Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Luis Jaramillo

Norwalk,USA

Summary

Dynamic Client Manager with a proven track record at The Baldwin Group, excelling in contract negotiation and client relationship development. Successfully presented tailored employee benefits solutions, enhancing client satisfaction and retention. Adept at leveraging data analysis and communication skills to drive strategic improvements in benefits management and achieve cost-effective outcomes.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Client Manager

The Baldwin Group
Irvine, CA
07.2022 - 09.2025
  • Developed and maintained relationships with clients to understand their employee benefits needs
  • Analyzed client data and conducted market research to identify the most suitable insurance plans and benefit packages
  • Presented customized employee benefits proposals to clients, highlighting cost-effective options that meet their specific requirements
  • Negotiated with insurance carriers to secure competitive rates and favorable terms for clients' employee benefits plans
  • Managed the enrollment process for new employees, ensuring accurate completion of paperwork and timely communication of benefit details
  • Provided ongoing support to clients regarding claims processing, billing inquiries, plan changes, and other benefit-related issues
  • Conducted regular reviews of existing employee benefits plans to identify areas for improvement or cost-saving opportunities
  • Informed clients about industry trends, regulatory changes, and compliance requirements related to employee benefits programs
  • Cultivated strong partnerships with insurance carriers, attending industry conferences and staying updated on product offerings in order to provide comprehensive solutions for clients' needs
  • Demonstrated expertise in various types of employee benefits such as health insurance, dental/vision coverage, retirement plans (401(k)), disability insurance etc.
  • Leveraged technology tools such as HRIS systems or online portals to streamline administrative processes related to employee benefits management
  • Served as a subject matter expert on complex benefit topics during client meetings or presentations
  • Collaborated with cross-functional teams including HR professionals, finance departments etc. within client organizations

Account Manager

EPIC Brokers
Irvine, CA
11.2018 - 05.2022
  • I assist with two producers books of business ranging from small to large groups.
  • Manage day to day administration for some groups such as; Enrollments, Claims, Terminations, Invoice review and audit, Changes, Enrollment Roster audits, COBRA Portals Admin, Open Enrollment Census Build Up, COBRA Renewal, Annual Health Notices, Small Group Ease Build Up From Scratch, Benefit Point Admin, Think HR Admin, Open Enrollment Educational Meetings and Zoom Recordings, Open Enrollment Material Build Such As; Benefit Guides, Open Enrollment reminders, Information flyers, Educational meeting schedules, Requesting EOC, SBC, Other Plan Documents and Storing of Materials, Material Translation

Data Entry Coordinator

WORD AND BROWN
01.2018 - 10.2018
  • Data entry for all enrollments, terminations, member and group changes.

Account Manager

UNITED CHOICE INSURANCE
04.2017 - 12.2017
  • I managed the broker's book of business, 85 groups both small and large groups.
  • In charge of quoting, spread sheeting and creating quotes in which groups could see different options for both new business and renewals.
  • In charge of daily group and member maintenance and discrepancies.
  • Also was in charge of creating EDI transmission between ADP and one of our large groups.
  • In charge of training/creating/maintaining Ease Central for multiple groups.
  • Went on group onboarding meetings as well as group enrollments to explain different insurances and options.
  • Also helped maintain cost sheets for multiple groups so group HR would know how much they would spend every month and year on insurance costs.

Edi Support Admin 1

WORD AND BROWN
03.2017 - 04.2017
  • Execute, review, and correct both daily and weekly EDI files to be sent to carriers
  • Build, compile, QC, and send all renewal kits for in force groups 75 days in advance of renewing effective days
  • Provide customer service by submitting timely responses to carriers, brokers, agencies, groups, and members
  • Administer renewals with any changes for group effective dates and from Renewal Department
  • Compile, batch and send all monthly invoicing for groups as well as approved groups

Renewals Coordinator

WORD AND BROWN
10.2011 - 03.2017
  • Process and oversaw fulfillment of Renewals for my division by directing monthly billing and invoicing.
  • Coordinate with Print Services and oversee the transfer of documents to be printed, folded and mailed out.
  • Assist the Choice Administrators Renewals and Cobra departments to process rates for concurrent departments
  • Provide 2 hours of daily customer service phone coverage for both members and brokers.
  • Manage and provide assistance to New Business Department with case receipt and underwriting.
  • Increased and completed 25% of the incoming group and member processing into the CRM

Education

HIGH SCHOOL DIPLOMA - General Studies

NORWALK HIGH SCHOOL
Norwalk
06-1999

Skills

  • Data Entry
  • Contract negotiation
  • Client base expansion
  • Upselling
  • Presentation software
  • Proposal software
  • Video conferencing software
  • Client education/training
  • CRM software
  • Client relationship development
  • COBRA management
  • HIPAA
  • Customer service
  • E-signature software
  • Cross-selling
  • Small insurance brokerages experience
  • State-specific regulations in benefits management
  • Conceptual selling strategy
  • Life insurance sales
  • Insurance issue resolution
  • Generating premium income
  • Employee Orientation
  • UltiPro
  • Benetrac
  • Paycom
  • Ease
  • Solution selling approach
  • Current Life and Health Insurance
  • EDI
  • Market research
  • Insurance claims assistance
  • ImageRight
  • Professional networking
  • Insurance renewal reminders
  • Knowledge of quoting systems
  • Consultative selling
  • Insurance policy presentations
  • Benefit Point
  • Account Management License
  • Salesforce
  • Managing client accounts
  • Healthcare benefits management
  • Affordable Care Act
  • Health insurance sales
  • Closing sales
  • Insurance policy review
  • Client referrals
  • Sales team management
  • Partnership strategy
  • Large insurance company experience
  • Client relationship management
  • Employee benefits administration
  • Data analysis
  • Claim resolution
  • Industry compliance
  • Customer retention strategies
  • Cost management
  • Communication skills
  • Solution selling
  • Negotiation tactics
  • Cross-functional collaboration
  • Time management
  • Detail orientation
  • Problem solving
  • Strategy development
  • CRM software proficiency
  • Team oversight
  • Financial acumen
  • Special projects
  • Developing methodologies
  • Client services
  • Client profile building
  • Clientele interactions
  • Product and service promotion
  • Account management
  • Interpersonal communication
  • Problem-solving abilities
  • Teamwork and collaboration
  • Cross-channel marketing
  • Analytical thinking
  • Business development and planning
  • Multitasking capacity
  • Analytical problem solver
  • Marketing strategy development
  • Presentations and public speaking
  • Vendor management

Certification

Life & Health Insurance License

Languages

Spanish
Native/ Bilingual

Timeline

Client Manager

The Baldwin Group
07.2022 - 09.2025

Account Manager

EPIC Brokers
11.2018 - 05.2022

Data Entry Coordinator

WORD AND BROWN
01.2018 - 10.2018

Account Manager

UNITED CHOICE INSURANCE
04.2017 - 12.2017

Edi Support Admin 1

WORD AND BROWN
03.2017 - 04.2017

Renewals Coordinator

WORD AND BROWN
10.2011 - 03.2017

HIGH SCHOOL DIPLOMA - General Studies

NORWALK HIGH SCHOOL

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Luis Jaramillo