Add selected client employer groups into software program, import census data, incorporate benefits information, and overlay into their ACA section for 1095 reporting for 2015.

Working directly with producer of group, individual, and Medicare clients on office-wide projects and ongoing office administration∗ Helped design company website and designed paperless office site with Docupace Software.∗ Converted office to Gen4 broker management system.∗ Constructed customized client benefit sites ClientConnect for Benefits & HR

Managed a complex portfolio of Blue Cross of California large group accounts, ranging from 126 - 2000 employees Partnered with sales managers and insurance brokers in the effort to gain new accounts and renew existing accounts. Conducted new group enrollment meetings; trained and support employer benefits managers; communicated plan and contract changes; effectively resolved service issues; and represented Blue Cross of California to the community. • Enrolled an average of 2,000 new members per year while consistently retaining over 90% of book of business• Qualified for Blue Cross of California Leader’s Conference 1993, 1996-1998, 2000-2004.