Experience

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  Sentry insurance

  Jan 1992 - Jan 2001

  Supported the Director of Claims Litigation, the Staff Counsel Attorneys and conducted research for over 500 claims examiners throughout four regional locations. Also worked in the Corporate Legal Department and filed changes on our Separate Accounts with the SEC, wrote Summary Plan Descriptions and conducted research for the six Corporate Attorneys.

  • Paralegal

    Jan 1992 - Jan 2001

  • Paralegal

    Jan 1992 - Jan 2001
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  Securian financial group

  Mar 2001 - May 2004

  Supervisor - data exchange

  Worked in the Retirement Services division of Securian Financial Group. My team was responsible for the tranmission of data on all of the retirement plans serviced by Securian. I had an awesome team of 12 members that worked very hard to get the data timely and electronically, while providing great customer service.

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  Securian financial

  Jan 2005 - Jan 2015

  Manager, springfield branch office

  Securian Financial Group is a Mutual Insurance company employing 6,500+ associates and is the ninth-largest group insurance writer in the country with over $1.4T insurance in force. Focused on insurance, investments, and retirement products, this A+ rated company by the top four rating agencies in America, provides group life insurance to large employers (5,000 or more employees) and individual states and large associations. Minnesota Life Insurance is the group life division for Securian Financial Group.Managed the Springfield Branch office and group life insurance plans for the States of Illinois and Indiana, Hospital Sisters Health System, and Illinois Toll Highway Authority totaling over $115M in annual premiums. Supervised six associates. • Managed a $2.5M annual budget. Assisted the group division traveling nationwide to attend benefits fairs of other clients including (Disney, Berkshire Hathaway, Amazon, United Airlines, Toyota, Mercy Hospital, Revlon etc.) and participated in finalist meetings. • Established a strong relationship with the Deputy Director of Central Management Services (CMS) in the State of IL to assure continued account satisfaction. • Onboarded, trained and assisted 400+ Group Insurance Representatives located throughout the State of Illinois. • Worked closely with state contacts, attended Senate subcommittee hearings, and provided monthly, quarterly, and annual reports to all clients. • Prepared RFP responses on large state plans resulting in securing 100% renewal contracts. • Attained 97% retention through exceptional customer service. Show less

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  Granite valley forest pdts inc

  Jan 2015 - Jan 2016

  Human resources manager

  A hardwood company with state-of-the-art facilities and four locations throughout Wisconsin supplying craftsmen and companies across the country with specialized hardwoods. 160+ employees. Only HR member on the staff for all four locations. Member of the Executive Team and participated in the development of strategic plans and growth strategies. • Recruited, hired, and onboarding training in safety, benefits, a review of company policies for all four locations. • Saved 35% on insurance premiums by implementing a new 401(k), health, dental, and voluntary benefits programs.• Engaged a new payroll company to improve the efficiency of payroll processes.• Re-organized key leadership positions, including the Director of Sales role. Resulted in record sales and improved efficiencies.• Coached Supervisors and Team leaders on employee development. Show less

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  Populus group

  Jan 2015 - Jan 2020

  Consultant - benefits training and open enrollment presentations

  Populus Group is an employment contract firm connecting benefit advisors across the country with 5,001-10,000 employees.Work with 15-20 Securian clients annually attending benefit fairs and facilitating enrollment meetings.• Presented on a variety of products including group life insurance and individual term insurance products, travel assistance, accident insurance, and critical illness plans. • Educated employees (members) on the insurance benefits and ancillary products provided to them. • Provided employer reports including on number of members attending functions, and important topics covered. • Successfully partnered with United Airlines, Walt Disney, Amazon, Mercy Hospital System, Toyota and Intel Corp and several other Fortune 500 companies. Frequently requested to service their future benefits needs. Show less

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  Avergent

  Jan 2020 - now

  Benefits advisor

  A rapidly growing boutique benefits advisory company using data analytics and proven practices, to design health benefits plans that can reduce health care spending by 20% or more while achieving better health outcomes. Serve clients through Health Rosetta advisor program, providing access to advisors to share best practices, new ideas, and proven results from across the country.Collaborate with employers nationwide to design health insurance programs that are cost-effective, all-encompassing, and consumer-driven to improve the healthcare experience for the members and employers. • Deliver sales presentations and facilitate round table seminars for prospective clients. Currently, manage 20 accounts.• Prepare and deliver open enrollment presentations.• Respond to customer questions regarding employee coverage, account management, and operational issues.• Prepare proposals, negotiate renewals, and architect health plans customized to the needs of employers. • Prepare and deliver monthly reporting metrics to employers to demonstrate savings and accountability. Show less