Licensed Benefits Advisor - HealthPlanOne - Remote
(2022-04)
- Guide clients through Medicare, individual, and employer-sponsored health coverage options while ensuring CMS and regulatory compliance.
- Manage a high volume of client cases while maintaining accurate documentation within CRM systems.
- Advocate for clients by coordinating with insurance carriers, healthcare providers, and internal teams to resolve coverage discrepancies and claims-related issues.
- Support individuals transitioning into retirement or disability-based Medicare eligibility while explaining coverage structures and benefit implications.
- Investigate and resolve coverage discrepancies, billing questions, and insurance concerns through direct communication with carriers and provider offices.
- Collaborate with internal teams to improve operational efficiency and support positive client outcomes.
Licensed Benefits Specialist - Aon - Dallas, TX (Remote Contract)
(2021-07 - 2022-01)
- Assisted retiree clients with Medicare and health plan selection using a needs-based benefits approach.
- Provided guidance to pre-Medicare clients transitioning into retirement and Medicare eligibility.
- Processed Health Reimbursement Accounts (HRAs) and resolved reimbursement discrepancies while maintaining compliance with CMS and employer plan policies.
- Coordinated with carriers and internal teams to resolve eligibility, coverage, and benefit issues.
Licensed Benefits Consultant - Marsh & McLennan - Dallas, TX
(2018-08 - 2020-01)
- Supported clients in understanding employer-sponsored benefits including medical plans, voluntary coverage, and spending accounts.
- Assisted with administrative processing for insurance policies including documentation review and compliance tracking.
- Managed client documentation, eligibility verification, and coverage inquiries within insurance systems.
- Coordinated with internal teams to resolve client coverage questions and support benefits program administration.
Licensed Benefit Advisor - Willis Towers Watson - Richardson, TX
(2015-08 - 2018-07)
- Guided clients through Medicare, individual, and employer-sponsored health coverage options while ensuring compliance with federal and state insurance regulations.
- Served as a client advocate and company representative during in-person consultations with prospective clients evaluating Willis Towers Watson services.
- Supported employer groups transitioning retirees from employer-sponsored coverage to Medicare by assisting with enrollment education and benefits navigation.
- Assisted internal agents with licensing, certification, and carrier appointment processes across multiple states.
- Supported administration of Health Reimbursement Accounts (HRAs) by assisting clients with reimbursement guidelines, documentation requirements, and plan compliance.
- Contributed to company campaigns supporting retiree transitions and client benefit education initiatives.
Luxury Brand & Client Specialist - Neiman Marcus - Dallas, TX
(2012-09 - 2015-07)
- Advised clients on designer collections, craftsmanship, materials, and styling to deliver personalized wardrobe solutions.
- Built long-term relationships with high-value clientele through tailored service and deep knowledge of luxury brands and fashion trends.
- Served as a brand representative for leading designers while educating clients on product quality, fit, and design details.
- Partnered with buyers and brand representatives to support merchandising strategy and product presentations.
- Supported visual merchandising initiatives to enhance brand presentation and client engagement.
- Contributed to division performance resulting in 110% revenue growth through strategic client development.
Assistant Store Manager - White House Black Market - Houston, TX
(2011-10 - 2012-08)
- Assisted in leading daily store operations including scheduling, staff supervision, and sales strategy execution.
- Coached and developed team members to improve product knowledge, customer engagement, and team performance.
- Implemented visual merchandising standards to maintain brand presentation and enhance store experience.
- Partnered with leadership to meet and exceed store sales goals through strategic selling initiatives.
- Supported inventory coordination, floor planning, and operational organization.
