Benefits Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking a position as a Benefits Advisor in a highly established organization that will further boost my career in the industry today.

Summary of Qualifications:

  • Wide experience of progressive employee benefits with health and welfare
  • Familiarity with HIPAA, COBRA, 401k, HR and ERISA
  • Good understanding of insurance procedures and patient interaction
  • Extensive knowledge of Health coverage, retirement plan and generous tuition reimbursement
  • Proficient with Microsoft Office Suite applications, email and website interaction
  • Ability to read, analyze and interpret procedure manuals, insurance applications and polices
  • Ability to communicate professionally and courteously through verbal and written interaction

Work Experience:

Benefits Advisor, August 2005 – Present

SafePath Benefits, Inc., Almo, ID

  • Developed new opportunities through networking and establishing relationships.
  • Interacted with the Clients to accurately learn what program options are being requested.
  • Communicated with the client and client’s employee, progress towards achieving a positive resolution to their claims, problems and questions.
  • Attended all issues, claims and problems related to client’s coverage and those specifically related to individual employees.
  • Developed and maintained a proactive service plan on a quarterly basis.
  • Coordinated the employee enrollment meetings.

Benefits Advisor, May 2000 – July 2005

Metropolitan Jewish Health System, Almo, ID

  • Utilized the consultative skills to assess the client’s needs, determined the best insurance plan and assessed appropriate eligibility.
  • Communicated the costs and benefits of Medicare insurance plans through the telephone.
  • Interpreted and applied the various guidelines across multiple insurance carriers to applicant-specific health scenarios.
  • Developed detailed formal meeting summaries after client meetings and followed-up on outstanding items.
  • Scheduled and began the process of renewals for all existing clients.
  • Assisted the clients relative to issues with.


Bachelor’s Degree in Counselling, Ventura College, Ventura, CA