Account Manager Employee Benefits

Nancy D Jerger

*********@*****.*** 513-***-**** *678 Fallshill Circle, Cincinnati, OH 45231

SUMMARY:

I am a Licensed Life, Health & Annuity professional, with 30+ years of experience. I enjoy problem-solving and challenges, I am passionate about building relationships with clients and assisting with their needs. I enjoy using my knowledge and experience to help others. I have various skills in account management, benefits administration, sales & service. My passion is really in the Employee Benefits arena. I thrive to join a brokerage agency where I can again work with clients.

PROFESSIONAL EXPERIENCE:

Outreach Executive - Finneytown Office

Oak Street Health, Cincinnati, OH (8/2024 - 12/2024)

Responsible for meeting monthly goals by scheduling WV (welcome visits) and WRV (wellness review visit)

Attend daily events in the community (food pantries, senior citizen centers) to gather leads for contacting potential patients with Medicare (part B)

Utilize Salesforce for entering new leads and completing daily tasks

On-Site Account Representative at Miami University

Aetna Insurance, Oxford, OH (6/2020 - 8/2024)

Run all orientation meetings for 1st year students, international students and graduate students, and regional campuses

Maintain office hours daily for in-person visits, emails and phone calls

Responsible for implementation of plan and maintaining enrollment numbers

Assist Miami with reconciliation of invoice and bursar accounts and run the health insurance program at Miami University

Account Manager / Office Manager

Workplace Benefit Solutions, Mason, OH (2018 - 2019)

Prepare enrollment packets for enrolling new business

Submit applications to carriers for enrollment of supplemental benefits (accident, cancer, critical illness, hospitalization, life, STD, dental and vision)

Prepare folders for prospective clients with product information

Order supplies for packets and assemble all material, order office supplies for running office

Make cold calls to solicit new business and schedule appointments

Pre-Sale Specialist

Reliance Standard Life Insurance, Cincinnati, OH (2016 - 2018)

Prepared ancillary line quotes and created proposals for existing and potential clients.

Communicated with sales reps to create the expected deliverable to broker.

Client Service Assistant/Associate

Hylant, Cincinnati, OH (2013 – 2015)

Administered employee benefits for as many as 38 organizations, including a large school district, for this private insurance broker. Programs included medical, dental, vision, wellness, and disability.

Prepared RFP for carriers and evaluated proposals/responses.

Communicated with carriers to resolve billing and claim issues and obtain information for members.

Contributed to business growth by developing a working relationship with clients by always being available for assistance.

Account Manager/Marketing Coordinator/Team Conversion Trainer

Wells Fargo Insurance Services USA, Cincinnati, OH, (2000 – 2011) - (Acquired by USI in 2016)

Managed accounts ranging from 2 to 2,000 employees for this large broker’s employee benefits division.

Prepared RFPs for fully insured and self-funded medical, dental, life, disability, and other voluntary products.

Prepared and delivered presentations on renewal and current benefit plans and rates, and also new plan options.

Worked with account executives and senior account managers to coordinate marketing and renewals.

Provided assistance to members regarding benefit plans, FMLA, Cobra, and other items.

Scheduled training sessions, carrier luncheons, and other events.

Selected to team that carried out the migration to Benefit Point. Conducted department training.

Improved efficiency by designing new spreadsheet templates for each line of coverage.

Customer Service Rep/Operations Representative/Assistant Supervisor

Anthem Blue Cross Blue Shield, Cincinnati, OH (1995-2000)

(Formerly Community Mutual Blue Cross Blue Shield, and Paragon Health System)

Gained valuable expertise with customer service, COB, subrogation, pre-existing conditions, CPT codes, ICD9 codes, processing claims, including both HCFA and UB92 and working with appeals, Medicare, and other issues. Correspondent between sales and broker. Handled larger groups claims and billing issues.

EDUCATION:

Associate of Applied Business, University of Cincinnati, Cincinnati, OH (1987 - 1989)

Majored in Financial Services Management

Concentration in Business/Real Estate Management

Nursing Coursework and Clinical experience, Galen College of Nursing, Cincinnati, OH (2012 - 2013)

Clinical rotations in nursing home and hospital

Medical Terminology

Trained and utilized EPIC

LICENSE:

Life, Health & Annuity License #199222, NPI #1806039 (1993 - Present) Ohio and California

SOFTWARE/PROGRAMS:

Salesforce, Share point, Quickbase, MS Office products, including Excel and Outlook, Zywave, Benefit Point, Form Fire, CBDdoc, AS/400, Impact/Impress, PACS, Agency bloc, EPIC

Affiliations:

Toastmasters International – Kroger Food for Thought (2008 - 2011) and Aetna (2024)

National Student Nursing Association (NSNA) & Student Nursing Association Galen (SNAG) (2012-2014)

Community Involvement/Volunteering:

Matthew Ministries, Alzheimer walk, American Heart Association - Go Red for Woman, Mayor’s Corporate Challenge, Ronald McDonald House, Hands for Hunger, People Working Cooperatively, Habitat for Humanity, Mt. Washington Elementary School Semi-Annual Clothes Shop, ran concessions and beer sales at GABP, PayCor stadium, and Heritage Bank Center.

Contact this candidate