close
  • Dashboard
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Customer Service
      • Education
      • Sales
      • Manager
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Microsoft Word
      • Professional
      • Modern
      • Traditional
      • Creative
      • View All
    • Resume Services
    • Resume Formats
      • Resume Formats
      • Chronological
      • Functional
      • Combination
    • Resume Review
    • How to Write a Resume
      • How to Write a Resume
      • Summary
      • Experience
      • Education
      • Skills
        • Skills
        • Hard Skills
        • Soft Skills
    • Resume Objectives
  • CV
    • CV
    • CV Examples
    • CV Formats
    • CV Templates
    • How to Write a CV
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Customer Service
      • Marketing
      • Sales
      • Education
      • Accounting
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Questions
  • Resources
  • About
    • About
    • Reviews
  • Contact
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Benefits Advisor
Please provide a type of job or location to search!
SEARCH

Benefits Advisor Resume Example

Love this resume?Build Your Own Now
BENEFITS ADVISOR
Professional Summary
Professional Benefits Advisor who responds to shifting business needs and priorities in a systematic and effective way. Highly organized, effective leader and communicator.
Skills
  • Life and health insurance products
  • Sales pipeline management
  • Marketing strategy
  • Customer satisfaction
  • Excellent listening skills
  • Strong problem-solving capabilities
  • Results-oriented
  • Effective negotiator
  • Multi-tasking
  • Committed to maintaining date integrity
  • Microsoft Office
  • PowerPoint
  • Excel
  • Access
Work History
Benefits Advisor, 08/2011 to Current
Jeld-Wen – Rantoul , IL
  • Exceeded B2B sales and performance goals
  • Contributed in the creation of 29 departmental Policies and Standard Operating Procedures.
  • Elected to collaborate with other departments within the organization due to the ability to work through obstacles, remain on schedule, draw conclusions, and provide resolutions.
  • Participated in a focus group committee that recommended changes and process improvements to Customer Relationship Management Software (CRM)
  • Serve as Subject Matter Expert, providing guidance on research and resolutions concerning clients, carriers, operations, and sales Professional Experience
  • Consultative selling with B2B clients, serving as SME on various Medicare healthcare plans to extract personal information needed to prepare an appropriate recommendation to help participants transition from employer group health plans to the individual market
  • Utilize strong ability to analyze the marketplace to help clients understand their gains and risks when entering a competitive and intimidating Medicare market.
  • Manage a large portfolio of multiple insurance carrier products
  • Communicate with cross-functional teams to achieve appropriate and timely results for on-going functional responsibilities
  • Create tracking methods using Microsoft Excel spreadsheets and relevant information systems such as internal databases and Cognos, to monitor client interaction and effectively enroll clients
  • Create and utilize multiple reports ran through Microsoft Excel in order to extract, analyze, and interpret marketing data.
Customer Service Representative, 09/2009 to 04/2011
Proampac – Portland , OR
  • Educated homeowners of over 300 clients on various options to avoid foreclosure based on their individual loan product guidelines and personal circumstances.
  • Acted as a liaison between homeowners, real estate agents, lending institutions, and loss mitigation specialist.
  • Projected, evaluated, and communicated changes in escrow.
  • Created and utilized reports generated through Excel to offer resolutions to customers experiencing financial hardships.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Scored in top 10% of employees in successful resolution of issues
Loan Servicing Specialist/Collector, 06/2005 to 02/2009
Brightwheel – Austin , CA
  • Counseled homeowners facing foreclosure on relief options and government programs.
  • Generated sales leads by identifying homeowners eligible for refinance and other optional lending and insurance products.
  • Negotiated and secured arrangements on delinquent receivables.
  • Selected to provide feedback on employee experience for the purpose of developing and implementing team building activities.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Researched and resolved accounts payable discrepancies.
Trainer/Senior Tax Advisor III, 01/2005 to 04/2009
H & R Block – City , STATE
  • Extensively trained new and existing employees.
  • Taught tax courses, highlighting tax law and theory, systems applications, and client interviewing skills while identifying potential new hires.
  • Presented and facilitated continuing education course utilizing proprietary software.
  • Used role playing, simulations, team exercises, group discussions, videos and lectures to instruct participants in a variety of ways.
  • Analyzed and researched reporting issues to improve operating procedures.
  • Filed individual tax returns and prepared governmental reports in compliance with strict standards.
Customer Retention Specialist, 07/2002 to 06/2005
Cingular Wireless LLC – City , STATE
  • Resolved customers issues which would have otherwise resulted in termination of service.
  • Utilized various troubleshooting procedures to provide resolution for equipment malfunctions.
  • Acted as team\'s system advocate which involved assisting team members with system issues, communicating unresolved issues and enhancement request to IT Specialist, and conducting team meetings to inform members of system updates.
Education
Bachelor of Arts: Organizational Management, 2015
Concordia University - City, State

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

88Good
Resume Strength
  • Formatting
  • Word choice
  • Measurable results
  • Typos

Resume Overview

School Attended

  • Concordia University

Job Titles Held:

  • Benefits Advisor
  • Customer Service Representative
  • Loan Servicing Specialist/Collector
  • Trainer/Senior Tax Advisor III
  • Customer Retention Specialist

Degrees

  • Bachelor of Arts : Organizational Management , 2015

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Benefits-Advisor-resume-sample

Benefits Advisor

Jeld-Wen

Dodson , LA

Benefits-Advisor/Enroller-resume-sample

Benefits Advisor/Enroller

Signature Aviation

Baton Rouge , LA

Senior-Benefits-Advisor-resume-sample

Senior Benefits Advisor

Agewell New York

Great Neck , NY

  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
  • Work Here
  • Contact Us
  • FAQs
  • Accessibility
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2022, Bold Limited. All rights reserved.