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Lindsey Malotte

@lindseymalotte

Message

I manage employee benefits enrollment, carrier coordination, and client support across complex insurance programs.

United States

Message

What I'm looking for

I'm looking for an opportunity to grow professionally, build strong client relationships, and make a positive impact in a supportive work environment.

At Insurance Office of America, I manage employee benefits enrollment, carrier coordination, RFP preparation, and ongoing client support. I help ensure open enrollment and new-hire processes run smoothly across multiple carriers.

I also develop presentation materials, maintain accurate client and policy records, and resolve billing discrepancies and claims issues. My work centers on responsive service, detailed documentation, and strong client relationships.

Earlier roles at Member Benefits, US Assure, and We Insure built my experience in medical applications, licensing, agency appointments, compliance, onboarding, reporting, and carrier relations.

Experience

Work history, roles, and key accomplishments

Current

Project Specialist

Current

Acentria Insurance

Sep 2025 - Present (1 year)

Build and maintain group benefit plans in Employee Navigator, review carrier proposals and policy documents, configure plan rules and rates, import census data, and troubleshoot configuration issues.

Employee Navigator Benefits Administration Data Imports Configuration Troubleshooting Documentation

Current

Senior Account Associate

Current

Insurance Office of America

Feb 2017 - Present (9 years 7 months)

Collect and analyze census data to prepare RFPs for carrier submissions. Assist in developing presentation materials and coordinate enrollment processes, including Open Enrollment and New Hire enrollments.

Census Data Analysis RFP Preparation Presentation Development Enrollment Coordination Carrier Relations client support Billing Discrepancies Claims Issues Internal Systems Business Development Employee Navigator Benefits Administration Enrollment Data Analysis Presentation Skills Carrier Coordination Billing Client Management

Underwriting Account Assistant

Member Benefits

Oct 2016 - Feb 2017 (4 months)

Processed and submitted major medical insurance applications during Open Enrollment and Special Enrollment periods. Responded to inquiries and coordinated with multiple insurance carriers to secure coverage for clients.

Insurance Applications Open Enrollment Special Enrollment Carrier Coordination Spreadsheets Policy Tracking Insurance Processing Client Communication Data Tracking

Distributor Appointment Representative

US Assure

Aug 2015 - Oct 2016 (1 year 2 months)

Addressed inquiries from Zurich North America and resolved agent/agency licensing and appointment issues. Managed appointment and termination processes with state insurance departments and processed license applications.

Licensing Appointments Compliance Regulatory Requirements Transaction Processing Cross departmental Support Follow up calls Regulatory State Insurance Departments Operational Support

Agency Support Specialist

We Insure, Inc.

Feb 2014 - Aug 2015 (1 year 6 months)

Handled carrier appointments for agents and producers across Florida and Georgia. Managed agency licenses, on/off boarding of agency owners and staff, and set up systems including DocuSign and EzLynx logins.