An accomplished, well-organized, analytical professional, offering a solid educational background and progressive years of
experience working in Employee Benefits. Exceptional organizational, time management, and multi-tasking abilities with a proven ability to
identify client needs, make recommendations and implement effective solutions.
Account Management & Retention
Issue identification/ Resolution
GBA 1- Group Health Plan Design, CEBS Program
Blue Insight Training, HCSC
Dental Networks, Trends and Health Care Reform, Delta Dental
HUB InternationalMay 2017 to November 2017Employee Benefits Account Manager Des Plaines, Illinois
Strategically service and maintain assigned book of business with a focus on Municipalities.
Work with Data Analytic Department to deliver monthly, quarterly, and annual reporting to clients with ASO and Fully Insured Funding Methods.
Develop and Implement Annual Benefit Planning Calendar.
Provide Compliance/Legislation updates including impact to clients (eg. Legislative briefs, ACA Checklists, Annual Reporting Requirements).
Complete and present annual Plan Assessments comparing client benefits packages to annual benchmarks.
Maintain Client data within the Agency Management System, Benefit Point.
Managed the renewal process of each client, advising clients on ways to reduce cost while offering competitive benefit options.
Coordinate all benefit offerings with Communications Team to develop Open Enrollment Materials.
Plan, coordinate and execute annual Open Enrollment Meetings.
Axion RMS, Ltd.May 2015 to May 2017Account Executive Downers Grove, IL
Provided onsite training. Managed a $2M book of business comprised of clientele within the Middle and Large Group market segments.
Main point of accountability for the overall management of services and contractual commitments for clients.