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TOBY JO CAVEN

609.509.9039 | tobyjo.caven@gmail.com
https://www.linkedin.com/in/tobyjocaven
Summary of Qualifications
Benefit Specialist Administrative Assistant Confidentiality | Organization | Accuracy | Open to New
Opportunities. An active listener with strong interpersonal skills helping to understand client needs and
provide exceptional results. Confident and poised in interactions with individuals at all levels. Analytical
and resourceful in completing projects. Capabilities include:
Account Management
Employee Benefit Analysis
Client Relationship Management
Benefit Negotiations

Microsoft Office
Health Benefits Flyers
Bookkeeping
Contract Review

Auditing/Reconciliation
Contribution Cost Analysis
Employee Training
File Maintenance

Accomplishments
Administrative Support, Planning & Negotiation
Planned and executed seven successful trade shows and nationwide seminars, leading to sales
netting $750,000+ revenue
Audited client accounts over six months, recovering $100,000+ in misplaced revenue
Negotiated and arranged resources for seminars/trade shows including speakers,
registrations and travel arrangements, saving $1,000+ each month on marketing materials
Employee Benefits Administration & Contract Review
Accomplished timely submission of accurate client data for 90+ companies to ensure seamless
enrollment of their employees into appropriate insurance benefit plans
Created professional-quality materials for open enrollments describing employee benefit plans
Effectively explained benefit plan features to clients, resulting in reduced claims costs
Accounting & Reconciliation Specialist
Reconciled 60+ bank accounts monthly for submission to Executive Board
Reconciled AP/AR reports monthly for submission to VP of Finance
EMPLOYMENT HISTORY
Employee Benefit Specialist, Kaminer Financial Group, Cherry Hill, NJ
4

2015

Employee Benefit Specialist, R Risk & Wealth Solutions, Moorestown, NJ

2014

Contract Work, ACCU Personnel, Inc., Cherry Hill, NJ

2013 to 2014

Administrative Assistant for VP of Account Management/Senior Account


Specialist, Corporate Synergies, LLC, Mt. Laurel, NJ

2005 to 2013

Account Manager, Wachovia Insurance Services, Westmont, NJ

2004 to 2005

Insurance Enrollment Processor, Philadelphia Benefits LLC, Mt. Laurel, NJ

2003 to 2004

Administrative Assistant, RSI, Mt. Laurel, NJ

1999 to 2003

Events and Sales Coordinator, QAD, Inc., Mt. Laurel, NJ

1998 to 1999

Senior Accounting Specialist, Campbell Soup Company, Camden, NJ

1993 to 1997

Current Certifications and Professional Licenses


Certificate: Registered Health Underwriter (RHU), The American College, 10/2008; Pennsylvania
Licenses
Current Life and Health License in NJ