ANGELA MEYERS
**** ***** ****** . ***** *** WI **311
920-***-**** . abh8y6@r.postjobfree.com
BACKGROUND SUMMARY
Experienced Employee Benefits professional with proven success in design,
implementation and administration of employee benefit plans. Knowledgeable
in all aspects of fully-insured and self-funded medical plans, disability,
dental, life and long-term care insurance, with in-depth sales, service,
underwriting, and claims experience. Strong record of developing and
selling innovative strategies and programs that reduce benefit cost without
reducing benefits. Excellent interpersonal communication skills resulting
in strong rapport with top level executives, human resource departments,
and employees. Highly skilled at prioritizing, investigating and solving
problems. Knowledgeable of state and federal regulations impacting employee
benefit plans including COBRA and FMLA.
PROVEN SKILLS AND ABILITITES
Account Management/Customer Relations
. Analyzed plan costs and presented year-end plan performance report to
each client/broker including explanation of financial data, identification
of trends, analysis of performance of the Pharmacy Benefit Manager and
provider networks analysis.
. Recommended plan design and/or premium changes to optimize cost
effectiveness.
. Worked with top level executives and their human resources departments
to build an employee communication strategy.
. Built and implemented business plan for retaining client block of
business of 12,000 employee lives.
. Researched and troubleshot escalated client issues through development
and implementation of conflict resolution strategies including weekly
client/broker meetings and coordination with affected internal and
external resources resulting in mutually agreeable resolution.
. Coordinated new client implementation timeline with broker and client to
ensure smooth transition. Key contacts/areas included provider network,
pharmacy benefit manager, claims/plan building, and regulatory compliance
(HIPPA, COBRA, FMLA, etc.).
. Partnered with sales representative in preparation and presentation of
annual renewals to current clients. Reporting included claims
experience, underwriting data, and return to work statistics.
. In-depth understanding of claims review and adjudication including
research, troubleshooting, and subrogation.
. Trained new team members on the process and worked with current team
members to help improve their work process.
Underwriting
. Underwrote book of business consisting of school district and
municipality union groups with 50 - 500 lives.
. Established percent of renewal increase needed on book of business and
worked with sales region to establish quarterly renewal strategy.
. Evaluated potential client information that included risk analysis.
. Drafted insurance contracts and amendments, and responded to all RFPs
with my territory.
. Communicated and negotiated customized union contract language and
rating with insurance carriers.
Sales
. Solicited new business through development of relationships with
agents and brokers within assigned sales territory and educating them
on the company's product portfolio.
. Presented product portfolio to potential clients and annual renewals
to existing clients.
. Worked in partnership with agents on the renewal of existing business,
sales ideas and problem solving to maintain persistency objectives.
. Partnered with insurance vendors to negotiate client renewals including
management of RFP process.
. Evaluated existing opportunities and revenue targets on a monthly basis,
modifying plans as necessary. Provided and managed monthly sales funnel
and revenue trending reports/forecasts to management.
Presentation/Writing Skills
. Generated numerous sales proposals/quotes, responses to RFPs, and
presentations targeted to various audiences. Formats were carefully
considered to match situational needs.
. Produced correspondence campaigns for client base including monthly
informational newsletter, products/seminar teasers via email, and
introductory correspondence.
. Created collateral and presented health care plan changes to client
employees at benefit fairs and annual enrollment sessions.
PROFESSIONAL EXPERIENCE
AURORA health care clinic - Kaukauna, WI 2009 - 2010
Not for profit Wisconsin integrated health care provider.
Account Specialist
UMR/TPA UnitedHealthcare - Green Bay, WI 2007-2009
An independent national third party administrator for self-funded health
benefit plans.
Strategic Account Executive
Associated Financial Group - green Bay, WI 2005-2007
One of the largest insurance brokerage firms in the upper Midwest.
Business Insurance Advisor
UnumProvident Corporation - Elm Grove, WI 1999-2004
One of the largest underwriters of group and individual disability income
protection insurance in North America.
Group Insurance Sales Consultant (2001-2004)
Account Specialist (1999-2001)
National Insurance Services/SCHOOLS INS. FUND - Brookfield, WI 1997-
1999
Provider of custom insurance plans for school districts, cities, counties,
hospitals and others.
Life, Disability, and Long-Term Care Underwriter
Humana - Green Bay, WI 1994-1997
National provider of health insurance plans and related healthcare benefits
for Medicare, individual or group health insurance.
Benefit Analyst (1996-1997)
Medical Claims' Investigation Analyst (1995-1996)
Tech Team Leader (1994-1995)
Education / LICENSURES
University of Phoenix - currently pursuing Bachelors in Human Resource
Management
UW - Green Bay - Business Communications
State of Wisconsin Life and Health License since March 2001
Attended numerous sales and marketing seminars and workshops
Medical Terminology courses
COMMUNITY AND VOLUNTEER ACTIVITIES
Member of Green Bay Chamber of Commerce
Member of the Employee Benefit Council
Mentor and Volunteer - YMCA[pic]