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Work Background
USA Benefits GroupHealth and Life Insurance Advisor
Apr. 2025Wisconsin, United StatesUSA Benefits Group is a nationwide insurance agency dedicated to the principles of service, integrity, professionalism and diversity. We provide an extensive range of insurance products and pledge to honor our commitment to our producers, clients and carriers by holding ourselves to the highest ethical standards. Everything that we do is designed to ensure that our representatives present quality products with a Servant’s Heart and a goal of exceeding expectations.
AMBABenefits Representative
Dec. 2024 - May. 2025Beaver Dam, Wisconsin, United StatesFor more than 65 years, AMBA has been a trusted provider of essential coverage for retired public servants nationwide. Our reach extends to diverse groups, including hardworking public employees, state retirees, educators, military personnel, trade professionals, firefighters, law enforcement, Unions, Alumni groups, Allied Healthcare, and other non-profit associations. As a full-service marketing and membership development company, we proudly offer outstanding insurance services to our vast network of 44 million members across 450+ associations in all 50 states and Canada. In Wisconsin, we are exclusively endorsed by the Wisconsin Retired Educators Association. My current role with AMBA includes: • Conducting Benefits Reviews with current members to determine gaps in coverage and potential products to reduce financial risk and protect their assets.
• Outreach to currently employed and retired public service employees to educate them about AMBA’s endorsement by WREA locally, and use a consultative approach to sell needs-based insurance products, helping to secure their assets and financial future. • Conduct one-on-one meetings over the phone, via Zoom, or in person, and engage in various educational settings.
• Actively participate in ongoing training and planning sessions to stay current on the insurance products offered by AMBA.
AcrisureAccount Manager - Employee Benefits
Apr. 2024 - Dec. 2024New Berlin, Wisconsin, United States
HNI Risk ServicesAccount Manager
Sep. 2023 - Apr. 2024New Berlin, Wisconsin, United StatesHNI rebranded under Acrisure partnership
USI Insurance ServicesEmployee Benefits Account Manager
Oct. 2022 - Sep. 2023Kimberly, Wisconsin, United States
Fairway Independent Mortgage CorporationWellness Program Manager
Feb. 2015 - Jun. 2022Madison, WIPromoted to Wellness Program Manager role. Created and implemented a formal holistic wellness program at a mortgage company experiencing rapid growth. Developed on-site gym, personal training, massage, and exercise class policy and procedures at 3 corporate offices. Hired contracted personal trainers and massage therapists. Assessed employee needs, and recommended programming to offer to employees to empower them to live happier and healthier lives, and to create a culture of wellness where all employees feel supported. Worked with internal teams and benefit vendors to analyze health data and recommended strategies to Executives. Researched wellness educational tools, programs, apps, website portals, etc. to fulfill employee needs, and to target areas identified by annual health/benefits plan review data. Researched, designed and promoted: a wellness reimbursement policy and program; a tobacco cessation program (also as a RAS in offering a discount on medical premiums); 2 weight loss programs; a body scan program; an on-demand wellness class portal/app; and a holistic wellness app. Created intranet pages to host all wellness programs, employee testimonials, and mental health and "Fairway Financial Fitness" resources. Built relationships with vendors to help them understand the needs of our employees, understand our culture, and worked together to strategize on marketing, communications, engagement, and metrics. When the CEO decided to offer gym quality wellness equipment to any eligible and interested full-time employee, I worked with a vendor and internal teams to develop polices and procedures and administer. Over 5200 machines were ordered and delivered/installed during the first 17 months of the pandemic. Created engaging marketing content to promote all offerings/benefits. Developed metrics for Executives to show VOI and ROI. Lead a team based on company core values, and modeled providing a 10+ experience to all employees/vendors/partners.
Fairway Independent Mortgage CorporationBenefits Coordinator/Leave Of Absence Specialist
Apr. 2013 - Feb. 2015Madison, Wisconsin, United StatesAssist Benefits Manager with administering all Fairway benefit offerings to include new hire onboarding and benefits education, meeting with vendors to identify trends, needs and review recommendations. Assist employees with benefits questions. Work with vendors regarding employee claim issues. Educate employees on benefit offerings. Assist in the annual open enrollment process. Conduct audits to ensure data and elections were accurate. Create and upload vendor reports each payroll. Learned multiple HRIS systems during my tenure. Attended Fairway company events to promote benefits to our employees. Administered Leave of Absence requests and stayed current on all state/federal leave updates. Tracked all leaves and communicated with managers.
Remedy Intelligent StaffingRecruiter
Mar. 2009 - Apr. 2013Beaver Dam, Wisconsin, United StatesRecruiter for an agency promoting temporary and temp-to-hire positions. Worked directly with clients to learn and understand the positions recruiting for, get a pulse for the culture, including site visits. Interviewed candidates and recommended candidates for on-site interviews with clients. Helped to promote the company at local events.
NB Consulting Services, LLCBusiness Owner
Oct. 2000 - Mar. 2009Watertown, Wisconsin, United StatesProvided contracted HR/Benefits consulting services to 2 former employers to include: HR Management hybrid role and Client Implementation/Success Manager & Benefits Administration hybrid role. Performed full circle HR services from recruiting, hiring, onboarding, training, Benefits Administration, payroll processing, policies and procedures, performance reviews, and terminations/exit interviews. Worked with the implementation team to assess client needs and onboard new clients on web-based HRIS system, and was the main contact for support, training, troubleshooting and resolving issues, as well as providing excellent customer service. Worked with Benefits brokers on annual review of benefit offerings and recommended changes to benefit offerings. Handled annual open enrollment process as well as gathering employee census data and going to market to obtain competitor pricing and make recommendations to business owners.
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