TERESA PHILLIPS
LAS VEGAS,NV
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Experienced with benefits counseling, focusing on providing comprehensive support to employees. Utilizes effective communication and interpersonal skills to explain benefit options clearly. Track record of maintaining confidentiality and ensuring compliance with benefit regulations.
Overview
25
25
years of professional experience
Work History
On-Call Benefits Educator
Aon
09.2024 - Current
- Educate employees on Core Benefits and Voluntary Plans such as Life, Accident, Critical Illness, Hospital and Disability
- Perform Group and Individual Presentations and Open Enrollments
- Enhanced client satisfaction by providing personalized benefit counseling services tailored to individual needs.
- Assisted employees in understanding their employee benefits options.
Independent Agent
Universal Medicare
03.2018 - Current
- Educate and enroll Medi-Medi members into a Mental Illness Health Plan that specializes in Mental Illness programs.
Community Outreach Worker & Mobile Clinic, Coordinator
ROADS FQHC
09.2018 - 09.2024
- Outreach to Homeless and/or Mentally Ill
- Patient Advocate
- Patient Intake/Registration
- Medi-cal and Medicare verification
- Medi-cal and Medicare enrollment
- Scheduling- Individuals and Facilities Mobile Clinic (Monthly)
- Transport patients
- Community Health fair
- Acted as main point of contact between management, clinical staffs and external community.
- Helped clients navigate social services system and access needed resources.
On Call Field Benefit Educator
Aon
09.2015 - 09.2018
- Educate employees on Core Benefits and Voluntary Plans such as Life, Accident, Critical Illness, Hospital and Disability
- Perform Group and Individual Presentations and Open Enrollments
- Enhanced client satisfaction by providing personalized benefit counseling services tailored to individual needs.
- Assisted employees in understanding their employee benefits options.
Case Manager/Team Lead/Perpetual Benefit Counselor, Case Manager
Univers Workplace Solutions
09.2011 - 09.2015
- Seasoned enrollment counselor as well as Enrollment Team Lead specializing in large group enrollment of employee’s medical and supplemental benefits (Face to Face and Call Center)
- Met and/or exceeded per case premium quota as a Case Manager, Team Lead and Counselor
- Monitor and grade counselor’s calls to ensure that client’s needs and expectations are fulfilled
- Daily communication with Client, Account Manager and Enrollment Center Manager via email
- Develop, train and coach counselor’s
- Responsible for conducting formal training prior to each case with counselors and client
- Thoroughly educate employees on company benefits (PPO, HDHP, HMO, Voluntary, EAP, FSA, HSA, Dental and Vision)
- Increase Voluntary participation
- Responsible for New Hire Enrollment and QLE’s for 13 companies.
Administrative Assistant
Austin Hernandez Family Medical Clinic
02.2008 - 11.2010
- Assist with contract negotiations with various IPA’s
- Medical Chart Diagnostic and Procedure Coding
- Billing using Medisoft 10.9 Software
- Responsible for Specialist Referrals and Disability Claim Forms
- Patient Chart Management filing system development
District Coordinator/Account Executive
AFLAC
07.2000 - 07.2008
- Managed and maintained a team of 8 sales associates
- Increased sales by 79%
- Recruited sales associates for 1099 positions
- Responsible for all field training
- Performed presentations and open enrollments
- (Groups and Individuals)
- Responsible for new business development while maintaining existing clients
- (Including Multi-States Accounts)
Education
High School Diploma - undefined
Saddleback High School
Santa Ana, CA1984
CA Life, Accident, Health License CA Lic# 0D01716 -
Skills
- Word/Excel/Outlook/ADP/Oracle/Benetract/Benselect /Auto-Bene/Selerix/Harmony
- Attention to Detail
- Multitasking
- Effective Communication
- Task Prioritization
- Time management abilities
- Written Communication
- Problem-solving aptitude
Timeline
On-Call Benefits Educator
Aon
09.2024 - Current
Community Outreach Worker & Mobile Clinic, Coordinator
ROADS FQHC
09.2018 - 09.2024
Independent Agent
Universal Medicare
03.2018 - Current
On Call Field Benefit Educator
Aon
09.2015 - 09.2018
Case Manager/Team Lead/Perpetual Benefit Counselor, Case Manager
Univers Workplace Solutions
09.2011 - 09.2015
Administrative Assistant
Austin Hernandez Family Medical Clinic
02.2008 - 11.2010
District Coordinator/Account Executive
AFLAC
07.2000 - 07.2008
High School Diploma - undefined
Saddleback High School
CA Life, Accident, Health License CA Lic# 0D01716 -
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