Jean H

Health and Benefits Account Manager


Account Manager

Education Level:


Will Relocate:



Summary A self-motivated professional with over 15 years of comprehensive experience working in Consulting Firms and Fortune 500 companies. Strong knowledge in account management, insurance brokerage firms, and health benefit administration with excellent customer service skills. Managed multiple client accounts and able to meet strict deadlines. Exceptional strengths and knowledge in the following areas: * Participate in client strategy meetings, renewal meetings, and any other meeting supporting client service delivery * Prepare special reports by collecting, analyzing, and summarizing information and trends * Track, update, and ensure resolution of all client projects in a timely manner * Manage vendor implementations of new benefit plans * Knowledge with HRIS systems and Online Benefit Administration systems such as: Benesyst, Benetrac, Paylocity & BenefitFocus * Strong internal benefit plan knowledge for each client/group assigned * Work with a variety of vendors to process claims, transfer files, and resolve data errors * Familiar with regulatory compliance and laws related to health and welfare such as ACA, COBRA, FMLA * Review benefit plan summaries, contracts, and plan documents for accuracy * Resolves employee questions and problems by interpreting benefit policies and procedures * Facilitate employee open enrollment and new hire meetings * Develop client communications for open enrollment such presentations, brochures, and employee handouts MERCER 2012-2016 500 lives multi-state locations). Developed solid partnership with clients' HR managers and support staff, assisted with any service related benefit issues, researched insurance claims or vendor billing issues. Responsible for the day to day on approx. 20-30 assigned client accounts (varying in small/mid-sized groups from * Managed implementation of new lines of coverage and carrier changes to ensure smooth transition completed all new/renewal business paperwork and internal documentation. * Conducted open enrollment group meetings at client sites * Requested Schedule As for clients IRS Form 5500 filings. Reviewed plan documents summaries SPDs and contracts for accuracy Completed day to day workload considering new business renewal daily responsibilities for each account assigned in a timely manner ensuring deadlines were met. Attended onsite and offsite client meetings and health fairs as necessary.





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