Insurance Sales

Veronica Reese

Dana Point, CA *****

Phone: 949-***-****

Email: *********@********.***

CLIENT SERVICES/INSURANCE PROFESSIONAL with comprehensive growth and

experience in the support and management of healthcare benefits for both

the private and public sectors. Efficient in establishing cohesive

objectives to determine what best meet the clients' needs. Achieved and

fostered ethical and supportive cross-functional relationships with

clients, carriers, General Agents/underwriters and internal departments

(both operations and sales/marketing). Excellent capacity to manage

competing priorities, while achieving and maintaining streamlined

operational objectives.

Education and Professional Experience

Life Agent/Producer (Accident/Health): California Department of Insurance:

License #0F20377 -valid through May, 2014

Associate of Arts (Business- November, 2008) ? University of Phoenix

Undergraduate Studies - General (1990-1992) ? Purdue University, Hammond,

IN

Certificate in Business Administration (1988) ? Sawyer College of Business,

Merrillville, IN

PAYCHEX, INC. (Paychex Insurance Agency, Inc.) Implementation Coordinator

- Client Services/Health & Benefits, Costa Mesa, CA (January 2010 -August

2012). Paychex Insurance Agency, Inc. is a full-service brokerage/agency

that offers competitive insurance solutions (health & benefits, workers'

compensation, property/casualty) for private business owners and their

employees.

? Main point of contact for the implementation and client support for new

on-boarding health and benefit clients.

? Collected confidential information (i.e. social security numbers,

health information as mandated by HIPAA guidelines), medical trend analysis

information, benefit plan designs, employee contribution strategies and

other pertinent documentation to ensure a successful client setup.

? Interacted with other service/support teams within the Paychex Agency,

including its other operational partners.

? Managed and maintained sales reporting, payroll deduction audits,

client management and updates using Salesforce.com and HRIS.net software.

KEENAN & ASSOCIATES, INC. Sr. Service Coordinator/Client Services -Health

& Benefits, San Clemente, CA (March 2005- November 2009). Keenan &

Associates is a privately held health insurance broker in Southern

California dedicated to client service, cost-effective insurance management

and financial/retirement services to public agencies, schools,

municipalities and public healthcare organizations.

? Point of contact for all client/claims related issues, resulting in

90% customer resolution within a 30-90 day period.

? Organized and managed the-renewal process with the client by

outlining and summarizing benefit plan comparisons, rates and alternative

carrier options before new plan year is in effect. Supported and serviced

clients who offered online/portal enrollments (by analyzing and proofing

all data before system upload).

? Assisted Sales and Account Management teams with the creation of

benchmarking and trending tools, health plan quoting (and comparisons) and

strategic underwriting outlines for fully insured and self-insured health

plans using Benefit Point and Salesforce.com CRM software.

PATIENT CARE TECHNOLOGY SYSTEMS, Project Assistant, Aliso Viejo, CA (March

2003-March 2005). Patient Care Technology Systems enabled health care

organizations to operate by real-time visualization and communication of

patient health progression.

? Point of contact for all administrative and service support for new

and existing clients.

? Responsible and accountable for the reporting of all coordinated

management teams, which encompassed multiple related projects that were

directed toward strategic business, organizational and public-relation

objectives.

? Maintained continuous reporting to CEO regarding updates of aligned

program scopes (which included strategic business objectives, business

result(s) and/or strategic intent(s)).

? Managed transition of client inquiries to Implementation Manager and

Client Support, in order to report the development and maintenance of

implementation portions of project to CTO and CIO.

? Maintained and favorably progressed a mentoring skill, which

assisted lead and support personnel within a technical environment

(camaraderie).

? Personal duties as assigned by President/CEO.

References available upon request

Contact this candidate