Robin Schott Email & Phone Number

Portland, Oregon Metropolitan Area

United States

Lake Oswego, Oregon, United States

As a dedicated and detailed Senior Account Rep, my focus is on the strategic management of our client’s benefit programs as well as providing education regarding the regulatory environment, while ensuring adherence with complex compliance requirements. I take great pride in providing the very best service to my clients.

Portland, Oregon

I partner with our Producers and Clients in managing their benefits package. I provide superior service as well as coordinating and processing all aspects of the new business and renewal cycle.

Portland Area, Oregon

Selling and Servicing Health Insurance plans to Employer Groups and Individuals.

Portland, Oregon Area

Servicing Employer Groups and Individuals in purchasing and retaining Health Insurance• Responsible for assisting group's and individuals in shopping and analyzing the carrier market for new health plans and renewals• Provide exceptional service and support for new and existing business• Facilitate research and resolution of escalated issues related to claims, billing, and enrollment• Build and sustain positive relationships with the carriers and clients in the Oregon market

Lake Oswego, Or

• Management and oversight of New Case installation and Renewal plan changes; e.g. billing setup, ID cards, eligibility loads, eServices, and broker commissions. • Primary service contact for the sales team, brokers, and client groups in the small business segment.• Responsible for servicing Book of Business of approximately 8,000 Members and 140 Broker Houses; including Willis, USI, and Brown & Brown (locally Fullerton & Co)• Became a knowledge base for brokers to facilitate sales… Show more • Management and oversight of New Case installation and Renewal plan changes; e.g. billing setup, ID cards, eligibility loads, eServices, and broker commissions. • Primary service contact for the sales team, brokers, and client groups in the small business segment.• Responsible for servicing Book of Business of approximately 8,000 Members and 140 Broker Houses; including Willis, USI, and Brown & Brown (locally Fullerton & Co)• Became a knowledge base for brokers to facilitate sales both in person and telephonically• Provide exceptional service and support for new and existing business.• Facilitate research and resolution of escalated issues related to claims, billing, and enrollment.• Build and sustain positive relationships with the brokers and clients in the Oregon market.• Attend new business and renewal presentations given by the existing Account Executive/Account Managers.• Act as liaison to United Advantage program on behalf of the Oregon Sales Team. Show less

Portland, Oregon Area

• Responsible for enrolling and managing current and continuously growing Medicare membership of approximately 1450 members. • Screened new member applications for completeness and followed up in retrieving missing information. • Interfaced with various CMS (Centers for Medicare and Medicaid Services) systems for eligibility, enrollment, and maintenance of membership. • Researched and resolved eligibility issues with CMS. • Interpreted and implemented all current CMS federally… Show more • Responsible for enrolling and managing current and continuously growing Medicare membership of approximately 1450 members. • Screened new member applications for completeness and followed up in retrieving missing information. • Interfaced with various CMS (Centers for Medicare and Medicaid Services) systems for eligibility, enrollment, and maintenance of membership. • Researched and resolved eligibility issues with CMS. • Interpreted and implemented all current CMS federally regulated guidance. • Ensured the zero tolerance performance standards set forth by CMS were achieved. • Processed and reconciled various weekly, biweekly and monthly CMS and company required reports. • Responsible for the creation and implementation of the majority of the company’s current Medicare Enrollment policies and procedures. • Successfully achieved all company intended results for enrollment of the Medicare Advantage Product. Show less

Portland, Oregon Area

• Assisted Large Group Account Manager in creating and compiling Mid Year and Annual Group Renewals. • Prepared many and varied renewal options as requested by Broker/Agents and Account Manager.• Assisted Agent/Brokers with all other needs regarding Group Mid Year Reports and Renewals. • Created and edited Microsoft Word, Excel, and PowerPoint documents• Calculation and illustration of multi-tiered rates. • Screened new member applications for completeness and followed up in… Show more • Assisted Large Group Account Manager in creating and compiling Mid Year and Annual Group Renewals. • Prepared many and varied renewal options as requested by Broker/Agents and Account Manager.• Assisted Agent/Brokers with all other needs regarding Group Mid Year Reports and Renewals. • Created and edited Microsoft Word, Excel, and PowerPoint documents• Calculation and illustration of multi-tiered rates. • Screened new member applications for completeness and followed up in retrieving missing information. • Created Employee Benefit Summaries. • Preparation and delivery of Employee Benefit Enrollment Packets. • Additional Support Duties Included: logging and delivery of Request for Proposals to Sales Agents. Preparing and sending all mail items. Ordering all benefit-marketing materials, business cards, etc. Answering multi-line phone system, use and upkeep of other standard office equipment. Show less