Experience

Focus HR Inc.

• United States
• Human Resources
• 1 - 100 Employee

• Benefits Account Executive at Focus HR, Inc.

  • Jul 2017 - Present

  United States

• Senior Benefits Administrator

  • May 2017 - Aug 2022

  Tucson, Arizona



Lovitt & Touché, A Marsh & McLennan Agency LLC Company

• United States
• Insurance
• 100 - 200 Employee

• Account Executive, Employee Benefits

  • Sep 2014 - Present

  Tucson, Arizona Area Assist Sales Executives in securing new business, managing the strategic client relationship and overseeing all aspects of client service, renewal activities and administration of products. Maintain in-depth knowledge of carriers & products offered; recommend new products and services to clients; advise on ongoing design and compliance issues; recommend modifications to plan design that support the client’s business and financial objectives.

• Senior Account Manager

  • May 2012 - Sep 2014

  Tucson, Arizona Area



Humana

• United States
• Insurance
• 700 & Above Employee

• Sales Executive

  • Aug 2011 - May 2012

  Tucson, Arizona Area Medicare Sales and Personalized Service • Prospect, conduct comprehensive needs analysis, quote and enroll eligible individuals in appropriate products including medical, dental, vision, Medicare Supplements, Medicare Advantage and Prescription Drug Plans • Develop relationships with community agencies and centers focused on the needs and service to senior population.



Halsi Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Aug 2003 - Aug 2011

  Tucson, Arizona Area • As an independent insurance agent with numerous carriers across all lines of business; continuously kept abreast of all processes and improvements, product knowledge and enhancement of all relationships with carrier representatives to achieve, maintain and exceed customer’s needs and expectations. • Conducted comprehensive needs analysis for prospects and incumbent clients; quoted and enrolled employer groups, individuals including Medicare in appropriate products including medical… Show more • As an independent insurance agent with numerous carriers across all lines of business; continuously kept abreast of all processes and improvements, product knowledge and enhancement of all relationships with carrier representatives to achieve, maintain and exceed customer’s needs and expectations. • Conducted comprehensive needs analysis for prospects and incumbent clients; quoted and enrolled employer groups, individuals including Medicare in appropriate products including medical, dental, vision, LTC, Medicare Supplements, Medicare Advantage and Prescription Drug Plans, home owner, auto, commercial liability, workman’s compensation, commercial auto and other specialty products • Collaborative problem solving of presented issues providing guidance and growth opportunities of team associates. Functional Resolution Specialist of complex, time sensitive, potential liability and compliance issues. • Carrier Committee / Focus Group Member discussing and evaluating trends, product development, process improvements and growth opportunities. • Client advocacy representing all clients including: members, employer groups, providers, carriers and governmental agencies and entities. • With combined efforts, was continually recognized as one of the leading agencies in the State of Arizona for several carriers and general agency. Show less



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Account Manager

  • Mar 2001 - Aug 2003

  Tucson, Arizona Area Administered and serviced the largest book of business in Aetna’s Western Region, successfully renewed book of business by maintaining 90% or greater retention of said business in my tenor with Aetna.



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Account Manager

  • Mar 2000 - Mar 2001

  Tucson, Arizona Area Key liaison for employer groups, brokers/agents and internal departments to administer the healthcare and ancillary contracts for employer group benefits. • Assisted Small Group Sales Executive with quoting and presentation to broker including new group processing ensuring accuracy of all facets of installation • Processed existing business renewals to ensure accuracy of plan design and premium rate installation including subscriber enrollments through verification of premium invoice.

• Member Services Associate

  • Dec 1998 - Mar 2000

  Tucson, Arizona Area • Member advocate regarding complex issues and concerns presented by the member, medical provider, internal customer and community agencies. • Effectively communicated, clarified and interpreted the healthcare benefits, standards and providers of service. • Communicated in a concise and clear manner in both English and Spanish. • Interacted with internal associates and departments as well as outside agencies and providers to identify areas for resolution to the satisfaction of our… Show more • Member advocate regarding complex issues and concerns presented by the member, medical provider, internal customer and community agencies. • Effectively communicated, clarified and interpreted the healthcare benefits, standards and providers of service. • Communicated in a concise and clear manner in both English and Spanish. • Interacted with internal associates and departments as well as outside agencies and providers to identify areas for resolution to the satisfaction of our customer’s needs • Was a successful mentor in the New Hire Mentor Program providing guidance, service clarification and assistance in all facets of duties performed to newly hired associates



Pima County

• United States
• Government Administration
• 700 & Above Employee

• Member Services Director - Pima Health System/Pima Long Term Care System

  • Oct 1984 - Dec 1998

  Tucson, Arizona Area • Managed, planned and coordinated the operational functions of the Member Services Department of the municipally run Medicaid Health Maintenance Organization. • Agencies key liaison in relation to the customer’s needs satisfaction and retention • Directed, coordinated, and guided the functional duties performed by Member Services Team members providing critical insight and leadership by developing and implementing optimum training methods to maximize individual skills, performance and… Show more • Managed, planned and coordinated the operational functions of the Member Services Department of the municipally run Medicaid Health Maintenance Organization. • Agencies key liaison in relation to the customer’s needs satisfaction and retention • Directed, coordinated, and guided the functional duties performed by Member Services Team members providing critical insight and leadership by developing and implementing optimum training methods to maximize individual skills, performance and quality strategies and measured actual performance of the department and its staff against established standards. Recommended areas for improvement and developed improvement processes on an individual associate and team level. • Developed and obtained approval of the annual departmental operating budget. • Oversaw and participated in the development of Bi-lingual (English/Spanish) educational, informational and marketing materials distributed to current and prospective members directly and through medical provider sales pursuant to Medicaid regulatory provisions. • Chair participant for department for NCQA Accreditation readiness. Committee member of Quality Managements within healthcare system (plan, Kino Hospital, County Health Department). Chair of the Arizona Health Care Cost Containment System (AHCCCS) Contract Bid • Task Force and representation speaker for quarterly Provider Education Sessions. • Team member to present Plan budget before the Pima County Board of Supervisors. Show less