Human Resource Account Manager

Betsy Daniel

Chesterfield, VA, *****

Phone: 804-***-****

E-mail: *************@*****.***

Professional Summary

Results-driven Benefits Manager with experience overseeing a wide range of plans, including medical, dental, vision, life, and disability. Skilled in analyzing data, identifying cost-saving opportunities, and creating innovative solutions for clients. Known for a detail-oriented approach and excellent interpersonal skills. 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 Work History

Employee Benefits Client Experience Manager

Cambridge Insurance Advisors December 2024 - June 2024

• Managed and administered employee benefit programs for a diverse client base.

• Developed and implemented strategies to promote employee engagement and satisfaction.

• Focused on enhancing the overall employee experience within client organizations.

• Supported client retention through effective communication and proactive service delivery. Employee Benefits Account Manager

Wells Insurance February 2024 - December 2024

• Audited renewal spreadsheets for accuracy and completeness.

• Prepared open enrollment files for carrier submission.

• Reviewed and processed employee changes, terminations, and enrollments via carrier portals.

• Prepared and audited contribution spreadsheets.

• Analyzed market studies to support benefit plan recommendations. Employee Benefits Account Manager

The Millen Group November 2023 - December 2023

• 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. Group Benefits Account Manager

Bankers Insurance, LLC September 2015 - August 2023

• 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.

• Developed and maintained 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.

• Managed renewal process, analyzed data to identify cost savings, and presented recommendations.

• Supported acquisition of new clients including conducting market studies.

• Functioned as liaison between client and carrier for routine issue resolution.

• Attended renewal and enrollment meetings.

(Contract Job)

(Contract Job)

(Temporary Job)

• Ensured programs aligned with plan structure, policy, and legal requirements.

• Enhanced client satisfaction through efficient benefits management services. Retention Coordinator

Digital Benefit Advisors July 2014 - February 2015

• Supported Advisors and Consultants with client retention (100+ employees).

• Obtained renewals from carrier.

• Served as back-up for Consultant or Advisor for urgent client issues.

• Coordinated with support areas for client response.

• Coordinated RFP process.

• Reviewed spreadsheets and documents for accuracy before client delivery.

• Facilitated implementation of new clients.

• Processed additions, changes, and terminations with carrier.

• Reviewed contracts for accuracy and expedited corrections with carrier. Executive Life & Health Account Manager

Asset Protection Group February 2014 - July 2014

• Supported and administered group and individual clients.

• Prepared market analysis for new/renewing business: health, dental, life, STD, LTD, voluntary benefits.

• Coordinated carrier implementation with client.

• Assisted clients with carrier issue resolution.

• Created communication materials and guided clients through onboarding. Account Manager

Dawson Mid-Atlantic D/b/a Tabb Brockenbrough & Rag August 2011 - February 2014

• Addressed billing and service issues to maintain and enhance client satisfaction.

• Evaluated client needs and developed tailored solutions to enhance benefit package.

• Provided strategic support to producers, clients, and carriers.

• Assisted in development and coordination of client-focused health and welfare products.

• Promoted strategic service delivery approaches.

• Reviewed and analyzed renewals and prepared analysis for clients.

• Engaged in open, two-way communication and timely resolution of client issues.

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