PROFILE
Senior Benefits Professional with core competency in providing superior client service. Knowledge of pension plans and governing regulations; experienced public speaker. Expert with documentation and tracking of client contacts. Ability to deal with a diverse client base, including seniors, the disabled and those in the midst of career and life transition. Reputation for being articulate with a calm demeanor; professional and detail oriented. Highly ethical.
SUMMARY OF QUALIFICATIONS
* Persuasive communicator with presentation and negotiation skills
* Resourceful problem solver with ability to resolve conflict
* Strong organizational and strategic instincts
* Involved in community outreach for non-profit organizations
* Knowledge of Arizona laws and government policy and procedures
TECHNICAL SKILLS
Proficient with WORD, Excel, Power Point, Outlook, Peris, Peris On-Line, AS400, Oracle
PROFESSIONAL EXPERIENCE
State of Arizona - Phoenix, AZ 10/2010 - Present
SENIOR BENEFITS ADVISOR
* Assist retirement system members by explaining complex system policies and procedures.
* Research senior issues of possible fraud or theft.
* Calculate pension benefits.
* Provide member account support to divisions within Arizona State Retirement System.
* Training of new hires.
* Mentor and coach new hires.
* Received numerous testimonials for providing exceptional customer service.
Longevity Alliance, Inc. - Chandler, AZ 7/2009 – 10/2010
PERSONAL HEALTH PLAN ADVISOR
* Service and educate 200+ seniors age 65 and over in Medicare options monthly.
* Partner with 17 private insurance companies, offering a variety of Medicare options to seniors age 65 and over.
* Provide competitive analysis through web-based tools and matrix systems to research methods related to Medicare Insurance products.
* Follow-up on enrollment status and trouble shoot issues, problems, and complaints.
* Investigate potential over-the-phone fraud related issues.
Colonial Life Insurance Company - Phoenix, AZ 5/2008 – 7/2009
BENEFITS SPECIALIST
* Cold-calling, soliciting, and visiting potential companies to secure appointments to give oral presentations on benefit options.
* Create and deliver oral presentations to employee audiences ranging from 3 to 60 employees.
* Hold confidential one-on-one employee meetings to consult and ascertain health underwriting information.
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American Family Life Assurance Company - Phoenix, AZ 10/2004 – 5/2008
(AFLAC)
BENEFITS COORDINATOR
* Cold-calling, soliciting, and visiting potential companies to secure appointments to give oral presentations on benefit options.
* Create and deliver oral presentations to...
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