Nicole W. Email & Phone Number

San Mateo, CA, US

San Francisco, CA, US

- Responsible for benefit design strategy, service and system operations, and managing budget for US and Canada (5,000 employees). Programs include health & welfare, reimbursements, time-off and holidays, retirement, and leaves.-Responsible for all health and welfare and retirement programs compliance. Inclusive of 401k audits and committees -Develop.

San Francisco, CA, US

Emeryville, CA, US

- Develop benefit strategy and manage day-to-day administration of Clif Bar domestic benefit plans. Inclusive of 401(k), ESOP, Self-Funded Health and Welfare plans, and Sustainability programs.- Own renewal process and cost containment strategies, present annual renewal and recommendations to senior leadership.- Responsible for Clif Bar compliance.

San Francisco, California, US

• Responsible for end-to-end client management including prospecting, onboarding and independently servicing 12 clients generating over $700,000 of revenue in client business. Specializing in the technology industry.
• Primary client contact responsible for client engagement, strategy development and overall employee satisfaction in benefit programs. In addition, responsible for developing short and long term strategies with clients.
• Build and maintain insurance carrier relationships as primary point of contact, subject matter expert and adviser.
• Manage vendor relationships to ensure positive performance and results for clients; Subject matter expert in productoptions to make recommendations, oversee implementations, and resolve escalated issues.
• Manage the marketing process for clients; negotiate with the vendors regarding rates, plan design, and performanceguarantees.
• Coordinate implementation of new plans, vendors and administrative services.

San Francisco, California, US

Manage day-to-day client administration including the following:Resolution of escalated member service issuesImplementation of vendor programsCarrier and vendor performanceReviewing 5500 filingsCoordinating open enrollment, including communications and meetingsCoordinating client marketing and renewalDesigning and managing client benefit portalReviewing.

New York, NY, US

• Promoted to Field Service Consultant after successful completion of the MetLife Western Region Sales TrainingProgram
• Responsible for account management of 60 Dental, Life, Disability, and Voluntary Benefits customer groups (500-10,000 employee lives) totaling $73 million dollars of annual premium
• Develop and manage partner relationship between client, consultant, and MetLife; includingimplementation, annual renewal negotiations, plan design recommendations, and internal MetLife partners
• Negotiate with underwriting partners during the Dental, Life, and Disability renewal process per customer
• Strategically identified and assisted in the sales process of 5 additional lines of coverage (Dental, Life, and Disability) equating to 4 million dollars of premium
• Examine and present product features to engaged and drive relationship growth and sales