Nancy Tapia
Inglewood,CA
Summary
Hardworking Account Manager gifted and efficient in resolving customer issues. Engaging and personable to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service. Extremely dependable, adaptable and able to quickly grasp and apply new information. Exceptional organizational and analytical skills. Enthusiastic attitude, self motivated, and professional demeanor.
Overview
14
14
years of professional experience
Work History
Account Manager
USI Insurance Services, Inc.
Torrance, CA
06.2016 - Current
- Manage a book of business compromised of clients who are located both locally and nationally.
- Responsible for acting as a contact between clients and insurance carriers; retaining clients through excellent customer service.
- Assist with clients meetings regarding renewal, implementation, and open enrollments.
- Prepare materials for client meetings, included but not limited to Powerpoint presentations, agendas, reports, calendars, etc.
- Aid clients on Compliance topics like COBRA, FMLA, 5500's and Health Care Reform.
- Coordinate meetings to communicate to employees and/ or admins about their employee benefits.
- Develop employee memorandum drafts for clients to communicate: annual renewal changes, enrollment procedures.
- Gather client census data to assist with renewal process.
- Conduct insurance contract reviews and verify accuracy of client plan documents.
- Prepare communication materials needed for clients, such as benefit guides, mobile application set-ups, benefit summaries, and Powerpoint presentations in both English and Spanish.
- Develop and maintain excellent carrier relationships.
- Assist others when help is needed with a positive and professional attitude.
- Enter clients in our internal database systems; BenefitPoint and ImageRight.
- Able to work on additional projects to support the development of fellow service team members.
Sr. Account Manager
Pegasus Capital & Insurance Services, Inc.
Los Angeles, CA
09.2008 - 06.2016
- Developed and maintained strong relationships between HR managers, employees, brokers, and insurance carriers.
- Assisted clients with claims, worked closely with carriers to ensure claim processes/completions.
- Maintained high level communication with clients regarding their insurance questions/needs.
- Arranged and coordinated meetings between clients and insurance carriers, vendors.
- Assisted/attended annual benefit enrollment meetings for small and large groups (400+).
- Reported Cal Cobra and Federal Cobra for clients.
- Worked closely with CEO on renewals and implementation process.
- Excellent performance record in meeting deadlines efficiently, resolving problems independently, using initiative to improve processes and working hard to meet organizational objectives.
- Able to work under pressure and successfully deal with competing demands while maintaining complete confidentiality.
- Provided detailed communications in both English and Spanish for the client and employee.
Education
Criminal Justice
Sonoma State University
Rohnert Park, CASkills
- Life and Health License
- Knowledge of Microsoft Office, Powerpoint , Word and some Excel
- Proficient in internal office data systems; Benefit Point and ImageRight
- Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Strong ability to problem solve, set and meet deadlines, work under pressure and multi task in a fast paced environment
- Excellent attention to detail and ability to self-check work
- Refined verbal and written communications skills in both English and Spanish
- Able to assist/mentor fellow associates as needed
- Life and Health License
Timeline
Account Manager
USI Insurance Services, Inc.
06.2016 - Current
Sr. Account Manager
Pegasus Capital & Insurance Services, Inc.
09.2008 - 06.2016
Criminal Justice
Sonoma State University