Tara B.
Director of Implementation @EPIC Insurance Brokers & Consultants
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WORK HISTORY
Director of Implementation @EPIC Insurance Brokers & Consultants
Manage and mentor up to 4 direct reports, collaborating with multiple internal and external stakeholders, fostering collaboration, professional growth, and high performance. Allocate team capacity and assign team resources based on business needs and client complexity- Develop and maintain over 50 department-wide templates and processes to enhance efficiency, consistency, and scalability. Recommend and implement continuous process improvements, focusing on client experience and efficiency. Standardize onboarding process for new employees in the Southeast- Spearhead multi-vendor implementation projects, developing strategic, agile project plans to ensure seamless execution. Collaborate with Analytics and Compliance departments to determine cross-functionality and create streamlined workflows- Respond to prospective client RFPs, collaborating with the sales team to craft compelling proposals and drive new business. Represent implementation department in new business calls and meetings. Oversee new client onboarding and existing client M&A activity while identifying opportunities for revenue growth and profitability- Lead the National Change Management Committee for BenefitPoint, streamlining training, governance, and best practices. Create and disseminate company-wide communications on operational processes, ensuring clarity, alignment, and adoption- Panelist and speaker at the annual EPIC Employee Benefits University “EBU” Conference and nationwide “Innovation Spotlight Series.”- Achieved \"Top Performer\" award 2 years in a row and nominated for company’s “Pinnacle Club,” reserved for the top 1% of the company.
EDUCATION
The University of Alabama
Bachelor of Science (B.S.), General Health Studies
SKILLS
ABOUT TARA B.
Driven employee benefits professional with expertise in managing implementations…
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