Cristan B. Email & Phone Number

Houston, Texas

Responsible for maintaining and enhancing key partnerships to drive client satisfaction, retention and revenue growth.Actively and effectively manage benefit annual enrollment and the implementation of plan changes and transfers of coverage.Assists with day-to-day service issues and concerns, such as eligibility, claim and billing issues.Tracks a large number of open issues, communicates thoroughly with clients and vendors to ensure a common understanding of each issue, where an issue stands at any given time, and ultimately how each issue is resolved.Provides professional and accurate employee communications to clients, such as annual benefit enrollment period, PowerPoint presentations, benefit summaries, enrollment forms, etc.Continuously expanding working knowledge of current benefit plan regulations, such as ERISA, COBRA, Section 125/cafeteria plans, etc. to be able to provide sound guidance to clients on these issues.Create and share new ideas offering suggestions on improving efficiencies or functions within the department as well as help train team members when requested.

Houston, Texas Area

Life & Health Insurance LicensePrepare renewal information 60-90 days outSend out quote requests and/or quote online to various carriers Create and edit quote spreadsheets to provide to the client for reviewCreated Proposals for the Producers or Account Managers to presentObtain all necessary information provided to the underwriters for a new/renewal submissionComplete enrollments and/or termination employees from group plans upon client request Barcode, scan and attach documents into TAM and eTFile for electronic recordsTake calls from clients to help with any needs

Houston, Texas, United States

Houston, Texas Area

Supervise, manage and train a fast-paced medical practice of seven employeesHandle delinquent patient accountsEnsure insurance claims accuracy by contacting insurance companiesAssisted with answering phones and verifying patient insurance coverageCompliant to fill any job in the absence of another employee

Houston, Texas Area

Modify legal documents provided by clients used to obtain medical recordsUtilize internal systems known as MR7 and Wisefiles to alter legal documentsReview legal documents for accuracy before forwarding to the project managerCommunicate with project managers to ensure the information in the legal documents populate necessary client provided informationCreate Excel worksheets to manage an excessive amount of information, calculating the expenses of records