Experience

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  Wilson albers

  Oct 1992 - Jan 2025

  • Manage the day-to-day operations of the Client Support department to include customer service support, policy and procedure development, compliance, quality assurance and continual improvement activities to ensure client retention and business growth, including the supervision of program staff. • Oversee and manage the recruitment, screening and selection of staff.• Provide guidance and mentorship to staff, developing and overseeing training plans, creating and reviewing performance standards, overseeing and coordinating quality assurance.• Oversee Wilson Albers Employee Benefits compliance services.• Collaborate with the Executive Leadership team in tactical planning to support agency objectives. Show less • Responsible for account management to a select list of accounts that are larger and more complex, to include self funded medical plans. • Provides technical and analytical support for these more complex accounts. • Monitor the renewal process, including participating in in strategy sessions with the benefits advisor, managing the market evaluation process, managing implementation, coordination of DOL/ERISA filing and other compliance issues, managing the delivery of client reports, and other client service activities as appropriate. Show less

  • Sr. Director of Client Support Services

    Jan 2022 - Jan 2025

  • Manager of Client Services

    Jun 2012 - Jan 2022

  • Sr. Account Manager/Analyst

    Jan 2003 - Jun 2012

  • Employee Benefits Specialist

    Oct 1995 - Jan 2003

  • Executive Assistant

    Oct 1992 - Oct 1995
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  Alera group, inc.

  Dec 2024 - now

  Eb client services