee Wi

Remote - Manage a team of Partner Service Managers responsible for servicing inquiries and daily work of assigned partners' benefit packages; actioning issues and escalations, reporting and communications; liaison advocating processes, solutions and improvements; working with external and internal stakeholders to plan, organize, and execute projects and shared business goals. License: NC Life and Health.

High Point, Nc

Evaluated client benefit plans and design changes, managed book of business of mid-large accounts; developed & implemented solutions to client issues, participated in a cross-functional team to deliver service within a book of business. Critical to achieve a high level of satisfaction and retention of clients. Reviewed, tracked and managed renewal of all health and welfare benefit plans; involved with 5500 reporting and discrimination testing; kept current with regulations, ACA; built and strengthened vendor/carrier relationships; audit data discrepancies; strong work ethic, maintained confidentiality with records and files. License: NC Life and Health

Winston-Salem, Nc

Employee Benefits - Supported Producer and Senior Account Executive with management and renewal of clients' benefit programs. Role included tracking and monitoring deliverables and deadlines; auditing all plan and policy documents, contracts, financials and communication pieces with high attention to detail and accuracy. Identified processes and controls to adhere to compliance and manage risk. Participated in the marketing and placing of coverage products and service plans with clients, research and resolve client service issues, managed ad hoc projects as requested. Continually created and maintained positive relationships with carriers, vendors and customers. Worked independently as well as in a team environment where flexibility, collaboration and adaptability are key factors. License: NC Life & Health