Stephanie Hernandez Email & Phone Number

Carlsbad, CA, US

• Manage group medical, life, dental, vision, long-term disability, and short-term disability products for small to mid-sized groups/clientele
• Research, resolve, and respond to all complex benefit related issues in a timely and accurate manner
• Manage open enrollment, renewal process, and plan changes
• Prepare proposals/materials for presentation to clients
• Prepare applications, PowerPoint presentations, spreadsheets, and other written correspondence
• Assist clients with online benefits enrollment portal

• Assist with new enrollments, terminations, and sending of COBRA notices as directed by Account Manager
• Answer the Helpline phone providing assistance to English and Spanish speaking employees on any benefit questions or inquiries
• Communicate timelines to both partners and clients pertaining to employee benefits
• Maintain high level of proficiency and accuracy when reconciling monthly bills
• Put together client census and benefit plan information used to prepare materials for renewals, and open enrollment meetings
• Assist with the Spanish translation of open enrollment guide books, presentations, and any materials used for annual enrollment

• Accounting Clerk
• Assist with month-end financial reports for the closing of the accounting period
• Posting of journal entries to generate the trial balance sheet
• Posting of data entry
• Preparation and sending of invoices to over 1,000 clientele
• Executing of necessary process adjustments for financial accuracy