Deep Enrich
Jessica Lopez
581 followers
Rocklin, California, United States
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About me
Senior Client Manager at Marsh & McLennan Insurance Agency, CA Insurance License #0K42691
Education
California State University-East Bay
2010 - 2015Bachelor of Science (BS) Business Administration, Corporate Management and Marketing ManagementObtained a Bachelor's of Science Degree in Business Administration with concentrations in Corporate Management and Marketing Management in March 2015.
Diablo Valley College
2006 - 2012Associates of Arts - Business Transfer Business Administration
Experience
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Associated Third Party Administrators (ATPA)
Dec 2007 - Dec 2013Assist Surviving Spouses with the transition to their own Medical, Pension, Annuity, and Life Insurance Benefits. Also assist beneficiaries with obtaining the I appropriate death benefits due to the participant's passing.
Beneficiary Assistance Processor
Nov 2012 - Dec 2013Retiree Health and Welfare Processor
Jul 2011 - Oct 2012Call Center Representative
Jul 2010 - Jun 2011Retiree Heath and Welfare Processor
Jun 2008 - Jun 2010Clerical Assistant
Dec 2007 - May 2008
UFCW
Dec 2013 - Feb 2014Pension AnalystAssociated Third Party Administrators (ATPA)
Feb 2014 - Apr 2015I currently Lead a team of three, who service the participants for four Trust Funds.
Participant Services Team Leader
Apr 2014 - Apr 2015Employer Services Representative
Feb 2014 - Apr 2014
NFP
Apr 2015 - Jan 2018Account Manager
Aug 2017 - Jan 2018Client Services Administrator
Apr 2015 - Aug 2017
Marsh & McLennan Agency - West
Jan 2018 - May 2021Senior Client Manager
Apr 2020 - May 2021Client Manager
Jan 2018 - Mar 2020
EPIC Insurance Brokers & Consultants
Jun 2021 - Jul 2021Senior Client ManagerMarsh & McLennan Agency - West
Aug 2021 - nowSenior Client Manager
Licenses & Certifications
PPACA Certified
NAHUJan 2017
CA Life and Health Insurance License
California Department of InsuranceAug 2015
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