Job Search Status
Open to workDesired start date: Open to discussion
Open To Work
Vanessa L. Haney
Insurance Broker - Account Manager
Simi Valley,CA
Work Preference
Summary
Results-driven Account Manager specializing in client relations and benefits administration. Implemented innovative solutions to enhance operational efficiency and ensure compliance. Strong organizational and analytical skills support effective project execution and high client satisfaction.
Overview
42
42
years of professional experience
Work History
Account Manager Employee Benefits/Insurance Agent
Gerlach & Associates Insurance Services, Inc.
Westlake Village
01.2003 - Current
- Ongoing management of client service relationships for large group, small group, individual, annuities, disability, and life insurance accounts.
- Maintain client relationships and act as primary contact between insurance carriers and general agencies.
- Assist clients with benefit solutions, underwriting questions, and support Human Resources.
- Analyzed renewal data to deliver tailored recommendations that aligned with client needs.
- Communicate due dates, timelines, and expectations to clients and principals.
- Prepares routine and advanced correspondence, memorandum, reports, illustrations and proposals.
- Process all insurance by advocating for the clients with carriers, vendors and third party administrators.
- Developed and implemented procedures for client relations database tracking system, enhancing staff efficiency and client service consistency.
- Interact with general agencies, ongoing. Offer client solutions by proactively problem solving.
- Consistently met all processing deadlines to ensure timely service delivery.
- Handles a wide variety of complex and confidential situations.
- Supports principal owners (CEOs) with administrative duties in order to increase their time for other executive duties.
- Market new business by preparing proposals & quotes using industry software, (Health Connect)
- Maintained current knowledge of health care reform, carrier guidelines, and product information to provide accurate client support.
- Manages, prioritizes, evaluates, and distributes all office tasks while maintaining employee benefit support for all clients.
- Prepares life reviews, end of the year client correspondence and database reports.
Certified Signing Agent
Independent Contracting
01.2002 - 05.2003
- Operated as independent CSA - Certified Signing Agent for multiple escrow companies, ensuring accurate and timely document handling.
- Processed and notarized documents for real estate transactions, facilitating smooth closings and client satisfaction.
- Explained signing procedures and document requirements to clients, enhancing understanding and minimizing errors during the signing process.
- Engaged in full-time education to enhance knowledge and skills.
Human Resources General/Safety Coordinator
Hillcrest Christian School
Thousand Oaks
01.1997 - 01.2002
- Managed all human resources functions, maintained personnel files, conducted fingerprinting, verified references and employment, and provided hiring recommendations.
- Administrate Employee Benefits; includes analyzing, evaluating, and recommending annual employee benefits.
- Ensured legal compliance by preparing reporting agency reports and responding to legal issues.
- Developed safety procedures and implemented Advisory Safety Committee; responsibilities include maintaining purpose and plan while serving as chairman.
- Designed and implemented new hire training programs along with ongoing safety training for staff.
- Coordinate all Disaster Training Drills; implement all safety policies and procedures.
- Understand and communicate all CAL/OSHA regulations; implement and maintain all requirements.
- Administered insurance programs by collaborating with brokers for health, workers compensation, auto, and general liabilities.
- Assist with annual payroll budget and provide financial comparisons.
- Prepared comparisons and presented to board members.
- Maintained and provided training for a specialized student database (Black Baud) and ran registration reports to assist with annual enrollment budgets.
Manager/Department
Lucky’s Store, Inc.
Buena Park
01.1987 - 01.1996
- Improved quality and training in meat departments through targeted assignments across stores.
- Managed financial targets to ensure profitability and minimize waste in operations.
- Supervised employees and managed operations in meat department to ensure effective service delivery.
- Coordinated scheduling, company policies, and compliance with state and health regulations.
Paralegal
Various Law Firms, Los Angles
Los Angeles
01.1984 - 01.1987
- Managed paralegal team for multi-action litigations, ensuring efficient case handling.
- Oversaw document production process, coordinating with paralegals to meet tight deadlines.
- Drafted legal documents, including briefs and motions, for attorney review.
- Prepared legal motions and correspondence.
- Assisted attorneys in trial preparation by compiling evidence and witness lists.
- Summarized depositions, participated in jury selection and legal investigation.
- Conducted legal research to inform case strategies and enhance attorney preparation.
- Legal research in support of supervising attorney.
- Develop computerization coding for all pre-trial documents by analyzing case issues, discovery requests and document control.
Education
Associate of Arts - Organizational Management
West Hills Community College
Coalinga, CAAssociate of Arts - Paralegal Studies - Specialization in Corporate Law
California College of Paralegal Studies
San Fernando Valley, CAMedical Transcriptions Certified Course -
Learning Tree University
Thousand Oaks, CAUCLA CEB Classes -
School House Legal Training Program
Los Angeles, CASkills
- Carrier underwriting knowledge
- Benefits administration
- Project implementation
- Training development
- Regulatory compliance
- Insurance product knowledge
- Data analysis
- Data Base knowledge
- Black Baud
- Medical terminology expertise
- Database knowledge
- Location-based services
- Training and development
- Excellent Client Relations
- Medical and legal terminology
- Relationship management
Professional Licenses And Certifications
- California Department of Insurance – Life and Health Agent, 0F72330
- Health Insurance Professional (HIP Designation)
- AHIP Senior Market Certified
- Covered California Certified
Timeline
Account Manager Employee Benefits/Insurance Agent
Gerlach & Associates Insurance Services, Inc.
01.2003 - Current
Certified Signing Agent
Independent Contracting
01.2002 - 05.2003
Human Resources General/Safety Coordinator
Hillcrest Christian School
01.1997 - 01.2002
Manager/Department
Lucky’s Store, Inc.
01.1987 - 01.1996
Paralegal
Various Law Firms, Los Angles
01.1984 - 01.1987
Associate of Arts - Organizational Management
West Hills Community College
Associate of Arts - Paralegal Studies - Specialization in Corporate Law
California College of Paralegal Studies
Medical Transcriptions Certified Course -
Learning Tree University
UCLA CEB Classes -
School House Legal Training Program