Lacey Epstein
Sr Benefit Services Advisor @NRECA
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WORK HISTORY
Sr Benefit Services Advisor @NRECA
Birmingham, AL, US
Effectively deliver employee benefit presentations to 75+ employee groups on a consistent basis • Led the Insurance and Financial Services New Hire Orientation for the Senior Leadership team • Consult hundreds of benefit administrators on the composition and administration of employee benefit plans: defined benefit, 401(k) and group insurance benefit (medical, life insurance and disability) plans • Instrumental in planning and presentation development for an annual training conference that touches 100+ benefit administrators across the country • Earned the opportunity to serve three Louisiana cooperatives as a Field Representative • Orchestrated multiple team-based projects and effectively coordinated group tasks
EDUCATION
SMU Cox School of Business
Master of Science - MS, Management
Texas Woman's University
Bachelor of Business Administration - BBA, Human Resources Management
ABOUT LACEY EPSTEIN
A business professional with an expertise in building relationships and collaborating with C-level individuals to implement successful and sustainable employee benefit plans. • 16 years experience as a business development professional cultivating long-term relationships with individuals, non-profits and corporations ranging in size from Fortune to Fortune 50 • 11 years experience consulting on employee benefit plans: Pension, 401(k) and group insurance plans • Proven interpersonal and relationship building skills • Strong business development and business retention background Expertise in the composition and cost analysis of: • Pension plans, 401(k) plans, group health insurance, life insurance, disability insurance, dental and vision insurance Business Development competence focusing on group retirement plans, group insurance plans, accounting, finance, technology and process improvement. Certified Employee Benefit Specialist (CEBS) from The Wharton School at the University of Pennsylvania
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