Manager Project

Leonard Wood

**** **** **** **. ***.***

Bloomington, MN 55425

Mobile 612-***-****

Email: *********@*****.***

Profile

Insurance and Employee Benefit Manager with 12+ years experience with life and health

insurance carriers such as Guardian, Blue Cross/Blue Shield and Prudential, and

employee benefit consulting firms such as Pricewaterhouse Coopers, Mellon, Hewitt

Associates and Secova.

Excellent research skills specializing in regulatory compliance and dependent benefit

eligibility audit projects.

Extensive healthcare vendor management background.

Ability to effectively communicate with business areas with emphasis on attention to detail

and customer service focusing on client retention.

In depth knowledge of individual and group accident and health products.

Experience

July 2010 – March 2011 The Guardian Life Insurance Company, Appleton, WI

Account Manager

• Manage books of business for large and mid-size groups on all products including

Medical, Dental, Vision, Long and Short-Term Disability, Life and AD&D.

• Respond to both direct and electronic inquiries from plan holders within 24-hour

resolution goal timeframe.

• Act as a liaison between the plan holder and Guardian Sales staff.

• Investigate pending issues, pursuing all outstanding information necessary for

resolution and client satisfaction.

• Proactively solicit customer feedback to build strong relationships and enhance

service goals.

November 2007 – May 2010 The Guardian Life Insurance Company, New York, NY

Group Regulatory Affairs Analyst, Accident & Health

• Research new and pending legislation to determine impact to Guardian and its

products and determine if publication of internal report is necessary.

• Publish detailed internal legislative communications when compliance guidelines

for our product line need to be addressed.

• Interact with various state insurance departments to reply to internal inquiries on

nuances or details of laws.

• Submit necessary filings to state insurance departments in a timely manner to avoid

financial penalties.

• Build and maintain a proactive and mutually positive working relationship with

various departments while sharing important information with team members where

necessary.

August 2006- October 2007 Secova/UltraLink, Costa Mesa, CA & Brick, NJ

Account Executive/Dependent Audit Project Manager

• Research state statutes and new laws affecting dependent eligibility to ensure compliance

for employer life and health plans and to comply with court ordered coverage

requirements.

• Review employee health insurance contracts and agreements to ensure compliance and

quality standards are consistently met.

• Manage dependent healthcare eligibility audit projects for large clients resulting in annual

client savings of over $7 million on healthcare costs.

• Direct team of account managers in partnership with sales team to offer new product

initiatives to assigned client base.

• Act as direct contact for clients on escalated benefit and operations issues and concerns

focusing on client retention.

• Conduct regular meetings with both clients and account staff to monitor status on projects

and ongoing service requirements.

March 2005-February 2006 Hewitt Associates, Bridgewater, NJ

Health & Welfare Benefit Operations Manager

• Reviewed medical, dental, vision and life insurance contracts and summary plan

descriptions.

• Managed overall quality of service delivery for all aspects of health insurance plans while

maintaining client relationships.

• Liaised with vendor management team and plan administrators/ insurance providers in

addressing service issues and contractual compliance.

• Coordinated with consultants and clients on improving service delivery while controlling

cost.

• Monitored performance of overseas associates on outsourced tasks.

September 1998-March 2005 Mellon Human Resources/Investor Solutions (formerly

PricewaterhouseCoopers) Cary, North Carolina

Health & Welfare Vendor Manager/ Vendor Liaison/Healthcare Benefits Analyst

• Served as primary point of contact for client and as a liaison to vendors and claims

administrators on largest accounts ensuring compliance with enrollment and contractual

agreements.

• Facilitated annual open enrollment meetings with client's employees.

• Assisted with annual healthcare benefit changes and explained and demonstrated Internet

enrollment methods.

• Liaised with various insurer claim departments and service centers in researching

insurance claims and coverage issues and follow-up to resolution.

• Met tight deadlines by partnering with both internal and vendor leadership.

• Researched and resolved eligibility and data issues in a timely manner through frequent

and effective communication and follow-up with vendors regarding error and discrepancy

reports.

• Arranged and/or conducting frequent training classes for team members and call center

staff on health care insurance coverage issues.

Contact this candidate