Maria Mallari
Broker Service Representative at Claremont Insurance Services- Claim this Profile
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Bio
Jacqueline Ramirez
I am very pleased to tell you about Maria Mallari, whom I have known for 10 years. Maria and I worked together on high profile commercial accounts striving to provide the best service possible. As a Senior Marketing Representative, Maria was extremely knowledgeable of Major Accounts guidelines. She demonstrated to be proactive by keeping our department informed when policies or procedures changed. Beyond her knowledge Maria would provide exceptional service to internal colleagues and external customers. She always demonstrated strong evidence of her passion for Labor and Trust accounts which require special attention due to the sensitivity of these groups. Maria was an asset to our department and was always willing to go out of her way to ensure her clients were happy with HN's service. Personally, Maria always treated me and others in the unit, with the greatest courtesy and respect. I always knew I could count on her support and was able to see what an asset she was to our department. I heartily recommend Maria Mallari for the aforementioned attributes and extraordinary leadership. She is greatly missed and I hope to have the honor of working with her again in the future.
Anne Hanlon
Maria manages her work thoroughly and thoughtfully. She has a calm demeanor that external clients and internal colleagues appreciate. I really enjoyed working with Maria, and wish her the best!
Jacqueline Ramirez
I am very pleased to tell you about Maria Mallari, whom I have known for 10 years. Maria and I worked together on high profile commercial accounts striving to provide the best service possible. As a Senior Marketing Representative, Maria was extremely knowledgeable of Major Accounts guidelines. She demonstrated to be proactive by keeping our department informed when policies or procedures changed. Beyond her knowledge Maria would provide exceptional service to internal colleagues and external customers. She always demonstrated strong evidence of her passion for Labor and Trust accounts which require special attention due to the sensitivity of these groups. Maria was an asset to our department and was always willing to go out of her way to ensure her clients were happy with HN's service. Personally, Maria always treated me and others in the unit, with the greatest courtesy and respect. I always knew I could count on her support and was able to see what an asset she was to our department. I heartily recommend Maria Mallari for the aforementioned attributes and extraordinary leadership. She is greatly missed and I hope to have the honor of working with her again in the future.
Anne Hanlon
Maria manages her work thoroughly and thoughtfully. She has a calm demeanor that external clients and internal colleagues appreciate. I really enjoyed working with Maria, and wish her the best!
Jacqueline Ramirez
I am very pleased to tell you about Maria Mallari, whom I have known for 10 years. Maria and I worked together on high profile commercial accounts striving to provide the best service possible. As a Senior Marketing Representative, Maria was extremely knowledgeable of Major Accounts guidelines. She demonstrated to be proactive by keeping our department informed when policies or procedures changed. Beyond her knowledge Maria would provide exceptional service to internal colleagues and external customers. She always demonstrated strong evidence of her passion for Labor and Trust accounts which require special attention due to the sensitivity of these groups. Maria was an asset to our department and was always willing to go out of her way to ensure her clients were happy with HN's service. Personally, Maria always treated me and others in the unit, with the greatest courtesy and respect. I always knew I could count on her support and was able to see what an asset she was to our department. I heartily recommend Maria Mallari for the aforementioned attributes and extraordinary leadership. She is greatly missed and I hope to have the honor of working with her again in the future.
Anne Hanlon
Maria manages her work thoroughly and thoughtfully. She has a calm demeanor that external clients and internal colleagues appreciate. I really enjoyed working with Maria, and wish her the best!
Jacqueline Ramirez
I am very pleased to tell you about Maria Mallari, whom I have known for 10 years. Maria and I worked together on high profile commercial accounts striving to provide the best service possible. As a Senior Marketing Representative, Maria was extremely knowledgeable of Major Accounts guidelines. She demonstrated to be proactive by keeping our department informed when policies or procedures changed. Beyond her knowledge Maria would provide exceptional service to internal colleagues and external customers. She always demonstrated strong evidence of her passion for Labor and Trust accounts which require special attention due to the sensitivity of these groups. Maria was an asset to our department and was always willing to go out of her way to ensure her clients were happy with HN's service. Personally, Maria always treated me and others in the unit, with the greatest courtesy and respect. I always knew I could count on her support and was able to see what an asset she was to our department. I heartily recommend Maria Mallari for the aforementioned attributes and extraordinary leadership. She is greatly missed and I hope to have the honor of working with her again in the future.
Anne Hanlon
Maria manages her work thoroughly and thoughtfully. She has a calm demeanor that external clients and internal colleagues appreciate. I really enjoyed working with Maria, and wish her the best!
