Baratz & Associates, P.A., a leading Delaware Valley accounting, tax and business consulting firm, established in 1982, is dedicated to the success of their clients. We always value our clients' trust and continuously strive to exceed all expectations. Baratz & Associates has provided the highest standards of professional service to a broad spectrum of organizations, to develop their individual financial and business strategies. Our firm has developed a well-established reputation for distinction in accounting, auditing, mergers & acquisitions, tax planning, valuation and healthcare consulting.

Employee Benefits broker advising and making recommendations for a Company's employee benefits package including medical/rx, dental, disability and voluntary products. Maintained and strengthened client relationships by resolving client billing and claim issues expeditiously and fairly. Acted as consultant with HR Directors for compliance matters. Licensed in Life/Accident & Health in NJ.

On-site Operations Manager of a national group benefits insurance carrier. Leader of client satisfaction, fostering teams and implementing workflows to create operating efficiencies. Scope included relationship management, business analysis, account retention, proposal development, and account set-up / installation. INITIATIVE - Continually expanded scope of responsibility , Demonstrated curiosity and an interest in improving practices and workflows. Expanded scope of job to include sales / business performance analysis which enabled strategic sales management and prospecting. Gained expertise and know-how related to broker licensing in PA. Developed numerous customized checklists for proposals and account set ups which saved time and improved accuracy. Established and adapted workflows to ensure on-time delivery and quality during absences and surges in business volume. *LEADERSHIP/ADMINISTRATION - Assigned as point person to resolve escalated client billing and claim issues, contributing to 90% persistency of clients. Controlled expenses and operated within annual budgeted expenses every year.*ANALYSIS - Led roll-out and management of nation-wide incentive program for brokersDeveloped periodic analysis which revealed sales by rep, geography, and product mix and ultimately identified opportunities to expand relationships.*BUSINESS DEVELOPMENT - Consistently exceeded ever increasing department sales goals related to renewals and new business.

Employee Benefits broker advising and making recommendations for a Company's medical, dental and disability program. Handled $6M book of small group business (under 100 lives), approximately 85 clients. Conducted enrollment meetings and advised company officials on benefit products available. Strengthened client relationships by resolving client billing and claim issues expeditiously and fairly. Licensed in Life/Health in Illinois. Returned home to East Coast for family reasons.

Managed recruitment, benefits, employee relations for multi site insurance brokerage firm of 500+ employees. Solely managed 30 open sales executive and administrative positions on average per month. Reported directly to SVP and supervised 2 HR Administrators. Defined and developed first HR Procedures manual and department mission statement. Exhibited strong communication and leadership skills among P&C and Benefits Practice Directors. Conducted exit interviews and employee relation meetings between managers and direct reports. Recommended for internal position of Broker within Group Benefits department.

Responsible for daily office management and human resources for a mid size real estate brokerage firm @ 100 employees. Recruitment of sales and administrative staff, performance management and oversight of sales proposal process. Obtained PHR designation.