Dynamic and decisive leader with excellent planning and problem-solving abilities. Ready to pursue new professional challenges and career advancement with a growing company.
Overview
12
12
years of professional experience
Work History
Individual Insurance Associate
Yellow Raincoat Benefit Consultants Inc
02.2022 - 04.2023
Correspondence with multiple insurers regarding underwriting process
Investigate and respond to client inquires, process personal changes, request missing or incomplete information
Efficient document completion, report processing and commission tracking
Managed time efficiently in order to complete all tasks within deadlines
Developed and maintained courteous and effective working relationships.
Resolved problems, improved operations and provided exceptional service.
Wellness Department Manager
Sobeys Inc, Safeway
07.2019 - 08.2022
The efficient and fiscally responsible operation of the Wellness (Rachelle Béry) Department and Natural/Organic Grocery department
Increased overall sales to achieve top 3 store sales in Alberta
Assist customers in choosing products for their specific needs and concerns, while maintaining information shared about their personal health and well-being in the strictest of confidence
Demonstrate exceptional product knowledge, including awareness of product changes, promotions, and seasonal trends
Work with vendors and Sales Representatives to order and supply necessary products for department, as well as manual ordering from individual supplement companies
Directly responsible to ensure the department achieves all financial targets and maximizes sales and margins, including appropriate sales forecasting, variance analysis and correction, and labor cost control
Sales Administrator
Olympia Benefits Inc
01.2015 - 01.2018
Worked with Insurance Brokers to advise on appropriate products for their clients
Set up and administer Health Spending Accounts
Ensure accuracy in each employee enrolment file, communicated with both Agents and Company Plan Administrators to correct any discrepancies
Processed Agent commission payments, as well as claims reimbursements for employees
Processed EFT payments and returns, credit card payments and deposits of claim funding checks
Handled customer relations issues, enabling quick resolution and client satisfaction.
Migration Administrator
GroupSource LLP
07.2014 - 12.2014
Acquired by GroupHEALTH Benefit Solutions in, Worked with the IT Department of GroupHEALTH to migrate data from GroupSource's old billing and claims systems to WEBS the in-house designed software from GroupHEALTH
Ensured accuracy in each employee record ensuring no disruption in benefits
Thorough audit of each billing statement prior to being finalized and delivered to the client
Led projects and analyzed data to identify opportunities for improvement
Exceeded goals through effective task prioritization and great work ethic.
Benefits Administrator
GroupHEALTH Benefit Solutions
07.2011 - 07.2014
Managed and administering group benefits to a large number of clients (300+ companies) both unionized and non-unionized
Expedited benefit delivery by establishing working relationships with benefit providers
Processed monthly remittance and reconciliation for various benefit plans
Complying and analyzing new business material in order to set-up new client accounts
Liaison between New Business and Administration departments to review and audit new accounts for accuracy
Reviewed benefits paperwork for accuracy and completeness
Resolved issues and inquiries from plan participants regarding health benefits and deductions through telephone, email and in-person interactions
Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
Education
Life License Qualification Program (LLQP) - Life, And Heath Insurance, Seg Funds And Annuities
Advocis Learning
Calgary, AB
07.2023
Natural Nutrition Diploma - Holistic And Natural Nutrition
Canadian School of Natural Nutrition
Calgary
06.2018
Diploma - Computer Information Systems
British Columbia Institute of Technology
Burnaby, BC
06.2005
Bachelor of Science -
University of Calgary
06.2000
Skills
Electronic Authorization Processing
Procedure Development
Microsoft Office
Claims Preparation
Policy Requirements and Eligibility
Work Organizing and Prioritizing
Secure Data Practices
Account Management Expertise
Building Relationships
Associate Training
Administrative Support
Timeline
Individual Insurance Associate
Yellow Raincoat Benefit Consultants Inc
02.2022 - 04.2023
Wellness Department Manager
Sobeys Inc, Safeway
07.2019 - 08.2022
Sales Administrator
Olympia Benefits Inc
01.2015 - 01.2018
Migration Administrator
GroupSource LLP
07.2014 - 12.2014
Benefits Administrator
GroupHEALTH Benefit Solutions
07.2011 - 07.2014
Life License Qualification Program (LLQP) - Life, And Heath Insurance, Seg Funds And Annuities
Advocis Learning
Natural Nutrition Diploma - Holistic And Natural Nutrition
Canadian School of Natural Nutrition
Diploma - Computer Information Systems
British Columbia Institute of Technology
Bachelor of Science -
University of Calgary
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