To serve a progressive company in an

Employee Benefits Management

position that uses my communication

skills, strong work ethic and attention

to detail while allowing for personal

and professional growth.

PROFESSIONAL DEVELOPMENT

Have completed and now lead

Emotional Intelligence and Leadership

Trainings through Next Level Trainings

Have served as Northwest Ohio

Association of Health Underwriters

President Elect and Trustee

CONTACT

Lisa A. Shirey

765 County Road 32

Gibsonburg, Ohio 43431

419-***-****

ad10la@r.postjobfree.com

LISA SHIREY

Employee Benefits Professional

Health and Life Licensed, Certified Healthcare Reform Specialist DEDICATED HUNTINGTON TEAM MEMBER

NW Region Wellness Champion

NW Ohio Category of One Culture Champion

Huntington Welcome Academy Faculty Member

Member of the Employee Benefits Service Council

INDUSTRY EXPERIENCE

Huntington Insurance

Regional Service Leader – North Region; Account Executive and Senior Account Manager

Northwest Ohio Regional Office

10/2018 – Present, 06/2012 – 11/2016, 1/2000 – 6/2005 (Celaris Group/Sky Insurance)

• Create pathways to success by fostering education, training and professional development of service colleagues

• Customize performance objectives for each colleague linked to strategic business objectives and ensure they have the knowledge and resources to meet their goals

• Monitor client service teams’ overall book of business assignments, making changes and adaptations to ensure fair and equitable distribution

• Ensure accountability to both internal and external partners and support agency sales and retention goals

• Manage escalated customer service issues to satisfactory resolution

• Maintain awareness of industry trends to identify service excellence opportunities

• Champion the need for operational consistency, compliance and continuous improvement

• Represent Huntington Insurance as an industry leader by possessing a high degree of employee benefit knowledge, staying current with trends, changes and updates

• Serve as coach and mentor to develop colleagues to achieve and maintain high-performance levels

• Conduct performance reviews and provide guidance for colleague goals and skill development

• Promote consistent agency practices

• Act as a resource for continuous improvement

• Implement and conduct colleague training in compliance of internal audit

• Coordinate carrier and vendor partners to aid product knowledge

NavigateHCR

Senior Director of the Care Team

Gibsonburg, Ohio

11/2016 – 10/2018

• Responsible for managing the day to day operation of the Care Team for East Coast and West Coast offices

• Managed 5 direct reports

• Mentored the Care Team members to provide the highest level of customer care

• Provided weekly reports to Senior Management including weekly goals and results

• Developed bi-weekly Sprints to create a proactive customer care platform

• Responsible for developing processes and procedures to insure efficiencies within the Care Team

• Provided clients with ACA compliance education and develops compliance strategy

• Provided assistance with IRS Reporting

• Responsible for intake of new and renewing clients

• Provided ongoing support to brokers, partners and clients

• Consulted and strategized with clients about products and solutions

• Proactively outreached to brokers, partners and clients

• Built and maintained a relationship with each client

• Reviewed and researched client complaints and inquiries

• Provided monthly reporting as requested by management UnitedHealthcare

Field Account Manager and Strategic Account Executive Maumee, Ohio

11/2006 – 09/2010, 4/2011 – 6/2012

• Managed the service relationship between customers and UnitedHealthcare’s Service Team

• Influenced, educated and trained employer groups about UnitedHealthcare’s electronic services, tools and technologies

• Coordinated wellness education programs

• Coordinated and performed open enrollment meetings, attend health fairs and assists with multi-site meetings as needed

• Met with customers and brokers on a regular basis to review service-related statistics

• Participated/supported new business and finalist presentations to represent service experience

• Overall customer account management and relationship owner

• Developed and monitored client financial performance including renewal planning, negotiation, and profitability levels

• Developed and secured new business on existing accounts through relationship building, marketing and effective product and service expansion

• Established and maintained strong relationships with customers, consultants, and brokers

Contact this candidate