As the Director of Client Services, I focus on the day-to-day administration and management of our Assistant Client Managers and our Small Group team. I help to establish standards, process, and tools for the team to improve efficiency and ensure the department is meeting organization goals.Benefit Commerce Group is a progressive and results-driven employee benefits and commercial property & casualty consulting and brokerage firm. Alera Group is the nation’s 11th largest privately held employee benefits firm, providing powerful solutions in employee benefits, property & casualty, retirement services and wealth management for clients across the country. BCG: Inc. 5000: 4-Time Honoree / Healthiest Employers: Since 2014 / Best Places to Work: 5-Time HonoreeLocally based firm. Largest and most experienced employee benefits team in the area, providing clients with advice, advocacy and results. As part of Alera Group, we thrive through collaboration. To us, collaboration is much more than choosing something off the shelf for our clients or sharing best practices. It means identifying the experts in our ranks, finding the starting point of a solution and then working together to make it even better for our clients.

Oversaw staff and operations at Cambridge Benefit Solutions (CBS). Provided support for marketing, HR, account management, IT and web-based applications.CBS is an employee benefits consulting and brokerage firm founded in 1998. Joined Alera Group in April 2020, as part of Benefit Commerce Group. The firm’s mission: to provide clients with the most innovative and cost-effective solutions for their employee benefits program. Focused on fiscal needs and strategic plans, customizing benefit offerings to fit employees’ needs, streamlining administration processes to save time and eliminate redundancies, and educating employees on smart healthcare consumerism. Our staff and valuable partners collaborate to offer innovative solutions for employee benefit programs.

Operated a direct sales business, marketing online personal publishing products and services. Generate leads, make sales presentations, and enroll clients. Assist clients in utilizing design software, proof projects prior to printing, provide creative guidance. Work within a collection of 100,000 pieces of digital artwork to create designs featured in online template gallery. Specialize in creating on-trend, appealing, and user-friendly designs.

Planned implementations, developed user documentation and lead training programs for new software. Primary system administrator for accounting and CRM databases. Responsible for general tech support and network support across four locations. Provided administrative and accounting support for Sales department. Managed a variety of internal projects, including upgrades, inventory, document revisions, and training events. Collaborated on marketing strategies, designed custom reports and marketing materials, and organized event to support corporate improvement initiatives.

Performed general administrative duties for various departments and executives. Managed accounts receivable and assisted with accounts payable. Managed office staff, coordinated schedules, delegated tasks and duties. Developed and documented systems and processes for office duties. Coordinated office projects, meetings and corporate events.