Lucinda J. Martin

Sherman Oaks, CA *****

Cell # 310-***-****

acgg7d@r.postjobfree.com

CA Insurance License #0E14991 (Life & Health)

Covered California Certified

Eichberg Associates, Inc. 2010-2014

Encino, CA

Account Executive

. Group Medical Insurance responsibilities included Running Quotes,

Illustrations, Presentations and Open Enrollments.

. Specialized in small to large groups, and handled all service issues

for these accounts.

. Go to person for individual clients (from quote to approval)

. Set-up of new groups from census to approval as well as being the go-

to person for client questions and service.

. Worked closely with GA's to implement new group business, but I also

submitted business directly to carriers.

. All Administrative and Management duties.

. Implemented new procedures making the renewal process more

streamlined.

. Put together Marketing Materials for clients and their employees both

hard copy and electronic formats.

. Presentations in PowerPoint and Excel. Created customized forms and

comparisons.

. Dissemination of Health Care Reform information to clients.

. Handled all Medicare clients with Medicare Supplement plans and

assisted them with locating appropriate Part D plans

. Assisted with on-line COBRA administration for a couple of larger

clients. Requested appropriate letters to employees when required.

. Created numerous spreadsheets to track client census information,

commission for the benefits department.

. Helped with compliance issues regarding FSA, HSA, HIPAA, etc.

. File and filing system creation and maintenance.

. Superior Customer Service.

. Producer Appointment Applications from initial contact to actual

appointment.

. Also handled Appointment Applications for the agency and any corporate

licensing issues.

. Additional duties as required.

Martin J Wolff & Co., Inc. 2008-2009

Los Angeles, CA

Account Manager

. Group Medical Insurance responsibilities included Running Quotes,

Illustrations, Presentations and Open Enrollments.

. Specialized in small to large groups, and handled all service issues

for these accounts.

. Set-up of new groups from census to approval as well as being the go-

to person for client questions and service.

. Put together Marketing Materials for clients and their employees both

hard copy and electronic formats.

. Presentations in PowerPoint and Excel. Created customized forms and

comparisons.

. All Administrative and Management duties.

. Researched and implemented quoting and HR software and systems.

. Input new groups into the quoting and HR tracking systems.

. Liaison between clients, GA's and producers.

Mullen TBG

2006-2008

Los Angeles, CA

Account Manager

. Group Medical Insurance responsibilities included Running Quotes,

Illustrations, Presentations and Open Enrollments.

. Specialized in small to large groups and handled all service issues

for these accounts.

. Set-up of new groups from census to approval.

. Presentations in PowerPoint and Excel. Created customized forms and

comparisons.

. All Administrative and Management duties.

. Handled COBRA administration for numerous clients.

. Put together Marketing Materials for clients and their employees both

hard copy and electronic formats.

Aflac(Liberty Division)

Temp position 2005-2006

Sherman Oaks, CA

Independent Life Producer

. Outside sales of Life, Health, LTC, & Disability Insurance products,

Catastrophic Coverage & Annuity products.

. Appointed with Aflac, Allianz, and Liberty Financial Services.

. All Administrative and Management duties.

White & Company Insurance, Inc. 2003-2005

Santa Monica, CA

Account Manager / Group and Individual Life and Health

. Responsible for all facets of Life Insurance, Annuities, Long Term

Care, Disability and Medical Insurance file management from initial

set-up to policy delivery.

. Group Insurance responsibilities included all facets of Life

Insurance, Annuities, Long Term Care, Disability and Medical

Insurance. Also included Illustrations, Presentations and Open

Enrollments.

. Liaison between the Producer and the General Agents and Agencies.

. Main contact with Paramedical Company for all exam orders and APS

requests.

. Invoicing for premium payments.

. Extensive contact with numerous insurance companies to check policy

status, obtain answers to questions asked by my clients, policy

service requests, policy change requests, etc.

. Producer Appointment Applications from initial contact to actual

appointment.

. Assisted the President of the company on corporate licensing issues.

. Internet searches for information and compilation of said information

in the form of spreadsheets, charts, and graphs.

. Presentations in PowerPoint and Excel. Created customized forms and

comparisons. (Some for millions of dollars)

. Comparisons of insurance policy types and between different insurance

companies.

. Responsible for follow up with underwriters to make sure all requested

information was received and at what stage the application is prior to

issue of the policy and the expected date of issue.

. File and filing system creation and maintenance.

. Superior Customer Service.

. Additional duties as required.

Additional employment information upon request.

ADDITIONAL SKILLS

Excel, PowerPoint, Microsoft Word, (PC and MAC environment), Microsoft

Outlook, Excellent verbal and writing skills, 10 Key by touch. Quotit

quoting system, Warner Pacific quoting system & Smart Office database

ADDITIONAL TRAINING

MS Word: Levels I, II, and Advanced

Excel: Levels I, II, and Excel Tips and Tricks

PowerPoint: Levels I, II, and PowerPoint Tips and Tricks

Computerized Accounting

Grammar and Proofreading Training and Seminar

Contact this candidate