• Build and maintain key relationships with clients, service providers and strategic partners. • Formulate and present recommendations to clients on Benefit Administration system. • Serve as lead advisor for clients to resolve issues related to their coverage & escalated issues. • Identify and develop strategies for improving financial security outcomes. • Ensure that proper resources from within the organization are involved with the client. • Present plan performance… Show more • Build and maintain key relationships with clients, service providers and strategic partners. • Formulate and present recommendations to clients on Benefit Administration system. • Serve as lead advisor for clients to resolve issues related to their coverage & escalated issues. • Identify and develop strategies for improving financial security outcomes. • Ensure that proper resources from within the organization are involved with the client. • Present plan performance reports to client leadership. Show less

• Develop and implement analytic framework and tools to measure and monitor Angel Rx program performance• Direct, Coach and Lead Angel Rx Patient Advocate Team while ensuring best practices and white glove service are followed• Implement efficiency solutions for all team members to align with our rapid business growth• Analyze client claims data for client savings opportunities within the Angel Rx program• Strong… Show more • Develop and implement analytic framework and tools to measure and monitor Angel Rx program performance• Direct, Coach and Lead Angel Rx Patient Advocate Team while ensuring best practices and white glove service are followed• Implement efficiency solutions for all team members to align with our rapid business growth• Analyze client claims data for client savings opportunities within the Angel Rx program• Strong working relationship with business partners including TPAs and PBMs to ensure our innovative solutions are successful• Facilitate billing and accounts receivable for Angel Rx programs• Prepare client reporting on all Self-Funded and Angel Rx Clients Show less

• Prepare client reporting on all Self-Funded and Angel Rx Clients• Analyze client claims data for client savings opportunities within the Angel Rx program• Lead and Manage Angel Rx Patient Advocate Team• Implement efficiency solutions for all team members to align with our rapid business growth• Strong working relationship with business partners including TPAs and PBMS to ensure our innovative solutions are successful• Facilitate billing and accounts receivable for Angel Rx… Show more • Prepare client reporting on all Self-Funded and Angel Rx Clients• Analyze client claims data for client savings opportunities within the Angel Rx program• Lead and Manage Angel Rx Patient Advocate Team• Implement efficiency solutions for all team members to align with our rapid business growth• Strong working relationship with business partners including TPAs and PBMS to ensure our innovative solutions are successful• Facilitate billing and accounts receivable for Angel Rx programs Show less

• Provide guidance, recommendations and facilitate training in relation to industry best practices, and core technical aspects of Employee Health &Benefits and usage of Vertafore products• Conduct technical and soft skills training utilizing varying methods of delivery• Help foster a “TEAM” culture by identifying knowledge gaps by working with other company leaders to ensure talent development needs are being met.• Research and share best practices and tips related to Training… Show more • Provide guidance, recommendations and facilitate training in relation to industry best practices, and core technical aspects of Employee Health &Benefits and usage of Vertafore products• Conduct technical and soft skills training utilizing varying methods of delivery• Help foster a “TEAM” culture by identifying knowledge gaps by working with other company leaders to ensure talent development needs are being met.• Research and share best practices and tips related to Training, Learning & Development. Show less

• Provide direction to the Benefits Team with marketing materials, communication materials and developing strategy• Assist with recruiting, training and development, and promotion of the Benefits Team• Works closely with Benefits Team to support and strengthen each client relationship• Initiate periodic visits to clients to ensure high level of client satisfaction • Oversee and assist with preparing renewal presentations• Provide internal leadership related to Health Care… Show more • Provide direction to the Benefits Team with marketing materials, communication materials and developing strategy• Assist with recruiting, training and development, and promotion of the Benefits Team• Works closely with Benefits Team to support and strengthen each client relationship• Initiate periodic visits to clients to ensure high level of client satisfaction • Oversee and assist with preparing renewal presentations• Provide internal leadership related to Health Care Reform and other relevant compliance regulations• Specialized ACA knowledge regarding IRS reporting requirements and ability to assist clients with reporting Show less

• Conducts open enrollment meetings and make presentation to clients• Prepares for client meetings and annual reviews• Participates in the RFP and renewal process by sending out RFPs, gathering data, generating disposition reports, and spreadsheeting options• Performs billing audits and reconciliation, and self-billing for clients• Designs, develops, customizes and produces posters, emails, videos and handouts for employee communication• Develops and maintains excellent… Show more • Conducts open enrollment meetings and make presentation to clients• Prepares for client meetings and annual reviews• Participates in the RFP and renewal process by sending out RFPs, gathering data, generating disposition reports, and spreadsheeting options• Performs billing audits and reconciliation, and self-billing for clients• Designs, develops, customizes and produces posters, emails, videos and handouts for employee communication• Develops and maintains excellent working relationships with insurance carriers and be familiar with insurance industry standards, policies, procedures and product offerings• Coordinates and promotes collaborations across the organization• Provides Employee Benefit Assistance (EBA) support by assisting clients and employees with benefit-related questions, eligibility issues, claim issues, enrollment, and education. Show less

• Perform account management for clients across the United States• Achieve sales goal requirements through prospecting as well as cross selling• Conduct meetings with clients employee base for open enrollment and wellness initiatives • Assist clients in ensuring they are compliant and up to date on all legislative items • Perform marketing of all accounts for office to ensure competitiveness and target financial budget • Coordinate and promote collaborations across the… Show more • Perform account management for clients across the United States• Achieve sales goal requirements through prospecting as well as cross selling• Conduct meetings with clients employee base for open enrollment and wellness initiatives • Assist clients in ensuring they are compliant and up to date on all legislative items • Perform marketing of all accounts for office to ensure competitiveness and target financial budget • Coordinate and promote collaborations across the organization• Provide coaching to fellow team members• Foster external relationships with carriers Show less

