Victoria Locklear Email and Phone Number

Provides exceptional assistance to the Sales Manager, Benefits Manager, Sales Executives and Account Executives in the Employee Benefits division.

Responsible for entire book of business. Resolved client and employee inquiries, concerns and data requests regarding benefits, rates, complex claims and billing issues in a timely, accurate and friendly manner.Submitted RFPs to carriers for proposals, gathering necessary information to complete RFP request.Reviewed proposals for competitiveness. Communicated between broker, carrier representatives, key contacts and employees to ensure resolution of concerns.Sold and implemented new and renewing benefits.Processed enrollments, terminations and employee changes online with various carriers.Identify cross-sell opportunities within existing clients.Prepare marketing materials, spreadsheets and client presentations. Provided a smooth, accurate transition from the acquisition to the implementation of new business.Assisted with enrollment meetings, benefit fairs and client presentations.

Managed quote activity for Group Market Life and Disability products for groups up to 1000 lives.Analyzed RFP, client census data, and plan design elements for required data for submission.Interpretation of request through booklets and broker's plan design.Communicated with underwriting, brokers and sales representatives to clarify plan design specifications.Investigated questionable RFP submissions and non-standard plan requests.Monitored timely release of rates from underwriting, applied applicable discounting and generated formal release of proposals.Prepared sold case applications, reviewing completed sold case documents for installation and transformation into Client Services database for creation of booklets and invoices.

Responsible for generating quotes from various insurance carriers using online quoting programs.Collected data from prospects and clients and submitted Request for Proposals to carriers.Prepared custom spreadsheets and client presentations.Resolved client questions and concerns regarding insurance plans, rates, complex claims and billing issues.Handled Individual Health quotes, renewals, enrollment and ongoing service for clients.Constant Contact administrator. Generated mass emails to clients and prospects about agency, products, services, healthcare changes and miscellaneous industry news.Provided sales and administrative support to agency President and Account Manager.

Administered RFP process for cases up to 1,000 lives for top selling account executive.Evaluated, analyzed and interpreted RFP to ensure all required information was obtained.Point of contact for agents regarding RFP request and data gathering.Worked collaboratively with underwriting to obtain accurate quotes.Validated sold case submission paperwork for proper documentation.Worked with administration to finalize billing, enrollment, certification booklets and contract documents.Provided training for online account management portal.Coordinated plan and rate changes at renewal and identified opportunities for additional product sales.Local contact for day to day and complex service issues for sold cases.Processed cancellations and other miscellaneous case changes.Assisted with benefit fairs, enrollment meetings and other service issues for Account Managers.Prepared customized enrollment packages, client presentations and proposals.Processed incoming and outgoing mail, courier packages and maintained marketing materials inventory.Involved in sales pilot program for pre-underwriting RFP requests.

Provided sales and service support to sales representatives for agency’s major accounts.Generated quotes from various insurance carriers using online quoting programs.Prepared custom graphic marketing proposals, spreadsheets and client presentations.Liaison between the sales representatives, carriers and clients to assure an accurate transition from the acquisition to the implementation of the business to new carrier.Resolved client questions and concerns regarding insurance plans, rates, complex claims and billing issues.Provided assistance with enrollment meetings, benefit fairs and client presentations.Administered agency website, updating client benefit data.

Executed administrative sales functions for the Director of Sales, two Account Executive and two Account Managers.Reviewed RFP requests required data. Submitted enrollment, medical and group applications to underwriting for rate preparation.Generated enrollment census data into excel spreadsheets for case installation.Loaded group paperwork into enrollment portal.Complied group contracts for distribution to clients.Gathered internal sales data for weekly and monthly reporting.Assisted with enrollment meetings, sales conferences.Mentored and trained administrative assistants.Trained brokers on internal quoting portal.