Experience

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  Cfg insurance services

  Jan 2000 - Jan 2001

  Account manager
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  Interwest insurance services

  Jan 2001 - Jan 2008

  Account manager
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  Unison, inc.

  Oct 2008 - Oct 2012

  Employee benefit consultant

  At Unison, I specialized in working with small employers to design, implement, maintain and communicate a cost competitive employee benefits package. I was responsible for renewals, new benefit designs, employee benefit presentations, claims, billing and enrollment issues, wellness and a variety of other services. In addition to managing over 100 accounts, I handled new business sales and sold additional lines of insurance to existing clients as needed.

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  Gallagher

  Jun 2016 - now

  - I manage a block of business in the Small Business Unit for employer groups with 15 - 50 employees. My experience in health funding arrangement includes Fully-Insured and Level-Funded. - I'm well-versed & knowledgeable in all lines of Employee Benefits, including Health, Dental, Vision, Life/AD&D, Short-term Disability, Long-term Disability, H.S.A.'s, H.R.A.'s, F.S.A.'s and all Voluntary products. In addition, I'm competent in Worksite Benefits.- In addition to providing exceptional service, I am familiar with the marketing process and collaborate with multiple vendor partners to find competitive rates and products that best suit my clients needs. - I'm familiar and skilled in the area of employer compliance, including HIPAA, ERISA, Form 5500's, SPD's, Wrap Plan Documents, Annual Notices, and much more. - Among being confident in Midyear and Renewal meetings, I enjoy Open Enrollment meetings the most! - Systems and Platforms currently used: Microsoft Office 11, DMS, AMP, SharePoint, Publisher, Adobe Acrobat and EASE Show less - I manage a block of business in the Mid-Size Market for employer groups with 51 - 150 employees. My experience in health funding arrangement includes Fully-Insured, Level-Funded and some Self-Funding.- I'm well-versed & knowledgeable in all lines of Employee Benefits, including Health, Dental, Vision, Life/AD&D, Short-term Disability, Long-term Disability, H.S.A.'s, H.R.A.'s, F.S.A.'s and all Voluntary products. In addition, I'm competent in Worksite Benefits.- In addition to providing exceptional service, I am familiar with the marketing process and collaborate with multiple vendor partners to find competitive rates and products that best suit my clients needs. - I'm familiar and skilled in the area of employer compliance, including HIPAA, ERISA, Form 5500's, SPD's, Wrap Plan Documents, Annual Notices, and much more. - Among being confident in Midyear and Renewal meetings, I enjoy Open Enrollment meetings the most! - Systems and Platforms currently used: Microsoft Office 11, DMS, AMP, SharePoint, Publisher, Adobe Acrobat and EASE Show less

  • Client Manager - Small Business Unit

    Oct 2012 - now

  • Client Manager - Mid-Size Market

    Jun 2016 - Dec 2021