Krista Smart
Bakersfield,CA
Summary
Experienced and hardworking Employee Benefits Account Manager with several years of experience working directly with clients to service their accounts. Dedicated to high levels of customer satisfaction, promoting dynamic client management, issue resolution, and meeting aggressive business goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager
AssuredPartners
Sacramento, CA
05.2023 - Current
- Resolved discrepancies between vendors' invoices and purchase orders from HR department records.
- Coordinated annual open enrollment periods for all benefit plans.
- Developed and implemented employee benefit plans that meet the needs of both employers and employees.
- Identified areas where improvements could be made to enhance the efficiency of processes related to administering employee benefits.
- Developed communication materials such as brochures or newsletters about changes in company's benefit offerings.
- Processed claims for health care coverage reimbursements in accordance with plan provisions.
- Maintained accurate records of all employee benefits activity in compliance with legal requirements.
- Answer customer phone calls, helping with questions, offering services and support
- Update Epic with yearly policy/commission information
- Prepared reports on benefit plan performance and utilization for management review.
- Evaluated customer needs and proposed specific benefits options.
- Updated and maintained databases with current information.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Gather renewal information and prep groups for marketing
Account Manager
WSR Insurance Services
Woodland, CA
03.2021 - 05.2023
- Answer customer phone calls, helping with questions, offering services and support
- Collect and update customer information as needed
- Assist with filing and following up on claims, billing issues, and pharmacy questions
- Update renewal, eligibility and enrollment census
- Build, maintain, and update Ease portals for groups
- Gather renewal information and prep groups for marketing
- Update Epic with yearly policy/commission information.
Employee Benefits Account Assistant
Clifford and Bradford Insurance Agency
Bakersfield, CA
09.2018 - 01.2021
- Answer customer phone calls, helping with questions, offering services and support
- Collect and update customer information as needed
- Assist with filing and following up on claims, billing issues, and pharmacy questions
- Update renewal, eligibility and enrollment census
- Day to day processing of enrollments and terminations
- On-site enroller for New Hires, Q Les and Open Enrollment meetings
- Maintain and update Ease portals for groups
- Assist with the building of Ease portals
- Gather renewal information and prep groups for marketing
- Update Epic with yearly policy/commission information
- Handle new individual policies and Covered California policies.
Receptionist
Tolman and Wiker Insurance Services
Bakersfield, CA
06.2017 - 09.2018
- Operate telephone switchboard to answer, screen, or forward calls, provide information, and take messages
- Greet persons entering the establishment, determine nature or purpose of visit, and direct or escort them to specific destinations
- File and maintain records
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries
- Keep a current record of staff members availability
- Assist account managers with obtaining renewal information from carriers.
Customer Service Representative/ Enrollment & Software Support
The Lynn Company
Bakersfield, CA
09.2013 - 06.2017
- Answer customer phone calls, helping with questions, offering services and support
- Collect and update customer information as needed
- Assist with filing and following up on claims, billing issues, and pharmacy questions
- Update renewal, eligibility and enrollment census
- Day to day processing of enrollments and terminations
- On-site enroller for New Hires, QLEs and Open Enrollment meetings
- Maxwell Health Support for multiple groups
- Assist with the building of Maxwell Health portals.
Education
High school diploma -
Liberty High School
Bakersfield, CA05.2008
Skills
- Microsoft Office
- Ease
- Time Management
- Self Motivated
- Adaptability
- Applied Epic
- Customer service
- Account Management
- Customer Service
- Client Relationship Management
- Client Relations
- Overcoming Objections
- Document Preparation
- Auditing procedures
- Employee communication
Certification
California Life and Health Insurance License
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Account Manager
AssuredPartners
05.2023 - Current
Account Manager
WSR Insurance Services
03.2021 - 05.2023
Employee Benefits Account Assistant
Clifford and Bradford Insurance Agency
09.2018 - 01.2021
Receptionist
Tolman and Wiker Insurance Services
06.2017 - 09.2018
Customer Service Representative/ Enrollment & Software Support
The Lynn Company
09.2013 - 06.2017
High school diploma -
Liberty High School
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