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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 (xxx-xxx-xxxx abc@xyz.com

Summary of Qualifications

 

         Accomplished Senior Account Manager with a proven track record in the health insurance industry.

         Promoted to positions of greater responsibility for consistently exceeding performance objectives.

         Experience building and growing relationships with brokers, carriers and clients.

         Stellar rapport building skills to gain the trust, confidence and respect of key stakeholders.

         Proficient with Microsoft Office Suite and Publisher.

Work Experience

 

LuLaRoe Sara Rinehart 2015-Present

Small Business Owner/Fashion Consultant

         Build relationships with customers, including during major events and for new business opportunities.

         Showcase strong managing skills while overseeing strategic planning initiatives as well as inventory.

         Manage financial aspects of the business, including reporting for tax purposes.

 

Lockton Insurance Brokers, LLC 2007-2013

Senior Account Manager (2011-2013)

         Demonstrated expertise with billing, claims, eligibility and other program-related questions.

         Played an integral role with strategic planning pertaining to client cost management strategies.

         Prepared and presented fully-insured, annual renewals for both mid-size and large group clientele.

         Educated clients about IRS regulations (5500 filings & Wrap Documents); Employee Notification Requirements (SPDs, EOC, SARs); and healthcare reform to meet compliance guidelines.

         Led client implementation meetings with new carriers, BenAdmin systems and TPAs.

         Managed client Request for Proposal (RFPs) and spearheaded open enrollment meetings and health fairs.

         Analyzed renewals and proposal negotiations with carriers.

Account Manager (2010-2011)

         Handled billing, claims, eligibility and other program-related questions and concerns.

         Supported participation in open enrollment meetings, employee orientations and/or health fairs.

         Led client implementation meetings with new carriers, BenAdmin systems and TPAs.

         Managed open enrollment meetings and health fairs, as well as RFPs.

Account Administrator (2007-2010)

         Facilitated ERISA Form 5500 preparation and completion.

         Managed administrative aspects of team and client needs, including issuing compliance updates.

 

Rockin Restaurants, Inc. 2002-2008

Manager (2005-2008); Lead Food Server (2002-2005)

         Led a $12 million restaurant, including a diverse team of 35 employees.

Education

 

Bachelor of Arts (BA), Business Administration, Marketing Concentration; earned 2008
California State University, Fullerton

 

Health Insurance Associate Designation; earned 2006

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