Angie A.

Experience

• 

  West Corporation

  Jan 2010 - Jan 2012

  Bilingual Home Base Agent

  One of the most important characteristics of this job is supporting multiple client needs.However, depending on the project, you may be: Obtaining, entering and verifying customer information; answering customer questions and resolving issues; or explaining sales features or offering additional products or services.

• 

  Optum

  Jun 2012 - Jun 2016

  Sales License Health Insurance Agent

  • Inbound Calls from prospective Kaiser Permanente members, deliver and explain individual and family policies, including medical and dentalinsurance.• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. • Interview prospective members to understand their needs and find insurance policies that suit them.• Attend meetings, seminars and programs to learn about new products and services and learn new skills.• Provide exceptional customer service and problem solving by responding to inquiries via Live Chat functionality. Show less

• 

  Aon

  May 2017 - May 2018

  • Provided Medicare education, conducting needs analyses, and selling/enrolling retirees into appropriate Medicare health and prescription drug plans.• Assist Medicare eligible retirees to select appropriate health plans. • Completed: Delivery Specialist Mentorship Maintained records, compiled information, and submitted forms in order to keep agents licensed. Coordinated with applicants, state agencies, insurance agencies to ensure timely and efficient license.

  • Benefits Advisor

    Jun 2016 - May 2018

  • Delivery Specialist Mentorship

    May 2017 - Oct 2017
• 

  Alight Solutions

  Jul 2018 - Oct 2020

  Assist employees with enrollment in benefits programs such as health insurance, COBRA enrollment, setting HSA-FSA-DFSA contributions severance and retirement.• On-floor supervisor resolving escalated problems, researching, implementing creative solutions and deescalating customer concerns.• Training new hires to assist employees during open enrollment.• Advocate for employees to help with claim issues, authorizations, benefits information and reimbursements. • Assist employees with enrollment in benefits programs such as health insurance, COBRA enrollment, setting HSA-FSA-DFSA contributions severance and retirement.• Advocate for employees to help with claim issues, authorizations, benefits information and reimbursements.

  • Health Pro Specialist II - Team Lead

    Jun 2019 - Oct 2020

  • Health Pro Specialist II

    Jul 2018 - Jun 2019
• 

  FrankCrum

  Oct 2020 - Sept 2021

  Benefits Specialist

  • Provides team with information about recent developments, programs and policy changes of management.• Assess Team performance and provide feedback for appropriate strategies to improve processes• Administers benefit enrollments, changes, terminations, COBRA and the annual open enrollment.• Provides compliance information regarding the ACA, Section 125, COBRA, 401(k), and carrier participation and contribution regulation• Collaborate with internal teams to ensure new insurance sales and installations and renewals by obtaining enrollment and administrative forms in the post - sales process. • Runs eligibility reports for clients, notifies as appropriate, and sends enrollment materials.• Runs and reviews payroll premium sheets to ensure proper employer and employee payroll charges and keys in catch-up amounts as appropriate.• Process court order benefits enrollments, terminations and inquires. • Responds to correspondence, email, phone calls from clients, employee and vendors. • Maintain files and /or scans documents as applicable;• Assist in employees Life, disability claims process and works along with the vendors to ensure claims are processed in a timely manner. • Reconciles monthly insurance billings such as medical, dental, life, and supplemental plans, and keys catch-up and refunds as appropriate. • Keys PEO and client sponsored employer contributions, employee deductions and credit-back deductions. Show less

• 

  Rippling

  Sept 2021 - now

  • Leverage the Rippling product to enter and evaluate insurance plans/rates.• Collaborate with an assortment of Rippling team members to meet customer objectives.• Establish processes to improve Rippling’s advising support process while optimizing efficiency and accuracy.• Manage and refine the experience for customers that require plan changes during mid-year or renewals. Action data and feedback to produce impactful transformations to the plan selection and setup process.• Increase effectiveness of service through team members by facilitating ongoing education, feedback, mentorship, and through the communication of product updates.Licensed in all 50 States Show less

  • Senior Benefits Renewal Advisor

    May 2024 - now

  • Benefits Renewal Advisor

    Sept 2021 - May 2024