Davee V.

About Davee V.

I’m an Employee Benefits Professional with 25+ years of experience. I love simplifying complex processes, resolving issues quickly, and building strong client relationships.My goal is simple—help organizations optimize their benefits plans while creating meaningful, positive experiences for their employees.

Experience

1. Account Manager - Employee Benefits

   United Agencies, Inc. - Burbank, Ca

   Feb 2021 — Present · Burbank, CA, US

   Serve as the primary point of contact for a portfolio of group benefits clients, managing all aspects of employee benefits administration, renewal, and service delivery. Foster long-term client relationships by delivering expert guidance, ensuring compliance, and providing superior customer service in a fast-paced agency environment.Key Responsibilities- Manage the day-to-day administration of an assigned book of business, including employer groups with 50 or fewer enrolled lives- Act as the initial point of contact for employer groups and employees regarding all benefit-related service needs, claims, enrollment, and billing inquiries- Build and maintain strong, positive relationships with clients, ensuring high satisfaction and retention through proactive communication and problem resolution- Collaborate with internal teams and Benefits Account Executives to coordinate and execute the renewal process, including preparing proposals and presenting benefit plan options to clients- Conduct enrollment meetings and provide employee education on benefit offerings as needed- Assist clients with compliance filings and stay current on federal and state regulations affecting employee benefits- Research and resolve day-to-day client issues, escalating complex matters as necessary to ensure timely resolution- Maintain accurate and complete documentation of all client interactions and processed transactions in agency management systems (e.g, Applied EPIC)- Support team members in daily operations and contribute to the overall success of the Employee Benefits Division- Participate in ongoing training and continuing education programs to maintain up-to-date industry knowledge- Adhere to agency policies, procedures, and service standards to ensure quality and compliance

Education

• College of the Sequoias

  Speech Communications

Skills

• Claim
• Underwriting
• Employee Benefits
• Medicare
• Small Business
• Health Insurance
• Brokers
• Health Savings Accounts
• Workers Compensation
• Employee Benefits Design
• Term Life Insurance
• Life Insurance
• Customer Service
• Insurance
• Disability Insurance
• Commercial Insurance