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Responsibility Outline Primary contact for superior customer service and support; Provide education on all aspects of Employee Benefits programs to clients and employees - benefits, administration, compliance; Solicit, analyze and prepare vendor proposals; Ensure all new plan deliverables are met in a timely and accurate fashion resulting in quality driven account set-up Joined Independent Benefit Services in August 2004 Native of the Washington, DC Metropolitan Area Education/Professional Training Bachelor of Science in Finance, Mount St. Mary's University Chartered Life Underwriter, The American College Licensed to sell Life, Health and Annuities Employment History Director of Client Services, The Holleman Companies - 17 years Professional/Community Organization Memberships Member, National Association of Insurance and Financial Advisors (NAIFA) Resident of Howard County, Maryland Enjoys tennis, swimming, spending time with family and coaching youth basketball |
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| Kathy Lewis Benefits Consultant |
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