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Employee Benefits

Fremont, California, United States
February 28, 2019

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Christina Richardson



Affable, conscientious and organized professional committed to business development through management of human resources. With 7+ years of direct experience with companies’ employee benefit programs, my goals are to reduce frustration with the complex world of regulations, ensure compliance with the law, and recommend policies to optimize the employee experience and business objectives. Work Experience

September 2007 to Present Salsbury & Associates Insurance Services, Inc. Fremont, CA Front Desk, Staff Support, Employee Benefits Account Director, & Office Administrator Front Desk/Staff Support

Daily task includes communication with clients, answering multi-line phone system, ship out packages, scan/download, attach and distribute mail. Work with account managers to produce proposals and summaries for prospective and current clients. Fine tune mailers and produce for large recurring mailings with Microsoft Word, Excel and Publisher. Process certificates of insurance. Troubleshoot computer issues. Employee Benefits Account Director

Handle small to large sized accounts (2-200 employees). Standard carrier markets, partially and self-insured plans, including ancillary coverages.

● Prospect by identifying business needs and proposing company products and services

● Develop effective new and renewal marketing strategies, partner with client advocate to obtain new or updated client information and execute the RFP process.

● Partner with benefits consultant to negotiate terms and determine plans that will be included in new and renewal proposals.

● Partner with client advocate to create or update benefits overview

● Partner with client advocate to create and prepare open enrollment presentation and materials.

● Facilitate compliance with ERISA, ACA, COBRA, HIPAA Office Administrator

Maintained Insurance Licenses - Agency and Individual, including Non-Resident Licenses. Manage office equipment leases, website administrator, including adding users to carrier websites. Deposit checks and input into TAM/accounting software. Run and distribute monthly reports. Completed office closure and supported acquisition and transition to new owner.


Chabot College – Associates Degree in Liberal Studies California State University East Bay – Bachelor of Science in Human Development CA Accident and Health Agent, Life-Only Agent

CA Health Benefit Exchange – Licensed Agent

HIPPA Certified

Proficient in Microsoft Office Suite and G Suite by Google Applied TAM/Cloud

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