Experience

Tonkin Family of Dealerships

• Portland, Oregon Area

• Appointment Scheduler for the Buy Center

  • Feb 2019 - Present



LaPorte Insurance

• Portland, Oregon Area

• Benefits Account Manager

  • Nov 2017 - Present



Daimler Trucks North America

• Portland, Oregon

• Project Coordinator (Contract Position)

  • May 2017 - Aug 2017

  Brought on to handle detail-oriented data entry in multiple systems, translating spreadsheets into data. Troubleshot and investigated potential issues with customers, and escalated system issues that impact customers. Provided registration and activation of Virtual Technician. Worked in Microsoft Office Suite programs Word, with extensive use of Excel, Salesforce, CMS, VTHU, OWL, GPSID. Brought on to handle detail-oriented data entry in multiple systems, translating spreadsheets into data. Troubleshot and investigated potential issues with customers, and escalated system issues that impact customers. Provided registration and activation of Virtual Technician. Worked in Microsoft Office Suite programs Word, with extensive use of Excel, Salesforce, CMS, VTHU, OWL, GPSID.



LifeMap Assurance Company

• Portland, Oregon

• Implementation Specialist

  • Oct 2015 - Feb 2017

  Managed projects and worked closely with brokers, employer group administrators, and many internal departments (including Underwriting, Contracts, and Claims) to ensure that newly-sold lines of coverage met the needs of the employers and their employees, and that the company could successfully administer the plans and products that were chosen and purchased. Advised brokers and employers based on their corporate goals and desired outcomes. Managed projects and worked closely with brokers, employer group administrators, and many internal departments (including Underwriting, Contracts, and Claims) to ensure that newly-sold lines of coverage met the needs of the employers and their employees, and that the company could successfully administer the plans and products that were chosen and purchased. Advised brokers and employers based on their corporate goals and desired outcomes.



Moda Health

• Portland, Oregon

• Senior Administrative Assistant/Marketing Coordinator

  • Jul 2008 - Jul 2015

  Provided support for the Government Accounts team, including employee benefit presentations to the largest accounts: Oregon Educators Benefit Board, PERS, PEBB, and City County Insurance Services. Scheduled meetings for supervisors and colleagues, and managed their calendars. Addressed daily benefit and administrative questions and concerns from clients. Corresponded to clients via Outlook and Gmail. Coordinated hundreds of benefit fairs, presentations, and meetings throughout the state. Built successful relationships with every client, colleague, and plan member. Show less



Kaiser Permanente

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

• Large Group Sales and Account Management, Client Services Unit

  • Oct 2006 - Jun 2008

  Focused on the creation, assembly, and delivery of Large Group Renewal packets and Renewal Confirmation letters. Part of a team tasked with creating Quality Assurance and Renewal-tracking processes, as well as drafting Policy and Procedure manuals for those processes.Ensured that employers’ chosen rates and benefits were loaded accurately and on time. Tracked and processed termination requests and letters for employers and agents, and worked with employers to get them set up with online enrollment and billing system. Met with employer groups on-site to present and demonstrate the online enrollment system and its various functionalities. Show less

• Contract Service Representative

  • Apr 2005 - Oct 2006

  For the Small Business Group Membership Administration Department, researched, analyzed, and solved longstanding billing and eligibility problems. Coordinated between Kaiser Permanente groups, Northwest Region Account Management, and Consolidated Service Center to facilitate the resolution of multiple points of contention in billing and eligibility processes. Performed audits of larger groups to identify where information had broken down, and rectified issues.

• Associate Account Manager

  • May 2004 - Apr 2005

  For the Small Group Sales and Marketing Department, generated and distributed Renewal packets, processed benefit changes, collected and recorded census data, and solves issues for groups, members, and broker-partners.



Biggs Insurance Services

• Vancouver, Washington

• Employee Benefits Executive Assistant

  • Aug 2002 - Apr 2004

  Executed and maintained all aspects of a traditional health and life insurance agency. Analyzed and presented renewal information to employer groups. Shopped alternate carriers, collected census data, quoted new lines of coverage, and presented viable insurance options to the signing of new groups. Acted as liaison and advocate for the agency's small and large employer groups when issues or concerns arose with their insurance carriers. Provided high-level support to Employee Benefit supervisors including scheduling, candidate recruiting, email management, phone screening, and various administrative tasks. Scrubbed employee benefit enrollment applications to satisfy carrier expectations. Show less