Ben Lewis

Experience

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  Blue Shield Short Term Health Administration

  May 2003 - Jun 2004

  Customer Service/Data Entry

  Provide customer support for agents and customers of Blue Shield's short term health insurance products. Data entry, deposit reports, missing information notices, run premium notices and prepare bulk mailers.

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  J.C. Lewis Insurance Services

  May 2004 - now

  Chief Financial Officer
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  JC Lewis Insurance Services

  May 2004 - May 2004

  Manager at JC Lewis Insurance Services

  We administer employee benefit accounts, maintain plan affordability during annual renewals, help ineligible employees and their dependents find alternative coverage, and provide a smooth transition for retirees into Medicare. We are a certified Covered California agency and are fluent in Advanced Premium Tax Credit (APTC) plans, the Small Business Health Options Program (SHOP), MediCal and private programs offered outside of the Covered California exchange (off exchange health plans).

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  Summit State Bank

  Jan 2011 - Dec 2011

  Community Bank Intern

  Update troubled asset and problem loan reports, prepare loan documents for audit, summarize appraisals for construction loans, organize correspondence and legal documents for lawyers, and research competitor statistics. Balance ATM/EFT transactions, post fees to customer accounts, process Automated Clearing House (ACH) for home owner association dues, prepare for departmental audits, update Sarbanes and Oxley analysis for 2011, and verify policies and procedures for various company duties.