Shelley Nelson
About Shelley Nelson
Shelley Nelson is an Executive Account Manager at Heffernan Insurance Brokers, where she has worked since 2012. She specializes in developing strategic solutions for clients, managing client relationships, and providing education on compliance topics.
Work at Heffernan Insurance Brokers
Shelley Nelson has served as an Executive Account Manager at Heffernan Insurance Brokers since 2012. In this role, she develops strategic solutions for clients by identifying and addressing their specific problems. She manages client service relationships for over 20 full and self-insured groups, which include organizations with employee counts ranging from 50 to 3,800 lives. Her responsibilities encompass administering renewals for various lines of coverage, including health, dental, vision, life, and disability. Additionally, she provides ongoing client education on compliance topics such as the Patient Protection and Affordable Care Act (PPACA), the Employee Retirement Income Security Act (ERISA), and the Consolidated Omnibus Budget Reconciliation Act (COBRA).
Previous Experience at EPIC Insurance Brokers & Consultants
Prior to her tenure at Heffernan Insurance Brokers, Shelley Nelson worked at EPIC Insurance Brokers & Consultants as a Senior Account Manager from 2008 to 2012. During her four years in this position, she was responsible for the installation of new group clients and the development of employee communications. This experience contributed to her expertise in managing client relationships and understanding the complexities of employee benefits.
Client Relationship Management
Shelley Nelson specializes in managing client service relationships, focusing on both full and self-insured groups. Her role involves identifying client needs and developing tailored solutions to address those needs effectively. By maintaining strong relationships with her clients, she ensures that their concerns are addressed and that they receive the necessary support for their insurance coverage.
Compliance Education and Support
In her current role, Shelley Nelson emphasizes the importance of compliance education for her clients. She provides guidance on critical compliance topics, including PPACA, ERISA, and COBRA. This educational support helps clients navigate the complexities of insurance regulations and ensures that they remain compliant with federal and state laws.