Omaha Metropolitan Area
Licensed health insurance professional with 15+ years of experience and proven skills in insurance products, human resources, client management and sales.
• Provides support and management of run-out process including notification of business partners. • Reviews and manages exception requests to expectations set via parameters for approval and denial. • Provides status reporting around renewal and new group legal document completions and documentation in Salesforce. • Provides tracking support for provider terminations and reports out information to necessary parties • Collaborates with business partners and assists in aligning stakeholders for renewal and new business implementation projects. • Ensures appropriate data is included in the completion of renewal and new group legal documents including but not limited to: Client Profile, Master Group Application, Summary of Benefits and Coverage, Schedule of Benefit Summaries, Summary Plan Descriptions. • Assists with quality Reviews of Renewal and New Group legal documents to include: Master Group Application (MGA), Client Profile (CP), Summary of Benefits and Coverage (SBC), Schedule of Benefit Summaries (SOBS), etc. • Works independently to review, update, & edit Salesforce entries in a timely matter, consulting with outside parties when appropriate • Assists with renewal workflow processes to support the small and mid-group account executives to include but not limited to Blue Flex and Blue Freedom. • Maintains and tracks unique benefit plans for custom ASO groups • Provides support in coordinating, managing and documenting the Sales and Account Management training and continuing education activities. • Provides mentorship and guidance to Associate level role
• Quality Reviews of renewal and new group paperwork including Master Group Application, Client Profile, Summary of Benefits and Coverage and Schedule of Benefits. • Collaborates with business partners and aligns stakeholders for renewal and new business implementation projects. • Sales and Account Management training coordination & scheduling for sales staff. • Assist in the coordination, tracking and management of department projects, initiatives and research.
• Quality Reviews of renewal and new group paperwork including Master Group Application, Client Profile, SBCs, Summary of Benefits, Schedule of Benefits, etc. • Assisted account teams with data entry, tracking process completion and obtaining countersignatures for relevant renewal paperwork. • Served as the key liaison between the various internal business partners and external clients to understand and solve unique business challenges.
(Contract Position) • Received client inquiries and coordinated with internal business partners to resolve.
(2 Month Contract Position) • Received and updated beneficiary changes. • Managed multi-change requests for policyholders.
• Coordinated new client locations for credit card processing. • Trained customers on reporting tools, point of sale procedures and equipment. • Managed customer inquiries and investigated solutions for clients.
• Assisted in employee recruitment by creating and posting job openings to identify viable external candidates. • Scheduled interviews and made travel arrangements for potential candidates. • Initiated and conducted pre-employment background checks for candidates including credit checks, security/criminal checks, education and employment verifications and drug screens. • Onboarding of new employees by preparing new hire paperwork and offer letters. • Tracked and updated employee personnel information utilizing company software.
• Provided customer service to clients and prospects ensuring a high level of service including order fulfillment, training, processing payments for orders. • Managed customer relationships both internally and externally for quick and timely answers, resolutions to issues, reviewed and monitored orders and enrollments. • Collaborated with clients on new product designs.
• Initiated contacts to new and existing customers and explained the value for selling and servicing of directory advertising and online products. • Cold calling to companies to obtain pertinent information about their business and problems they were facing and presented advertising objectives and results. • Communicated with dissatisfied customers and initiated problem resolution.