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.• Utilizes Salesforce to manage mass amounts of data by creating reports, prioritizing workload, effectively communicating status updates, and creating companywide visibility.• Licensed Life, Accident, and Health Producer in all 50 states (License #: 1114656).

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