Client Services Manager Employee Benefits Expert

Marcy Romero

C l i e n t S e r v i c e M a n a g e r

Dedicated insurance professional with over 20 years of experience specializing in employee benefits and client service. Proven ability to manage renewals, lead onboarding processes, and provide strategic support to clients. Known for delivering high-quality service, maintaining strong client relationships, and ensuring compliance with regulatory requirements. Experienced with small to mid-market groups and adept at handling complex benefit solutions with attention to detail and efficiency.

PROFESSIONAL EXPERIENCE

2019 – 2025

Manage small group employee benefit programs and lead renewal strategies. Coordinate open enrollment processes and materials with internal teams. Conduct onboarding meetings and guide clients through implementation. Negotiate renewals and oversee submission of required documentation. Maintain accurate records and documentation using Applied Epic. Mentor colleagues and contribute to team training and development Lassiter-Ware Insurance

Client Service Manager

2002 - 2019

Hylant

Senior Account Service Representative

Handled enrollments, billing issues, ID cards, and claims support. Led orientations for new hires and organized health fairs. Collaborated with HR departments, employees, and providers to ensure smooth operations.

PROFESSIONAL SUMMARY

Youngstown College of

Business

Florida Licensed in Life,

Health, and Annuities

EDUCATION

407-***-**** *************@*****.*** 12237 John Wycliffe Blvd., Orlando SKILLS

Benefits Administration

Client Relations

Compliance Support

Open Enrollment

Onboarding

Renewal Strategy

Carrier Coordination

Problem Solving

Team Support

Time Management

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