In 2014, I founded IntelliBenefits Insurance Services, Inc. After working for both Wells Fargo Securities and Infolocity in the SF Bay Area, I joined Pacific Group as an Employee Benefits Health Insurance Broker in 2002. In 2004, I was promoted to Regional Sales Manager and moved to Orange County. I was then promoted to Director of Group Sales and then to CEO and acquired an ownership position in the firm.Registered Health Underwriter (RHU)Specialties: Employee Benefit design & administration for health insuranceSelf-funding and Level Self-fundingAggressive premium negotiating strategies for health insurancePresentation and deployment of employee health insurance programsMeticulous oversight of entire health insurance underwriting processHealth Savings Accounts (HSA) for health insuranceHealth Reimbursement Arrangements (HRA) for health insurance Medical Loss Ratio (MLR)Health Care Reform (PPACA)Online Benefits Administration - HRIS
Listed skills include Employee Benefits, Insurance, Health Savings Accounts, Strategy, and 40 others.