Experience

Diversified Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Jun 2013 - Present

  136 E South Temple, Salt Lake City, UT 84111 Manage employee benefit programs for clients to ensure that the clients needs are met and maintained. 15 years experience within the group benefits insurance industry and account management. Extensive knowledge on employee benefits based on group size (small and large employers) and funding (fully insured and self-funded). Negotiation of benefit plans and rates with insurance carriers. Proven project management skills by ensuring that steps are not overlooked so that clients have… Show more Manage employee benefit programs for clients to ensure that the clients needs are met and maintained. 15 years experience within the group benefits insurance industry and account management. Extensive knowledge on employee benefits based on group size (small and large employers) and funding (fully insured and self-funded). Negotiation of benefit plans and rates with insurance carriers. Proven project management skills by ensuring that steps are not overlooked so that clients have successful implementations of their benefit programs and online enrollment systems. Training new staff of processes/procedures and help answer insurance benefit questions that they may have. Committed to develop and maintain relationships with clients, insurance carriers and staff. Excellent Excel skills with experience in producing spreadsheets with built in formulas, vlookups, and pivot tables. Ability to grasp new ideas and concepts, hardworking, and excellent customer service skills. Show less



Brighton Rehabilitation

• Hospitals and Health Care
• 1 - 100 Employee

• Executive Assistant

  • Apr 2012 - Jun 2013

  Managed patient claims for clients of Brighton Rehabilitation/Mountain Land Rehabilitation. Coordinate and attend Quality Outcome Reviews for our clients to ensure compliance of therapy services being provided to patients. Present compliance updates on the new CMS legislations regarding therapy services in management meetings. Create weekly, monthly, and quarterly reports on denials, quality assurance, customer satisfaction and peer review documentation. Serve management team with various… Show more Managed patient claims for clients of Brighton Rehabilitation/Mountain Land Rehabilitation. Coordinate and attend Quality Outcome Reviews for our clients to ensure compliance of therapy services being provided to patients. Present compliance updates on the new CMS legislations regarding therapy services in management meetings. Create weekly, monthly, and quarterly reports on denials, quality assurance, customer satisfaction and peer review documentation. Serve management team with various duties as assigned. Show less



Moreton & Company

• United States
• Insurance
• 200 - 300 Employee

• Account Manager

  • Feb 2005 - Feb 2012

  Managed employee benefit programs for clients. Negotiate rates, benefits, and plan design with underwriters and account executives with regards to medical, dental, life and disability carriers to control the cost of clients Health and Welfare programs. Serviced clients and their employees, provide resolutions to claim problems and contract issues. Coordinate with insurance carriers, graphics department and clients to produce customized benefit communication material. Create materials… Show more Managed employee benefit programs for clients. Negotiate rates, benefits, and plan design with underwriters and account executives with regards to medical, dental, life and disability carriers to control the cost of clients Health and Welfare programs. Serviced clients and their employees, provide resolutions to claim problems and contract issues. Coordinate with insurance carriers, graphics department and clients to produce customized benefit communication material. Create materials for responses to request for bids and develop presentations. Show less