Account Manger/Enrollment Specialist

Highly skilled and accomplished Insurance Professional with over 20 years of experience in all facets of management, sales, marketing, account administration, staff training/development, policy and procedure development, customer service and public relations. • In-depth knowledge of indemnity and managed care products, including PPO/HMO/EPO/POS; HRA, HSA, ancillary products, cafeteria plans 125/132, Life, and AD&D. Knowledge of retirement plans, including 401K. Thorough knowledge of industry-related products, including Fully Insured, Minimum Premium, Self-Insured and Retro Premium. Understanding of COBRA regulations. • Broad-based knowledge of employee benefit plans, major insurance carriers, and underwriting guidelines, complemented by ongoing education and training in the constant regulatory changes that impact the health insurance industry. • Strong and proactive leadership style combined with an excellent ability to manage, train and monitor the performance of on-site and field personnel. • Successfully managed and serviced all aspects of small and large group accounts based on excellent ability to multi-task and attend to details in a fast-paced, cross-functional environment. • Articulate and clear communicator, adept at planning, researching, coordinating, and presenting client-specific enrollment presentations. This entails extensive analysis of available products and competitive market activity. • English/Spanish fluent (speak, read and write), with substantial experience in providing translation and interpreting services for employers, including technical documents. • Proficient in Office 2007-2010, MS Word, Excel, PowerPoint, Outlook, Publisher; Compus, TD Menu, Lotus Notes, Applied agency management software; Internet savvy, including research skills.

Account Manager

Irvine, CA