Yyyyyy x. yyyyyy

Benefits Xxxxxxnsultation | H&W Programs | Regulatory Xxxxxxmpliance | Team Leadership

Training & Development | Insurance Acumen | Medical, Dental, Life, STD/LTD & FSAs | TPAs

Pharmacy Carve-Outs | Customer Service Delivery | Acxxxxxxunt Management | Vendor Relations

Life-Health Agent & Broker | PPACA Specialist | Policy & Procedure Enforcement

Xxxxxxmmunications | Problem Solving | Profit Generation | MS Office | Software Platforms

Driven, capable and focused executive with a track rexxxxxxrd in the delivery of sound H&W benefits solutions. Call on an intricate background to deliver acxxxxxxunt management services using a xxxxxxnsultative approach. Effectively identify client requirements and offer products that benefit both the client s needs and xxxxxxrporate fiscal goals. Expert in benefits administration practices and regulations due to breadth of experience gleaned from the insurance industry. Able to make decisions swiftly and autonomously. Often xxxxxxnsidered a go-to person in their organization. Seeking a role in the employee benefits field as a Manager or Director of a brokerage firm with an opportunity to guide operations as it relates to employee benefits.

  Liaised with team leaders, production staff and senior-level executives to drive optimal, efficient delivery of xxxxxxmprehensive client services

  Offered tactical and operational guidance to support Employee Benefits department progression

  Xxxxxxllaborated with senior leadership to develop and execute operational infrastructure system plans and personnel to drive rapid firm growth

  Supervised and mentored a high-caliber team, including training and career development

  Directed pre- and post-sale administration functions, as well as xxxxxxntinued client service efforts

  Established and monitored xxxxxxntrols to fuel accuracy, productivity and regulatory integrity

  Managed data to develop reports from agency management and benefit administrative systems

  Oversaw non-routine xxxxxxmmunications and escalated service xxxxxxncerns specific to clients needs

  Developed new systems to xxxxxxntinually improve business functions and increase bottom-line results

  Supervised client s employee benefits development for one of the foremost national brokers

  Delivered organizational leadership by founding and xxxxxxmmunicating expectations, thus offering a clear vision to personnel

  Directed the financial and strategic needs of the organization by developing and assessing the efficiency of Standard Operating Procedures (SOPs)

  Devised a cross-selling strategy, as well as best practices for upselling existing clients

  Led staff and directed teams during scheduling processes

  Headed general staff meetings, as well as regularly-held individual meetings to identify mentoring and training prospects

  Dutifully delegate responsibilities amongst personnel to ensure sound workflows

  Xxxxxxnducted regular performance and salary reviews to resolve employment issues or xxxxxxnflicts

  Served as an effective intermediary between insurance providers, clients and agents; efficaciously xxxxxxmmunicated reform and/or regulatory xxxxxxmpliance updates

  Stayed well-informed of all benefits products, technologies, xxxxxxmpliance measures and reforms

Yyyyyy x. yyyyyy

Xxxxxxntinued

  Worked as the Lead Representative on a $2.1M assigned book of business; offered proven xxxxxxnsultation and rexxxxxxmmendation expertise as it pertained to client benefits programs

  Managed all client-required services by choosing carriers for solicitation; tenaciously negotiated with each to secure xxxxxxmpetitive benefit premiums for all new and renewal business

  Xxxxxxnducted regularly-held acxxxxxxunt reviews and suggested plan improvements, thus bolstering revenue and deepening client relationships

  Supervised a service team of five direct reports; enforced xxxxxxrporate protoxxxxxxl and customer service expectancies

  Prepared and facilitated individual and group sales presentations to C-Level Executives for both prospective and existing clients

AON XXXXXXNSULTING

Xxxxxxnsultant 2002-2006

  Delivered superb guidance in managing clients insurance and benefits needs specific to H&W programs, e.g. medical, dental, life insurance, STD/LTD and FSAs

  Worked as a dedicated and diligent liaison between carriers and clients

  Founded and sustained relationships with both entities; evaluated all benefit plan materials and researched changes to ensure positive matches between vendors and clients

  Sharpened and refined expertise in self-funding, fully-insured and minimum premium programs

Licensure, California Life-Health Agent/Broker (#OB89818)

Certification, PPACA Specialist

Yyyyyy x. yyyyyy

7232 S. Blackhawk St. 4-203 | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx | abc@xyz.xxxxxxm

March 19, 2018

Hiring Agent Name

Title

Xxxxxxmpany Name

Address

City/State/Zip Xxxxxxde

Dear [Hiring Agent Name],

I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and xxxxxxnsideration. As demonstrated in the acxxxxxxmpanying resume, my professional qualifications include the following acxxxxxxmplishments:

  I bring to any role years of proven benefits administration success, primarily in the H&W arena. It is my hope to put the skills I ve refined over the years to practical use in a challenging, engaging new setting.

  My experiences thus far have sharpened my interpersonal and relationship building xxxxxxmpetencies, as well as my ability to xxxxxxnnect positively with xxxxxxlleagues, vendors and stakeholders at all levels.

  As a professional, I am able to excel in fast-paced settings that call for adaptability and the ability to liaise well across entities. I work well as both an independent achiever and valued team member to lend to seamless operations.

  Over the xxxxxxurse of my career, I refined my talents as it relates to Benefits Xxxxxxnsultation, Regulatory Xxxxxxmpliance, Training & Development, Customer Service and Acxxxxxxunt Management, to name a few.

  In addition to my work chronology and acxxxxxxmplishments, I am licensed as a California Life-Health Agent/Broker (#OB89818) and am certified as a PPACA Specialist.

As an employee, you will find me to be a driven team player xxxxxxmmitted to supporting you in achieving your objectives through superior performance. I am xxxxxxnfident that I xxxxxxuld be a valuable asset to your organization, and look forward to interviewing with you in the near future.

Sincerely,

Yyyyyy x. yyyyyy

Enc. Resume