West Des Moines, Iowa, United States
Dedicated, organized, and efficient professional with extensive experience in building and maintaining customer relationships and managing projects. Skilled at establishing rapport with individuals at all organizational levels and with diverse backgrounds. Ability to learn new systems and procedures with a genuine desire to learn new skills. Demonstrates initiative in achieving goals. Specialties: Employee Benefits, Health Insurance, Client Relationship Management, Customer Service, Presentations, Pricing Strategy, Quality & Process Improvement, Strategic Planning License: Iowa Life and Health Insurance License
Work to reduce costs, promote health, and provide solutions for client's employee benefits programs by consulting on healthcare trends, legal compliance, and emerging wellness programs.
Act as a liaison between clients and insurance carriers relating to employee benefits. Assist with sales and marketing activities for new and renewal accounts. Evaluate the needs and risks of clients to create innovative group insurance programs and then effectively communicate those to the employees.
Provide assistance to clients ensuring their credit and debit card programs are being administered as requested. Identify, analyze, complete, and monitor system requests to ensure accurate resolution.
Moved back to this previously held position to help with Principal's wind down of their Health Division. Serve as the main point of contact for my clients and work with different functions and departments to coordinate the work required to service my clients. Also participate in different business wind down projects.
Managed relationship and served as the primary liaison between Principal and five vendors. Consulted, provided technical expertise, and educated internal and external customers that allowed for cross sale and revenue goals to be reached.
Managed client relationships including the delivery of all services to the client, consulting on benefit needs, long term strategic planning, program financial analysis, and product cross selling. My client's size ranged from 200 employee lives to 9500 employee lives and include all types of medical, dental, vision, life and disability products.