Joe Saenz Email & Phone Number

Irvine, Ca, Us

Pasadena

Pasadena

Pasadena, Ca

* Provide coaching and information related but not limited to benefit questions, claims & prescription issues, billing issues, cobra, etc.* Coordinate and conduct majority of Open Enrollment, New Hire and Health Fairs meetings with Account Manager's and/or Human Resources. * Construct, translate and peer review the pre-renewal and renewal materials to be presented to client.* Act as a direct resource for Human Resources for minor and complex issues with the account, benefits or administrative issues.* Maintain strong, positive working relationships with clients, carriers, third-party administrators, and other healthcare service providers.* Assist with projects and online database issues* Travel 75% of the time from July to January for Open Enrollment meetings* Bilingual ( Spanish / English )

Woodland Hills, Ca

* Reviewed and answered member's questions regarding contracts, explanation of coverage on Auto, Home, Renters and Recreational vehicles. * Trained new hires on procedures, systems and coverage's.* Monitored all aspects of team performance, including but not limited to, customer experience, work product quality, efficiency, and compliance with established company and regulatory guidelines. * Partnered with leaders (within and across sites) to develop, pilot and execute improvements (e.g., process, quality, defect reduction, special projects).* Built personal skills set by participating in in-house or outside insurance / industry-related courses / seminars as deemed necessary to expand product / system/ process knowledge. * Understood, supported, and advocated organization’s overall strategy. * Promoted and advocated 21st Century Insurance core values and performed other duties as assigned. * Worked directly with claims department and underwriting to red flag potential fraud claims for Auto & Home.* P&C Licensed

Whittier, Ca

* Solicited potential clients to buy, sell, and rent properties* Advised clients on prices, mortgages, market conditions, and other related information* Compared properties to determine a competitive market price* Generated lists of properties for sale, including details such as location and features* Promoted properties through advertisements, open houses, and listing services* Took prospective buyers or renters to see properties* Presented purchase offers to sellers for consideration* Mediated negotiations between the buyer and seller* Ensured all terms of purchase contracts are met* Prepare documents, such as loyalty contracts, purchase agreements, and deeds * Conducted in classroom group and one-on-one training sessions for new students for preparation for Real Estate Exam (Pre-License Course 76% passing rate)* Licensed Broker*