Service Manager Account

Luisa DiCicco

Gibbsboro, NJ ***** *856-***-**** * *****.*******@*****.*** * Luisa DiCicco LinkedIn

My career has revolved around the insurance industry for 18 years. I’ve worked for several multi benefit brokerage companies and my duties have focused on the ability to assess clients’ needs and to work toward achieving the right solution for them. In addition, I’ve fostered relationships, which emphasized the importance of continued education regarding compliance and their legal requirements by size and state. As a manager, my goals have been to ascertain my team’s strengths and to utilize those assets to their utmost potential.

Experience:

Arthur J. Gallagher 7/2015 – Present Consultant / Senior Client Manager

Lyons Companies 9/2014 – 7/2015 Senior Account Manager

Arbor Group / Model Consulting 12/1/2005 – 9/2014 Client Service Manager / VP of Group Benefits

Duties:

Project Management which include creating processes internally to increase productivity and efficiency.

Represent and negotiate rates and plan options with insurers on behalf of clients to secure optimal, cost competitive health and welfare benefit plans.

Evaluate, determine and recommend alternative coverages, pricing options and plan design changes based on economic analysis of available plan elements.

Continually review efficiencies within the department to insure appropriate processes are in place.

Remain current on the dynamic competitive insurance environment, appropriate underwriting techniques, and underwriting protocols which include planning and coordinating monthly carrier lunch and learn meetings.

Work closely with Account Analysts to develop quote request on presentations to clients while reviewing renewals/proposals for accuracy.

Create and maintain client policy activity reports for each assigned client. Associated processes and protocols must be strictly followed.

Effectively communicated with my clients regarding underwriting timeline adherence, new or adjusted processes, innovative ideas, and expectations.

Created customized communication pieces to educate employees on their benefits.

Conduct open enrollment meetings and ongoing education for employees regarding their benefits.

Conduct wellness system reviews to determine the best fit for the client.

Coordinate wellness initiatives which include systems reviews, wellness calendar planning and wellness fairs.

Assisted human resource professionals in creating carrier connections between their payroll and carrier systems.

Directed human resource representatives in adherence of their annual timeline of compliance notices, IRS filings (5500, PCORI Fees), changes and updates in laws on FMLA, Health Care Reform and payroll compliance.

Knowledgeable in Market Place, Medicare (CMS), Individual insurance and Trust.

Skills:

Proficient in Microsoft Office

Bilingual in Spanish - Intermediate

Knowledgeable in many client databases

Insurance Licenses held: Life, Health and Accident in the states of NJ, PA, DC, DE, MD and NY

Contact this candidate