• Process employer group RFPs including data collection and submission to the carriers for medical, dental, vision, life insurance, AD&D, short and long term disability benefits.• Benefit administrator for company’s employer groups in the Seattle area (approximately 55 groups).• Create and manage employer group new hire benefit enrollment kits.• Manage employer group’s benefit renewal process and provide on-going customer support throughout the benefit year.• Contract administration for clients (employer groups and individuals) including preparing carrier contracts and managing the process from obtaining signed client documents, submitting data to carriers and following enrollment process through completion.• Assist employer groups with invoice reconciliation and work with carriers for resolution if needed.• Assist clients with medical claims process and data analysis. Work with carriers and providers to resolve claim issues.• Maintain company’s CRM system for data integrity including client information, policy information and carrier/vendor information.• Create all client presentation documents including the following: o Individual medical, dental and life insurance benefits o Employer group medical, dental, vision, life insurance and AD&D, short and long term disability benefits• Inform and follow-up with employer groups and individuals concerning delinquent premium payments to avoid policy termination.• Manage agency and producer appointment with carriers. • Maintain all client electronic and hard copy files.• Assist with marketing and prospecting efforts.• Process special projects as requested by management.• Provide support and administrative assistance to the President/Owner of the company.• Answer all client support phone calls.

Maintained responsibilities equivalent to the Account Manager role. Promoted to Account Manager after receiving Washington State Insurance Producer License.

• Processed school district roster files by analyzing the data (up to 14,000+ rows of data) and making the appropriate changes in the company’s proprietary system.• Audited data in proprietary system to ensure data integrity.• Processed special projects as requested by management.

Formed in 2001, Agile Mind is an education company dedicated to providing for educators and students exemplary tools and services that broaden access to college preparatory mathematics and science, support high achievement in these courses, and foster exemplary, sustainable teaching practices.• Created, implemented and streamlined operational processes and procedures. • Was in charge of the cost negotiation, printing and distribution of all printed materials (internal and external).• Managed the scheduling, coordination and budgeting of customer deliverables along with overseeing the overall customer implementation processes.• Hired team members, maintained vacation requests, schedules, annual employee performance reviews and terminated team members when needed.• Managed implementation process for new and returning clients nationally.• Provided ongoing support to clients as they utilized our online courses materials and data tools.• Developed positive and intentional relationships with clients.• Provided assistance in many areas, including evaluating clients’ readiness for ongoing training opportunities and working collaboratively with them and colleagues to identify and help remove barriers to success.• Managed all logistics for client seminars and institutes nationally.

• Processed all executed customer contracts including invoicing and the handoff of deliverables to the services team.• Provided support to sales management along with inside and outside sales representatives.• Coordinated all logistics for national sales meetings.

• Supported Fortune 500 clients including American Airlines, AT&T, Belo, BMW, EDS an HP Company, Energy Future Holdings Corporation ( TXU), Merrill Lynch, PepsiCo, Verizon Communications, and WellPoint.• Identified and implemented processes and organizational transformation using critical thinking, analysis, and innovation.• Built and managed an organization that provided the highest level of customer services achievable across the board reaching internal clients, external clients, consultants and vendors.• Directed the Operations and the Vendor Management Teams.• Creation and design of Process Manuals: clients, vendors, consultants and internal teams.• Hired all team members, maintained vacation requests, schedules, annual employee performance reviews and terminated team members when needed.• Participated in proprietary software beta testing over an extended period.

• Responsibilities for this position are equivalent to the Director role by starting on a smaller scale and with the growth of around $160M it evolved into an organizational role. Promoted to Director of Operations after one year.

• Provided high-level administrative support to two Sales Managers and twelve Sales Executives while performing a variety of key functions supporting the sales environment.• Processed and researched new client contracts, tracked client site visits and monitored client sales line.• Administrated expense processing, set up travel arrangements, created agendas, scheduled team meetings.• Assisted with marketing functions; created and designed client event invitations and presentations, managed event setup and registration.• Created sales forecasting, revenue, and pipeline growth reports that tracked data while managing sales accounts.• Developed and maintained best practices report for the region (report that linked revenue, forecast, pipeline growth, site visits, client trials, lunch-n-learns, and solution center visits for sales management and their respective teams)

• Performed helpdesk support and customer service for such clients as NASD, Motorola, and Kellwood.• Generated escalations for open client issues, performed corrective action on unresolved issues, and processed client follow-ups and surveys.• Redesigned client surveys in conjunction with automating the client follow-up process.• Computed and reported help desk statistics with client satisfaction scores for multiple clients and created client specific reports.• Restructured client onsite support group layout for the helpdesk case tracking system.