Experience

GHB Insurance

• United States
• Insurance
• 1 - 100 Employee

• Individual and Medicare Product Manager

  • Jan 2021 - Present

• Individual and Medicare Product Manager

  • Jan 2021 - Present

  Includes all previous duties with the addition of: • Adjust workflow to migrate from in person to virtual process for myself and the team. • Set process for client and carrier meetings from in person to virtual to meet changing needs • Train Individual agents and administrative staff virtually using Zoom and Teams software • Attend management meetings to review, restructure and train on new processes • Actively monitor and participate in process restructure surrounding the… Show more Includes all previous duties with the addition of: • Adjust workflow to migrate from in person to virtual process for myself and the team. • Set process for client and carrier meetings from in person to virtual to meet changing needs • Train Individual agents and administrative staff virtually using Zoom and Teams software • Attend management meetings to review, restructure and train on new processes • Actively monitor and participate in process restructure surrounding the pandemic • Keep up to date on the fast-paced changes to rules, such as the American Rescue Plan Act, and adjusted workflow and process as needed • Responsible for keeping the teams up to date on the changes and creating process flows related to the fast-paced changes • Work directly with management and accounting to research, review and resolve data integrity and commission issues • Work with management to fold in newly acquired companies • Quality assurance reviews to maintain and process high influx in data from acquisitions • Direct relations with carriers and the Exchange to oversee all activity as it relates to the departments

• Client Service Manager / Indiviual products agent

  • Jun 2008 - Oct 2021

  - Manage/Service Health benefits and ancillary products for group plans as well as Individual products (both on and off the Exchange). As of 1-1-2016 moved to individual medical and ancillary exclusively. - Run quotes for individuals and help walk them through the entire process including reviewing options based on current needs - Act as advocate between the member and the carrier or provider. This includes claims audits and appeals with carriers, providers and the OIC - Run reports to… Show more - Manage/Service Health benefits and ancillary products for group plans as well as Individual products (both on and off the Exchange). As of 1-1-2016 moved to individual medical and ancillary exclusively. - Run quotes for individuals and help walk them through the entire process including reviewing options based on current needs - Act as advocate between the member and the carrier or provider. This includes claims audits and appeals with carriers, providers and the OIC - Run reports to keep systems up to date on current book of business - Meet in person with individual clients for coverage or servicing assistance - Facilitate monthly department meetings including organizing the agenda, getting information to all parties that will be attending and making sure any needed materials are ready - Train new employees as well as current on processes (admin staff as well as new agents) - Create Standard Operating Procedures and keep them up to date - Supervisor over one employee - Create and implement processes for the individual/Medicare department to ensure it runs smoothly and that data is entered and maintained correctly - Hold and service my own book of individual clients as well as service and assist clients under 7 agents - Certified agent on the Healthcare Exchange and licensed insurance agent in WA state - Meet with carriers for education of products as well as to partner with them for issues and resolutions - Intake person for walk ins or cold calls where I obtain all needed information and pair them with an agent as needed - Work with Benefit Point and Outlook daily - Proficient with Microsoft Word and Excel