Krista Palmer
Carrollton,TX
Summary
Results-driven and experienced health insurance professional seeking a position within an organization that values hard work, dedication, and performance. I bring a unique set of skills honed throughout my career, enabling me to make an immediate, positive impact. With 20+ years expertise in project management, compliance, strategic planning, and relationship management, I am skilled at driving business success, building strong relationships, and ensuring regulatory compliance.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Compliance Analyst
Frost Insurance
, Texas
05.2022 - 06.2023
- Stayed current with federal, state, and local laws and regulations related to employee benefits, effectively communicating changes to stakeholders
- Interpreted complex regulatory guidelines and provided guidance on compliance issues
- Developed and delivered compliance training programs to clients and internal employees
- Served as a trusted compliance advisor to clients, conducting annual compliance reviews and offering practical solutions
- Maintained accurate records of compliance activities, prepared reports, and ensured proper documentation.
Vice President of Corporate Compliance
90 Degree Benefits
San Antonio, TX
01.2021 - 05.2022
- Served as a key resource on regulations, researched and responded to compliance-related questions
- Interpreted and analyzed new regulations, reporting on potential impacts and managing implementation projects
- Developed and delivered compliance training, ensured proper communication of policies and procedures
- Managed SOC1 engagement, oversaw plan documents, and established quality processes
- Acted as a consultant to clients and maintained relationships with key vendors and partners
- Developed and presented continuing education courses on health insurance compliance.
Regional Sales Director
Total Administration Services Corporation
Madison, WI, Texas
01.2016 - 01.2021
- Supervised sales activities within territories, conducted compliance and benefits seminars
- Built relationships with independent insurance partners and financial professionals
- Managed a $1 million client business through appointed distributors
- Recognized as a top rookie for overall production.
Carrier Relations Manager
BenefitMall
Dallas, TX
01.2002 - 01.2016
- Managed relationships with carrier partners, researched and finalized contractual agreements
- Analyzed and generated carrier data reports, coordinated with IT for system updates
- Provided product research, authored articles, and coordinated contract assignments.
Sales Coordinator
California Choice
Orange, CA
01.2000 - 06.2001
- Provided excellent customer service, processed applications, and handled inquiries
- Corresponded with group contacts, brokers, and member services, maintaining a quick turnaround time.
Education
Bachelor of Applied Arts And Sciences - Business
Texas A&M University - Commerce
Commerce, TX12.2014
Associate of Arts - Liberal Studies
Moorpark College
Moorpark, CA05.2009
Skills
- Project Management
- Process Implementation
- Strategic Planning/Analysis
- Regulatory Knowledge
- Team Management
- Communication and Training
- Relationship Management
- Interpersonal Communication
- Sales Cycle Compression
- Plan Design and Administration
- Sales/Forecast Management
- Compliance Program Development
- Curriculum Development
Affiliations
- National Association of Benefits and Insurance Professionals - Fort Worth: Various leadership positions, awards, and committee roles.
- National Association of Benefits and Insurance Professionals - Texas: State board member, leadership roles, and committee involvement.
- National Association of Health Underwriters: Recipient of multiple awards and active participation.
Certification
- Texas General Lines Insurance Agent - Life, Accident, Health & HMO, Long Term Care, & Annuities
Timeline
Compliance Analyst
Frost Insurance
05.2022 - 06.2023
Vice President of Corporate Compliance
90 Degree Benefits
01.2021 - 05.2022
Regional Sales Director
Total Administration Services Corporation
01.2016 - 01.2021
Carrier Relations Manager
BenefitMall
01.2002 - 01.2016
Sales Coordinator
California Choice
01.2000 - 06.2001
Bachelor of Applied Arts And Sciences - Business
Texas A&M University - Commerce
Associate of Arts - Liberal Studies
Moorpark College
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