Cassandra Smith Email & Phone Number

Bloomington, Minnesota, United States

Bloomington, Minnesota, United States

Manage a book of mid-sized to large group clients, Prepare RFPs, solve benefits and enrollment issues for clients with insurance carriers, support rates negotiations, analyze and spreadsheet benefits proposal results, and develop client presentations. Create benefits open enrollment materials, prepare and present benefits presentations, and assist clients with benefits compliance.

Greater Minneapolis-St. Paul Area

Began this newly created role at Associated Benefits and Risk Consulting, who was acquired by USI Insurance Services in 2020. Assisted Senior Benefits Account Executives and Senior Benefits Consultants with managing their large employer benefits clients. Created benefits enrollment guides and open enrollment presentation decks. Recorded Brainshark benefits presentations for open enrollment and new employees, and conducted open enrollment benefits presentations. Prepared benefits marketing RFPs and assisted in onboarding new clients.

Supported client HR and Benefits Teams with insurance carrier partnerships, escalated enrollment and billing issues, advised on COBRA and benefits compliance. Assisted Management Team in the development of internal process & procedures for a new data management system, and trained colleagues on the new system as a Subject Matter Expert. Facilitated training for new Employee Benefits Account Managers in partnership with the Benefits Team Lead.

Greater Minneapolis-St. Paul Area

Provided customer service to Employee Benefits clients and supported to Benefit Sales Consultants and Account Executives. Resolved client benefits issues and requests. Kept Benefit Sales Consultants advised of deadlines and updates, following all guidelines on confidentiality. Dealt with clients on routine, sensitive or urgent topics and provide answers and advice. Tracked and managed new business/rewrite submissions through the insurance company underwriting process. Employee Benefits Account Manager of the Year, 2018.

Prepared and modified documents including letters, memos, reports, project management documents, emails, etc. Maintained confidentiality of employee, customer and corporate information. Provided general clerical support, including accepting, preparing and delivering mail, ordering office supplies, calendar administration and appointment scheduling. Assisted colleagues requiring traveling offices/workstations, ensured office equipment was properly maintained, assisted with new colleague set-up, and other clerical/administrative projects. Assisted in receiving and screening incoming telephone calls and directing calls to the appropriate telephone extension, individual or department.

Taipei City, Taiwan

Planned and facilitated English lessons for Pre-K through high school aged students for the largest employer of English teachers in South East Asia.

Buan, South Korea

Was employed by the Korean government initiative EPIK (English Program in Korea) and conducted interactive elementary school lessons. Was also selected to provide adult English lessons to the local Education Administration staff.

An internship that became a permanent position. Managed the reception desk, website, media, print materials, and event calendar. Developed facilities and special events policies.

Supported students living on campus by facilitating a safe and positive living experience.