Manager Insurance
Resume:
Karen Fricke
********@*****.***
SUMMARY
While I am an experienced Senior Account Manager with a solid background in
Employee Benefits & Life Insurance, My overall office and administrative
experience will carry over into many diverse areas. My salary requirement
is $45,000 - $50,000.
WORK EXPERIENCE
August, 2010 - Current
CAN Insurance Services, Los Angeles CA
Account Manager - $49,000
I Manage a small group client book of business (2-100 lives), specializing
in Non-Profits. Maintain relationships with 80+ group clients. Negotiate
and prepare annual renewals and market benefit plan designs and employer
contribution strategies. Organize open enrollment meetings, health fairs
and prepare employee benefit guides. Manage heavy client service issues,
instigate cross-selling to existing clients. Maintain relationship with
insurance carriers and delegate work to assistants. Monthly travel to
corporate office in Northern California for training purposes.
January, 2007 - October, 2009
Bolton & Company, Pasadena CA
Senior Account Manager - $61,000
I Managed a client book of business in the mid-market (2-250 lives) arena
with average gross annual commission in excess of $600,000. Maintained
relationships with 25 - 30 clients. Negotiated and prepared annual
renewals and marketed benefit plan designs. Organized open enrollment
meetings, health fairs, prepared benefit brochures and compensation
statements. Managed heavy client service issues and assisted Producers
with new business and cross-selling existing clients. Maintained
relationship with insurance carriers and delegated work to team members.
Supervised 2 assistants and maintained a team spirit and attitude. Created
educational programs for team members. Received "Employee of the Month"
award in 12/2008.
1999 - December, 2006
James R. Hughes Insurance & Financial, Pasadena CA
Executive Assistant / Office Manager - $54,000
I Assisted President/Broker in all aspects of pre-sales negotiations,
processed applications and maintained policies for Individual Life,
Disability, LTD, LTC, Buy-Sell Agreements and Key Man Insurance for
executives and business owners.
Managed office, made travel arrangements and appointments. Ordered
supplies and interviewed prospective employees. Managed 401k Plans for 15
clients, compliance issues, open enrollment meetings and maintained
President's 26 non-residential state licenses. Provided Third Party
Administrative services for several clients which included monthly employee
eligibility, prepared new hire packets, terminations & HIPAA/COBRA
notification. Processed enrollment forms, reconciled monthly insurance
carrier billing statements, resolved billing and employee claims issues and
maintained relationships with clients.
1979 - 1998
Airconditioning Trust Funds, Pasadena CA
Pension / Eligibility Manager - $32,000
Interviewed prospective retirees, processed pension applications and paid
monthly pension benefits. Maintained 600 retiree files. Processed
eligibility for 2500+ active & retired members for health benefit coverage.
Processed medical and dental carrier billing statements and reconciled
monthly eligibility. Organized open enrollment for benefits and 401k
plans. Prepared and processed Cobra notifications and maintained records.
CA Dept of Insurance #0G05376 - Proficient in Microsoft Word, Excel,
Powerpoint, Outlook, ACT, TAM & Smartoffice. Type Tested at 60 WPM
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