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Skills

  • Employee retention through tailored benefit plans
  • Analyzing trends in employee benefit satisfaction
  • Benefit claims processing efficiency improvement
  • Communications
  • Open Enrollment Process Management
  • Process equipment
  • Customer service
  • Product knowledge in insurance and benefits packages
  • Business operations
  • Complex claims resolution and escalation management

Work Experiences

  • Analyzed client needs to recommend plans that saved businesses an average of $2 annually in benefits costs.
  • Provided targeted advice on issues such as applicable employment regulations, compensation strategies, and internal systems to assist businesses in modernizing antiquated or ineffective practices.
  • Had an excellent attendance record and was always on time for work.
  • Achieved this in 2016.
  • Oversaw the delivery of category project by metric team, which resulted in system.
  • Assisted with data migration for initiative software transition.
  • Collaborated with providers to introduce a new Jira.
  • Employee interviews, field observations, and industry research were used to gather information about each position and related occupation.
  • Updated personnel handbooks and individual records to keep the files accurate and detailed.
  • Achieved framework.

Summaries

  • Complete in-depth assessments with streamlined, logical systems to support standard requirements.
  • Licensed Benefit Advisor is a multi-talented Licensed Benefit Advisor who is consistently rewarded for planning and operational improvements.
  • Achieved average savings of $18 for clients.
  • Detail-oriented Licensed Benefit Advisor.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved $2 savings.
  • Consistently review and optimize client policies.
  • Achieve cost savings for businesses.
  • Consistently delivered meaningful results.
  • Clear understanding of cross-functional collaboration and performance reporting as well as strategic planning training.

Accomplishments

  • Contributed to overall sales strategy, increasing average deal size by $91,000 through upselling additional benefits products.
  • Reduced claims discrepancies by 79% through stepped-up training and oversight in claims processing.
  • Advised clients on adapting benefits structures to align with ACA regulations, avoiding penalties and ensuring compliance.
  • Achieved metric in new benefit plan sales, surpassing target by 18%.
  • Guided successful rollout of cafeteria plans for 12 employees, significantly reducing taxable income by 42%.
  • Monitored benefit audits resulting in 72% error-free records and compliance with federal regulations.
  • Resolved product issue through consumer testing.
  • Worked with HR partners in setting up SAP systems, enhancing overall system efficiency and improving user satisfaction by 59%.
  • Secured President's Club for regional enrollment growth by boosting participation rates by 18% in 2019.
  • Managed open enrollment for 14 employees with 38% fewer errors than the previous year.

Affiliations

  • Certified Employee Assistance Professional (CEAP) through EAPA
  • Rotary International
  • Council for Affordable Health Coverage (CAHC)
  • Freemason
  • National Health Care Anti-Fraud Association (NHCAA)
  • International Employee Benefits Association (IEBA)
  • Chartered Healthcare Consultant (ChHC) Certification
  • Association of Professional Insurance Women (APIW)
  • National Alliance for Insurance Education and Research
  • International Society of Certified Healthcare Business Consultants (ISHCBB)

Certifications

  • First Aid/CPR Certified
  • Accredited Health Benefits Advisor (AHBA) - Vantage
  • Certified Insurance Counselor (CIC) - The National Alliance for Insurance Education and Research
  • Fellow, Life Management Institute (FLMI) – method
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA A+ Technician
  • Senior Professional in Human Resources (SPHR) – initiative
  • Certified Benefits Professional (CBP) - HR Certification Institute
  • Insurance License - Life and Health metric
  • Professional, Academy for Healthcare Management (PAHM) - AHIP

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