Barbara Smith Email & Phone Number

Martinez, Ca, Us

Valhalla, Ny, Us

I am grateful for USI giving me this opportunity. I am excited to start my new role and great things to happen!

Valhalla, Ny, Us

Valhalla, Ny, Us

Maintain relationships with key accounts to ensure client satisfaction on the Benefit Admin SystemGrow revenue with Clients with addition of new groups and services.Respond to and coordinate resolution of day to day items that are brought up by partner/ key account, such as clarifications on service, and issues.Facilitates preparation of Open enrollment in a timely manner to account teams and work with the brokers/clients to ensure system set up is complete and accurate for Open Enrollment.Communicate any Plan and other changes for the Clients to the Implementation, EDI and Billing Team.Ensure all ongoing activity for client is completed timely and accurately, providing training and coaching as necessary.Advise CRM team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.Effectively manage difficult service situations to a positive result

Serves as the primary back up for the Executive Account Manager Facilitate marketing client and prospect benefit offerings to multiple carriersSelf Funded Account’s from 400 to 15,000 employee’sPrepare renewal presentation with Producer or Executive Account ManagerImplement large group online group benefits system Create and formulate plan and rate comparisons to present to client and prospect Create client employee communication through multiple channels – emails, web portal, enrollment system, and paperInitiate and follow through on the sales/renewal process for all group policies Respond to employers and member inquiriesAct as the liaison between client and carrier to implement any new lines of coverageAssist in claims resolution for clientsManaged/Built Employee On-Line Portal for all clients-EBC. Update current employer portal, GEN4 and PlanSource. In 2012, built the NEW employee EBC Portal and worked with employer to implement new EBC system to employeesManaged all campaign emails for clients through LeadFormix

Walnut Creek, Ca, Us

Worked on a team consisting of one Producer, an Executive Account Manager, and an Account Manager responsible for servicing approximately 30 large group clients which represented $850,000+ in commissioned revenue to the department. Primary responsibilities included:Marketing of all health and welfare benefits and services (i.e., medical, dental, vision, life insurance, short and long term disability, voluntary products, COBRA Administration, Flex Administration, Billing services)Renewal preparation including calendar of renewal and pro-active requests for underwriting data including rate information, claim experience, and census dataPrimary contact for client regarding technical and/or legal matters referred to the Producer or Executive Account Manager New client implementation which required working closely with client and carriers to obtain plan and contract information, enrollment and census data, and ERISA information entering data into Heffernan’s client management system accuratelyOpen enrollment coordination & support including direct client employee Q&A, organization of and participation in health fairs, developed employee communication materialsERISA 5500 preparation

Gb

Re-Insurance Company (Bought our by Catlin)Supported experienced property underwriters, clearing submissions, quotes and declining risks, creating binders, certificates and endorsements with accuracy Learned all underwriting techniques, filing and had responsibility for office equipment and handling of all mail

General Education, Clinical Child Psychology

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