Benefits Specialist Regulatory Compliance

SUSAN SCOTT

*********@*****.*** 301-***-**** Washington, DC 20019

Summary

Result driven resource benefits specialist with several years in benefits coordination. Advocates positive relationships between employees and employers.

Proven expertise in products, services and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting objectives.

Skills

Documentation abilities

Reporting abilities

Regulatory compliance understanding

Account management expertise

Policy analysis

Customer Service

Client Relations

Regulatory Compliance

Policy Knowledge

Marketing Strategies

Policy adjustment knowledge

New Client Acquisition

Training Specialist

Experience

Aflac Washington, DC

Benefits Specialist

01/2004 - Current

Develop and implement comprehensive insurance plans for clients according to their individual needs.

Assess customer risk levels and recommend appropriate coverage options.

Educate customers on the importance of maintaining adequate insurance coverage.

Ensure compliance with applicable laws, regulations, and company policies while selling insurance products.

Resolve customer complaints in a timely manner to maintain high satisfaction levels.

Develop relationships with new clients through cold calling and referrals from existing customers.

Maintain accurate records of all insurance transactions using computer software systems.

Participate in continuing education courses to stay current on industry trends and changes in regulations.

Advise customers on the best ways to minimize risks associated with their assets.

Generate reports detailing sales activities, client interactions, and progress towards goals.

Prepare documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

Schedule meetings with prospective clients to discuss available products and services.

Explain complex technical terms related to insurance plans in simple language for easy understanding.

Gather detailed information from customers prior to offering quotes or making recommendations.

Respond quickly and accurately to inquiries from clients regarding their coverage plans.

Explain different options to prospective clients, encouraging sale of insurance policies that best fit needs.

Research insurance plans to find good options for clients' needs.

Education and Training

West Virginia State University West Virginia

Howard University Washington, DC

Certifications

Life and Health License

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