Kaity Matson Email & Phone Number

Santa Clara, California, US

Tempe, Arizona, US

Tempe, Arizona, US

Employee Benefits Specialist

San Francisco, California, US

• Developed and presented training materials to 100+ employees saving 80+ hours of manually completed paperwork annually.
• Managed the open enrollment process for 200+ groups with diverse locations, employee demographics and benefit needs – worked nationally in every region.
• Nominated by leadership for the inaugural Large Group Apprenticeship Program – recognized for achievement and developed thorough understanding of ACA rules.
• Designed insightful pre-renewal initiative used on 8,000+ small groups saving 120+ hours annually per employee.
• Coordinated high-level client stakeholder meetings discussing benefit utilization, proactively researching business changes ensuring groups are able to meet their financial budgets.
• Communicated strategic goals and negotiated proposals with Insurance Carriers ensuring client objectives were met.

San Francisco, California, US

• Established myself as a trusted partner and product expert to increase retention and client satisfaction through proactive communication and relationship management.
• Serves as the primary point of escalation within Zenefits for adoption of new product functionality and improvements including working with Product and Project Management teams.
• Manages professional relationships with 50+ groups, consultatively upselling ancillary benefits and product features.
• Independently manages a book of business with 200+ accounts responsible for annual revenue of $900+ thousand in the leading small to mid-size business HRIS SaaS platform.
• Frequently problem-solves complex product issues using data analysis for groups while working cross-functionally across departments/carrier partners.
• Regularly organizes and analyzes data via Microsoft Excel presenting to client decision makers.

San Francisco, California, US

• Developed and presented training materials to 100+ employees saving 80+ hours of manually completed paperwork annually.
• Managed the open enrollment process for 200+ groups with diverse locations, employee demographics and benefit needs – worked nationally in every region.
• Nominated by leadership for the inaugural Large Group Apprenticeship Program – recognized for achievement and developed thorough understanding of ACA rules.
• Designed insightful pre-renewal initiative used on 8,000+ small groups saving 120+ hours annually per employee.
• Coordinated high-level client stakeholder meetings discussing benefit utilization, proactively researching business changes ensuring groups are able to meet their financial budgets.
• Communicated strategic goals and negotiated proposals with Insurance Carriers ensuring client objectives were met.

Columbus, OH, US

Bachelor Of Arts (B.A.), Sociology

Bachelor Of Arts (B.A.), Study Abroad