Experience

ExperINS

• United States
• Insurance
• 1 - 100 Employee

• Director Of Operations

  • May 2019 - Present

  Transforming Companies, Inspiring Cultures, Protecting Families, Enriching Communities



Vista360health

• United States
• Insurance
• 1 - 100 Employee

• Director of Marketing

  • Mar 2016 - Apr 2019

  Austin TX ● Knowledge and sales of 10 different medical plan options ● Cultivate Agent/Broker relationships including contracting ● Create marketing material for agents/brokers, proposals, members, and employers ● Manager Open Enrollment for Vista360health Members (2000+) ● Member claim research and resolution ● Create member benefit surveys ● Create mail out to over 700 agents/broker in Central Texas ● Quote requests and benefit questions ● Handled day-to-day member and employer… Show more ● Knowledge and sales of 10 different medical plan options ● Cultivate Agent/Broker relationships including contracting ● Create marketing material for agents/brokers, proposals, members, and employers ● Manager Open Enrollment for Vista360health Members (2000+) ● Member claim research and resolution ● Create member benefit surveys ● Create mail out to over 700 agents/broker in Central Texas ● Quote requests and benefit questions ● Handled day-to-day member and employer benefit issues and concerns. ● Responsible for managing and training of full-time employees ● Led group enrollment meetings ● Manage social media accounts including Facebook, Twitter, and LinkedIn Show less



BSI, A 401 Plans Company

• Texas Division Manager

  • Oct 2001 - Mar 2016

  o Successfully manage two thousand individual FSA accounts. o Responsible for daily claims processing and employee reimbursement. o Primary manager of FSA accounts quarterly audits. o Conduct enrollment and educational meetings to employee and employers on multiple lines of business. o Manage all inbound employee calls regarding personal or family FSA accounts. o Implemented online FSA portal for employer and employees. o Prepare all proposals and bids for all lines of… Show more o Successfully manage two thousand individual FSA accounts. o Responsible for daily claims processing and employee reimbursement. o Primary manager of FSA accounts quarterly audits. o Conduct enrollment and educational meetings to employee and employers on multiple lines of business. o Manage all inbound employee calls regarding personal or family FSA accounts. o Implemented online FSA portal for employer and employees. o Prepare all proposals and bids for all lines of business including but not limited to, FSA and COBRA. o Prepare all necessary marketing material for brokers on products offered by the company. o Knowledge of all federal laws and compliance associated with administered benefits. o Responsible for annual discrimination testing and Form 5500 filing as needed o Working knowledge of COBRA laws. o Responsible for creating all new hire notices and termination notices. o Collect COBRA premiums from participants. o Premium reconciliation and distribution to employers. o General office management o Maintains office services by organizing office operations and procedures, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions. o Provides historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of required IRS records. o Excel in resolving employer challenges with, systems and process improvements proven to increase efficiency, customer satisfaction and the bottom line. o Maintains office staff by hiring, selecting, orienting, and training employees. Show less



Benefits Design, Inc.

• Insurance
• 1 - 100 Employee

• Benefits Consultant

  • 1998 - 2000

  ● Responsible for many aspects of renewal processing including RFP and client meeting presentation preparation. ● Conducted client enrollment meetings. ● Compiled comprehensive open enrollment benefit booklets. ● Managed groups of 2-50 lives. ● Assisted with employee claim filing issues. ● Handled day-to-day employee and employer benefit issues and concerns. ● Managed bid requests to carriers for client presentations.



Bank One

• Banking
• 200 - 300 Employee

• Relationship Banker

  • 1995 - 1998

  ● Process bank transactions for consumers and large employers. ● Open new accounts, process loans, and provide general customer service.