Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rosa V. Phillips

Fairfield,CA

Summary

Dynamic health insurance account management professional with over 25 years of experience supporting diverse business portfolios throughout Northern California. Recognized for cultivating strong broker relationships, ensuring renewal accuracy, and delivering exceptional customer service while leveraging Spanish fluency to enhance client interactions. Proven ability to manage complex projects and drive high-impact results through exceptional problem-solving skills and collaboration with cross-functional teams. A reliable and adaptable contributor, consistently aligning with evolving business needs while maintaining a steadfast focus on achieving outstanding outcomes.

Overview

36
36
years of professional experience

Work History

Associate Account Manager (III)

Kaiser Permanente
02.2025 - Current
  • Oversaw management of key broker and client relationships to enhance strategic account performance.
  • Managed full renewal lifecycle to ensure adherence to regulatory standards and operational efficiency.
  • Managed benefits rates renewals and addressed member issues to ensure seamless service delivery.
  • Delivered comprehensive training sessions and knowledge transfer initiatives to support new hires' integration.
  • Recognized as Excellence Gold Award recipient for exceptional contributions during 2019 and 2020.

Service Associate

Kaiser Permanente
01.2002 - 01.2016
  • Managed 55–80 accounts, including senior-level books of business.
  • Processed renewals, claims, enrollment changes, billing issues, and reporting.
  • Supported growth through member presentations.

Account Coordinator

Kaiser Permanente
01.1999 - 01.2002
  • Coordinated enrollment packets and supported open enrollment events.
  • Delivered Spanish-language support for members.

Administrative Specialist

Kaiser Permanente
01.1999 - 01.1999

Sales Administrator

Cintas Corporation
01.1990 - 01.1999

Education

Associate of Arts -

Laney College
Oakland, CA
06-1998

Skills

  • Client relationship development
  • Rate accuracy management
  • Cross-functional teamwork
  • Workflow support and training
  • Bilingual Spanish skills
  • Customer service

Timeline

Associate Account Manager (III)

Kaiser Permanente
02.2025 - Current

Service Associate

Kaiser Permanente
01.2002 - 01.2016

Account Coordinator

Kaiser Permanente
01.1999 - 01.2002

Administrative Specialist

Kaiser Permanente
01.1999 - 01.1999

Sales Administrator

Cintas Corporation
01.1990 - 01.1999

Associate of Arts -

Laney College