Madison Lee

Employee Benefits Associate Account Representative @USI Insurance Services

Portland, OR, US

Day-to-day account management across a mixture of business segment clients- Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts- Gather client census data to assist with the renewal process-Conduct insurance contract reviews and verify accuracy of client plan documents- Provide resolution support for enrollment, premium bill, and escalated claim issues- Coordinate applications/forms used to implement insurance products- Prepare communication materials needed for client meetings. Includes benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more- Attend internal and external client strategy meetings.

Washington State University

Bachelor's degree, Psychology