TERRI J. JAMES
***** *.*. **** ******, Pembroke Pines, FL 33025
Phone: 954-***-**** Email: abi2i4@r.postjobfree.com
PROFESSIONAL CERTIFICATION:
Professional Human Resources Certification, 2009
Life, Health and Annuities Agent, State of Florida, 1995
EDUCATION:
Bachelor of Arts - Health Services Administration, 1994
Florida International University
EXPERIENCE:
HUMAN RESOURCES CONSULTANT, Trinet (formerly Gevity ) Boca Raton,
FL.
. Serve as a Human Resources and benefits expert to client
corporations of varying sizes. Responsibilities include the
development and implementation of comprehensive benefit
programs administration of client benefit plans; resolution
of client employees' benefit and payroll disputes.
. Proactively manage client relationships to achieve the
client's expected outcome while seeking opportunities of
enhanced revenue development and account penetration.
. Create and Draft individualized client services plans based
on a formalized organizational assessment of client's
operation, environment, and business goals. Conduct
initiation and coordination of annual Open Enrollment
activities for clientele on and off-site.
. Support new client enrollments, annual client benefit
enrollments and related activities. Champion client issues
and problems to final resolution. Duties also include the
management of FSA administration, enrollments, quarterly
statements, reports and census documentation.
. Provide advice and recommendations on the client's overall
human capital management strategy. Monitor trends within the
assigned market and client portfolio for product/service
opportunities and competitor activity.
. Responsible for daily interface with vendors, PEO Corporate
headquarters, clients and government agencies. Responsible
for the training and supervision of Human Resources Benefit
Specialists in their daily activities.
. Responsible for ensuring that clients remain compliant with
federal and stage labor regulations
2005 - present
ACCOUNT MANAGER, Aetna Inc., Plantation, FL. 1995 - 2005
. Responsible for the financial viability and retention of a
portfolio of clients that employed 51 to 3000 employees.
Responsible for recognition and execution of opportunities
to retain/grow employer groups and promote additional product
offerings for over 100 Commercial businesses.
. Managed key accounts so as to extend existing long-term
business opportunities, and to cement customer loyalty.
Analyzed Customers' financial objectives, made consultative
recommendations and proactively addressed anticipated
concerns.
. Collaborated with underwriting in completing financial market
analysis for clients. Developed and implemented
comprehensive benefit programs for client portfolios.
Negotiated renewals, built and executed guidance plans,
delivered reports on group experience and looked for
opportunities to promote additional product and benefit
service offerings.
. Managed broker relationships by instituting a strategic
relationship management process to ensure that business
outcomes meet or exceed expectations. Achieved targets for
membership retention, specialty and consumerism.
. Cultivated Broker and Customer relationships. Acted as a
liaison between the Sales and Account Implementation
departments, effectively distributing resources to meet
enrollment requirements.
. Responsible for implementation process to secure new clients
and retain existing ones. Developed strategic plan for
customers and translated strategy into tactics and
initiatives while anticipating and identifying where change
is needed. Embodied the brand promise through value-added
and consultative account relations activities, resulting in
enhanced account persistency.