Transforming Companies, Inspiring Cultures, Protecting Families, Enriching Communities

● Knowledge and sales of 10 different medical plan options● Cultivate Agent/Broker relationships including contracting● Create marketing material for agents/brokers, proposals, members, and employers● Manager Open Enrollment for Vista360health Members (2000+)● Member claim research and resolution● Create member benefit surveys● Create mail out to over 700 agents/broker in Central Texas ● Quote requests and benefit questions● Handled day-to-day member and employer benefit issues and concerns.● Responsible for managing and training of full-time employees● Led group enrollment meetings● Manage social media accounts including Facebook, Twitter, and LinkedIn

o Successfully manage two thousand individual FSA accounts.o Responsible for daily claims processing and employee reimbursement.o Primary manager of FSA accounts quarterly audits.o Conduct enrollment and educational meetings to employee and employers on multiple lines of business.o Manage all inbound employee calls regarding personal or family FSA accounts.o Implemented online FSA portal for employer and employees.o Prepare all proposals and bids for all lines of business including but not limited to, FSA and COBRA.o Prepare all necessary marketing material for brokers on products offered by the company.o Knowledge of all federal laws and compliance associated with administered benefits.o Responsible for annual discrimination testing and Form 5500 filing as neededo Working knowledge of COBRA laws.o Responsible for creating all new hire notices and termination notices.o Collect COBRA premiums from participants.o Premium reconciliation and distribution to employers.o General office managemento Maintains office services by organizing office operations and procedures, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions.o Provides historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of required IRS records.o Excel in resolving employer challenges with, systems and process improvements proven to increase efficiency, customer satisfaction and the bottom line.o Maintains office staff by hiring, selecting, orienting, and training employees.

● Responsible for many aspects of renewal processing including RFP and client meeting presentation preparation.● Conducted client enrollment meetings.● Compiled comprehensive open enrollment benefit booklets.● Managed groups of 2-50 lives.● Assisted with employee claim filing issues.● Handled day-to-day employee and employer benefit issues and concerns.● Managed bid requests to carriers for client presentations.

● Process bank transactions for consumers and large employers.● Open new accounts, process loans, and provide general customer service.