Seasonal position working with Delta Dental, attending open enrollment and health care meetings at client locations or virtually. Benefit presentations advising dental benefits.

Support sales team through various order processing procedures to provide the highest level of customer satisfaction. Process in-coming customer calls requiring orders, price quotations, product availability, order status Process all incoming sales orders including phone, web, email, EDI into ROI. Generate quotes on stock products. Complete all required shipping documentation for proper delivery of foreign orders. Perform invoicing as required including adding freight charges and billing customers.Process all credit card orders.

Meeting with employees and individuals to educate them on available benefits packages and helping them with enrollment. Benefit packages such as accidents, critical illness, and cancer insurance. Marketing and advertising to promote awareness of new policies or changes in coverage.Cold calling and following up on leads.

Support clients (schools) National School Lunch Programs policies and compliances. Team member obligated to achieving project milestones and deadlines. Standardized processes and streamlined documentation essential to school lunch programs. Led internal and external project tracking for customer service. Provided ongoing consultations with school administrators within the scoop of the NSLP

Served as the client representative for the New England and Maryland clients. Provided client on-site representation monthly to meet with members for 1-on-1 engagement. Analyzed and resolved escalated claim and benefit inquiries/issues. Provided biweekly/quarterly metrics reporting and led biweekly client meetings. Created standard operating procedures (SOPs).

Oversaw and led a cross-functional team of 10 employees within the Account Management department. Administered training on policies, procedures, system upgrades, and new industry developments. Facilitated monthly team briefings and one-on-one sessions to develop individual techniques. Led the Stage 2 Appeals committee meetings.