Jan Ragan Email & Phone Number

Greater Minneapolis-St. Paul Area

• Complete understanding of the current challenges associated with employee benefit plans and health care trends. • Working knowledge of HIPAA, ERISA, and COBRA• Ability to multi-task and coordinate multiple projects while ensuring timely and accurate client deliverables o Create and distribute renewal letters, comparisons and spreadsheetso Obtain updated census information from clientso Manage underwriting process:  Send applications to clients Check applications for completion and accuracy Prepare and coordinate new offers on Excel spreadsheets• Experienced in facilitating sales to new customers, managing, implementing and renewing health, medical, dental, ancillary planso Excellent client relationship building o Prepare offer presentations for clientso Coordinate client appointmentso Update client informationo Manage agent of record changes o Process employee enrollments• Responsible for supporting existing clients, focusing on retaining and growing business while providing ongoing daily account services.o Superior listening, verbal and written communication skills. o Effective problem solving and resolution skills. o Strong organizational and analytical problem solving skillso Answer client questions regarding:o Plan benefits and designs, claim issues, enrollment issues, and billing

Greater Minneapolis-St. Paul Area

• • Working knowledge of HIPAA, ERISA, and COBRA• Ability to multi-task multiple projects while ensuring timely and accurate client deliverables o Created and distributed renewal letters, comparisons and spreadsheetso Obtained updated census information from clientso Managed underwriting process including:  Sending applications to clients Checking applications for completeness and accuracy Preparing and tracking new offers on Excel spreadsheets• Experienced in facilitating sales to new and existing customers with health, medical, dental, ancillary planso Excellent client relationship building o Update client information and prepare offer presentations for clientso Coordinate client appointments and process employee enrollmentso Manage agent of record changes • Responsible for maintaining effective client relationships, retaining and growing business and providing daily account services.o Superior communication skills. o Effective problem solving and resolution skills. o Assist clients with plan benefits and designs, claim issues, enrollment issues, and billing

Greater Minneapolis-St. Paul Area

• • Responsible for servicing existing clients and facilitating sales to new customers. Focused on retaining clients and growing business.o Provided client support and resolved issueso Monitored group service calendarso Managed the renewal process for existing clientso Prepared client presentations, coordinated appointments, and updated the client databaseo Managed the underwriting processo Processed agent of record changes o Updated monthly production reports

• Primary contact for small group insurance brokers, managing client relationships with 40 to 80 brokers in the region including one of the major insurance brokerages in the area. Received outstanding service surveys scores on an ongoing basis. Accomplishments include:o Collaborated with sale executives on strategies for group renewal and new business growth.o Organized and verified underwriting materials and applications at the pre-sale stage to ensure group suitability.o Worked closely with the Underwriting department to evaluate new groups, keep rates competitive, and meet broker needs.o Prepared proposals, and promoted group retention.o Coordinated and monitored initial set-up of clients o Conducted open enrollment meetings with employees of enrolled groups.o Resolved service issues with group administrators and brokers.o Verified compliance with state and federal regulations, contracts, and Medica policies.o Managed client relationships through advocacy.o Coordinated issue resolutions through effective collaboration with internal departments to best address the client needs.o Advocated for process improvements and other changes to improve broker satisfaction and member retention. o Trained brokers and other team members in the use of COSMOS, QSTAR, IMR, IDRS applications and BrokerLink web portal.

Member of the Senior Customer Service team. Responsibilities included:— Answered inquiries from brokers and human resource administrators— Provided training to the Medica marketing staff.— Resolved enrollment issues.— Processed claims.— Provided clarification on benefits plans.

* Member of special customer service team providing assistance to corporate account members.* Resolved member questions and issues regarding corporate account benefits, enrollment and claims* Exceeded performance goals in the areas of customer satisfaction and account retention.

* Provided assistance to Medica account members and resolved member issues regarding benefits,enrollment and claims.* Exceeded performance goals in the areas of customer satisfaction.

Served as intake coordinator for health plan benefits provider that provided mental health benefits in theMinneapolis area. Responsibilities included:* Processing calls and triage to appropriate departments including crisis triage, care management, and in-patient (IP) care.* Interfacing daily with Medica Customer Service and Optum, an employee assistance group, toeffectively manage employees calling in crisis situations.* Quoting Medica insurance policy benefits and verifying Medica insurance eligibility.* Setting up employee information in COSMOS computer system.

Served as customer focal point for health plan benefits administrator that provided services to employees of aFortune 100 company. Responsibilities included:* Processing calls for short- and long-term disability claims.* Verifying employee information and benefits coverage.* Setting up employee information in mainframe computer system to launch the claims process.

Served as member of License Administration team for developer and worldwide marketer of mechanicaldesign/manufacturing software (acquired by Structural Dynamics Research, Inc., in 1996). Responsibilitiesincluded:* Verifying customer data.* Issuing customers the licensing codes that enabled operation of software.* Resolving customer issues related to licensing.

Surgical Technolgist Program

General coursework includes communication, asdfasdf. Program-specific coursework includes Medical Terminology, Surgical Procedures.

Health Insurance License

Current and Active