Tiffany Bartell Email & Phone Number

Implemented new groups and overall servicing of account issues for clients and brokers. Produced educational materials. Communicated with internal staff on any plan design changes.

Developed and maintained a book of group benefits clients with predetermined goals by identifying prospects and pulling them through the McClone sales process. Examined prospects to determine insurance and risk management needs. Maintained relationships with existing accounts and coverages to retain current clients upon renewal. Achieved monthly.

Provided service to clients in the 2 - 100 space. Manage renewal process. Implemented new business group benefit policies. Developed and maintained relationships with clients and carriers. Negotiated pricing and plan designs with carriers on behalf of client. Answered compliance questions to clients. Ran quarterly client meetings and Open Enrollment.

Developed and maintained relationships with clients in the the 2 - 99 market space, as well as carrier partners. Worked with carriers on benefit plan design, application process, claim issues, and billing issues. Collaborated with Risk Advisors on service scheduling, quoting process, and other strategic items. Solid understanding of agency management.

Processed enrollments, terminations, and changes for mid to large size group client market. Research and resolved billing issues with carriers. Created termination letters and submitted to carrier. Served as a backup for pulling renewal information. Created communication pieces - customized open enrollment booklets, new hire and open enrollment election.

Neenah, WI

Draft, edit, and upload documents on company intranet site. Submit reported Workers Compensation forms through the vendor. Check terminations for COBRA and end effective dates. Complete a monthly benefits invoice, vendor, and 401k contribution audit. Complete a weekly new hire audit. Collect meeting minute files and post in action plan for reference..

Performed clerical duties for dealership business office. Answered incoming calls in a prompt, polite, and professional manner. Opened and routed incoming mail and prepared outgoing mail. Maintained a log of who is “in” and “out” of the dealership. Handled necessary errands to the bank, post office and DMV. Handled customer complaints and referred to the.

Assisted with the administration of the recruiting and hiring process. Assisted in the planning of the annual recognition event (nametags, catering, location, ect.) Prepared training materials such as orientation kits and handouts. Sent out training invites, tracked the RSVPs, created roster, and followed up with confirmation. Sent out training invitations.

Bellevue, WI

Assisted the marketing team with summer promotions through a variety of Northeast Wisconsin radio stations.

Bachelor Of Applied Science (Basc), Leadership & Organizational Development

Coursework includes a variety of general educational requirements, leadership courses, project planning, human resources, and business.

Associate Of Science (As), Communication

Coursework included general education requirements, marketing courses, social media courses, business administration courses, and computer.

Employee Benefits, Relations, And Development Certificate

The Employee Benefits, Relations, and Development Certificate is designed for people who wish to acquire and improve their skills in human.