Lisa Holton

Employee Benefits Account Manager and licensed Alabama Insurance Producer with 20+ years of experience supporting employer groups, employees, producers, carriers, and vendors. Extensive background in large-group benefits, medical, dental, vision, stop-loss and ancillary coverage; renewals and marketing; enrollment and eligibility; open enrollment; and complex client issue resolution. Known for responsive, compassionate client service and for independently managing high-volume account needs in remote environments.

Benefits Account Manager at Collier Insurance (2025-04 – 2026-09)

• Managed day-to-day employee benefits service for approximately 10 large-group clients, serving as a primary point of contact for benefit questions, service issues, renewals, and ongoing account needs.
• Supported medical, dental, vision, stop-loss, and ancillary lines; coordinated enrollment, eligibility, plan administration, and carrier/vendor issue resolution.
• Coordinated annual renewals by gathering and organizing client data, reviewing requirements, marketing benefit plans, and supporting client communications and decision-making.
• Triaged a high volume of client requests by email and phone, partnering with internal teams, carriers, and vendors to drive timely resolution while independently prioritizing multiple accounts in a 100% remote environment.
• Built trusted client relationships through professional, empathetic service, proactive follow-up, and a strong commitment to responsiveness.

Human Resources Benefits Administrator at Tyonek Native Corporation (2020-02 – 2025-04)

• Administered employee benefit enrollments, changes, terminations, and records while responding to employee questions regarding plans, eligibility, and benefits administration.
• Supported COBRA, vendor invoice processing, open enrollment, FMLA, disability, and military leave administration.
• Processed new-hire and employee status changes in Costpoint and Paycom HRIS and maintained confidential HR/personnel documentation.
• Supported internal and external audits, HR policy and procedure improvements, reporting, and day-to-day HR administration.

Benefits Account Manager at Valant Group (2018-02 – 2019-11)

• Partnered with small and mid-sized employer groups on benefits strategy, implementation, renewals, and ongoing account-management needs.
• Guided clients in benefits administration systems and maintained working knowledge of ACA, HIPAA, and related benefits requirements.
• Administered MDLive and implemented Bernie Portal, including site configuration, user training, and enrollment for 200+ employees.

Marketing Account Manager / Benefit Advisor at J Smith Lanier & Co (2004 – 2018-02)

• Supported employee benefits administration, enrollments, changes, terminations, customer service, claims, and overall plan management for client accounts.
• Prepared proposals, presentations, employee communications, enrollment materials, contracts, Summary Plan Documents, renewal letters, bid specifications, and comparative renewal analyses.
• Coordinated client needs involving HIPAA, COBRA, 401(k), HR, and ERISA; gathered census, rate, and claims data and maintained marketing activity, reporting, databases, and account documentation.

High School Diploma – Grissom High School

College Coursework – Calhoun Community College