Multitasking Computer-Savvy Insurance Professional
Resume:
LORETTA PACKER
MADISON, MS 39110
*******.******@*****.***
QUALIFICATIONS:
Licensed Insurance Agent with over 10 years of experience in sales; Proficient with numerous enrollment software platforms such as Harmony, Selerix, Benselect, Bswift and Employee Navigator EXPERIENCE:
June 2024 – December 15, 2024
Client Associate at Ross and Yerger
• Worked for several producer’s cases and was responsible for enrollments in town and out of town; enrolled employees in Employee Navigator; explain benefits; made group presentations; performed internal audits ensuring accuracy for enrollments and other information; handled all new hire enrollments and terminations; worked on separate sites such as Blue Cross Blue Shield, Morgan White and others to prepare quotes to submit to clients and explain benefits.
JANUARY 2007 – PRESENT
INSURANCE AGENT for Colonial Life and Accident Insurance Company
• Responsible for marketing and sales of voluntary benefits to businesses and their employees with an emphasis on business-to-business sales;
• Open new business accounts, coordinate and enroll employees in the Colonial Life benefit packages;
• Maintain customer relations by continually keeping in touch with my business contacts;
• Provide exceptional customer service by ensuring the company’s needs are met and their claims are filed and processed in a timely manner;
• Attend all National Account training offered and became NET certified;
• Attend all training classes to stay up-to-date on changes in policies and procedures;
• Assist District Manager with recruiting new agents as well as induction and training of new agents;
• Call Center experience for over 7 years handling several major national accounts and ensuring all employees’ enrollment needs were met
• Licensed in 10 states currently
OCTOBER 2017 – APRIL 2020
EMPLOYEE BENEFITS AND BENEFIT COACH, WILLIS TOWERS WATSON, CHICAGO, IL – REMOTELY
• Work remotely from home through Willis Towers with one of their most prestigious accounts as an extension of HR for 4 hospitals and several physician offices, clinics in and around the Baltimore, Maryland area;
• Answer calls through Interaction Connect with regard to PTO/Vacation, sick time, holiday pay, HR policies, qualifying life events, and Employee benefits as well as COBRA problems with claims
• Should there be an issue with any of the items mentioned above not being correct I would build a case in ASKHR (this is an employee services activity record) for issues to be sent to employee services to be resolved
• I used Lawson to access PTO/vacation balance, process address changes, to see what benefits employees signed up for and the deduction amount out of their paychecks
• In addition, I have access to Global Human Resources to view employee information, track down problem issues so that a case can be prepared
• Work with managers on issues that we will most likely get calls on as well as update training on how to address these calls. Direct employees how to look up policies and procedures, forms, on the company intranet
• Explain Insurance benefits and the process if problems occur such as if the employee has coverage issues, no cards, cobra, claims, change of life status, leave, FMLA, std, ltd, and retirement
FEBRUARY 2015 – MARCH 2016
INSURANCE AGENT FOR AFLAC
• Responsible for marketing and sales of voluntary benefits to businesses and their employees with an emphasis on business-to-business sales;
• Open new business accounts, coordinate and enroll employees in the AFLAC benefit packages;
• Maintain customer relations by continually keeping in touch with my business contacts;
• Provide exceptional customer service by ensuring the company’s needs are met and their claims are being filed and processed in a timely manner JANUARY 2014-FEBRUARY 2015
CASE MANAGER FOR HEALTHSMART
• Work on several large cases preparing websites for open enrollment ensuring all products are included and double check pricing is accurate; design web page with companies’ logo and review with clients to make sure it met with their satisfaction;
• Review monthly billing reports to ensure terminated employees were taken off the bill and to make sure new employees were added; review billing with clients and make sure all necessary changes were made;
• Assist with enrollments on daily basis on several large cases;
• Review reports and check for discrepancies
*Graduated from South Natchez High School; took college courses from Copiah Lincoln Junior College
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