director client services resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
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Licensed Life and Health Agent, Expert Benefits Consultant and Analyst Lead, in the development, planning, implementation, revision, and administration of employee benefit programs Proven experience in collaborating with business owners, in strategic planning to initiate cost containment strategies resulting in significant savings within benefits packages without compromising the quality of coverage Consulted to 30+ private and public sector clients concerning health & welfare plans. Conducted complete RFPs, collaborates with plan vendors, negotiate plan design and rates. Create custom proposals for presentation using Excel, Word, PowerPoint. Filing 5500's, and deep understanding of ACA. Action-oriented with a strong ability to communicate effectively with employees, executive, and business audiences. Possesses keen analytic and troubleshooting skills, as well as extensive technical knowledge encompassing various software programs. Maintaining exceptional communication skills as well as an innate ability to explain benefit plans in easy-to-understand terms to clients and their employees.

  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Director, Client Services, 08/2015 to Current
Fiserv, Inc.Hagerstown, MD,
  • Benefits Specialist to public and private sector clients
  • Professional insurance benefits knowledge to support and satisfy clients’ needs
  • Conducts RFPs and presented recommendations to management
  • Coordinated submission and processing of onboarding and implementation documents
  • Calculated quotes and educated potential and current clients on insurance benefits plan options
  • Deep understanding of insurance contracts, medical, dental, vision, life, voluntary life, STD, LTD, EAP, retirement, wellness, FMLA, COBRA, HRA/HSA
  • Full accounting duties, including payroll, filing quarterly taxes, accounts payable, accounts receivables, and year-end reports to our CPA.
  • Evaluated customer needs and proposed specific benefits options.
  • Managed multiple open enrollments each year.
  • Completed yearly evaluations of providers to check service options and coverage plans against competitors.
  • Assessed compliance with plan frameworks, company standards and legal statutes.
  • Conducted scheduled audits of benefit plans and SLAs in order to identify areas in need of improvement.
  • Counseled clients on developing competitive benefits packages, which promote employee retention, by presenting data on industry and demographic standards.
  • Analyzed benefit objectives and budgetary restrictions of clients to develop employee benefit packages to fit unique needs.
  • Provided assistance to plan participants by explaining benefits information to ensure educated selections.
  • Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health and welfare benefits.
  • Checked accuracy and completeness of benefits applications and documents.
  • Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.
  • Negotiated and coordinated contracts for new and existing plans.
  • Produced detailed reports and data models to help clients pick optimal plans.
  • Met with HR leaders and C-level executives to discuss service plans and benefit options.
  • Presented talks to human resources professionals and C-level executives about available services and benefits of different plans.
  • Put together reports and trend models to advise clients on best plan options.
  • Provided information and answered questions via personal meetings, telephone calls and email.
  • Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
Director of Operations, 08/2015 to Current
Pizza HutAllen, TX,
  • Maintained company compliance with local, state, and federal laws, in addition to established organizational standards
  • Streamlined HR efficiencies, coordinated new hire orientations, and provided onboarding and training for new employees
  • Manage employee benefits, including the election of rich benefits directly with insurance carriers
  • Educate employees on benefits and coordinate annual open enrollment, assists in budget forecasting, and manage all payroll activity, deductions, W-2's and 1099's
  • Reconciled daily accounts payable and accounts receivables ledger and verified proper posting
  • Maintained bank accounts and credit cards
  • Coordinate software implementation and training
  • Collaborate in developing two mobile and web Apps, design, functionality, verbiage, and testing.
Business Manager, 04/2002 to 08/2015
Western DentalLos Angeles, CA,
  • Full accounting duties, including managing banking reconciliations and monthly balance sheet statements
  • Coordinated accounts payable functions using QuickBooks Enterprise
  • Reconciled daily AR ledger and verified proper posting
  • Managed all Payroll duties and timekeeping
  • Managed 18 employees, including training on POS software and company procedures, and scheduling shifts
  • POS operations and training of retail staff
  • Daily reconciliation of retail sales and credit cards
  • Created, managed, and executed business plans, and communicated company vision and objectives to motivate
  • Office operations for both interior design organizations and retail stores, by processing vital documentation, obtaining insurance verification and authorization for services, compliance, and licensing
  • Leader of annual inventory for a business retail store, scheduling, preparing, and reporting.
Education and Training
Associate Degree: Business Management, Expected in to University of Nebraska - Lincoln, NE
Customer Success Director |Employee Benefits Design |HRIS |Onboarding Accounting Skills: Accounts Receivables | Accounts Payable | Budget Control and Forecasting | Payroll Administration and Timekeeping | Financial Analysis Administrative/Managerial Skills: Records Organization and Management | Administrative Management | Project Management IT and Computer Skills: CRM Zywave |Database Maintenance|QuickBooks | Gusto| Miro | Zendesk | Jira | Software Implementation | Software Training | Slack | Dropbox Management | Microsoft Office | Wix | Go Daddy |Trello | Clockify | Google Suite | POS Operations | Advanced Excel Soft Skills: Excellent Verbal and Written Communication | Presentation | Business Leadership | Excellent Telephone and Email Etiquette | Calendar Management | Customer Relations | Team Player | Problem Solving | Multitasking | Training,
Additional Information
  • LICENSE Department of Insurance State of California - Life, Accident and Health

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Resume Overview

School Attended

  • University of Nebraska

Job Titles Held:

  • Director, Client Services
  • Director of Operations
  • Business Manager


  • Associate Degree

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