Manager Account

Katie J. Walbrandt

ablty2@r.postjobfree.com

Permanent Address: 853 Sanctuary Drive Apt. 303A Lake Villa IL 60046

Phone number: 920-***-****

CAREER OBJECTIVES: Hold a position in a reliable, growing organization

that uses my group benefits experience and to have the opportunity to

broaden my skill set and advance my career.

PROFESSIONAL EXPERIENCE

Associated Financial Group

June 2007- Present Senior Account Manager - Employee Benefits

Waukesha, WI

. Serves as a liaison between clients and benefit administrators,

coordinate renewals and services visits, assist with benefits

interpretation and service issues.

. Provide information and materials to clients to help ease the

administration of their benefit package

. Prepares and interprets financial information for monthly funding

analyst reports

. Develop and implement wellness initiatives

. Create and deliver employee group benefit communications,

educational materials and presentations

. Works closely with clients while implanting new benefit plan

designs

. Demonstrate effective interpersonal and communication

skills to build and sustain business relationships and exchange

complex information verbally and in writing

. Help prepare policy certificates for self funded clients

. Develop and implementation of necessary policies and

procedures that support regulatory requirements

. Maintain and manage an excellent working relationship with

vendors to develop a pricing plan that fits best for clients

Humana

January 2004 - June 2007 Product Development Analyst

Green Bay, WI

. Research and size potential market opportunities

. Develop product design purpose, function, and intended audience

.

Assist with financial analysis to determine concept feasibility from a

legal perspective

January 2003 - March 2004 Medical Claims Specialist

. Review medical records with solid understanding of medical

terminology

. Deliver excellent service to customers through use of phone,

letter writing and dictation

. Interact efficiently with attorneys, physicians, providers and

members

. Manage between 100-160 active claims while working under very

little supervision

Katie J. Walbrandt

EDUCATION

University of Wisconsin-Stevens Point

Bachelor of Science May 2002

Major: Communications: Interpersonal Communications/Human Resource

Minor: Business Administration: Marketing Emphasis

Achievements: Made honors list

TECHNICAL SKILLS

Proficient in Microsoft Office 2007 (Word, Excel, Power Point and Outlook)

ACHIEVEMENTS

Promoted to Senior Account Manager after 1 year of working at Associated

Financial Group and was awarded Wisconsin Account Manager of the year-

2009.

Consumer Driven Health Plans in-house expert, including Health Savings

Accounts, Health Reimbursement Accounts, High Deductible Health Plans.

Stay current of regulatory changes and facilitate policy and procedural

changes accordingly.

Participated in the Executive Women's Golf Association 2008 & 2009

PROFESSIONAL AFFILIATIONS/DESIGNATIONS

WELCOLA III

HIA Part A & B

Life & Health Insurance License

KEY COMPETENCIES

Implementation/Execution: Organized and manages multiple priorities and/or

projects by using appropriate methodologies and tools.

Problem

Solving: Have the ability to look beyond the obvious to see the root cause

and develop creative solution.

References upon request

Contact this candidate