Manager Life Insurance

Jennifer L. Stickel

Pleasant Hill, IA *****

515-***-****

Stickel.Jennifer2@gma

il.com

Objectives

Team member that can achieve

through opportunities to have a

positive impact on communities that

will begin to maintain a healthier way

of living. Seek a position that can take

initiative while being thorough, honest,

efficient, and creative within a diverse

team of engaged individuals. Long term

placement in a company whose vision

provides opportunities for people to

become a whole better person in health

and wellness.

Skills/Technology

• Project Coordination

• Retirement and Medicare Enrollment

• Health and Wellness Engagement

• Program-counseling, eligibility and

enrollment

• Financial statement and credit analysis

• Debt to income ratio and mortgage calculation

• Life and Supplemental Insurance sales

• Human resources manager

• Health benefit specialist

• Office management – Business support

• Invoicing accounts payable and receivable

• Business taxes and Accounting

• Public speaking/Presenter

• Plan oversight Management

• Grant Management.

• Microsoft Excel

• Regional Project management

• Des Moines Service Area DHS, Juvenile Court,

Adoptive, and Foster care

• Contract Management

o Health and business,

o Government /nonprofit contacts

• Construction/Electric contractor

• Contracts with State of Iowa Prevention

Sanction programs and Developmental

Waiver Programs

• Payroll-,unemployment, PTO, garnishment

• Paralegal/Legal Support

• Project Management

• Training Instructor

• Training Program Development

• Data Analysis, Compliance and Quality

• Mortgage,Foreclosure, Insurance

• Auditing/Provider Site visits

• Outcome Presentations and Reports

• Microsoft Office Programs - Word,

PowerPoint, Excel, Excel Macro, Outlook,

and Access.

• Legal case management - Iowa Law

documents, West-law, and Pivot and

EDGE, legal research

• Litigation Paralegal - drafting pleadings and

decrees, motions Trial prep and briefs.

• Board and Committee member

• Federal and Non-profit grant RFP - process

• Dispute Resolution-Mediation Facilitator

• Progress reporting/Cost benefit analysis

• Accounts payable and receivable

• QuickBooks

• Job Costing Data Entry

• Military Medical Specialist, Legal Specialist,

and Combat Medic

• Iowa National Guard

• Research

EMPLOYMENT

Telligen Health and Wellness Inc. – February 2019-Present Engagement Specialist

• Coaching and project enrollment with Medicare customers from United Healthcare in Wellness programs

• Counseling and determining eligibility and enrolling them in the study and collecting Data and daily tracking

• Troubleshooting pilot trial procedures for better results and positive customer experience.

Mercer Health and Benefits Administration Inc (MMC) - August 2018 – January 2019

Retirement Benefit Specialist

• Benefits counselor during Medicare Open Enrollment for Retirees age 65 and Pre-65 beneficiaries needing consultation regarding needs, changes, life events, on products and services including Medicare, Medicare Advantage, Medicaid, and other plans.

• Fulfilling licensing compliance for enrolling individual retirees in (ACA)Affordable Care Act Insurance plans

• Processing and counseling on HRA and HSA accounts transition from active to retired benefits.

•

American Income Life Insurance - February 2018- August 2018 Benefits Adviser Agent/ Leadership Trainer

• Sales in life insurance and health supplemental policies to Union and Association members.

• Leadership training new agents for Independent contracting opportunities., Underwriting and Retention.

Goodwin Tucker Group – October 2017 - January 2018 Customer Commercial Service Coordinator (Temp/Training Opportunity)

• Calls, training for Customer service department for commercial cooking, refrigeration, and HVAC company.

• Volunteered to fill in until new employee could be hired helping the Human Resource Director

Wells Fargo Home Mortgage, West Des Moines, IA - March 2015 – March 2017 Mortgage Servicing Specialist Wealth High Value Recapture Loan Originator

• Honored at quarterly luncheon for lowest repeat call In Wealth High Value Specialty Servicing in Des Moines Iowa 2nd. Quarter and 4th quarter 2016

• Honored for achievement on the Recapture Team Pilot Program. Transferring 25 to 30% of targeted calls to be Originated and funding the most on team for new money August 2016

• Point of contact for any concerns or questions overall Mortgage pertaining to closing, boarding, refinance, modification, and beginning of Default proceedings, Escrow, and land transactions.

• Welcomed new loans written, transferred, or acquired and completed the welcome experience ensuring proper boarding and set up of payments, Products and Services offered and referred

• Resolving and work through escalated complex customer issues Wells Fargo Home Mortgage Products and Services in taxes, insurance, refinance, autopay, and paperless billing.

• Project Lead to develop action plan for Q12 survey results, next steps for adherence, quality, and compliance.

• Adhered to various legal requirements and changes daily Quality and compliance contracts monitored.

Vision Electric – May 2008 - May 2014 - Bondurant, IA Office Manager/Human Resources Specialist (Owner)

• Managed all human resource duties for Electrical Contracting company of 30 employees; regarding scheduling, biohazard acknowledgement, and procedures for prompt completion of work assignments and projects.

• Performed office operations from contracts to Payroll for Agricultural and Commercial Electrical Contractor.

• Administered schedules, training requirements, and applications for journeymen electricians.

• Assisted with Litigation, liens filed, project management, workman’s comp cases Hudson, Mulaney, Shindler, & Anderson, P.C. - February - April 2009 Temporary Litigation Paralegal/Legal Assistant (Asst. medical leave) West Des Moines, IA

• Provided legal support in all aspects of civil litigation and bankruptcy caseload.

