Experience

ProCo Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Sr. Account Manager

  • Mar 2011 - Present

  I hold 18 years of experience in Employee Benefits Insurance. At ProCo, I develop client relationships and provide service to employers and their employees with regard to their insurance coverages. From small to large employer groups over a variety of industries, I prepare for, coordinate and sometimes host annual open enrollment meetings, work with our team on pre-renewal and post renewals processes, and resolve day to day service issues. These include billing and enrollment discrepancies, navigating claim issues, and guiding my clients through benefit implementation set-up from beginning to end. Over the years, I have onboarded new clients, some of which were virgin groups, Broker of Records, acquisitions, and PEO breakaways. The world of Employee Benefits has evolved over the years and continues to change with new rules and regulations. I believe it is important to stay educated to keep our clients informed as well.



Andreini & Company

• United States
• Insurance
• 100 - 200 Employee

• Account Coordinator

  • Nov 2009 - Mar 2011

  Supported Account Management Team with client service, data entry, enrollment processing for employee eligibility updates, day to day service issues, and plan year renewal and open enrollment preparations and post processes. Acted as a liaison between broker, vendor, and client. Supported Account Management Team with client service, data entry, enrollment processing for employee eligibility updates, day to day service issues, and plan year renewal and open enrollment preparations and post processes. Acted as a liaison between broker, vendor, and client.



Hing Insurance Services

• Pasadena, CA

• Customer Service and Quality Assurance Representative

  • Jan 2004 - Jul 2009

  Acted as a liaison between Benefits Broker, Account Manager, insurance carriers, vendors, and employer group clients. Processed eligibility updates for employer groups. Prepared Open Enrollment packets for meetings. Researched and resolved claim issues. Sent out request for proposals and prepared marketing analysis for Broker presentation. Prepared Open Enrollment presentation. Worked with Individuals, Families, and Seniors to find suitable insurance coverage. Acted as a liaison between Benefits Broker, Account Manager, insurance carriers, vendors, and employer group clients. Processed eligibility updates for employer groups. Prepared Open Enrollment packets for meetings. Researched and resolved claim issues. Sent out request for proposals and prepared marketing analysis for Broker presentation. Prepared Open Enrollment presentation. Worked with Individuals, Families, and Seniors to find suitable insurance coverage.