Executed a variety of account management functions by addressing matters dealing with enrollment, claims and administration. Supported numerous sales representatives by assisting with the promotion, sale, service and retention of cases of all sizes. Attended enrollment meetings and benefit fairs and conducted presentations in an effort to review and clarify questions and raise enrollment. Gained extensive knowledge in rating, quoting and process regulations by designing appropriate plans for groups. Conducted follow-up investigations with producers on outstanding proposals. Implemented new policies by completing field underwriting procedures, creating communication materials such as benefit packets, conducting enrollment planning and electronically submitting sold cases. Corresponded with producers and underwriters to assess and negotiate renewals and develop appropriate plan design alternatives to fit all clients’ needs.

Served over 1,000 music federation members daily through verbal and written communication dealing with medical insurance, escrow billing, pensions, trust funds, dues and artist contracts. Expertly audited financial spreadsheets, identified an overcharge and obtained a refund which dramatically reduced organization expenses. Analyzed, corrected and updated accounts in order to balance and compile spreadsheets to assist the secretary/treasurer in monitoring financial transactions.