Natalie LIPSCHULTZ
Burnaby
Summary
A career Life Licensed Administrator with a Group Benefits Associate Designation and several years’ experience in the insurance industry. Proactive with a strong work ethic and demonstrated ability to work autonomously or as a member of a team. An effective communicator with excellent customer service skills and strong attention to detail. I have aided with clients' renewals, analytics, and marketing, while maintaining day to day communications alongside various internal and external roles.
Overview
13
13
years of professional experience
Work History
Senior Health and Benefits Analyst
HUB International Limited
01.2020 - 01.2025
- Supports clients’ Group Benefits Renewal by negotiating annual premiums with the insurers, analyzing data including demographics and claims experience, creating reports and presenting the renewal direct to the client
- Perform quarterly and annual financial analysis for a broad range of clients in a variety of industry sectors
- A key Analyst in marketing HUB’s largest public sector Benefits plan
- This includes working with internal and external stakeholders, a public procurement entity, analysis and record holding of the Benefits plan current design, future projections, questionnaires and gap analysis
- Aided in creating content for HUB’s Health and Performance team for brochures, communication pieces and various external messaging
- Point person for annual client conference which included contracting venue, booking and contracting speakers, creating content and taking the lead in person during the conference
- Provide direct day-to-day problem solving support for clients in relation to their group benefits programs
- Attends client meetings including new group implementations, employee meetings, problem solving sessions, and general relationship building events
Client Service Representative, Group Benefits
Green Shield Canada
01.2017 - 01.2020
- Works alongside the Account Executives, Account Managers and internal departments to be the face of GSC to the customers and plan advisors
- Maintains positive relationships with existing clients through phone calls, emails, presentations and face to face interaction
- Communicates regularly with plan administrators and plan advisors in answering questions and problem solving their issues including claim escalations and details
- Educates and empower clients and plan advisors on GSC processes and tools such as plan administration online, which includes face to face presentations or conference calls
- Plays a key role in implementing new clients or plan amendments and facilitating unique enrolment and benefit administration requirements
- Attends client meetings including new group implementations, employee meetings, problem solving sessions, and general relationship building events
Group Benefits Administrator
ICBA Benefits Services Ltd.
01.2016 - 01.2017
- Company Overview: ICBA Benefit Services Ltd
- (BSL) first approached the insurance industry by meeting the unique health and benefit needs of small construction companies across British Columbia
- Maintains positive relationships with existing clients through phone calls and emails
- Assists plan member and company plan administrators with various day to day functions
- Answers inquiries regarding Group Benefits, coverages and aspects available through each members’ plan
- Facilitates claims and “case by case” situations between the insurance companies and plan members
- Coordinates directly with Great West Life Insurance, Desjardins Insurance and Green Shield Insurance companies daily
- Monthly accounting functions via Excel Spreadsheets
- Daily use of all Microsoft Office products and Outlook email
- ICBA Benefit Services Ltd
- (BSL) first approached the insurance industry by meeting the unique health and benefit needs of small construction companies across British Columbia
Program administrator
Bingham Group Services Corp.
01.2012 - 01.2016
- Company Overview: Program Administrator for Canada’s leading Third Party Administrator and Managing General Agent in the business of creating, marketing and administering group creditor insurance products
- Assisted and supported BGS’ distribution network in assessing and monetizing their lines of business
- Managed day to day operations of business flow, spearheaded the development of new and current accounts including delegating needed tasks and assignments
- Established and maintained business relationships with brokers, agents and dealerships across Canada
- Provided exceptional customer service by being the liaison between customers and the respective insurers
- Further increased responsibility by taking on a leadership role on specialty programs and projects
- This included assisting in the crafting of a specialty Property and Casualty product with Sovereign General Insurance
- Communicated daily with each respective insurer’s Underwriting Team, Accounting Team, Banking Team and Actuarial Team
- Developed system processes alongside a team of system analysts and programmers, which included the integration of multiple online platforms and web services
- Administrative functions included data entry of new business, cancellations, customer refund requests and banking withdrawal
- Daily use of all Microsoft Office products and Outlook email
- Program Administrator for Canada’s leading Third Party Administrator and Managing General Agent in the business of creating, marketing and administering group creditor insurance products
Education
Group Benefits Associate (GBA) Designation - Working Towards Full CEBS Designation
Dalhousie University
Life, Accident and Sickness Insurance Licensed Agent - LLQP Program, Insurance Council of British Columbia
Advocis
Business Administration Diploma - Honours
CDI College
Surrey, BCSkills
- Data Analysis in Excel
- Employee Collaboration Expertise
- Benefits Program Administration
- Strategic Benefits Planning
Professional Highlights
- Professional Group Benefits Administration and Analyst
- Client Service Representative
- Written Communications both Professionally and Volunteer
- Group Benefits Associate (GBA) Designation
- Data Analytics
- Comprehensive Volunteer Profile
- Presentation Skills
- Interview, Workshops and Panelist
Timeline
Senior Health and Benefits Analyst
HUB International Limited
01.2020 - 01.2025
Client Service Representative, Group Benefits
Green Shield Canada
01.2017 - 01.2020
Group Benefits Administrator
ICBA Benefits Services Ltd.
01.2016 - 01.2017
Program administrator
Bingham Group Services Corp.
01.2012 - 01.2016
Business Administration Diploma - Honours
CDI College
Group Benefits Associate (GBA) Designation - Working Towards Full CEBS Designation
Dalhousie University
Life, Accident and Sickness Insurance Licensed Agent - LLQP Program, Insurance Council of British Columbia
Advocis
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