Alma Saenz Email & Phone Number

Sherman Oaks, California, United States

• Responsible for overseeing and managing the Health Benefits team to ensure that clients are aided with a variety of services including strategic planning, plan analysis, experience reports and analysis, renewal.
• Work in conjunction with the clients’ Finance /Human Resources departments to assist in all aspects of employee benefits management to provide a streamlined and responsive benefits program that helps their employees.
• Serve as an intermediary between clients and carriers, advocating for both to ensure mutually beneficial outcomes by providing concierge benefit education and enrollment services on all types of employee benefit.
• Assists clients with the design, implementation, and ongoing administration of effective/competitive employee benefit plans, communications, and onboarding strategies, as well as providing expertise on employee.

Orlando, Florida, United States

• Effectively managing a high-volume book of Employee Benefits and Commercial Lines Property & Casualty Insurance business, ensuring all required renewal and new business tasks are completed accurately and on-time
• Growing client loyalty by building positive relationships and providing high levels of advocacy and professional communication, and being recognized by clients as a trusted advisor and advocate
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer as well as analyze and compare current exposures to develop the renewal or new business specifications for.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy

• Process and documents the claims, specifically for the Jockey, Exercise Rider and Harness Driver onTrack Accident & Health Program, ensuring compliance with policy and procedures
• Responsible for being the primary Client Service contact with partner insurance claim adjusters, racetracks and jockeys
• Review the problems/concerns of the claimant and consult with the proper party to obtain furtherinformation, clarification or assistance when appropriate

Pasadena, California, United States

• Assist Account Managers in issuing binding documents including the processing of Auto ID cards,preparing templates and issuing certificates of insurance and invoicing of new and renewal policieswhen necessary
• Provide preparation for the delivery of new and renewal policies, including setting up both the Insuredand agency copies, verification of compliance with order insurance, checking company forms andaccuracy of coverage.
• Responsible for servicing accounts and completing mid-term policy services in accordance with theworkflow process with minimal assistance from the Account Manger

Pasadena, California, United States

• Process and documents the claims, specifically for the Jockey on Track Accident & Health Program,ensuring compliance with policy and procedures
• Responsible for being the primary Client Service contact with partner insurance claim adjusters,racetracks and jockeys
• Review the problems/concerns of the claimant and consult with the proper party to obtain furtherinformation, clarification or assistance when appropriate

Pasadena, California, United States

• Manage employee benefit plans for client organizations by responding to client inquiries and providingclient support
• Assist with client service issues, billing and claims issues along with other related services
• Analyze and evaluate services, coverage and options available through insurance companies and thirdparty administrators to determine the best action plan to meet needs of client organizations
• Plan and direct implementation and administration of employee benefit programs

Pasadena, California, United States

• Configured a system on an Excel Spreadsheet that would effectively and efficiently track agency commission on a monthly basis
• Developed a monthly client satisfaction survey, as well as configuring and conducting the logistics of carrying out the survey month to month
• Special project tracking the return on investment of the agency’s producers investing in memberships, sponsorships, and associations

Oak Hills, California, United States

• Oversaw day-to-day activities in administrative and operational units
• Improved research and planning skills by executing expansion of product mix
• Implemented financial skills by generating weekly and monthly financial performance reports in an easy-to-read format and timely manner for proprietor

Pasadena, California, United States

• Establish, maintain and update files, records, and other documents
• Provide administrative and secretarial support such as answering telephones, assisting clients, and managing proprietor’s schedule
• Perform general office duties such as ordering supplies, maintaining records, and performing bookkeeping work

Glendora, California, United States

• Developed excellent customer service skills through scheduling appointments, organizing files, and answering phones and written correspondence
• Prepared, composed, typed, revised, and distributed agendas and documents
• Collaborated with student intern team to ensure efficient work environment

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