Gloria Janac Email & Phone Number

Campbell, Ca

- Assist Broker with Individual Medical Insurance and Medicare Clients- Maintain & establish communication with medical carriers and clients to enroll & terminate Individual Medical Policies, Medicare policies & resolve client's claims- Respond to any questions/concerns from clients regarding their insurance policy. - Complete master insurance applications & other required forms- Follow up on Individual Delinquencies with the carriers and report to Broker(s)- Enter all enrolled clients in BenefitPoint. Update client accounts as needed. - Manage & update carrier folders in regards to forms, summaries, SBCs, etc.

Los Gatos, Ca

Communication Specialist-Client SupportTerrance Insurance Services Campbell, CA February 2007-Present• Provide assistance to medical insurance broker• Complete master insurance applications and other required forms• Answer phones, file, and provide support in regards to medical insurance for a variety of different clients• File and track insurance claims and inform clients of their claim status • Work with various insurance companies and medical practices to resolve claims and track outcomes• Assist employees from different companies with benefit related questions including employee enrollments and terminations• Recruit and solicit vendors in the health industry to attend annual Health and Wellness Fair for teachers in local school district, and oversee all aspects of the event

Los Gatos, California

•Planned, scheduled, researched venues, and coordinated all aspects of the college planning workshops•Checked in attendees and provide workshop notes and materials. •Collected workshop feedback from attendees•Followed up with attendees and answered all questions pertaining to workshop and College Core Planning benefits and services•Scheduled in-house consultations with parents of college-bound students and maintained workshop database•Counseled client students in accessing the College Student Portal and college admission/planning information•Maintained and disseminated appropriate information about colleges to prospective students and other decision makers

Cupertino, California

•Responsible for all aspects of the Gala•Delegated responsibilities to other committee members during the planning process and supervised their progress and provided guidance•Planned the layout, design, and setup of the gala to ensure the venue met all Gala requirements•Advertised the Gala at local schools and businesses through on site visits and creating promotional materials•Solicited donations from local businesses