● Direct Account Management lead with a book of 12 clients in self funded, level funded, and fully insured policies ranging from 50 to 2,000 employees and maintaining $1.2M in revenue. ● Develop comprehensive pre-renewal, renewal, post renewal, and mid year presentations which include detailed analyses of projections, year to date reporting, benchmarking, marketed policies, financial strategies, provider disruption, rate comparisons, financial modeling of employer contributions, utilization reports, and considerations. ● Prepare and implement Open Enrollment timelines and yearly service calendars to ensure timely communication to clients on what to expect throughout the plan year and during Open Enrollment season including ACA filings, meetings, and carrier documents. ● Create cutting edge employee communication materials & guides to guarantee employees have all benefit and policy details, documents, flyers, forms, educational videos, mobile apps, and annual legal notices. Participated as a guest speaker on a call with the communications committee to educate the team. ● Travel regularly for in-person client meetings throughout the US, prepare and present in-person, virtual, and recorded Open Enrollment meetings, and treat clients to outings. ● Maintain client relationships by forming a trusting and personal connection to preserve long lasting partnerships.

● Worked independently as the Primary Consultant on groups under 500 and with a team of Account Executives on large complex self-funded groups 2,000+ with the top EB producers of IOA. ● Delivered professional guidance on renewal decisions, plan selections, contribution strategies, etc. so both the employer and employee get the best benefit package at the most affordable prices on the market. ● Directed all components of Open Enrollment including updating/building Benefit Guides, providing enrollers, hosting Open Enrollment meetings etc. ● Resident Expert in installing and managing Employee Navigator for daily use and Open Enrollment. ● Provided daily client service, ● Managed client data in Benefit Point ● Kept clients compliant with ACA filings as well as managing COBRA and FSA/HSA. ● Built long lasting relationships with my clients with expert communication, trust, and personal connection.

● Provided client-facing service and support via claims resolution, policy renewals and negotiation with carriers, RFP/marketing, open enrollment education, compliance updates, and wellness initiatives to groups with 50-500 employees with President and CEO, Archie Lowe. ● Managed office operations, staff meetings, and events ● Trained, developed, and mentored new hires ● Directly supported a team of Account Managers and their clients

● Hired and managed employees including maintaining shift schedules ● Responsible for creative marketing directed toward increasing sales ● Served as Bookkeeper, Accounts Receivable, and Accounts Payable ● Performed all other routine office responsibilities