Experience

The Peterman Group

• United States
• Insurance
• 1 - 100 Employee

• Technology Liaison

  • Jun 2015 - Present

• Account Manager

  • Apr 2013 - Present

  1. Process new business and renewal paperwork 2. Handle all customer service and billing issues that arise 3. Put together open enrollment and new employee packets 4. Review all new employee additions or employee terminations before sending to Assistant Account Manager 5. Prepare company census’ 3 months prior to renewal date for all groups with over 20 employees 6. Check renewal schedule weekly to ensure we have all documents required from group 7. Enter new clients into AMS… Show more 1. Process new business and renewal paperwork 2. Handle all customer service and billing issues that arise 3. Put together open enrollment and new employee packets 4. Review all new employee additions or employee terminations before sending to Assistant Account Manager 5. Prepare company census’ 3 months prior to renewal date for all groups with over 20 employees 6. Check renewal schedule weekly to ensure we have all documents required from group 7. Enter new clients into AMS 8. Update Information in AMS as group makes changes and renew 9. Ensure we have Employer Information Sheet completed as new groups come on board 10. Put together employee elections sheets with payroll deductions for clients each year at renewal 11. Work with Assistant Account Managers to process Open Enrollment Changes



Marsh McLennan Agency

• United States
• Insurance
• 700 & Above Employee

• Technical Analyst

  • Jun 2011 - Apr 2013

  Using Trion’s proprietary software and other computer applications, perform system setup, analysis and maintenance as required by client’s needs and project specifications. In collaboration with other client team members, perform data quality control functions. Following the project plan, complete assigned technical tasks for client implementations, renewals and ongoing benefits administration. Assist with development and maintenance of operational documentation.

• Service Specialist - TA

  • Nov 2008 - Jun 2011

• Service Specialist - BA

  • Jun 2008 - Nov 2008

• Call Center Employee Advocate

  • Sep 2005 - Jun 2008



Trion - a Marsh & McLennan Agency, LLC Company

• Technical Analyst

  • 2011 - Apr 2013

  Perform system setup, including rate building, plan setup, evidence of insurability and plan contingency rules  Write and execute test plans for carrier files, payroll files, billing, system setup and enhancements  Create and maintain employee communication documents, such as Enrollment Forms, Confirmation Statements and Benefit Summaries  Maintain technical procedures used by Service Center Analysts  Generate and quality review client bills  Create custom reports using… Show more Perform system setup, including rate building, plan setup, evidence of insurability and plan contingency rules  Write and execute test plans for carrier files, payroll files, billing, system setup and enhancements  Create and maintain employee communication documents, such as Enrollment Forms, Confirmation Statements and Benefit Summaries  Maintain technical procedures used by Service Center Analysts  Generate and quality review client bills  Create custom reports using MS Access and Excel  Perform regression testing for system upgrades  Identify and implement efficiencies Show less Perform system setup, including rate building, plan setup, evidence of insurability and plan contingency rules  Write and execute test plans for carrier files, payroll files, billing, system setup and enhancements  Create and maintain employee communication documents, such as Enrollment Forms, Confirmation Statements and Benefit Summaries  Maintain technical procedures used by Service Center Analysts  Generate and quality review client bills  Create custom reports using… Show more Perform system setup, including rate building, plan setup, evidence of insurability and plan contingency rules  Write and execute test plans for carrier files, payroll files, billing, system setup and enhancements  Create and maintain employee communication documents, such as Enrollment Forms, Confirmation Statements and Benefit Summaries  Maintain technical procedures used by Service Center Analysts  Generate and quality review client bills  Create custom reports using MS Access and Excel  Perform regression testing for system upgrades  Identify and implement efficiencies Show less



Congreso de Latinos Unidos

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Administrative Assistant

  • Sep 2001 - Nov 2001