Northwest Insurance Services acquired by USI May 2021.Extensive knowledge of employee benefits and healthcare environmentConsultant for large clients to analyze and recommend benefit programs; develop employee benefit strategies and employee communicationsKnowledge of bswift; a major benefit administration systemOversee growing administration department to include premium billing and reconciliation, COBRA and online enrollment of employee benefitsManage several team members to include Account Executives, Benefits Administrators, and other customer service related positions Search and deliver new ideas and resources to clients that will meet their needs and exceed expectations Assist team with client relationships and employee benefits management to maintain high level of customer satisfaction

Extensive knowledge of employee benefits and healthcare environmentConsultant for large clients to analyze and recommend benefit programs; develop employee benefit strategies and employee communicationsKnowledge of bswift; a major benefit administration systemOversee growing administration department to include premium billing and reconciliation, COBRA and online enrollment of employee benefitsManage several team members to include Account Executives, Benefits Administrators, and other customer service related positions Search and deliver new ideas and resources to clients that will meet their needs and exceed expectations Assist team with client relationships and employee benefits management to maintain high level of customer satisfaction

Responsible for the retention and growth of HealthNow NY Inc. membership in over 100large group employers throughout Western NYManaged Federal and State BCBS plans for Western NYServiced existing employer groups by providing information on benefits, enrollment activities, and membership inquires as neededDeveloped a positive working relationship with brokers and consultantsExplained rate development and alternative funding arrangements to employer groups and brokers/consultants Conducted educational open enrollment meetings for employeesInitiated positive working relationships with internal customers at all levels of the organization

Directed daily activities of three administratorsCreation of marketing materials for prospective clientsCreation of pricing for administrative servicesAttended various sales meetings with brokers and prospective clientsSelling and implementation of flex swipe card to current and new clients

Directed the daily activities of seven administratorsExtensive experience in the administration of Section 125, 105(h) and 132 PlansMaintained consistent work force over five years while revenue and workload increased at a rate in excess of eighty-percentCreation of quotations, marketing agreements and marketing materialsCoordinated installations with sales representatives and clientOngoing involvement with plans including initial enrollment, monthly billings, quarterly statements, accounts receivablesOngoing interaction with benefits, sales, legal and MIS departmentsInitiated and lead the taskforce for the creation and implementation of the smart enrollment software packageDesigned database for department to track clients and salesInvolved in the sale process for administrative services