Karina A. Haufler
Holbrook
Summary
Employee Benefits Account Executive dedicated in providing exemplary service to small groups for all their health and welfare needs.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Employee Benefits Account Executive
HUB International Limited
Hauppauge
06.2018 - Current
- Day to day contact for clients
- Responsible for all claims and administrative issues
- Acting as a liaison with insurance carriers and as an advocate for clients
- Design benefit plans in conjunction with client needs and financial needs
- Process renewals, including competitive bidding, negotiations, providing cost effective plan design alternatives and employee contribution scenarios
- Preparation of excel spreadsheets, employee benefit guides, summary plan descriptions, renewal, and open enrollment presentations
- Provide clients with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan's performance and as a tool for renewal planning
- Coordinate timely delivery of Schedule A information for 5500 preparation
- Maintain and manage client information through a management system
- Coordinate health fairs and wellness initiatives when requested by clients
Independent Insurance Agent
Self Employed
Holbrook
03.2010 - 06.2018
- Licensed and Insured Life, Health, & Accident Insurance Agent
- Developed client base strictly on referrals
- Interview prospective clients to learn about their insurance needs, discuss any existing coverage, and the possible need to replace and/or add additional coverage
- Offer products to customers in person, via telephone, and email
- Prepare necessary paperwork for sales presentation and renewals
- Run health insurance proposals using HealthConnect
- Research best options suitable for clients based on coverage needs and cost
- Offer ancillary products to clients and their employees when the need arises
- Keep clients informed with carrier changes to RX Formularies
- Providing clients knowledge of wellness programs, gym reimbursements, and employee discounts
Employee Benefits Consultant
Completely Covered Insurance Agency, Inc.
Massapequa
09.2011 - 09.2016
- Consulted with prospective clients to learn about their health insurance needs and discussing any existing coverage with them
- Called warm leads each week to expand the current client base
- Called existing clients to help them with their employee benefits and/or individual health insurance needs
- Prepared necessary paperwork for sales presentations and renewals
- Ran health insurance proposals using HealthConnect
- Researched best options based on coverage needs and cost
- Finalized and maintained all types of employee benefit insurance policies within the agency
Personal Assistant
Fiscal Wizard Inc.
Roslyn
02.2006 - 09.2011
- Personal Assistant to Financial Planner
- Handled incoming and outgoing correspondence, including mail, email, and faxes
- Organized personal and professional calendars and supplied reminders of upcoming meetings and events
- Organized marketing events and seminars
- Created expense reports using Microsoft Excel
- Typed documents and compiled information for meetings
- Processed and tracked medical insurance claims
- Submitted up-to-date activity and production logs to agency management for review
- Helped manage policy renewals for clients
- Followed up with potential clients via phone and email
- Ran proposals for both life and health insurance clients
- Prepared applications for life insurance and health insurance for clients
Legal Secretary/Assistant to Senior Partner/Office Manager
Steven L. Levitt & Assoc., P.C
Williston Park
04.1999 - 01.2006
- Company Overview: General and Corporate Business litigation firm specializing in litigation for Fortune 500 clients; staff of 12+
- Prepare/draft pleadings and a wide range of other routine legal documents, closing statements, correspondence and charts, interface with clients, attorneys, title companies and financial institutions
- Coordinated documentation for real estate and business matters
- Maintained court calendar and docketing for seven + attorneys; time entry for attorneys, and preparation and finalization of client invoices
- Complete control of all law office operations including hiring and coordination of secretarial staff, accounting, supplies, hiring court reporters and per diem attorneys, liaison with process servers
- Maintenance of senior partner's personal and business calendars
- Trial/arbitration preparation
- Front-line person handling telephone calls from clients
- General and Corporate Business litigation firm specializing in litigation for Fortune 500 clients; staff of 12+
Legal Secretary/Assistant to Senior Partner
Taddonio & Heed, P.C
Mineola
04.1997 - 04.1999
- Company Overview: Law firm specializing in personal injury
- Preparation of a wide range of legal documents, correspondence and charts; e-mail interface with clients, attorneys and insurance companies
- Maintenance of court calendar and docketing for 2 attorneys
- Complete control of all law office operations including, client billing, interface with clients, scheduling appointments and seminars, and ordering office supplies and equipment
- Trial preparation
- Front-line person handling telephone calls from clients
- Assisted with accounts payable and accounts receivables
- Law firm specializing in personal injury
Legal Secretary/Assistant to Senior Partner/Office Manager
Karol Hausman & Sosnik, P.C
Garden City
09.1994 - 04.1997
- Company Overview: Law firm specializing in estate planning, corporate and real estate
- Prepare/draft wills, trust agreements, health care proxies, real estate and corporate documents and other routine legal documents, correspondence and charts, interface with clients and attorneys
- Maintenance of court calendar and docketing for 5 attorneys
- Complete control of all law office operations including hiring and coordination of secretarial staff, client billing, interface with clients, scheduling appointments and seminars, and ordering office supplies and equipment
- Assisted with accounts payable and accounts receivables
- Front-line person handling telephone calls from clients
- Assistant to senior partner
- Maintenance of senior partner's personal and business calendars
- Law firm specializing in estate planning, corporate and real estate
Education
Certification in Executive Secretarial Science - Secretarial Program/ Information Processing
Katherine Gibbs
Melville, NY09.1994
Computer Science -
Nassau Community College
Uniondale, NY09.1993
Skills
- Customer Service Skills
- Fluent in Spanish
- New Business Development
- Office Management
- Word
- Windows
- Outlook
- Excel
- PowerPoint
- HealthConnect
- BenefitPoint
- Benchmarking
- Zoom
- Microsoft Office
Certification
- Life, Accident, & Health License, Renewed every two years, 03/01/10, 09/01/20
- National Ethics Association Member, 04/01/14, Present
Timeline
Employee Benefits Account Executive
HUB International Limited
06.2018 - Current
Employee Benefits Consultant
Completely Covered Insurance Agency, Inc.
09.2011 - 09.2016
Independent Insurance Agent
Self Employed
03.2010 - 06.2018
Personal Assistant
Fiscal Wizard Inc.
02.2006 - 09.2011
Legal Secretary/Assistant to Senior Partner/Office Manager
Steven L. Levitt & Assoc., P.C
04.1999 - 01.2006
Legal Secretary/Assistant to Senior Partner
Taddonio & Heed, P.C
04.1997 - 04.1999
Legal Secretary/Assistant to Senior Partner/Office Manager
Karol Hausman & Sosnik, P.C
09.1994 - 04.1997
Certification in Executive Secretarial Science - Secretarial Program/ Information Processing
Katherine Gibbs
Computer Science -
Nassau Community College