Lynne Mobley Email & Phone Number

United States

Dallas, Texas, United States

Dallas/Fort Worth Area

Primary contact for client base (typically for executive management, payroll and human resources personnel) with regard to benefit package offerings; liaison between client and carrier relationships. Responsible for overall management, service, and marketing of new and renewal lines of insurance products. Maintained regular contact with client to ensure satisfaction with benefit programs as well as compliance with applicable laws and regulations. Additional Responsibilities &… Show more Primary contact for client base (typically for executive management, payroll and human resources personnel) with regard to benefit package offerings; liaison between client and carrier relationships. Responsible for overall management, service, and marketing of new and renewal lines of insurance products. Maintained regular contact with client to ensure satisfaction with benefit programs as well as compliance with applicable laws and regulations. Additional Responsibilities & Achievements:• Regularly monitor and organize client task lists, project plans and open service items to ensure progress and resolution• Communicate legislative and regulatory information as it becomes available• Develop and distribute Requests for Proposal; coordinate vendor responses• Provide direction and oversight to Benefit Analyst to maximize marketing process• Analyze and compare multiple proposals as well as different types of data; communicate professionally and efficiently with carriers when additional data is required• Provide a comprehensive market overview and formal presentation of all proposals received• Highlight key information in order to provide recommendations and assist the client in making decisions• Manage implementation and/or renewal process with multiple vendors and create project plans/checklists when necessary to ensure accurate and thorough set up• Monitoring regular reporting from all vendors to ensure plans are operating smoothly; provide comprehensive feedback to client regarding performance of plan(s)• Assist in the review of all vendor agreements, policies and/or contracts to ensure accuracy and compliance• Provide clients with formal documentation of all finalized rates and plan designs• Develop employee communication materials for open enrollment meetings to appropriately educate about available plan offerings• Lead or participate in employee open enrollment meetings and answer questions to assist employees in making decisions Show less

Dallas/Fort Worth Area

Responsible for training & development of personnel including implementation & account managers, representatives & coordinators. Responsible for successful transition of customers from implementation to ongoing management & overall experience provided to customers including all day-to-day operations, escalations, etc. Responsible for maintaining retention rate annually as well as identifying & pursuing new opportunities within existing client base. • Managed staff of 20+ • Maintained… Show more Responsible for training & development of personnel including implementation & account managers, representatives & coordinators. Responsible for successful transition of customers from implementation to ongoing management & overall experience provided to customers including all day-to-day operations, escalations, etc. Responsible for maintaining retention rate annually as well as identifying & pursuing new opportunities within existing client base. • Managed staff of 20+ • Maintained over 98% retention rate for assigned block of business for over five years• Developed & maintained intranet (SharePoint) site for general use by department; developed & maintained intranet site for annual renewal periods to be utilized by multiple departments• Developed executive level reporting for monthly revenue trending analysis• Responsible for interviewing, hiring & terminating department positions as needed• Developed internal training guides to assist team with job-specific assistance• Monitored team performance on a regular basis; developed reporting to assist with tracking; provided feedback on performance regularly• Created instruction guides for regularly provided reporting to Quality Assurance team for external auditing purposes; met with external auditors to review reporting & documented controls• Assisted Product Development team in creation of business requirements documents as needed; responsible for writing & assistant standard operating procedures• Developed company-wide & department specific Standard Operating Procedures for multiple processes• Streamlined renewal process for departmental renewal tasks; Facilitated Lessons Learned for process improvement annually• Developed internal SharePoint site for various tracking & workflow tasks • Developed & maintained business relationship with partner; responsibilities include tasks related to marketing, branding, billing, escalations• Identified & pursued ancillary sales opportunities with existing clients Show less