
Timeline
About me
Client Service Manager @Acrisure West Region
Education

San joaquin delta college
2004 - 2008Business certificate business and real estateAt San Joaquin Delta College I took course work to earn a California Real Estate License and I earned a Business Certificate.

Concordia university irvine
1983 - 1986Associate of arts (aa) general educationActivities and Societies: Drama group Drama, sports
Experience

Delta health systems
Jan 2008 - Sept 2020Oversee corporate client accounts, ensure financial accuracy of monthly and quarterly reporting, client open enrollment meetings and benefit fairs, creating and updating federally mandated health plan documents. Working with multiple vendors, clients and internal departments to promote and maintain excellence in claims administration. Ensure accuracy of monthly financial reports, client presentations and benefit fairs, intermediary between clients, internal departments and vendors for the daily administration of client health plans. Monthly client reporting, assist with new client implementation, support Account Management staff. Monthly billing and eligibility for corporate as well as Trust clients. COBRA specialist.
Account Executive
Sept 2016 - Sept 2020Account Manager
Sept 2013 - Sept 2016Client Service Coordinator
Jun 2012 - Sept 2013Billing and Eligibilty Coordinator
Jan 2008 - Jun 2012

Filice insurance agency
Sept 2020 - Jul 2023Client service managerSupport Executive team in developing and maintaining excellent carrier relationships as well as providing excellent service to ongoing clients. Create employee communications and Benefit Booklets for annual renewals, enrollment procedures, and miscellaneous benefit changes and/or clarifications. Fluency in Health and Welfare Programs, compliance, administration, billing, eligibility, Section 125 Plans, COBRA, HIPAA, ACA, and required DOL/IRS Employer notifications.

Acrisure
Jul 2023 - nowClient service managerSupport Executive team in developing and maintaining excellent carrier relationships as well as providing excellent service to ongoing clients. Create employee communications and Benefit Booklets for annual renewals, enrollment procedures, and miscellaneous benefit changes and/or clarifications. Fluency in Health and Welfare Programs, compliance, administration, billing, eligibility, Section 125 Plans, COBRA, HIPAA, ACA, and required DOL/IRS Employer notifications.
Licenses & Certifications

Resident insurance producer-accident and health agent, life-only agent
California department of insuranceApr 2014.webp)
Certified self funding specialist-csfs
Health care administrators association (hcaa)Mar 2020
Account manager academy
GenuineshiftJul 2022
Volunteer Experience
Stephens Minister
Issued by St Pauls Lutheran Church on Jun 2013
Associated with Morgan Gainor
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