Word, Excel, Power Point, Benefit Point, Image Right
CHERI LOPEZ
Account Manager
River Ridge,LA
Summary
Account Manager with 30 years of experience in the Employee Benefits industry. Dedicated to detailed, accurate and proactive work. Look to obtain a challenging position which will benefit from my Administrative and Communication skills as well as Benefits experience.
Overview
29
29
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Account Manager
Marsh McLennan Agency
Metairie, LA
03.2005 - Current
- Responsible for the Marketing and Service issues of new and existing group accounts
- Marketing includes gathering of client data, forwarding to various carriers for quotes and inputting all data in Excel spreadsheet to be presented to the client for their annual renewal
- Excel, Word and/or Power Point software are used in this process
- Service insurance claim issues for all clients - Health, Dental, Vision and Life and AD&D claims, etc…
- Office duties involve keeping client account information, carrier information and service cases updated on a daily basis in various software databases (Benefit Point and Image Right.
Senior Administrative Assistant
USI Gulf Coast, Inc
Metairie, LA
01.1997 - 02.2005
- Managed a department of four employees to oversee general office operations
- Office management duties involve auditing and processing of all office expense reports, accounts receivable, P&C and L&H license renewals, HIPAA compliance, quality management, monthly revenue reports, petty cash, and insurance contract administration
- Kept track of weekly time cards online, prepared Semi-Monthly payroll reports to match the employees’ checks as well as kept track of vacation schedules
- Responsible for the Marketing and Service issues of new and existing group accounts for 1 year
- Other responsibilities include ordering corporate office supplies, off-site storage, building related issues and processing office machine maintenance agreements.
Capitation Analyst
Gulf South Administrators
Metairie, LA
01.1993 - 01.1997
- In four years I’ve experienced multiple areas of operation in the insurance industry
- Such areas include: Clerical Assistant, Administrative Coordinator and Capitation Analyst
- Computer knowledge includes: RIMS, Amisys, Lotus 123, Lotus WordPro, Windows 95, Peachtree, ProComm and WordPerfect
- Calculation of monthly payments for specialty capitation, percent of premium and ancillary arrangements
- Responsible for mailing and collecting invoices
- Prepare audit reports
- Assists finance manager in calculation of commissions, distribution of premiums and creation of checks
- Other abilities include: excellent customer service skills, typing skills which exceed 40 words per minute and good organizational skills.
Education
B.A. - Elementary Education
University of New Orleans
New Orleans, LA 08.1991 - 05.1993
High School Diploma -
Archbishop Chapelle High School
Metairie, LA 08.1987 - 05.1991
Skills
Excellent Communication, Self-Motivated, Organization, Multi-Tasking, Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, General Insurance, Account Management, Customer Service
Software
Certification
Life & Health License
Interests
Outdoor Activities, Reading & Traveling
Timeline
Account Manager
Marsh McLennan Agency
03.2005 - Current
Senior Administrative Assistant
USI Gulf Coast, Inc
01.1997 - 02.2005
Capitation Analyst
Gulf South Administrators
01.1993 - 01.1997
B.A. - Elementary Education
University of New Orleans
08.1991 - 05.1993
High School Diploma -
Archbishop Chapelle High School
08.1987 - 05.1991