Work History
Group Benefit
Account Manager
Betsy
Daniel
Contact
Address
Chesterfield, VA, US, VA,
23235
Phone
*************@*****.***
Skills
Account Analysis
Account Management
Group Benefit Plan Design
Onboarding Open
Enrollment
Analyze Market Study
Proficient in Excel
Proficient in EPIC
Proficient in Word
Proficient in Office 365
Results-driven Benefits Manager with experience includes overseeing a wide range of plans, including medical, dental, vision, life and disability. Handles company-wide maintenance needs as well as new hire and open enrollment processes. Skilled in analyzing data, identifying cost-saving opportunities, and creating innovative solutions for client. Known for a detail-orientated approach and excellent interpersonal skills.
Employee Benefits Account Manager
The Millen Group
Assisted with open enrollment processes during 4th quarter.
Prepared Benefit Guides.
Worked effectively in fast-paced environments.
Processed open enrollment applications.
Assisted with implementation of new clients and
collecting necessary documents from carriers.
2023-11 -
2023-12
Group Benefits Account Manager
Bankers Insurance, LLC
Evaluated different providers offering range of
services, coverages and plan options to pick optimal choice.
Oversaw open enrollment processes.
Educated new hires about different benefit plans.
Develop and maintain positive relationships with
clients.
Managed book of business with 5 to 400 employees
Book of business was 100 clients with annual revenue of approximately $900,000.
Served as primary contact for all client needs
related to their group benefit plans.
Responsible for managing renewal process to
include analyzing data to identify cost savings and presenting recommendations to client.
Support acquisition of new clients to include
conducting market studies.
Function as main liaison between client and carrier when specific routine problems need to be resolved. 2015-09 -
2023-08
Attend renewal and enrollment meetings.
Kept programs in line with plan structure, company policy and legal requirements.
Enhanced client satisfaction by providing efficient and accurate benefits management services
Retention Coordinator
Digital Benefit Advisors
Supported Advisors and Consultants with retention of clients of 100+ employees.
Obtained renewals from carrier.
Served as back up for Consultant or Advisor for
urgent client issues (claims, ID, member service) and coordinated with other support areas to respond.
Coordination of RFP process
Review spreadsheets and documents for accuracy
prior to sending to client.
Facilitated implementation of new clients
Processed additions, changes and terminations with carrier
Reviewed contracts for accuracy and expedited
corrections with carrier.
2014-07 -
2015-02
Executive Life & Health & Health Account
Manager
Asset Protection Group
Support and administration for group and individual clients
Prepare market analysis for new and renewing
business to include health, dental, life, STD, LTD or voluntary benefits.
Coordinate carrier implementation with client.
Assist client as advocate when specific problems
need to be resolved with carrier.
Assist with implementation of new clients including creating employee communication materials and
guiding clients through onboarding process.
2014-02 -
2014-07
Account Manager
Dawson Mid-Atlantic D/b/a Tabb Brockenbrough &
Rag
Addressed problems with billing, and service issues 2011-08 -
2014-02
to maintain and enhance client satisfaction as
needed.
Evaluated client needs and developed tailored
solutions to enhance benefit package.
Responds to customer needs in manner that
provides added value and generates elevated level
of customer satisfaction.
Provide strategic support to producers, clients and carriers.
Assists with development and coordination of client focused health and welfare products.
Promote strategic approach to service delivery.
Review and analyze renewals and prepare analysis
for delivery to client.
Engage in effective, open, two-way communication
and timely resolution of client issues.
Respond to customer needs in manner that provide
added value and generates elevated level of
customer satisfaction.