Janie Haywood

- Client main point of contact for all inquires and client services. Including benefits administration, plan set up, eligibility, billing, payroll, spending account funding and compliance. - Ensured annual compliance requirements are completed accurately and timely. - Handled all escalations and ensured all issues were resolved in a timely manner. - Worked closely with carrier partners and vendors to deliver the best service to the client. - Coordinated with Lumity back office teams to put together client deliverables. - Execute on tight turnaround times throughout plan year. - Finalized and distributed open enrollment communication materials. - Presented benefit plan options and how to use Lumity portal at Open Enrollment meetings.

- Managed small, mid-size and large book of business for brokerage. - Prepared renewal and marketing analysis while assisting Account Executives/Producers with strategic planning. - Executes marketing strategy and handled all lines of coverage Request for Proposals (RFP). - Maintains strong client and carrier relationships. - Timely executes open enrollment communication materials. Presents and represents Verus at Open Enrollment meetings and new hire orientations. - Exceeds service calendar expectations each plan year. - Prepares monthly and quarterly reports for self-funded clients, including financial reports.

- Assists Account Executives and/or Account Managers in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers, track carrier responses, and help assemble the marketing spreadsheets for the Account Executive and/or Account Manager to review. - Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs. - Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client. - Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary. - Assist with the resolution of client and employee issues regarding billing discrepancies, claims issues, etc. - Provide additional administrative support to the service teams for new and existing clients.

- Provided general administrative support to various employees/departments of the company. - Quickly and effectively completed various projects for Account Teams as needed. - Utilized proficient Microsoft Excel and Word skills to meet project deadlines. - Coordinated and scheduled meetings for the office.