Betty Wallace

Experience

• 

  Northwestern Mutual

  May 1993 - May 1998

  Administrative Assistant

  -Handled multiple functions including: receptionist, bookkeeping, marketing specialist and associate agent-Organized all necessary activities to complete the insurance application process

• 

  McLarty Automotive Group

  Oct 1998 - Aug 2003

  Staff Accountant

  -Prepared corporate payroll and file corresponding tax forms-Paid invoices and provided expense summaries-Designed meeting presentations for weekly sales reports-Met with auditors to review compliance issues-Provided 401k plan administration and updates

• 

  Transamerica

  Aug 2003 - Apr 2017

  -Provided detailed RFP packages to brokers and large employer groups-Assembled detailed product analysis for competitive bid scenarios-Created product proposals tailored to specific bids and industries-Collaborated with underwriters and actuaries to create special offers as retention incentives-Met with implementation teams to learn about new portfolio of products-Reviewed sales materials for underwriting accuracy and product clarity -Explained proposal documents and product features to agents-Trained new team members regarding systems protocol, product knowledge, and bid methodologies-Participated in workflow review for solutions (streamlining processes and linking to group master files)-Acted as back-up support staff for enrollment teams during year end and busy enrollment periods-Increased knowledge of state specific requirements, which enabled improved product placement and consistency between benefits and premiums among regions. Show less -Coordinated group enrollments with agents, enrollment systems and customers-Provided sales materials and tools for competitive bids-Trained agents regarding products, enrollment systems, commissions process-Explained group enrollments and administration to clients and brokers -Researched claims, enrollment issues and errors to assist clients and policyholders-Created personalized sales documents for intricate multi-state enrollments with several products-Prepared billing reconciliations for clients as needed and researched outages-Planned broker events to garner new relationships and educate agency candidates regarding products, underwriting offers, ease of enrollment and advantages of working with the company -Assisted clients and broker agencies with a variety of services such as online group administration & marketing-Offered training/mentoring to new CRMs Show less -Oversaw A/P related functionality for all group business activity-Provided Concur reimbursement system training, trouble shooting and support-Worked interdepartmentally with colleagues to achieve system enhancements-Measured and monitored service standards for consistency across locations-Contributed to process documentation , improvements and control implementation-Created expense management reports and analytics for executives and sales team members-Managed daily goals and production for A/P area-Completed daily balancing of A/P functions and monthly A/P related reconciliations-Handled special projects, as needed for management-Managed A/P team members Show less

  • Sr. RFP (Request for Proposal) Specialist

    Feb 2016 - Apr 2017

  • Sr. Client Relationship Manager

    Oct 2014 - Feb 2016

  • Accounts Payable Supervisor

    Aug 2003 - Oct 2014
• 

  Cornerstone

  Apr 2017 - now

  Senior Benefits Specialist

  -Formed partnership with business associate and brokerage focused on senior market-Met with customers to conduct financial reviews and provide needs-based presentations-Educated seniors regarding Medicare and various senior focused products.-Recruited licensed insurance agents and other professionals to join growing sales team-Provided detailed audits of commissions and new business processing-Offered training to agents regarding products and carrier protocol-Met with group brokers to offer product training and build relationships -Created corporate TPA to administer group business and provide individual bank drafts and policy services-Compiled marketing campaign to reach thousands of agents via text and email messages-Tracked success of open enrollment and turning 65 leads regarding sales, retention period, earned premiums and production-Built sales excitement using carrier rewards such as incentive trips, bonuses, and team competitions-Planned sales events for open enrollments utilizing joint meetings with pharmacy customers, church members, clinic customers, military members and more Show less