Experience

Presidio (Acrisure Agency Partner)
• Account Manager

  • Jan 2020 - Present

Combined Worksite Solutions
• United States
• Insurance
• 1 - 100 Employee
• Account Executive

  • Sep 2019 - Jan 2020

Axion RMS, Ltd.
• Account Manager

  • Jun 2018 - Aug 2018


Total Insurance Services Inc.

• United States
• Insurance

• Account Manager

  • Aug 2017 - Apr 2018

  • customer contact regarding coverage explanations, change activity, offering new lines of coverage, etc. • the marketing of new and renewal business (requests for proposal) to insurance carriers • proposal preparation • participation in enrollment meetings at clients • Handle all Membership, Claims and Billing issues • customer contact regarding coverage explanations, change activity, offering new lines of coverage, etc. • the marketing of new and renewal business (requests for proposal) to insurance carriers • proposal preparation • participation in enrollment meetings at clients • Handle all Membership, Claims and Billing issues



Assurance

• Australia
• Computer and Network Security
• 1 - 100 Employee

• Account Manager

  • Nov 2015 - Aug 2016

  •Ensures that all proposals include service strategies, commitment reports and other specific exhibits as per our best practices •Works with producer(s), service team, and other internal departments to flawlessly execute our service strategy •Reviews programs to identify coverage gaps and makes coverage recommendations based on clients' operations and exposures/ employer needs •Works with internal departments to ensure cohesiveness and that the needs of our clients are handled quickly… Show more •Ensures that all proposals include service strategies, commitment reports and other specific exhibits as per our best practices •Works with producer(s), service team, and other internal departments to flawlessly execute our service strategy •Reviews programs to identify coverage gaps and makes coverage recommendations based on clients' operations and exposures/ employer needs •Works with internal departments to ensure cohesiveness and that the needs of our clients are handled quickly and effectively •Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other issues to clients as needed •Effectively manages time to ensure workload is prioritized, client needs are addressed, and agency expectations on client service and business processes are met •Maintains accurate and complete data in agency management systems including policy detail, activities, and attachments •Consistently achieves data integrity and meets activity timeliness and quality metrics and goals •Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, actions taken, and follow-up actions required •Works with service team to effectively manage and oversee new business and renewal process following our best practices and guidelines •Follows our best practices on submission quality through the marketing process •Follow up with underwriters on submissions and negotiates premium and coverage with insurance carriers •Proactively evaluates coverage's, terms and conditions of quotes received from underwriters for compliance and accuracy to our applications and identifies deficiencies Show less •Ensures that all proposals include service strategies, commitment reports and other specific exhibits as per our best practices •Works with producer(s), service team, and other internal departments to flawlessly execute our service strategy •Reviews programs to identify coverage gaps and makes coverage recommendations based on clients' operations and exposures/ employer needs •Works with internal departments to ensure cohesiveness and that the needs of our clients are handled quickly… Show more •Ensures that all proposals include service strategies, commitment reports and other specific exhibits as per our best practices •Works with producer(s), service team, and other internal departments to flawlessly execute our service strategy •Reviews programs to identify coverage gaps and makes coverage recommendations based on clients' operations and exposures/ employer needs •Works with internal departments to ensure cohesiveness and that the needs of our clients are handled quickly and effectively •Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other issues to clients as needed •Effectively manages time to ensure workload is prioritized, client needs are addressed, and agency expectations on client service and business processes are met •Maintains accurate and complete data in agency management systems including policy detail, activities, and attachments •Consistently achieves data integrity and meets activity timeliness and quality metrics and goals •Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, actions taken, and follow-up actions required •Works with service team to effectively manage and oversee new business and renewal process following our best practices and guidelines •Follows our best practices on submission quality through the marketing process •Follow up with underwriters on submissions and negotiates premium and coverage with insurance carriers •Proactively evaluates coverage's, terms and conditions of quotes received from underwriters for compliance and accuracy to our applications and identifies deficiencies Show less



Lambent Risk Management Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Executive

  • Jul 2013 - Oct 2015

  •Handle day-to-day customer service requests including plan administration / changes, billing, claims processing, ID card issues, new employee applications, employee terminations •Prepare carrier quotations and customer documents •provide financial analysis for new groups and renewals •Handle carrier’s cancellation and reinstatements notices •COBRA processing – documentation prep, mail and follow up •Communication with existing customers to maintain strong customer… Show more •Handle day-to-day customer service requests including plan administration / changes, billing, claims processing, ID card issues, new employee applications, employee terminations •Prepare carrier quotations and customer documents •provide financial analysis for new groups and renewals •Handle carrier’s cancellation and reinstatements notices •COBRA processing – documentation prep, mail and follow up •Communication with existing customers to maintain strong customer relationships, periodic information like seminars, important news, wellness, etc. Show less •Handle day-to-day customer service requests including plan administration / changes, billing, claims processing, ID card issues, new employee applications, employee terminations •Prepare carrier quotations and customer documents •provide financial analysis for new groups and renewals •Handle carrier’s cancellation and reinstatements notices •COBRA processing – documentation prep, mail and follow up •Communication with existing customers to maintain strong customer… Show more •Handle day-to-day customer service requests including plan administration / changes, billing, claims processing, ID card issues, new employee applications, employee terminations •Prepare carrier quotations and customer documents •provide financial analysis for new groups and renewals •Handle carrier’s cancellation and reinstatements notices •COBRA processing – documentation prep, mail and follow up •Communication with existing customers to maintain strong customer relationships, periodic information like seminars, important news, wellness, etc. Show less



Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Field Executive

  • Aug 2002 - Oct 2012

  Manage day to day claim and membership issues for medical and dental benefits for employers groups with 151+ employees prepared renewal documents for clients Reviewed benefits certificate booklets for accuracy Present benefits to new and renewing accounts Train clients and brokers on how to use the BCBS Portal Prepare reports for client and brokers Manage day to day claim and membership issues for medical and dental benefits for employers groups with 151+ employees prepared renewal documents for clients Reviewed benefits certificate booklets for accuracy Present benefits to new and renewing accounts Train clients and brokers on how to use the BCBS Portal Prepare reports for client and brokers


MetLife
• United States
• Insurance
• 700 & Above Employee
• Account Specialist

  • Aug 1999 - Aug 2001