• Managed complaints, discovery documents, and motions for Attorney review. Davis Brown Law - September 2006 - August 2007

Family Law/Litigation Paralegal - Des Moines IA

• Paralegal support to Family Law Attorneys including drafting documents, client contact, filing Motions, and Decrees with the Court. Performed legal research to obtain relevant case law and civil procedure.

• Developed, managed, and keep case filing and pleadings for prompt docketing and tasks. Retention procedures to keep relationships.

• Helped in preparing for trial with exhibit lists, Subpoenas, skip trace, Affidavits, and evidence.

Solid Foundations Inc. November 2004-August 2006

Family Centered Services Director - Des Moines IA

• Managed contract with the State of Iowa billing to ensure proper training, development, and documentation of activities and therapies provided.

• Supervisor (30 staff) for child welfare and juvenile justice social services agency supplying therapy, counseling, and tracking/monitoring of youth and their families involved in the juvenile court system within a four-county area.

• Result based data collection and reports sent monthly to DHS for contract compliance and to DHS and Juvenile Court for safety and monitoring.

• Implemented an audit able documentation policy manual for counseling in home therapy program, policies, and practices to ensure and maintain compliance with federal, state, and local regulatory and contractual requirements.

• Brought program back by removing sanctions previously enforced by Iowa DHS

• Community collaboration with grant management and public speaker on behalf of our clients and mission.

• Contracted with Des Moines Public Schools to provide supervision and skill development to pupil participants.

Polk County Decategorization – March 1999 - November 2004 Case Facilitator/Grant Coordinator - Des Moines IA

• Mediator/Facilitator for Individual Family and Child and Teams for the Department of Human Services with flexible budget to use for families with identified needs and no other funding source.

• Quarterly presentation to various groups on PowerPoint about the Decatgorization project process, benefits, and how to access.

• Facilitated teams including DHS workers, Managed care providers, Attorneys, Therapists, school personnel, administrators, foster care parents, and family members to come up with Wraparound plans .

• Providing over-site and task responsibility accountability, data collection, and analysis of outcomes.

• Created budget monitoring strategies to show facilitation efforts that saved money.

• Presented reports on outcomes of strategies and planning implemented to Decat Planning and Dev. And the County board of Supervisors yearly.

• Member of the Polk County Decat Planning and Development Committee that reviewed and approved grants applications in response to Proposals for Prevention and Sanction Child Welfare Funds.

Iowa National Guard- Johnston, IA 1992-2004

Medical Specialist/Legal Specialist/Retention NCO

• NCO/Retention Specialist provided counseling on benefits of staying in military.

• Legal Specialist overseeing all personnel records regarding accomplishments and punishments of the troops. Also Wills, Trusts .and other important documentation.

• Combat Lifesaver Instructor to troops prior to deployment. Taught lifesaving techniques to one squad member per squad to be responsible for the Aid Bag and medical intervention during war or training. Provided troop medical care equivalent to an

(LPN) in the civilian community.

Stickel Chiropractic Clinic Pc- Des Moines, IA July 1997- March 1999 Chiropractic Assistant/Office Manager

• Monitored treatment plans with goals then tracked progress on Excel, Access, presented to Boards.

• Hired, trained, and mentored office support staff.

• Administered documentation for filing of Workman's Compensation claims for personal injury cases as well as claims to Medicaid and private health insurance providers.

• Provided accurate and consistent medical records to designated parties for personal injury cases. Managed accounts payable and receivable Mercy Hospital – House of Mercy – December 1997-March 1999

• Residential Counselor/Medication Manager - Des Moines, IA

• Direct counseling and monitoring of Women and their children in a Residential Treatment Program.

• Medication management,Treatment plans, and court reports detailing progress.

• Documented medical and counseling notes S. O.A.P. note Education

National University - Sacramento, CA

• 1997 – MS – Master of Science in Educational Counseling University of Mary Hardin Baylor, Belton, TX

• 1994 - BS - Bachelor of Science in Psychology, Minor: Sociology United States Army National Guard, Fort Sam Houston, TX- Camp Dodge

• 1992 - 91B10 Medical Specialist/ Combat lifesaver/EMT

• 1999-2004 – Legal Specialist

AFFILIATIONS/ BOARDS/ LICENSES

• Licensed Life and Health Insurance Agent – State of Iowa 2018-2023

• Certified Mortgage Signer – 2017-present Iowa Notary Public – 2017-2021

• Wells Fargo Diversity and Inclusion. - Member

• Young Living Essential Oils, Maximized Living - Distributor/Trainer

• Maximized Living/ADIO Chiropractic - Member

• Iowa Lutheran Hospital – On Call Weekend Crisis Therapist Children Psychiatric unit – 2002-2004

• DHS Providers Advisory Committee 1999-2004– member as Decat employee 2004-2006 as a provider

• Polk County Planning Development Committee –. Governance Board choosing Grant Proposals

• Child Abuse Prevention Council – 2002-2007 - Instructor Parenting Classes

• National Offender Reentry Conference- Cleveland, OH, Sept. 2004 Breakout Guest Speaker

• Staff Trainer \ Volunteer – Polk County DHS Young Women's Resource Center, Blood Center of Iowa

• Teacher Assistant and Trainer for Children with Different Flavors

• Yuba County Office of Education, California Council member (Prior),

• Wells Fargo Diversity and Inclusion. - Member

• Young Living Essential Oils, Maximized Living - Distributor/Trainer

• Maximized Living/ADIO Chiropractic - Member

REFERENCES

Megan Weiss – Supreme Court Bankruptcy Southern District – Deputy Chief Nick Rotter – Wells Fargo Home Mortgage- Coach

Amy Taha - Telligen Health Management – Senior Program Planner Edward Thompson Sr.-CEO- New Site (Solid Foundations)

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