Kristi Houston

Employee Benefits Account Coordinator @Hyland Insurance

Louisville, KY, US

Support Employee Benefits (EB) producers by serving clients, be knowledgeable in EB coverages, carrier guidelines, underwriting, and legislative changes• Provide exceptional support and service to current and prospective employee benefit clients• Provide analyst, client, and account support to the Producers and serve as the day to day relationship manager to clients• Assist Producers with proposal preparation, marketing, group enrollments, summary plan administration, and renewal tracking• Continually seek cross-sell opportunities and suggest new lines of coverage• Enroll clients in Employee Benefits communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal• Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items• Become proficient in the EB agency management software Zywave, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Zywave• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur• Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested• Support Senior Care Advocate on Medicare prospects and life insurance

Central Texas College

Course completed

Kaplan University

Bachelor of Science - BS