Credentials
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Insights on Working from Home’s Largest-Ever Experiment
LinkedInMar, 2021- Nov, 2024 -
Managing Up Virtually as an Employee
LinkedInMar, 2021- Nov, 2024 -
Staying Organized While Working Remotely or On-Site
LinkedInMar, 2021- Nov, 2024 -
Working from Home: Strategies for Success
LinkedInMar, 2021- Nov, 2024 -
Windows 10 New Features
LinkedInJun, 2019- Nov, 2024 -
Windows 10 October 2018 Update New Features
LinkedInJun, 2019- Nov, 2024 -
Windows 10: Tips and Tricks
LinkedInJun, 2019- Nov, 2024 -
Balancing Work and Life
LinkedInMay, 2019- Nov, 2024 -
Connecting with Peers in the Workplace (2014)
LinkedInMay, 2019- Nov, 2024 -
Customer Service: Problem Solving and Troubleshooting
LinkedInMay, 2019- Nov, 2024 -
Excel: Introduction to Formulas and Functions
LinkedInMay, 2019- Nov, 2024 -
Extreme Productivity (Blinkist Summary)
LinkedInMay, 2019- Nov, 2024 -
Managing Stress
LinkedInMay, 2019- Nov, 2024 -
Sales: Closing Strategies
LinkedInMay, 2019- Nov, 2024 -
Sales: Handling Objections
LinkedInMay, 2019- Nov, 2024 -
Unconscious Bias
LinkedInMay, 2019- Nov, 2024 -
Working with Upset Customers
LinkedInMay, 2019- Nov, 2024 -
Excel 2016 Essential Training
LinkedInOct, 2018- Nov, 2024 -
Outlook 2016 Essential Training
LinkedInSep, 2018- Nov, 2024 -
Solution Selling
LinkedInSep, 2018- Nov, 2024 -
Communication Foundations
LinkedInAug, 2018- Nov, 2024 -
Customer Service Foundations (2014)
LinkedInAug, 2018- Nov, 2024 -
Effective Listening
LinkedInAug, 2018- Nov, 2024 -
How to Use LinkedIn Learning
LinkedInAug, 2018- Nov, 2024 -
Phone-Based Customer Service
LinkedInAug, 2018- Nov, 2024 -
Sales Foundations
LinkedInAug, 2018- Nov, 2024 -
Writing Email
LinkedInAug, 2018- Nov, 2024
Experience
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Claremont Insurance Services
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United States
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Insurance
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1 - 100 Employee
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Broker Service Representative
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Aug 2018 - Present
Claremont Insurance Services is a leading General Agency servicing employee benefits brokers and agents throughout Northern California. Claremont helps brokers grow. We provide market analysis, product education and a comprehensive portfolio of competitive health, dental and ancillary insurance plans. Our sales and service tools enable brokers to compete effectively at every stage of the sales process. Claremont Insurance Services is a leading General Agency servicing employee benefits brokers and agents throughout Northern California. Claremont helps brokers grow. We provide market analysis, product education and a comprehensive portfolio of competitive health, dental and ancillary insurance plans. Our sales and service tools enable brokers to compete effectively at every stage of the sales process.
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Health Net
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United States
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Insurance
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700 & Above Employee
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Group Service Representative
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Apr 2008 - Mar 2018
Sales support for Labor & Trust and commercial large group. Managed 7 Taft Hartley Trust Funds and provided support for 61 commercial large group accounts with a total book of business membership of 15,000 lives. Handle all aspects of the clients’ medical, dental, vision and life insurance needs. Responsible for answering questions pertaining to Health Care Reform, legislative changes, Early Retiree Reimbursement Programs, contracts, benefits, claims, billing, Cobra/Cal-Cobra compliance… Show more Sales support for Labor & Trust and commercial large group. Managed 7 Taft Hartley Trust Funds and provided support for 61 commercial large group accounts with a total book of business membership of 15,000 lives. Handle all aspects of the clients’ medical, dental, vision and life insurance needs. Responsible for answering questions pertaining to Health Care Reform, legislative changes, Early Retiree Reimbursement Programs, contracts, benefits, claims, billing, Cobra/Cal-Cobra compliance, providers, rates, website navigation and eligibility procedures. Provide utilization and claim reports upon request and attend open enrollment meetings and health fairs as requested. • Created and maintained customer loyalty and achieved in-group membership premium growth and overall profitability by conducting regularly scheduled onsite client meetings with local unions, administrative staff and consulting firms. • Consistently renewed 95% of all contracts annually for the last 5 years. Exceeded targets despite above average rate increases and legislative challenges. • Met annual sales target of 2,650 new Labor & Trust members.
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Senior Marketing Representative
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Feb 2004 - Apr 2008
Sales support for 9 commercial large group accounts consisting of 25,000 members. • Continuously exceeded service expectations based on score cards completed by clients, consultants, brokers and third party administrators. • Effectively renewed all contracts annually by helping the client to maximize their health benefits by analyzing costs and customizing plans to meet the clients' short and long-term objectives. • Conduct open enrollment meetings and health fairs upon… Show more Sales support for 9 commercial large group accounts consisting of 25,000 members. • Continuously exceeded service expectations based on score cards completed by clients, consultants, brokers and third party administrators. • Effectively renewed all contracts annually by helping the client to maximize their health benefits by analyzing costs and customizing plans to meet the clients' short and long-term objectives. • Conduct open enrollment meetings and health fairs upon request.
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