Andrée-Ann Yelle
Granby,QC
Summary
Experienced Group Benefits Analyst with expertise in data analysis and risk assessment, enhancing client satisfaction through strategic financial recommendations. Demonstrated success in driving sales and optimizing employee benefit plans, contributing to improved business outcomes. Strong communication and problem-solving skills, committed to continuous professional development.
Overview
19
19
years of professional experience
Work History
Group Benefits Analyst
Canada Life
05.2021 - Current
- Responsible for analyzing data, identifying plan design and making basic pricing decisions to assist in driving new sales and renewing existing employee benefit plans:
- Actively promote financial recommendations regarding new business and renewal pricing
- Liaise with head office to underwrite new business
- Recommend plan design and product solutions to sales representatives through the analysis of client claiming patterns and withing a financial advisor's book of business.
- Lead and design local sales tracking reporting tools
Disability Case Manager, short term, long term disability and waver of premiums
UV Mutuel
02.2017 - 05.2021
- Evaluate various types of claims to determine eligibility for benefits and make decisions consistent with service standards
- Communicate with participants, policyholders, lawyers, doctors, etc
- Answer difficult phone calls
- Develop, communicate and execute case management plan;
- Conduct telephone interviews with applicants;
- Identify and assess non-medical barriers as well as functional abilities after a disability;
- Negotiate and create return to work programs with plan members and sponsors;
- Calculate benefits during a gradual return to work insuring accuracy of amounts.
Disability Case Manager, short term, long term disability and waver of premiums
Humania Insurance company
06.2016 - 02.2017
- Same description as above
Non-Litigated Claims Analyst
Sun Life Canada
10.2013 - 06.2016
- Prepare and send settlement offers, selecting appropriate documentation based on case type, and manage related administrative tasks.
- Communicate effectively with stakeholders-including plan sponsors, members, legal and medical professionals-via various channels.
- Maintain and update internal systems and databases, identify and manage case files, and provide technical support and training resources.
Disability Case Manager, short term, long term disability and waver of premiums
Sunlife Canada
09.2008 - 10.2013
- Same description as above.
Disability Payment Specialist
Sunlife Canada
07.2006 - 09.2008
- Manage permanent files and ensure accurate benefit calculations during gradual return to work, including necessary file adjustments.
- Conduct follow-ups on overpayments, reimbursements, ongoing disability confirmations, and benefit terminations (e.g., at age 65).
Education
Bachelors of Arts - Urban Studies
Concordia University
Montreal01.2005
Skills
- Ability to work under pressure
- Risk assessment
- Data analysis
- Claims management
- Adaptability to change
- Analytical thinking
- Priority management
- Decision-making
- Attention to detail
- Problem-solving
- Sales expertise
- Professional demeanor
- High motivation
- Team collaboration
- Customer service experience
- Desire for learning
- Ambition and independence
- Effective communication
Languages
French
Native/ Bilingual
English
Full Professional
References
References available upon request.
Timeline
Group Benefits Analyst
Canada Life
05.2021 - Current
Disability Case Manager, short term, long term disability and waver of premiums
UV Mutuel
02.2017 - 05.2021
Disability Case Manager, short term, long term disability and waver of premiums
Humania Insurance company
06.2016 - 02.2017
Non-Litigated Claims Analyst
Sun Life Canada
10.2013 - 06.2016
Disability Case Manager, short term, long term disability and waver of premiums
Sunlife Canada
09.2008 - 10.2013
Disability Payment Specialist
Sunlife Canada
07.2006 - 09.2008
Bachelors of Arts - Urban Studies
Concordia University
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