Los Angeles Marketing Assistant

Jessica Espinoza

C: 626-***-**** H: 626-***-**** E: ***********@*****.***

Location: City of Industry, CA

* ***** ** ********** ** the Insurance and Financial Services Industry Seeking Full-Time Employment

EDUCATION

B.A. in Political Science

B.A. in Communication Studies

Loyola Marymount University - Los Angeles, CA

2010

Professional Experience:

Current Position: Personal Marketing Assistant for Leo Guedalia and Leonard Roberts Mass Mutual Greater Pacific, 10960 Wilshire Blvd, Suite 2100 Los Angeles CA 90024

Business Management: From beginning to completion work on new business applications for Life Insurance, Annuity Products, and Health Insurance for Individuals as well as Small Businesses.

Onboarding: Work with Human Resources to help process new hire paperwork, clearance and communicate to IT and management completion to set up new employee I.D. and log-ins for access to databases. Also train new hires and assist in processing terminations.

Administrative: Process enrollments, terminations, billing adjustments, filing, answering client calls for both agents, any other service requests such as distributions from financial accounts

Marketing: Worked on setting up LinkedIn for Leo Guedalia and networking with existing and new clients as well as business partners from other companies. Mailing newsletters for both agents, reaching out to prospects via phone or mail, generating and establishing new business

Record Keeping: Tracking to see when and if commissions were paid for both agents from multiple carriers

Personal Marketing Assistant to team of 4 agents

MetLife Premier Client Group of Southern California -Los Angeles, CA -November 2015 until transition to Mass Mutual in July of 2016

Assist 4 agents with servicing current client cases as well as processing new business. Receive incoming calls from clients, carriers and our general agency. Assist clients by processing requests for changes and service on policies including tax withholdings, beneficiary changes, loan requests and other services

Help process new hires and train as well

Combined Benefits INC -Brea, CA -July 2015 to October 2015

Process group benefit renewals with the carriers, quote plans, bind, prepare the proposals for presentation to prospective or current clients.

Process requests from clients regarding eligibility for new hires, terminations, anything benefit related such are regarding coverage.

Billing & Eligibility Processor

A Third-Party Administrators -El Monte, CA -September 2012 to May 2015

Review and process applications of retired members beginning their Pension plans who meet the requirements to qualify for health and welfare benefits through the Labor Union.

Process urgent health insurance updates and requests for members to be eligible to seek services at their providers office.

Process applications and enrollment for the federal COBRA plan for members who qualify to apply for an insurance extension of either 18, 29, or 36 months.

Mail out Cobra and Retiree self-pay bills on a monthly basis, also send notices regarding members who are turning age 65 and will need to be notified in advance of a change in their insurance options, as well as processing the balancing process each month between the Enrollment Department and Pension Department regarding auto-deductions that were made for retirees health coverage in order for the correct money amounts to be transferred for eligibility before the end of the month.

Substitute Para-educator, P/T: Los Angeles County Department of Education, CA February 2012- August 2012

Duties for this job were assisting a special needs pre-school student at La Rosa Elementary in class participation.

Assisted the teacher in implementing lessons and reaching the child's individual goals.

Transport to and from school with student

Clerk Typist III

Rio Hondo Community College -Whittier, CA -September 2010 to April 2011

The Health Science and Nursing Department accepts applications for students interested in any of the Nursing programs offered at Rio Hondo. I worked on keeping data sheets current for over 400 students at one time, while taking student and faculty calls, and working on projects for instructors, as well as sending student health information to hospitals for clearance in order for students to attend their clinical.

Assistant to Property Manager

True Community Inc -Santa Fe Springs, CA -June 2010 to September 2010

Had the opportunity to visit the property sites that True Community Inc. manages and oversees. Worked on preparing Board Member Packets for monthly meetings as well as write and mail out notice letters to residents who had received warnings.

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