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20+ years in Employee Benefits & Administration

Location:
Charlotte, NC, 28299
Posted:
November 27, 2023

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Resume:

BRENT BLAKELY

***** ***** **** ******

Huntersville, NC, 28078

704-***-****

ad1hnu@r.postjobfree.com

CAREER PROFILE

Employee Benefits Executive Consultant for national insurance carriers as well as private label consultant for regional business owners. Background in commercial employee benefit programs ranging from medical, life, dental, disability and buy-up benefit programs. Experienced broker and implementation specialist able to promote strong relationships from senior management, to account management, to end-user participants. Expertise in problem solving, education and understanding of benefits and concepts, as well as tailoring solutions to specific needs of every relationship. Successful initiator who consistently achieves and exceeds sales and management goals.

●Account Development

●Employee Communication

●Customer Service & Account Management

●Strategic Planning

● Product Development

●Budget & Goals Planning

PROFESSIONAL EXPERIENCE / BROKER

PHOENIX CAPTIVE SOLUTIONS, Charlotte, NC 2018-Present

Employee Benefits Broker

Market and Implement employee benefits programs for North Carolina and South Carolina employers. Focus on small (<50 employees) to mid market (51-500 employees).

●Partnered with employer groups to deliver new concepts to compare with ACA platform

●Implement multiple self-funding / level-funding concepts in all markets of North and South Carolina.

●Facilitate electronic enrollment and administration via HRIS platform.

FULLHR, INC., Charlotte, NC

2013-2018

Employee Benefits, Human Resources, Payroll, and Labor Tracking

Implement and Administer solutions in areas of payroll processing, human resources, employee benefits, and workers compensation. Provide ACA support and compliance for business owners, offloading administration and liability.

●Partnering with business owners and upper management to meet budget goals

●Improved employee education and appreciation of employee benefit platforms by installing the use of technology during implementation and employee communication.

●Deliver simplified administration via HRIS, as well as providing full service support backed by licensed professionals for payroll, tax reporting, employee benefits, and workers compensation.

GMB GROUP BENEFIT SERVICES, LLC., Mooresville, NC

2009-2013

Employee Benefit Consultant

Established and maintained block of business with area business managers. Consulted and supported customers in all aspects of employee benefits. Communicated industry trends, concepts, products, and practices to achieve financial budget goals.

●Successfully developed block of business to 25 clients ranging from 10 to 99 employees.

●Improved employee education and appreciation of employee benefit platforms by installing the use of technology during implementation and employee communication.

●Diversified portfolio by including worksite benefits and programs that filled gaps not covered by major medical programs such as high-deductible medical plans, healthcare savings accounts and healthcare reimbursement arrangements.

PIEDMONT BENEFITS GROUP, Statesville, NC

2005-2009

Employee Benefit Consultant

Established and maintained relationships with senior management officers in the Western North Carolina region. Introduced market concepts to a previously undeveloped region.

●Built a block of business from zero to $225,000 in annual revenue in four years.

●Remained effectively active in market development for business leaders as well as network development and market education for insurance carriers.

●Specialized in multi-site businesses as well as business industries that demanded unique solutions and ensured corporate structure and financial goals.

PROFESSIONAL EXPERIENCE / WHOLESALE

UNITED HEALTHCARE 2004-2005

CANADA LIFE 2003-2004

MUTUAL OF OMAHA 2001-2003

Employee Benefit Consultant

Successfully marketed stop-loss, life insurance, dental, and disability programs to businesses with 100 to 3000 employees in North and South Carolinas.

●Introduced United Healthcare’s non-medical benefit platform to large employers in the Carolinas.

●Worked alongside medical producers and creatively offered multi-line solutions to employers and employees

GREAT WEST LIFE AND ANNUITY 1998-2001

Employee Benefit Consultant

Marketed self-funded medical coverage and group annuity programs to businesses ranging from 50 to 500 employees in North and South Carolinas

●Competed against both TPA and Fully Insured markets. Able to understand and determine the pros and cons of each in terms of bundled and unbundled healthcare.

●Obtained series 6 & 63 certification to promote and sell group annuity programs for North and South Carolina businesses.

●Provided a total benefit solution to small and mid-cap businesses by marketing and administering group medical and pension programs.

EDUCATION/PROFESSIONAL DEVELOPMENT

Bachelor of Arts - Communication Studies

Charlotte University, Charlotte, NC

Life and Health License – NC & SC

Computer Experience

Word, Excel, PowerPoint, Publisher

AFFILIATIONS

Iredell Chamber of Commerce

Lake Norman Chamber of Commerce

National Association of Health Underwriters

SOCIAL MEDIA AFFILIATIONS

www.LINKEDIN.COM



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