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Benefits Advisor Resume Example

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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
Company Name – City, State
  • 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
Company Name – City, State
  • 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
Company Name – City, State
  • 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
Company Name – 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
Company Name – 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

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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

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