Lauren Shultz

• Managed a diverse portfolio of clients with various group sizes (10-99 lives)
• Developed and maintained relationships with clients as well as carriers
• Sold and implemented benefit packages designed for specific needs of clients
• Hosted Open Enrollment meetings
• Coordinated daily servicing within appropriate timeframes to achieve resolution

*Davidow Financial & Insurance Services, Inc. was acquired by OneDigital Health and Benefits, Inc. in September of 2021 and my role remained the same under the new organization as it had been under Davidow Financial & Insurance Services, Inc.

• California licensed Health, Accident, and Life agent (License # 0M44352).
• Sold and serviced various Employer Group, Individual, and Medicare policies both On and Off-Exchange.
• Facilitated client meetings both in person and via Zoom/video conferences.
• Synthesized employee data into comprehensive reports for enrollments and payroll deductions.
• Collaborated with carriers to resolve unsettled medical, dental, vision, and life claims.

• Drafted investigative reports covering all phases of the investigation in each case.
• Answered questions posed by insured and attorneys.
• Partnered with legal counsel on litigation cases.
• Worked directly with State Insurance Regulators.

• Reviewed and analyzed insurance claims.
• Drafted investigative reports covering all phases of the investigation in each case.
• Worked directly with State Insurance Regulators including that of the California Department of Managed Health Care, the California Department of Insurance, and the Office of Personnel Management.

• Accurately documented, researched, and resolved customer service issues.
• Effectively managed a high-volume of inbound and outbound customer calls.
• Met or exceeded service and quality standards every review period.

• Prepared merchandise for sales floor.
• Accepted and processed returns.
• Proposed innovative marketing ideas.