Robin Anderson, Cebs, Rpa, Gpa Email & Phone Number

San Diego

San Diego, California, United States

• Oversaw the operational activities of the West region’s Employee Benefits Division including planning, development of processes and procedures, regulatory and compliance standards, risk management, systems deployment.
• Served as Compliance Liaison maintaining an understanding of the impact of legislation to establish and communicate clear compliance standards and resources.
• Provided compliance guidance on client service agreements, vendor agreements, data privacy, professional liability errors & omissions, gifts, rebating, and ERISA Plan docs, working with regional and corporate legal.
• Managed client administration processes and procedures including service agreements, onboarding, marketing, renewal, contract review, and CAA disclosures incorporating regulatory requirements and compliance standards.
• Delivered department trainings on compliance and operational policies and procedures as well as supervised colleague onboarding trainings.
• Managed carrier and vendor relations including due diligence review, service levels, agreements, and negotiations.

San Diego, CA

• Provided compliance support on ERISA Plan docs, data privacy, and professional liability errors & omissions working with regional and corporate legal and compliance, as necessary.
• Managed carrier and vendor relations including due diligence review, service levels, agreements, negotiations, capabilities, and product/service evaluation.
• Developed client administration forms, templates, processes, and procedures including service agreements, onboarding, marketing, and renewal incorporating regulatory requirements and compliance standards, resulting in.
• Delivered department trainings such as colleague onboarding, policies, and procedures.

Greater San Diego Area

• Developed client administration forms, templates, processes, and procedures including consulting agreements, onboarding, marketing, and renewal incorporating regulatory requirements and compliance standards, resulting.
• Managed carrier and vendor relations including due diligence review, capabilities, and product/service evaluation.

Greater San Diego Area

• Managed client implementation, retention, and service activities such as analyzing and consulting on benefit plan designs, marketing strategy and compliance for assigned Large Group Fully Insured, Self-Funded ASO and.
• Wellness program, Worksite Clinic provider, PBM and Telehealth services consulting.
• Coordinated Executive Supplemental Benefits Program (MERP, Cash Balance, LTC, LTD).
• Maintained positive relationships with clients, carriers, and vendors.

San Diego, California, United States

• Managed Retirement plans including Qualified Defined Benefit and Cash Balance plans and Non-Qualified Supplemental Executive plans with Self-Funded Health & Welfare Medical, Life, Death, AD&D, LTD, and MERP for.
• Revised Retiree Medical, Life and Death Summary Plan Description (SPD) documents.

Bachelor Of Business Administration - Bba

Education record

Activities and Societies: ASO Contracts, Consumer Driven Health Plans, Dental, Group Life, Disability & Voluntary Benefit Programs, Mental.

Education record

Activities and Societies: Level 3 Leadership (L3L), Leadership Development, Managing Difficult Employees, Criticism & Discipline Skills.