Gilbert Castillo Email & Phone Number

United States

• Championed the eligibility coordination pilot program for Word & Brown key agency partners• Fosters relationships with key agency partners that increased revenue and allowed the department to grow• Established program workflow processes and procedures that created cost-saving efficiencies and sustained knowledge transfer for the department• Encourages team member professional development thru mentorship, cross-training and other projects• Participates in key agency presentations and engagements, as well as industry events• Prepares communications and reporting for distribution to agency, sales, or vendor partners• Handles escalated issues effectively, ensuring a harmonious work environment for key agency partners and the department • Manages time sheets, time-off requests, and reviews

Orange County, California Area

• Communicates with brokers and employers on the various complexities across the health insurance compliance space, with a keen eye for quality and a strong care for resolution • Services 175+/month unique compliance inquiries from health insurance agents, employers, and internal staff – with a one-business-day turnaround time and a commitment to excellence• Champions the development, oversight and maintenance of a comprehensive response library in order to facilitate a shared knowledge source for the compliance, sales, and account management teams• Develops and innovates new educational courses for Department of Insurance CE credit, HRCI and SHRM credit, to increase the knowledge of health insurance agents and their employer clients while also contributing to the education of internal staff members• Maintains and supports the innovation, quality, storage and support of new and existing compliance collateral in order to aid brokers, employers and staff in their compliance abilities• Passionately participates in educational efforts to understand new and changing legislation impacting the health insurance compliance space, including active participation in local Association of Health Underwriters’ chapters• Acts a subject matter expert and product marketing expert in the development and enhancement of compliance content and exclusive resources in a comprehensive online suite• Engages actively with health insurance brokers across a multi-state territory, discussing all things compliance: ACA, ERISA, COBRA, HIPAA, HITECH, Account-Based Plans, HR management, technology, social media, etc.• Contributes to the formation of marketing initiatives in order to improve online resources, newsroom content, podcasts, and marketing campaigns• Controls content in SharePoint of internal and external Compliance web systems

Orange County, California Area

• Analyzed carrier benefit and rate proposals in the large group market segment in order to help brokers and their employer clients find quality, cost-effective health insurance solutions • Managed the entire sales process of all large group business, from initial point of sale through the carriers’ final implementation processes• Presented large health benefit presentations and enrollment meetings, while providing expert support to brokers and employers in their offices • Provided senior underwriting support and expertise to health insurance brokers and their employer clients, with a one-business-day turnaround • Liaised between carrier underwriters, the General Agency, Sales teams, brokers and employers throughout the large group quoting process• Participated in industry sales and marketing events across the nation in order to improve knowledge in the large group health insurance and compliance spaces

Orange County, California Area

Orange County, California Area

Orange County, California Area