Seeking opportunity to contribute to organization that nurtures personal and professional growth, while leveraging strengths and pushing to enhance skill set.
Overview
24
24
years of professional experience
Work History
Senior Account Representative
USI
04.2022 - Current
Assisted brokers and account managers daily to foster customer relationships.
Compiled necessary materials for filing 5500 reports.
Assist with client claims issues, billing questions, and carrier concerns
Develop specific Total Compensation Statements when necessary.
Create and deliver employee education materials for open enrollment and new hires including recording Brainshark presentations
Work closely with carrier partners for delivery of SPDs, renewals, contracts, and education materials
Market ancillary and medical products upon renewal
Participated in client and carrier meetings.
Communicate final rates and plan designs to COBRA vendors
Underwriting Specialist
Anthem
08.2021 - 04.2022
Offer daily support to underwriters and gather all materials necessary from clients and brokers
Send emails to brokers and clients for any missing documentation
Follow up via phone for a detailed explanation when necessary
Research previous claims data to ensure accuracy
Enter data into the shared database for underwriting
Monitors team emails for accuracy and consistency
Maintained up-to-date knowledge of industry trends and regulatory changes to ensure compliance with all relevant guidelines.
Participated in cross-functional projects aimed at improving overall business performance, leveraging expertise in underwriting principles and practices.
Specialty Account Service Specialist, Lead
Anthem
08.2019 - 04.2022
Address team inquiries daily.
Research escalated issues to help resolve for the team
Work with the manager to hire additional staff as needed
Creates, implements, and executes any training for new hires
Submit tickets on behalf of the team for additional system access or system issues
Review weekly/monthly reports for team accuracy
Monitor teams’ emails for accuracy and consistency
Maintain several systems and databases accurately
Account Service Specialist
Anthem
08.2012 - 04.2019
Strengthened connections by facilitating daily and weekly correspondence with key stakeholders.
Addressed claims, benefit, and enrollment issues with a focus on resolution.
Anticipate client needs in a changing marketplace and assist in the preparation of presentations, implementation planning documents, proposals, and other documents
Support the activities of multiple brands and partnerships
Maintain a professional relationship with brokers, sales representatives, and customers
Maintain several databases
Read and distribute reports with the ability to explain the data in detail
Special Education Paraprofessional/Substitute Paraprofessional
Minnesota River Valley Special Education Center
10.2009 - 08.2012
Assist the teacher in the day-to-day tasks in the classroom
Responsible for the safety of the students in the classroom
Maintain appropriate relationships with the parents, co-workers, principals, and specialists
Prepare curriculum daily
Maintain a positive attitude to divert the student from feeling anxiety
Assist the teacher in making sure each student's IEP is met
Assistant Account Manager
Foster Klima & Company
03.2001 - 07.2009
Responsible for preparing proposals and renewal presentations
Maintain contact with carriers to keep informed on any industry changes or updates regarding group medical, Healthcare Savings Accounts, dental, disability, and life plans
Proactively identify and respond to the changing needs of clients
Processing of new business and renewal business from initial enrollment to contract delivery
Problem-solving regarding client inquiries, including claims, billing, enrollment, and benefits issues
Inform and guide clients regarding compliance with relevant legislation, such as COBRA and HIPPA
Introduce clients to new products and attend client meetings