Laurie Trujillo
Aurora,CO
Summary
Enthusiastic Account Specialist eager to retain company business by providing top-notch client services to brokers, clients, and internal stakeholders. Ready to offer 40+ years' experience in the Benefits industry including current position at Delta Dental of Colorado.
Overview
45
45
years of professional experience
Work History
Account Specialist
Delta Dental Of Colorado
03.2016 - Current
- Take over new clients after implementation and become their service contact going forward.
- Build strong relationships with clients, brokers and internal stakeholders for loyal, profitable accounts.
- Adhere to standards of quality and service as well as all compliance requirements.
- Resolve any problems that come up for either broker or client.
- Assist with existing renewals and alternate options.
Account Analyst
IMA
04.2013 - 04.2015
- Interacted professionally with clear, intentional communication and set appropriate expectations on timeline of deliverables.
- Managed renewals and alternates for existing clients for every line of coverage.
- Provided reports showing current and future financial state of the client's benefit plans.
- Provided benchmarking against their own plans.
- Marketed benefit plans to vendors, analyzed proposals and made recommendations to meet the client's financial and competitive benefit goals.
- Provided Schedule A information for 5500 Filing.
- Calculated Medical Loss Ratio (MLR) for clients and confirmed if they met the minimum standard.
Senior Benefit Analyst, Benefit Analyst Manager
Benefits & Incentives Group
04.2005 - 06.2012
- Provided Renewal and Marketing Reports to clients.
- Analyzed and reported on claims and premiums.
- Calculated Employee/Employer Contributions.
- Acted as point of contact to receive and respond to inquiries from clients, carriers and vendors.
- Attended market meetings to keep up to date on all new product offerings for all lines of coverage.
- Trained new Benefit Analysts.
- Collected Schedules A & C from carriers and completed Form 5500 Filings for clients.
- Attended client meetings and completed meeting follow ups.
- Presented reports as requested by Account Executive.
Sr. Benefits Analyst
The Segal Company
06.2002 - 10.2004
- Provided Reporting for clients on their benefit plans and 5 year projections using their current funding.
- Marketed client benefit plans and made recommendations for changes that would meet the client's goals
- Attended client meetings and presented as requested by Account Executive.
- Worked with employers in the varying construction trades who were all combined into the Rocky Mountain Health Care Coalition. Provided a huge stop loss marketing report for approximately 20 employers.
- Created a Market Report from scratch for drug testing for employers.
Sr. Benefit Analyst
MARSH USA
06.1997 - 06.2002
- Marketed Benefit plans, reported on alternate plans compared to current, and made recommendations to meet the client's goals.
- Calculated Employee/Employer Contributions
- Attended market meetings to learn all of the new offerings from carriers and vendors.
- Generated reports for the current plans for all lines of coverage.
- Collected Schedule A & C information for clients for their Form 5500 filings.
- Did a unique marketing for Club, Intramural and Intercollegiate Sports for a University in Denver, CO. Presented it to them.
Client Service Manager, Sr. Benefit Analyst
Sedgwick Noble Lowndes (acquired By Marsh, Mercer)
06.1992 - 06.1997
- Reported on status of current plan and projected renewal rates for self-funded plans.
- Marketed benefit plans, reported on quotes received and made recommendations to meet the client's goals.
- Attended Market meetings to keep up to date on new products coming out.
- Trained new Benefit Analysts.
- Collected Schedules A & C for clients for Form 5500 filing.
Employee Benefits Administrator
King Soopers
12.1978 - 02.1988
- Administered each of the Benefits offered.
- Served as subject matter expert in answering questions from colleagues regarding benefits.
- Paid the Weekly Disability and made sure all documentation from the medical provider was up to date.
- Managed continuous enrollment processes, as well as yearly enrollment periods.
- Sent out benefit packets to new employees.
- Calculated vesting for Profit Sharing and loaded on new participants twice a year.
- Enrolled eligible employees onto the Employee Stock Ownership Plan (ESOP).
- Verified monthly claim eligibility.
- Calculated and paid Taft-Hartley Trust Reports for union groups for both Health & Welfare and Pension.
- Answered phones for participants with claim questions or questions on any other lines of coverage.
Education
No Degree - GBA-Group Benefits Administration Portion of CEBS
The Wharton School
PANo Degree - RHU - Registered Health Underwriter
The American College
05.2002
No Degree - CO Life & Health License Number 30643
Colorado Division of Insurance
Denver, CO05.1993
Bachelor of Arts - Psychology
University of Colorado At Denver
Denver, CO08.1991
Skills
- Answering questions via phone and email from clients and brokers
- Assisting internal stakeholders with anything needed for clients and brokers
- Problem resolution
- Training broker and employers on DDCO website
Timeline
Account Specialist
Delta Dental Of Colorado
03.2016 - Current
Account Analyst
IMA
04.2013 - 04.2015
Senior Benefit Analyst, Benefit Analyst Manager
Benefits & Incentives Group
04.2005 - 06.2012
Sr. Benefits Analyst
The Segal Company
06.2002 - 10.2004
Sr. Benefit Analyst
MARSH USA
06.1997 - 06.2002
Client Service Manager, Sr. Benefit Analyst
Sedgwick Noble Lowndes (acquired By Marsh, Mercer)
06.1992 - 06.1997
Employee Benefits Administrator
King Soopers
12.1978 - 02.1988
No Degree - GBA-Group Benefits Administration Portion of CEBS
The Wharton School
No Degree - RHU - Registered Health Underwriter
The American College
No Degree - CO Life & Health License Number 30643
Colorado Division of Insurance
Bachelor of Arts - Psychology
University of Colorado At Denver
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