• Firm expert in Zywave Technology• Proactive research of legislation changes and comprehensive communication to clients regarding changes• Review of active clients to ensure that our firm is meeting their needs of coverage, programs and services• Analyze prospective client data to design comprehensive employee benefits programs from conception to implementation• Design and maintain various reports for self funded clients to track account activity• Conduct on-site enrollment… Show more • Firm expert in Zywave Technology• Proactive research of legislation changes and comprehensive communication to clients regarding changes• Review of active clients to ensure that our firm is meeting their needs of coverage, programs and services• Analyze prospective client data to design comprehensive employee benefits programs from conception to implementation• Design and maintain various reports for self funded clients to track account activity• Conduct on-site enrollment meetings for clients• Prepare communication campaigns for employees of clients• Communicate and educate clients on latest trends, concerns and changes in Industry Show less

• Manage full spectrum of client relationship from marketing of coverage, program implementation to day-to-day servicing of accounts • Analyze prospective client data to design comprehensive employee benefits programs from conception to implementation• Develop various marketing communications and tools for the Atlanta branch office• Design and maintain various reports for internal and client use such as a Monthly Plan Cost Analysis for self-insured clients• Conduct on-site… Show more • Manage full spectrum of client relationship from marketing of coverage, program implementation to day-to-day servicing of accounts • Analyze prospective client data to design comprehensive employee benefits programs from conception to implementation• Develop various marketing communications and tools for the Atlanta branch office• Design and maintain various reports for internal and client use such as a Monthly Plan Cost Analysis for self-insured clients• Conduct on-site enrollment meetings for clients• Produce publications for clients such as a compiled benefit summary and cost to employee on all benefits• Communicate and educate clients on latest trends, concerns and changes in Industry• Use of Zywave Technology to enhance service provided to clients Show less

• Successfully maintained, developed and grew assigned book of business• Conducted analysis for clients at renewal and throughout policy period• Developed relationships with business owners and human resources representatives through proactive communications• Maintained relationships with broker partners and insurance carriers• Communicated and educated clients on latest trends, concerns and changes in industry• Advised clients on ways to reduce costs while offering… Show more • Successfully maintained, developed and grew assigned book of business• Conducted analysis for clients at renewal and throughout policy period• Developed relationships with business owners and human resources representatives through proactive communications• Maintained relationships with broker partners and insurance carriers• Communicated and educated clients on latest trends, concerns and changes in industry• Advised clients on ways to reduce costs while offering competitive benefits• Assisted with enrollment, claims, billing and other service issues that arise• Coordinated with colleagues to drive best practice development for Digital Insurance Show less

Global Vendor Services Assistant Director Nov 2004 – Aug 2005• Generated weekly reports and communications used by executives to make merchandising decisions• Utilized technology to assist in management of 5,000 "In-Store Service" Representatives for seven departments while supporting four others• Distributed publications outlining progress to-date and upcoming project timeframes• Marketed the "In-Store Service" concept to vendors in order to gain their support• Managed… Show more Global Vendor Services Assistant Director Nov 2004 – Aug 2005• Generated weekly reports and communications used by executives to make merchandising decisions• Utilized technology to assist in management of 5,000 "In-Store Service" Representatives for seven departments while supporting four others• Distributed publications outlining progress to-date and upcoming project timeframes• Marketed the "In-Store Service" concept to vendors in order to gain their support• Managed website data for "In-Store Service" departments• Assisted in colleague and vendor training and development• Developed and implemented ways to communicate with thousands of employees and contractors across the country• Generated templates in an effort to improve efficiency on a continuous basis• Maintained relationships with vendors as well as employees of all levelsSoutheastern Divisional Sales Merchant Assistant June - Nov 2004• Communicated information and resolved conflicts between stores and vendors• Processed and requested HOST orders as well as ran vendor reports• Assisted stores in getting SKU activations and logistical information on deliveries• Obtained authorization for large sales and negotiated discounts• Assisted Hurricane Captain by ordering, tracking and allocating supplies based on necessity• Communicated and provided oversight for allocation of products based on supply and demand Show less

• Designed and maintained forms and spreadsheets for internal company use• Coordinated communications between insurance company, client and employee• Used technical knowledge to provide system, software and e-mail support• Created billing systems following yearly enrollments• Reconciled billing on a monthly basis with new hires, terminations and changes for the clients• Performed census of client's employees in order to attain the best rates for the clients•… Show more • Designed and maintained forms and spreadsheets for internal company use• Coordinated communications between insurance company, client and employee• Used technical knowledge to provide system, software and e-mail support• Created billing systems following yearly enrollments• Reconciled billing on a monthly basis with new hires, terminations and changes for the clients• Performed census of client's employees in order to attain the best rates for the clients• Evaluated and communicated which product(s) and pricing best met the consumer's needs• Prepared product and pricing comparison tools/spreadsheets for clientele• Resolved billing and enrollment issues for clients as well as handled claims Show less

• Wrote stories for the University to appear in Campus Review newsletter• Developed ideas for stories and wrote news releases• Developed layout and design of Campus Review under guidelines set forth by University• Trained staff members