Insurance Project

WANDA Y. THOMPSON

**** ******* **** ***** •LAWRENCEVILLE, GA 30043 • 404-***-**** •WANDAT1167@ AOL.COM

PROFESSIONAL

EXPERIENCE:

*/**** – Present DIGITAL Insurance, Atlanta GA

Benefits Consultant

Interface with specific assigned book of business to strategize and propose viable solutions to

manage the menu of benefit options that the client offers to employees and to meet company

business retention goals.

Manage the renewal process with existing clients, including developing the renewal strategy,

negotiating the product, rates and benefits mix for a large block of small employer group

health insurance clients.

Cross sell new business opportunities to existing clients; refer new business inquiries to other

sales account executives as appropriate.

Partnered with local and national insurance brokerage firms.

Assists clients with obtaining the most comprehensive and cost-effective plans including

ancillary products.

Respond to client, broker and/or consultant inquires and service requests, including attendance

at open enrollment meetings and benefits fairs.

Submits new business and renewals to carriers (secures quotes, prepares proposals, secures

required documents and premiums from prospective and current clients.

Collaborate with Underwriting to implement an ongoing, proactive renewal strategy.

2007 – 4/2008 Northwestern Benefit Corporation of Georgia Atlanta, GA

Benefits Consultant

Interface with specific assigned book of business to strategize and propose viable solutions to

manage the menu of benefit options that the client offers to employees and to meet company

business retention goals.

Understands key business issues facing the client, and brings viable solutions to the client to

address those needs.

Coordinates all aspects of employee benefit program analysis, evaluation, implementation,

communication and maintenance.

Negotiate with insurance carriers/vendors and function as liaison between carrier and client

during request for p roposal, and/or renewal process, as well as on going service issues.

Strategically plans and executes plan renewals, staying in regular communication with the

clients and updating them on various emerging trends.

Utilize tools and systems (e.g. BrokerDB, MS Word, Excel, etc). Implement new plans,

update proprietary systems, and creates e-mail groups for fast and efficient information

dissemination.

Conduct on-site enrollment and renewal meetings .

1/2005- 9/2006 EMPLOYEASE Norcross, GA

Benefit Analyst

Administered Health & Welfare benefit management programs, which includes Medical,

Dental, Vision, Prescription, Life, AD&D, LTD and STD, FMLA, etc.

Primary client advocate to insurance carriers, third party administrators, etc. handling

confidential employee data information.

Maintained client resolution logs; addressing and resolving system set-up and benefit issues.

Consulted with and advised clients and employees on eligibility, benefit questions, life status

events, resolution of issues and claims procedures.

Processed and managed daily HRIS files operation, maintenance and reporting including all

employee file information, benefits and payroll data (new hires, terminations, transfers,

vacation, personal status changes, salary changes, leave management, etc.)

Conducted annual open enrollment onsite meetings.

Reviewed process documentation and developed training materials, new client rollout plans.

Provided technical, analytical, communications, primarily focusing on benefits and

compliance.

1

2002-2004 HEWITT ASSOCIATES formerly Northern Trust Retirement Consulting Atlanta, GA

Implementation Consultant

Established and maintained detailed project plans for new client conversions including

establishing administration requirements.

Developed and p repared all benefit communications to include annual open enrollment

materials, benefit guides, new proposals and client specification documents and RFP’s.

Provided education, guidance, and support to both internal and external clients during the

implementation phase.

Proactively addressed and eliminated implementation issues, ensuring a smooth

implementation progression from project inception through the project live date.

Mapped data elements from inbound files into a proprietary system ; Analyzed, documented

and coordinated resolutions for systems and/or procedural issues.

Responsible for human resources, insurance and client payroll file transfer set-up.

Responsible for collection and gathering of all data necessary for conversion.

Reviewed and resolved all data integrity issues for new and existing clients.

2000-2002 ADP BENEFIT SERVICES Alpharetta, GA

COBRA Implementation Specialist

Developed and maintained a business relationship with an assigned book of business

Managed multiple COBRA/Direct Billing and Retiree new and existing large group accounts

with simple to complex requirements.

Responsible for new client implementations, mergers & acquisitions and maintenance for

national accounts which includes employer groups ranging from 10,000 to 40,000 employees.

Processed outbound interfaces to insurance vendors and other third party administrators.

Developed and managed project timelines for adherence to detailed work plan. Prepared all

correspondence to include annual open enrollment materials, proposals, and client

specification documents.

Entered set-up data into ADP Benefits system to include insurance carrier contacts, health,

vision, dental, prescription and flexible spending plans. (Self - funded and fully insured plans).

Set-up and scheduled eligibility and premium reporting/disbursements to the clients.

Set-up user rights and train clients on how to utilize the ADP web access site.

Interacted with the internal team, clients, vendors, insurance carriers, tier II, benefit

consultants and employees on a daily basis addressing and resolving set-up and benefit issues.

Primary day-to-day client contact troubleshooting and resolving client and employee issues

received via telephone, fax and e-mail.

Managed and reconciled monthly vendor bills for all assigned clients.

1986 - 1994

MILITARY SERVICE: Health Administration Specialist

U.S. ARMY

COMPUTER SKILLS: Microsoft Word, Excel, PowerPoint, Access, Lotus Notes, Zywave, Benergy, STAR,

Sagitta, Outlook, HRIS, SAP, CRM, Citrix, PeopleSoft, Meta/Winframe XP, Mainframe

ADDITIONAL

INFORMATION:

Employee s ervices, Group i nsurance Marketing and sales services, q uotes, RFP

preparation, Renewals, Implementation, E nrollment meetings, Health & W elfare,

ancillary product knowledge, Consumer driven plans, Pension, Project Management,

COBRA/HIPAA, ASO, Medicare, Managed Care, Claims, Medical Terminology, ICD 9

& CPT coding, Completion of Systemation’ Project Management Course, Completion

of Managed Care & Group Health Insurance Course

LICENSING: Group Life & Health License in GA, IL, IN, KS, KY, MI, MO, NM, OH

2

Contact this candidate