Alycia Poulson
New Haven,IN
Summary
Talented Account Manager proficient in customer relations, sales and strategic planning. Demonstrates track record of success in highly competitive market setting. High-level sales knowledge and excellent communications skills enable goal attainment.
Overview
17
17
years of professional experience
Work History
EMPLOYEE BENEFITS SENIOR ACCOUNT MANAGER
Gibson
03.2022 - Current
- Work with clients to develop short term benefit strategies and annual service plans
- Make proactive courtesy service calls
- Assist client with claims processing / inquiries
- Assist producer with achieving new business and retention goals
- Assist with cross sell opportunities
- Assist HR with benefits administration (filing claims, COBRA, FMLA regulations, etc.)
- Coordinate marketing analysis to deliver to client
- Assist with obtaining and analyzing reports to review with the client both fully insured and self-insured markets
- Meeting to be set per client need (monthly, quarterly, etc.)
- Act as liaison between client and carrier on escalated serviced issues and problem solving, while maintain communication between all parties
- Facilitate meetings internally and externally on a quarterly basis
- Assist client with compliance regulations
- Provide administrative support on any task assigned and assist with development of new ideas relative to service as requested
MEDICARE AGENT / CONSULTANT
Teleperformance / United Healthcare Group
05.2021 - 03.2022
- Work with Medicare eligible community to develop benefit strategies and service plans
- Provide administrative support on any task assigned and assist with development of new strategies
- Achieve new business and retention sales goals
- Assist member with compliance regulations
- Act as liaison between member and carrier on enrollment and service issue and problem solving, while maintaining communication between all parties
- Coordinate enrollments telephonically
EMPLOYEE BENEFITS CLIENT SERVICE CONSULTANT
Hylant
12.2019 - 04.2021
- Work with clients to develop short term benefit strategies and annual service plans
- Provide administrative support on any task assigned and assist with development of new ideas relative to service as requested
- Assist HR with benefits administration (filing claims, COBRA, FMLA regulations, etc.)
- Assist producer with achieving new business and retention goals
- Assist with cross sell opportunities
- Coordinate marketing analysis to deliver to client
- Assist with obtaining and analyzing reports to review with the client both fully insured and self-insured markets
- Meeting to be set per client need (monthly, quarterly, etc.)
- Act as liaison between client and carrier on escalated serviced issues and problem solving, while maintain communication between all parties
- Make proactive courtesy service calls
- Provide and review monthly claims analysis for self- funded clients
- Assist client with claims processing / inquiries
- Facilitate meetings internally and externally on a quarterly basis
- Assist client with compliance regulation
EMPLOYEE BENEFITS ACCOUNT EXECUTIVE
USI Insurance Services, Inc.
02.2011 - 12.2019
- Work with clients to develop short term benefit strategies and annual service plans
- Make proactive courtesy service calls
- Provide and review monthly claims analysis for self- funded clients
- Assist client with claims processing / inquiries
- Assist producer with achieving new business and retention goals
- Assist with cross sell opportunities
- Assist HR with benefits administration (filing claims, COBRA, FMLA regulations, etc.)
- Coordinate marketing analysis to deliver to client
- Assist with obtaining and analyzing reports to review with the client both fully insured and self-insured markets
- Meeting to be set per client need (monthly, quarterly, etc.)
- Act as liaison between client and carrier on escalated serviced issues and problem solving, while maintain communication between all parties
- Facilitate meetings internally and externally on a quarterly basis
- Assist client with compliance regulations
- Provide administrative support on any task assigned and assist with development of new ideas relative to service as requested
EMPLOYEE BENEFITS ACCOUNT MANAGER
Regions Insurance Group
07.2008 - 06.2010
- Control and coordinate the implementation process of new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials
- Provided administrative support and claims resolution
- Facilitated educational seminars, open enrollment meetings, and C-Suite meetings
- Provided support for Human Resources administration for all clients
- Delivered marketing analysis on annual basis
Education
Associates Degree - Marketing
INDIANA STATE UNIVERSITY / IVY TECH STATE COLLEGE
01.1998
Licensed Life and Health Insurance -
03.2025
Skills
- Insurance Expertise
- HR administration
- Strong work ethic
- Independent work
- Relationship building
- Analytical skills
- Analytical Problem Solving
- Negotiation skills
- Understanding of professional standards
- Technical ability
- Data presentation
- Risk management
- Information interpretation
- Communication skills
- Schedule management
Timeline
EMPLOYEE BENEFITS SENIOR ACCOUNT MANAGER
Gibson
03.2022 - Current
MEDICARE AGENT / CONSULTANT
Teleperformance / United Healthcare Group
05.2021 - 03.2022
EMPLOYEE BENEFITS CLIENT SERVICE CONSULTANT
Hylant
12.2019 - 04.2021
EMPLOYEE BENEFITS ACCOUNT EXECUTIVE
USI Insurance Services, Inc.
02.2011 - 12.2019
EMPLOYEE BENEFITS ACCOUNT MANAGER
Regions Insurance Group
07.2008 - 06.2010
Associates Degree - Marketing
INDIANA STATE UNIVERSITY / IVY TECH STATE COLLEGE
Licensed Life and Health Insurance -
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