Insurance Customer Service
Resume:
e-mail: ********@*****.***
ROSALBA G. DE ROBERTIS
HOLBROOK, NY 11741
*** - *** – 3694
WORK EXPERIENCE:
Associated Consulting Group Brooklyn, NY, presently
Insurance Broker/Benefits Coordinator PART-TIME-FREELANCE
Human Resource Contact for Brokerage Firm’s Fortune 500 Corporation’s on employee benefits, policies and requirements on health
insurance plans, new hire and enrollment issues, expert on Cobra, FMLA, AFLAC enrollment procedures, Knowledgeable on HR
forms, payroll administration, excellent phone and customer service interaction with clients,
Policy changes, On-line quoting, strong organizational skills, follow-up with clients, demonstrative concern with client inquiry; Initiator &
Developer of new business in HR capacity, forwarding healthcare quotes and enrollments to various new business which was obtained
by Website/Internet Marketing venue
Presentation of Life Illustrations, large clients, the NYPD/DEA Offices in NYC in order to create new insurance business; Administrator of
health benefits to NYPD/DEA firm on AFLAC products for Dental, Disability and Accident policies; Cross-Seller in Life Insurance,
Health insurance and Personal Lines insurance for all clients in brokerage firm
Insurance Brokerage Firm/CAI Associates, Inc. Patchogue, NY 09/06 to 07/11
Benefits Compliance Underwriter
Brokerage Firm service insurance specialist: duties include: contact with Executive Broker's accounts and renewal in healthcare coverage for
their book of business; primarily medical health insurance; HSA Plans, case management for selected Vice President's office,
Trainer for new staff on enrollment application procedures; overseer on production of enrollments; accuracy, problem solver; finding
remedies for clients; Creator of procedure manuals for enrollment staff, Plan renewal coordinator for house accounts.
Adherence to compliance regulations for Carrier (Emblem/HIP) that reviews employment verification on new employees by collecting
NYS45MN/quarterly reports on payroll; confidential information retrieved from Corporation Owners Kl & 1120S;
Health Connect Quotes, researcher on claims problems, initiator on customer relations;
Enrollment Account Representative 11/02 to 09/2006
Processing health /dental insurance enrollment forms for existing accounts; compliance issues followed on HIPAA letters for
creditable coverage/pre-existing regulations; the processing of new group cases, student dependent forms/domestic partner.
Knowledgeable on Medicare/Medicaid plans; compliance issues, such as COBRA, FMLA, and HIPAA
LONG TERM ASSIGNMENTS FROM EMPLOYMENT AGENCIES:
Royal Healthcare Corporation, Inc. Hauppauge, NY 07/02 to 10/02
Child Health Plus/Claims & Application Processor
Associate for the enrollment unit on applications for the New York State Department of Health and Social Services;
use of NYS guidelines on poverty formula to qualify eligible families to acquire Medicaid;
Screened applicants to ensure all (INS) immigration regulations adhered to state regulations
Verified identity, economic and welfare status of applicants ensuring individuals received proper services
Endorsed Administrators, Inc. Bay Shore, NY 10/00 to 06/02
Executive Secretary
Coordinated compliance booklets for UNUM Long Term Care and disability insurance programs for subscribers;
General office duties; scheduler, calendar/meeting organizer, policy research complied on insurance compliance;
Managed and organized portfolios for medical professionals clientele on disability, health and life coverage
FULL-TIME EMLOYMENT
AON Consulting, Inc World Trade Center, NY 07/96 to 10/00
International Benefits Division/Expatriate Insurance Facilitator Associate
Assisted in the drafting of plan designs for pension, life, health and disability coverage for Fortune 500 Corporation Handled all
administrative tasks in office for Senior Executive producers, management of office projects;
Organizer of business events, travel- schedule meetings, preparations of variety of documents/presentations:
Maintained daily contact with international brokers/subsidiaries abroad of AON/assisted in the creation of presentations of
multi- national pooling funding practice
Contract and Compliance Associate
Created and drafted Group Insurance Certificate handbooks for nationwide Corporations, which included Indemnity plans, life,
accidental death and dismemberment policies, PPO, EPO & HMO plans for multi-national corporations;
Ensured compliance of current State Mandates and State Law Compliance in all handbooks, with COBRA, ERISA, HIPAA,
Upon renewal of plan polices, determined compliance changes needed for companies, prepared certificate renewal booklets.
EDUCATION: Bachelors Degree, Political Science/Law State University of Albany, Albany, New York December 1988
CERTIFICATES: Paralegal Certificate Adelphi University, Garden City, New York November 1994
LICENSES: New York State Health & Accident Insurance January 2008
COMPUTER SKILLS : Command of all Microsoft Office Applications: Word, Excel, Outlook, Power-point, Internet Savvy
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