Polished professional with over 10 years of experience in delivering exceptional customer service across high-pressure and relaxed environments. Expertise in building productive relationships, resolving complex issues, and fostering consumer loyalty through attentive listening and creative problem-solving. Proven ability to leverage strategic relationship-building skills, utilizing tact and diplomacy to navigate challenges and achieve mutually beneficial outcomes. Committed to enhancing customer satisfaction and driving business success through a customer-centric approach.
Overview
11
11
years of professional experience
Work History
Enrollment Processor- Senior (formerly known as Sales Implementation Specialist, Experienced)
BLUE SHIELD OF CALIFORNIA
06.2019 - Current
Company Overview: To ensure all Californians have access to high-quality health care at an affordable price.
Responsible for managing and maintaining my assigned Account Executives book of business as part of my Large Group renewal work.
Process Core and Premier renewals as well as providing assistance to the Implementation Team with processing Complex Jumbo Renewals.
Regularly contact internal customers and business partners to verify or obtain additional information to complete processing work.
Research information as appropriate to resolve inquiries and escalations.
Access and navigate various systems of recording to perform required job duties.
Provide assistance to our vendor partners with work processes.
Help train new employees and temporary workers.
Manage department specific desktop level procedures, training content, and projects as warranted by business needs.
Processing Change Notifications (CID) request that come in throughout the year, as well as processing TriNet Cal Cobra Change Request.
Review and create Desk Level Procedures (DLP) to ensure that new hires and/or current employees spend more time on productive work rather on avoidable errors or possible Member Touchpoint Measures (MTM).
Small Group Underwriter - Entry
BLUE SHIELD OF CALIFORNIA
07.2017 - 06.2019
Facilitates the implementation of exceptions to underwriting policy.
Requests and reviews documentation such as outside audits, credit histories, ERISA reports, payroll records, payment schedules and maintenance agreements to assist in determination of group/member eligibility.
Reduced errors in eligibility determinations by maintaining thorough knowledge of program guidelines and regulations.
Enhanced client satisfaction by providing timely and accurate eligibility determination for various assistance programs.
Provided exceptional customer service through prompt response times, clear communication channels, and diligent follow-up practices.
Ensured compliance with local, state, and federal regulations during all phases of the eligibility determination process.
Reviewing health insurance applications, analyzing medical history, lifestyle, occupation, financial information, and other relevant factors to assess the potential risk of insuring an applicant.
Based on risk assessment, determine the appropriate level of coverage and set premium rates that are fair and competitive for both the insured and the insurer.
Employed specialized health insurance software and analytical tools to streamline the risk assessment process and make informed decisions about policy approvals, denials, or adjustments.
Collaborated with agents, brokers, regional sales representatives and account managers to gather necessary information, clarify details, and effectively communicate underwriting decisions and policy terms.
Adhere to all relevant state and federal insurance regulations and company policies while making underwriting decisions.
Review updated the terms of existing policies based on new health information or changes in circumstances.
Keep up to date with industry trends, developments in healthcare, and changes in laws and regulations that may impact the underwriting process.
Administrative Assistant, One Stop Team - Senior
BLUE SHIELD OF CALIFORNIA
04.2014 - 10.2017
Responsible for providing support to our One Stop Brokers in a professional manner.
Responsible for preparation of reports, graphs, conducting research and illustrating data using spreadsheets.
Support our Small Business Account Managers and Group Sales in revolving simple to complex issues.
Hold educational Webex training for individual brokers and their staff on Blue Shield processed and guidelines.
Audit all incoming and outgoing work for accuracy before responding to the broker.
Responds to internal and external customer inquiries.
Education
Bachelor of Science (B.S) - Sociology
Ashford University
San Diego, CA
01.2018
Skills
Exceptional Verbal, written and mathematical proficiency
Resourcefulness
Scheduling and Calender management
Teamwork and collaboration
Flexibility
Skilled in Microsoft Office and Windows operating systems
Documentation and reporting
Timeline
Enrollment Processor- Senior (formerly known as Sales Implementation Specialist, Experienced)
Implementation Manager, Consultant at California Physicians Services - Blue Shield of CaliforniaImplementation Manager, Consultant at California Physicians Services - Blue Shield of California
Health Insurance Customer Representative at TTEC contracted to Blue Shield of CaliforniaHealth Insurance Customer Representative at TTEC contracted to Blue Shield of California