Insurance Account Executive

P.O. Box ***, Del

Mar, CA *****

Cell 770-***-****

****************@*****.***

Jacqueline Scott MBA, SPHR

Summary of Qualifications

Senior strategic leader and business partner with a track record of

reducing costs and designing value added benefit programs that are aligned

with business strategies and improving competitiveness.

Sixteen years of progressive employee benefit experience in positions of

increasing responsibility and accountability as a resident expert and

champion for health and wellness and 401k retirement savings programs.

Works closely with internal and external customers, consultants and vendors

to develop and deliver compelling programs and rewards.

Develops and oversees the strategy, design, cost and competitiveness of

benefit programs working as a resourceful strategist and administrator who

offers exceptional project planning, strong interpersonal skills and

knowledge of financial analysis and quantitative methods acquired through

formal education and on the job application.

Proven capabilities and knowledge in the following areas:

Administration of Benefit Plans Management of Open Enrollment Process

Strong Project Planning Skills Compliance with State /Federal Benefit

Regulations

Effective Benefit Team Financial Analysis of Benefit Program Costs

Management

Professional Experience

Lockton, San Diego, CA, Vice President/Senior Consultant

Works with HR Partners and leaders to ensure their understanding of the

total employee benefit strategy, plans, programs, policies and procedures.

Designs, plans and implements overall employee benefit strategy to ensure

labor market competitiveness and fiscal soundness. Recommends the selection

of and manages all benefits-related third-party vendor relationships

including negotiation of vendor contracts to provide competitive benefit

programs at lowest cost. Ensures all benefit plans are in compliance with

all current federal and state regulations and requirements. Directs the

open enrollment process, yearly audit of plans and the insurance rate

renewal negotiations. Manages benefit consulting teams to ensure that

appropriate measurements are identified and data gathered for use in making

decisions related to the benefits programs and performance of each company.

2008 - 2009

Willis, San Diego, CA, Account Executive

Provide strategic and operational direction for benefit programs and ensure

that all programs support the organization's strategic direction and meet

all legal requirements for each client. Design such programs to increase

the organization's ability to attract and retain top tier talent while also

controlling cost. Major responsibilities include maintain, plan and

implement various benefits plans and programs including retirement, health

insurance, group life and disability. Manages annual benefits open

enrollment meetings and develop communications. Project programs costs,

conduct insurer/vendor negotiations and timely and effectively research and

respond to all employee and vendor inquiries. Distributes work flow and

manages benefit teams through each stage of the process. 2007 - 2008

Towers Watson, San Diego, CA/Atlanta, GA, Senior Consultant

Lead the development, maintenance, administration and communication of all

benefit programs for each client including: medical, dental, vision, life,

disability, EAP and 401k retirement plans. Demonstrated ability to scope,

plan resources and budget requirements which includes staffing planning,

workflow management and coaching others on assigned projects. Proven

experience in managing multiple people and projects producing quality

deliverables and presenting recommendations to the highest levels of an

organization. 1998 - 2007

Kaiser Permanente, Atlanta, GA, Senior Underwriter

Responsible for all aspects of the underwriting of managed care new

business and renewals for large groups. 1997-1998

. Used cost and utilization information to develop pricing factors for all

benefit variations to be used in renewal and proposal underwriting

analysis spreadsheets.

. Developed a pricing variation analysis spreadsheet segmenting groups by

pool to show fluctuations from required pricing targets on a pmpm basis

versus actual quoted pmpm's.

. Responsible for research and analysis of billed/budgeted revenue variance

report.

Prudential HealthCare, Atlanta, GA, Senior Group Underwriter

Major responsibilities included the underwriting of renewals and new

business groups of 50 to 14,000 lives for indemnity dental and managed care

dental. 1995-1997

Consolidated Group, Framingham, MA, Group Underwriter

Responsible for underwriting medical and non-medical group excess insurance

products. 1994-1995

Confederation Life, Atlanta, GA, Group Underwriter

Responsible for underwriting life, short-term disability and dental

insurance products. 1991-1994

Education

. M.B.A. Concentration: Economics. Kennesaw State University

. B.A. in Economics/Finance. University of West Florida

. Earned FLMI designation (1993)

. Earned SPHR certification (2010)

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