Kelley Beaulieu Email & Phone Number

United States

United States

United States

Remote employee, managed complex book of business of clients with over 500 employees throughout New England enrolled in medical, dental and vision benefit plans.• Monitored overall health of the client (account metrics and performance guarantees) to minimize financial impacts, drive persistency, and improve client satisfaction. • Owned service relationship with client. Built strong relationships with the client, proactively identifying the needs of the customer and satisfying the… Show more Remote employee, managed complex book of business of clients with over 500 employees throughout New England enrolled in medical, dental and vision benefit plans.• Monitored overall health of the client (account metrics and performance guarantees) to minimize financial impacts, drive persistency, and improve client satisfaction. • Owned service relationship with client. Built strong relationships with the client, proactively identifying the needs of the customer and satisfying the customer in a timely and cost effective manner. Met with clients in person to enhance the overall service relationship.• Owned end-to-end service delivery and managed service recovery. Responsible for engaging internal matrix partners on escalated service issues including but not limited to billing, banking, eligibility, customer service, plan set-up, and claim payment.• Facilitated engagement between subject matter experts within Cigna to execute overall service strategy for client. Managed issues through and owned resolution. • Developed case-level service strategy and managed service issues as it related to overall plan administration; used a creative, thoughtful approach to customize service delivery for client/consultant needs and attributes.• Partnered with Implementation Managers and Sales related to the implementation of new and renewing clients. Attended strategy meetings related to the implementation process.• Partnered with the Sales team (Client Manager or National Account Executive) in the development of client specific service strategies and in the pursuit of growth opportunities, and retail strategies. • Provided routine updates to Sales account management team related to at-risk service issues.• Owned proactive routine service touch-points with client regarding service scorecard/dashboard results. Provided Service Operations standard service reports to the account team and client. Analyzed data/trends and responsible for presenting results to the client. Show less

At Cigna we have a lot more for you than just health insurance. When it comes to wellness, we're better together. We know that you do your part to stay well, but going it alone is hard. And that’s why we’re with you all the way — in sickness and in health, making information more understandable and resolutions more achievable so that we can all live healthier together.As a Client Engagement Manager, I work collaboratively with clients to educate and provide materials on Cigna's… Show more At Cigna we have a lot more for you than just health insurance. When it comes to wellness, we're better together. We know that you do your part to stay well, but going it alone is hard. And that’s why we’re with you all the way — in sickness and in health, making information more understandable and resolutions more achievable so that we can all live healthier together.As a Client Engagement Manager, I work collaboratively with clients to educate and provide materials on Cigna's health and wellness programs and resources to help drive engagement to improve the health of their population. Another key component of my role is to develop and implement health and wellness programs and/or initiatives to ensure clients are receiving maximum potential savings. Conduct on-site presentations to existing and prospective clients to educate and inform on products and benefits. Show less

Yarmouth Me

• Greeting customers; receiving and distributing incoming phone calls; locating salespeople or repair staff for showroom or phone customers; upkeep of reception area and showroom.• Daily billing of prepared invoices.• Preparation of daily deposits and recording customer payments.• Maintenance of unpaid Accounts Payable invoices file.• Preparation of printed A/P checks for mailing (i.e.; matching invoices to check stubs, checking bill to addresses and mailing).• Place… Show more • Greeting customers; receiving and distributing incoming phone calls; locating salespeople or repair staff for showroom or phone customers; upkeep of reception area and showroom.• Daily billing of prepared invoices.• Preparation of daily deposits and recording customer payments.• Maintenance of unpaid Accounts Payable invoices file.• Preparation of printed A/P checks for mailing (i.e.; matching invoices to check stubs, checking bill to addresses and mailing).• Place Accounts Receivable calls to follow up with customers on missing payments or missing invoices.• Monitoring and distributing incoming faxes and maintaining fax machine.• Sorting, date stamping, handling and distributing incoming mail.• Sorting and preparing outgoing mail; preparation of bulk mail (i.e.; folding invoices, statements, marketing materials).• Data Entry as needed.• Assist with scanning material into Eclipse business system for document attachment.• Assist with various administrative tasks as needed. Show less

• Conducted needs-based, consultative sales presentations to a wide range of individuals.• Delivered excellent customer service to existing policyholders and prospective customers.• Utilized marketing tools and resources to generate new business.

• Highly motivated, demonstrated resourcefulness and individual accountability; work effectively as both an independent contributor and team member.• Provided information to callers, including policyholders, plan administrators and claimants on Group Disability insurance products; possessed an awareness of service levels and workflow as needed to ensure that performance metrics are met; supports incoming call volumes during work hours and overtime, as needed, for multiple toll free… Show more • Highly motivated, demonstrated resourcefulness and individual accountability; work effectively as both an independent contributor and team member.• Provided information to callers, including policyholders, plan administrators and claimants on Group Disability insurance products; possessed an awareness of service levels and workflow as needed to ensure that performance metrics are met; supports incoming call volumes during work hours and overtime, as needed, for multiple toll free lines.• Handled complex calls that require deviations from standard scripts and procedures; ability to elicit a caller's needs and to avoid escalation and achieve first call resolution.• Excellent written and verbal communication skills, organizational/time management skills.• Participated in call coaching new hires (side-by-side monitoring, call review to provide feedback). Show less

• Managed assigned caseload of complex Short Term Disability (STD) claims to evaluate claimant eligibility (i.e. pre-existing investigations, evidence of insurability) and ability to apply plan provisions.• Acquired knowledge and understanding of STD policies and procedures to appropriately calculate STD benefits due, manage the duration of a disability absence, calculation of STD benefits according to plan provisions.• Utilized judgment, critical thinking and assesses risk when… Show more • Managed assigned caseload of complex Short Term Disability (STD) claims to evaluate claimant eligibility (i.e. pre-existing investigations, evidence of insurability) and ability to apply plan provisions.• Acquired knowledge and understanding of STD policies and procedures to appropriately calculate STD benefits due, manage the duration of a disability absence, calculation of STD benefits according to plan provisions.• Utilized judgment, critical thinking and assesses risk when rendering claim decisions.• Utilized effective communication to obtain information both verbally and in writing to provide information to the claimant and employer.• Utilized specialty consulting resources effectively including clinicians, vocational and/or rehabilitative staffs to achieve optimum outcomes for claims direction.• Interacted with internal and external customers including, but not limited to, claimants, employers and physicians to gather the information to make decisions on claims. Show less

• Independently reviewed and investigated disability claims via telephone, fax and written contact with claimant, treating physician and other contacts to gather pertinent data to analyze claims, as well as determined the necessity of utilizing resources such as consultations with in-house clinicians and or independent medical evaluations (IMEs).• Applied appropriate contractual provisions (i.e. in-depth pre-existing condition investigations), legal guidelines, case management resources… Show more • Independently reviewed and investigated disability claims via telephone, fax and written contact with claimant, treating physician and other contacts to gather pertinent data to analyze claims, as well as determined the necessity of utilizing resources such as consultations with in-house clinicians and or independent medical evaluations (IMEs).• Applied appropriate contractual provisions (i.e. in-depth pre-existing condition investigations), legal guidelines, case management resources, and claims procedures, concepts, principles and protocols to manage claims from both durational and financial standpoints.• Attained appropriate third-party administrator licenses in accordance with the Claims Licensing Policy. Show less