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Account Manager Employee Benefits

Location:
Glenview, IL
Posted:
October 03, 2024

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Resume:

Contact

847-***-**** (Mobile)

***********@*****.***

www.linkedin.com/in/

jenkramerglenview (LinkedIn)

Top Skills

Employee Benefits

Risk Management

Certifications

Illinois Life & Health

LTC Insurance

Education

B.A. Broadcast Communications

Southern Illinois University-

Carbondale

Jennifer Kramer

Employee Benefits & Risk Management Specialist looking for career opportunity

Greater Chicago Area

Summary

This tenacious, disciplined, and reliable team-player has over 23 years of employee benefits and employer risk-management experience.

My expertise includes managing in-person and web-based open- enrollment meetings & client presentations, customizing employee benefit guides, marketing pieces and other client deliverables, overseeing the RFP and marketing process for benefit renewals, handling new policy implementations and benefit terminations, adhering to and managing compliance related rules, regulations and updates, collaborating with team members to improve and enhance customer service, managing client conflicts, claims and billing discrepancies all while staying on top of the latest industry trends, legislative updates & vendor news.

Experience

AssuredPartners / Account Manager

June 2021 - Present (2 years 8 months) Warrenville, Illinois, United States GCG Financial, LLC / Account Manager

September 2019 - June 2021 (1 year 10 months) Deerfield, IL Better Business Planning, Inc. / Account Manager

February 2018 - January 2019 (1 year) Itasca, IL

Gemini Financial Group, LLC / President, Owner, and Account Executive April 2010 - December 2017 (7 years 9 months) Glenview, IL Page 1 of 2

New York Life Insurance Co / Account Executive, Agent, Registered Rep June 2005 - April 2010 (4 years 11 months) Deerfield, IL AXA Advisors / Account Executive, Financial Planner, Registered Rep September 2000 - June 2005 (4 years 10 months) Oak Brook & Northbrook, IL Page 2 of 2

Job Description

• Managed assigned book of business (Small/Medium/Large Group Clients)

• Drove business and identified additional revenue opportunities

• Collaborated with Account Executives and Producers to plan, execute, and track service expectations and long-term client strategies

• Analyzed client risk, coverages, and program structures

• Worked with service team to effectively manage and oversee the renewal RFP marketing process, census confirmations, rate relief requests, and carryover credits

• Initiated and managed all administration activity relative to implementing a new carrier (contract reviews, implementation meetings/calls, carrier introductions)

• Produced benchmarking reports and supplied stop-loss data and claims analysis

• Reviewed and updated client benefit packages with the goal of improving employee attraction/retention rates

• Held and coordinated engaging, in-person open enrollment meetings and web chats

• Created customized employee benefit and new hire guides, pdf fillable enrollment forms, and animated & recorded MP4 presentations

• Leveraged insurance knowledge and strong communications skills to inform and educate employees about policy coverage changes, exclusions, and insurance coverage options

• Performed compliance and post open enrollment, eligibility, benefits, rates and election audits

• Provided strong customer service & enhanced client/vendor relationships

• Processed employee elections updates and benefit terminations

• Kept organized systems for staying on top of client servicing requests

• Ensured client compliance in accordance with ERISA, COBRA, HIPAA, and ACA rules and regulations

• Handled routine client service issues ensuring accurate and timely issue resolutions

• Kept a log of all service requests & weekly log of new business submitted, quotes issued and policies written

• Developed a customized marketing program that provided employers with enhanced educational opportunities

• Published a monthly newsletter

• Attended regular compliance training and vendor educational seminars

• Developed and maintained extensive knowledge of insurance coverage options and market differentials

• Managed time effectively to prioritize workload, servicing requests, and marketing timelines

• Accurately maintained and secured client files

• Consistently met activity timelines, quality metrics, and goals

• Trained, guided, and mentored peers



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