Kennedy Warner Email & Phone Number

Valhalla, NY, US

• General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.Major Responsibilities:
• Manage a book of business comprised of fully insured, level funded, and self-insured clients.
• Provide proactive, personalized support to assigned clients.
• Act as the primary contact between clients and insurance carriers.
• Preparation of materials needed for client meetings.
• Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.

Valhalla, NY, US

• General Description: Assists the account management team in servicing and retention of clients. Major Responsibilities:
• Become the Subject Matter Expert (SME) on 5500 filing requirements.
• Lead the 5500 filing process for the office’s book of business. Such as maintaining the client’s information, requesting participation information, and gathering Schedule As from carriers.
• Provide internal assistance to Account Managers.
• Handle all product implementation paperwork with carriers.
• Request, review, and coordinate updates.

Valhalla, NY, US

• General Description: Opportunity to further develop skills while increasing role-specific levels of responsibility and earning Life & Health license within the first 3 months of employment. Major Responsibilities.
• Day-to-day account management across a mixture of business segment clients.
• Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts.
• Gather client census data to assist with the renewal process.
• Conduct insurance contract reviews and verify accuracy of client plan documents.
• Provide resolution support for enrollment, premium bill, and escalated claim issues.

Bucyrus, OH, US

Whitehouse, OH, US

After having such a positive experience during my Summer '18 internship - I was invited to return during my 2018 - 2019 Winter Break for 6 weeks.

Bachelor Of Science - Bs, College Of Business Administration || Specialization: Insurance And Risk Management

Associate Of Arts - Aa, Business Administration || College Credit Plus

Education record