Natalie Bolinger Malm

Executive Assistant at Celebrating Life Community Health Center
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Contact Information
us****@****om
(386) 825-5501
Location
Tustin, California, United States, US

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Experience

    • Hospitals and Health Care
    • 1 - 100 Employee
    • Executive Assistant
      • May 2023 - Present

    • Marketing Coordinator Director
      • Jul 2018 - Nov 2022

      • Executed extensive administrative responsibilities for owners, executives and account managers • Created and composed open enrollment PowerPoint presentations and Employee Benefit Information Guides • Prepared new business and renewal proposals and PowerPoint presentations for all clients (50+) • Negotiated renewals to provide the best rates, program options for all clients and their employees • Frequently coordinated conference meetings with insurance carrier representatives (in-person and via zoom) • Processed enrollments, changes, terminations with multiple insurance carriers for multiple benefit coverages daily • Prepared consolidated complicated billing spreadsheets (in excel) for 20+ clients monthly • Successfully recruited new business to the firm (large and small groups) Show less

    • United States
    • Insurance
    • 1 - 100 Employee
    • Sales Support Specialist
      • Oct 2012 - May 2018

      • Managed over a full Book of Business with oversight responsibilities for 80+ Large Group renewals. • Efficiently ran several medical reports, pulling invoices, providing compliance documents and gathering important client information for brokers as needed. • Provided direct knowledge of the renewal status and potential medical or ancillary opportunities to the broker. • Provided up-to-date account status information to account managers and directly to brokers as needed. • Managed over a full Book of Business with oversight responsibilities for 80+ Large Group renewals. • Efficiently ran several medical reports, pulling invoices, providing compliance documents and gathering important client information for brokers as needed. • Provided direct knowledge of the renewal status and potential medical or ancillary opportunities to the broker. • Provided up-to-date account status information to account managers and directly to brokers as needed.

Education

  • Point Loma Nazarene University
    Managerial and Organizational Communications
    2006 - 2010

Community

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