Experience

Reverse Mortgage Funding LLC

• United States
• Financial Services
• 100 - 200 Employee

• On Site Support Supervisor

  • May 2015 - Present

  Gold River, California Spearhead comprehensive system enhancements to boost institutional productivity. Coordinate employee performance reviews and deliver dynamic sales leadership. Actively train diverse teams of professionals to maximize sales profits and reduce deficiency. Effectively track shipping and maintain operational systems. Key Accomplishment: • Successfully earned distinction for exceeding all performance targets and boosting revenue, facilitating formal award as Employee of the Month twice in… Show more Spearhead comprehensive system enhancements to boost institutional productivity. Coordinate employee performance reviews and deliver dynamic sales leadership. Actively train diverse teams of professionals to maximize sales profits and reduce deficiency. Effectively track shipping and maintain operational systems. Key Accomplishment: • Successfully earned distinction for exceeding all performance targets and boosting revenue, facilitating formal award as Employee of the Month twice in three years. • Recognized for exponentially exceeding business goals through cross training, leading to distinction with Above and Beyond Award and financial bonus. • Leverage advanced expertise with CRM systems and video email systems to excel within a high-volume call center. Show less



Blue Shield of California

• United States
• Insurance
• 700 & Above Employee

• Senior Sales Agent/Producer

  • Nov 2005 - Oct 2014

  El Dorado Hills Directed sales evaluations and coordinated cost sharing activities. Served as licensed life and health agent tasked with selling individual and family medial, dental, vision, and life insurance packages. Collaborated closely with clients to address individualized needs and ensure delivery of most effective and comprehensive insurance products. Demonstrated advanced expertise with HCR plans, benefits, and provider networks. Key Accomplishments: • Served as enrollment counselor with HCR… Show more Directed sales evaluations and coordinated cost sharing activities. Served as licensed life and health agent tasked with selling individual and family medial, dental, vision, and life insurance packages. Collaborated closely with clients to address individualized needs and ensure delivery of most effective and comprehensive insurance products. Demonstrated advanced expertise with HCR plans, benefits, and provider networks. Key Accomplishments: • Served as enrollment counselor with HCR exchange and ensured highest levels of sales growth. • Consistently exceeded sales objectives and boosted customer satisfaction through strategic client engagement. • Produced high-quality contributions to bolster second highest 2014 exchange enrollment in the United States.

• Large Group Account Manager

  • Oct 1999 - Nov 2005

  El Dordo Hills, California Collaborated closely with human resource representatives and business leaders to generate monthly billing statements and reconcile large group accounts. Balanced financials and engaged with broker services regarding commission report production. Maintained strong business relationship and supervised account management activities. Key Accomplishment: • Effectively delivered noteworthy service while ensuring highest levels of professional and report accuracy.



Blue Shield of California

• United States
• Insurance
• 700 & Above Employee

• Health Benefits Advisor/Member Services

  • Oct 1997 - 1999

  El Dorado Hills Responsible for taking member calls and going over member plan benefits. Educating members on their plan benefits and explaining prior authorization processes. Assisting with finding doctors and dentist in their area. Supported the start up of the grievance department by taking phone inquires and researching issues for resolution. Filled in with the Away from Home Care when a member was planning to travel outside the state or resident in another state temporary. Assisted the nursing staff by… Show more Responsible for taking member calls and going over member plan benefits. Educating members on their plan benefits and explaining prior authorization processes. Assisting with finding doctors and dentist in their area. Supported the start up of the grievance department by taking phone inquires and researching issues for resolution. Filled in with the Away from Home Care when a member was planning to travel outside the state or resident in another state temporary. Assisted the nursing staff by tracking prior authorizations for member case files. This position offered many opportunities outside the scope of my position as I was a trusted associate and was given several projects to start up and implement. Show less



Foundation Health Federal Services

• Health Benefits Advisor Liaison/Technical Writer

  • Nov 1990 - Apr 1997

  Rancho Cordova Traveled to Military Treatment Facilities (MTF) to educate on Department of Defense (DOD) impact changes. Worked with actuarialist on cost analyst contract negotiation pertaining to DOD changes. Published in house training manuals and system error message resolution for claim processing. Participated in technical writing and benefit change procedures for MTF and DOD in contract negotiation and procurement.



Crest Medical Inc.

• Manager for Durable Medical Equipment Supplier

  • Feb 1987 - Oct 1990

  Rancho Cordova Managed staff, completed annual review evaluations and department budget. Attended seminars on Medicare and Medi-Cal benefits and billing for durable medical supplies. Knowledge of parenteral and enteral feeding pumps and supplies and the requirements for billing and reimbursement. Good rapport with sales representatives learning about supplies and new products for business.



Anthem Blue Cross (Formally known as Blue Cross of California)

• Auditor/Trainer

  • 1985 - 1987

  Rancho Cordova, California Began as a data entry of UB82 (outpatient surgery billing claim form), later promoted to data entry auditor and trainer.