Customer Service Insurance

SANDRA E. MEDEIROS

**** ********** ***, *** ****, CA 95121

Home 408-***-**** Cell 408-***-****

abnvf9@r.postjobfree.com

OBJECTIVE: PRODUCT / EDUCATIONAL TRAINING SPECIALIST

HIGHLIGHTS OF QUALIFICATIONS

Experienced in administration, management and professional Employee Benefits presentations.

Multilingual / multicultural professional expertise.

Bilingual: English / Spanish; linguistics and social studies training.

Excellent communication, public speaking, writing and translating abilities.

Over 16 years combined customer service, insurance and finance/banking background.

Knowledge of Ins. Health Benefits, Wellness and basic Human Resources practices and laws.

Detailed time management, analytical and problem-solving skills.

Microsoft Word, Excel, Powerpoint, Outlook, Brokerage Builder, Internet savvy.

EXPERIENCE

Customer Relations

Conduct open enrollment meetings for mid to large commercial and agricultural clients.

Set qualified appointments and conducted home interviews / health care presentations.

Act as liaison between Account Managers/Producers and Insurance Carriers regarding

contractual questions, benefit coverage, claim and eligibility issues and daily service requests.

Track legislative and benefit trends and regulations to keep abreast of changes.

Attend carrier training meetings and health /wellness fairs and webinars.

Administration

Translate Benefit Summaries, Carrier Instructions, Legislative changes for client/employee use.

Prepare and submit bid specs to carriers for underwriting.

Review proposals and compile marketing spreadsheets for Account Manager/client review.

Assemble benefit summary outlines and annual cost comparisons for prospective clients.

Scrub census data and develop geo access reports from provider websites.

Assist carrier with submission of applications and client enrollment materials.

Support client with paperwork for new case installation.

Input and update client and benefits information into Brokerage Builder management database.

Build and maintain hard copy files for quotes and contracts.

EMPLOYMENT HISTORY

Andreini & Company

Enrollm Specialist/Acct Coord. San Mateo, CA.2006-present

Insurance Representative NASE/Mega Life San Jose, CA. 2005-2006

Senior Loan Specialist Mortgage Magic San Jose, CA. 2003-2004

Executive Administrative Asst. DMC Stratex Networks San Jose, CA. 1997-2001

EDUCATION

Bachelor of Arts, Linguistics, Lawrence University, Appleton, WI.

PROFESSIONAL DEVELOPMENT

Toastmasters International, 2008-2009

HR Employment & The Law, Skillpath e-Learning, 2006

Life / Health Insurance License, Dept. of Insurance, 2005

Bus. & Creative Writing,West Valley College, 2000-2005

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