Executive Assistant | Employee Benefits & Client Services
Results-driven Benefits Administration and Client Services professional with experience managing employee benefits operations, coordinating insurance carriers, and supporting client relationships in a fast-paced employee benefits brokerage.
I thrive behind the scenes where organization meets strategy. I turn complex employee benefits processes into seamless client experiences by coordinating carriers, managing enrollments, and solving problems before they become roadblocks.
Passionate about building relationships and delivering exceptional service, I help employers and brokers navigate benefits with confidence, accuracy, and ease. With over 10 years of experience in the employee benefits industry, I've developed a deep understanding of the operational complexities that brokerage firms face daily.
I specialize in simplifying employee benefits administration by connecting clients, insurance carriers, and internal teams to deliver seamless, accurate, and client-focused benefits solutions.
Comprehensive administrative and client services tailored to insurance brokers, employers, and HR teams. Click any card to explore what's included.
Managing employee benefits programs end-to-end including health, dental, vision, life, and disability plans.
Serving as the primary point of contact for employer clients, resolving inquiries, and maintaining strong account relationships.
Coordinating with insurance carriers and vendors on claims, billing, eligibility, and plan changes.
Managing new group implementations, open enrollment periods, and employee onboarding into benefits platforms.
Supporting the renewal process by gathering census data, coordinating quotes, and preparing renewal presentations.
Managing COBRA compliance, qualifying events, eligibility tracking, and termination processing.
See how I've helped brokerage firms and employers transform their benefits operations. Click any case study to read the full story.
A 200-employee brokerage firm was drowning in open enrollment errors, causing client frustration and carrier delays.
A growing firm managing 8+ carriers faced constant billing disputes and eligibility mismatches, damaging client trust.
An employer with 350 employees discovered critical COBRA notification gaps that exposed them to regulatory penalties.
Trusted by insurance brokers, employers, and HR teams across the benefits industry.
"Vi completely transformed how we handle open enrollment. What used to take our team three weeks of chaos now happens smoothly in five days. Her attention to detail is unmatched, and our clients have never been happier."
"We were on the verge of losing a major client due to repeated enrollment errors. Vi stepped in, audited our entire process, and rebuilt it from the ground up. That client renewed for another three years. She's worth every penny."
"Vi's carrier coordination skills are exceptional. She reduced our average claim resolution time from 14 days to under 4 days. Our carrier partners actually complimented us on how organized we'd become."
"When our COBRA administrator left unexpectedly, Vi came in and had everything running smoothly within a week. She caught compliance gaps we didn't even know existed. Her knowledge of regulations is encyclopedic."
"Vi doesn't just manage tasks, she thinks strategically. She identified inefficiencies in our renewal process that had been costing us hours every quarter. Her process improvements saved us roughly 30 hours per renewal cycle."
"Working with Vi feels like having an extension of our own team. She responds within hours, anticipates problems before they happen, and treats our clients with the same care we would. I recommend her without hesitation."
A strategic framework designed to integrate seamlessly into your benefits operations.
Understanding the client's benefits landscape, pain points, and operational needs.
Reviewing existing benefits administration processes, carrier relationships, and enrollment systems.
Configuring tools, templates, and workflows tailored to the client's benefits operations.
Handling enrollments, carrier coordination, client inquiries, eligibility management, and compliance tasks.
Delivering regular status reports, tracking KPIs, and flagging renewal timelines.
Continuously improving processes, reducing errors, and enhancing the client experience.
A track record of excellence in benefits administration and client services.
Proficient in industry-leading platforms that power modern benefits administration.
Choose the level of support that fits your organization's needs and budget.
Everything you need to know about working together.
I manage a wide range of employee benefits including medical, dental, vision, life, disability (short-term and long-term), HSA/FSA, COBRA, wellness programs, and voluntary benefits. I work with both fully-insured and self-funded plans across all major carriers.
For project-based work, I can typically begin within 3-5 business days. For retainer engagements, I recommend a 1-2 week onboarding period to properly audit your current processes, set up systems access, and align on workflows. Emergency support can often begin within 24-48 hours.
Yes, I'm proficient in most major platforms including ADP Workforce, BambooHR, Ease, Gusto, Paylocity, PlanSource, Employee Navigator, Benefitfocus, and many carrier-specific portals. I'm also a fast learner and can quickly adapt to proprietary or custom systems your firm may use.
Data security and HIPAA compliance are top priorities. I use secure, encrypted communication channels, maintain strict access controls, and follow all relevant privacy regulations. I'm happy to sign NDAs and comply with your firm's specific data handling protocols.
Absolutely. With my retainer and enterprise models, I'm experienced in managing multi-client portfolios. I use organized ticketing systems, dedicated communication channels per client, and structured workflows to ensure each client receives focused, timely attention without cross-contamination of data.
My average response time is under 24 hours for standard inquiries. For urgent matters such as enrollment deadlines, termination processing, or compliance issues, I aim to respond within 2-4 hours. Enterprise clients receive same-day response guarantees for all communications.
Yes, process documentation and knowledge transfer are included in all engagement models. I create detailed SOPs, workflow diagrams, and training materials tailored to your team's needs. This ensures continuity and empowers your internal staff to handle routine tasks independently.
I bring a unique combination of deep technical benefits expertise and exceptional client service skills. I don't just process transactions, I build relationships, anticipate problems, and continuously optimize processes. My 98% accuracy rate and 100% COBRA compliance record speak to my commitment to excellence.
Ready to streamline your benefits operations? I'd love to learn about your challenges and explore how I can help your team succeed.