Trish Isaak, MAT, GBDS

Trish isaak, mat, gbds

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location of Trish Isaak, MAT, GBDSPortland, Oregon, United States
Followers of Trish Isaak, MAT, GBDS685 followers
  • Timeline

  • About me

    Sr. Benefits Consultant at Alera Group

  • Education

    • Lewis and clark college

      1997 - 1998
      M. a. t. elementary education and teaching k-8

      Elementary Education

    • University of oregon

      1984 - 1989
      Bachelor's degree parks, recreation and leisure facilities management

      Activities and Societies: Pi Beta Phi Specialize in Travel and Tourism with a minor in French

  • Experience

    • Marriot's residence inn

      Aug 1990 - Sept 1992
      Account manager

      Developed new corporate business and maintained existing accountsOrganized corporate meetingsAssisted front desk staff and provided weekend supervision

    • St. vincent depaul rehabilitation services

      Oct 1992 - Sept 1994
      Sales representative

      Outside/inside sales representativePrepared written proposals for multiple manufacturing departmentsResponded to and resolved client issuesDemonstrated problem solving abilities

    • Marriot's mountain shadows

      Oct 1994 - Jun 1996
      Restaurant/bar staff

      Served food and beverages while providing a positive customer service experienceDemonstrated flexibility and problem solvingWorked as a backup for large banquet partiesCompleted Marriott Management training programTranslated French for international guestsEmployee of the month December 1995

    • Dc international

      Apr 1996 - May 1997
      Secretary

      Maintained customer and vendor filesAnswered multi-line phonesCommunicated with international manufacturers and shipping companiesPrepared Purchase Orders and Invoices

    • Seth lewelling elementary

      Nov 1998 - Jun 1999
      Teacher

      Took over a newly created 4th grade classCreated lesson plans that integrated all subjects and addressed multiple learning stylesFollowed State-wide requirement and benchmarksPracticed classroom management on a daily basisCollaborated with 4th grade team on projects

    • Centennial, gresham-barlow and reynolds school districts

      Sept 1999 - Jun 2000
      Substitute teacher

      Taught at elementary and jr. high schools in an assortment of subjects and gradesMaintained a safe learning environmentAdapted to provided lesson plans as necessary

    • Benefithelp solutions (subsidiary of moda health)

      Aug 2001 - Jun 2014

      Manage third-party administration services for public and private employers Oversee administration of PERS Health Insurance ProgramCoordinate annual benefit renewals for large and small employersCoordinate the creation and printing of benefit materials]Arrange state-wide PERS Health Insurance Program presentationsDevelop Power Point presentations for advisory and training purposesManage and resolve elevated customer/client issuesCoordinated the redesign of PERS Health Insurance Program websiteAnalyze and coordinate technical support Show less Created and supervised 11 customer service representatives specializing in TPA servicesDeveloped consistent skills trainingMerged three lines of business into one departmentEstablished and documented department expectationsEvaluated staffing levels through monitoringAdvised clients, brokers and staff on COBRA regulatory standards and changesDeveloped and taught C/E accredited COBRA coursesResponded to and resolved elevated customer callsHelped implement two software conversions Show less

      • Sr. Account Executive

        Jan 2010 - Jun 2014
      • Customer Service Supervisor

        Aug 2006 - Dec 2009
      • COBRA Billing and Eligibility Supervisor

        Jul 2003 - Aug 2006
      • COBRA Billing and Eligibility Lead

        Aug 2001 - Jul 2003
    • Davidson benefits planning, an alera group company agency

      Jun 2014 - now
      Benefit consultant

      Consult with small and large employer groups to advise them in their Health & Welfare benefit programsStrategically plan and execute annual renewalsKeep up with and advise clients on emerging trends and compliance in employee benefits

  • Licenses & Certifications

    • Group disability benefit specialist

      Jun 2016
    • Producer health license in health and life

      Aug 2014
    • Gaining skills with linkedin learning

      Linkedin
      Sept 2022
      View certificate certificate
  • Volunteer Experience

    • Advisory table

      Issued by The ALS Association
      The ALS AssociationAssociated with Trish Isaak, MAT, GBDS