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Click here or scroll down to respond to this candidateCandidate's Name
Denton, TX Street Address / EMAIL AVAILABLE / PHONE NUMBER AVAILABLEWORK EXPERIENCEAccount ManagerRealm Health Dallas, TX August 2022 to PresentLiaison between the company and its clientsEstablish and maintain a strong relationship with the owners of our accountsMaintain frequent communication with owners regarding their accountEnsure data integrity of files for payments between the company and its clientsPost payment in Zoho DeskPerform other related duties as requiredUnderwriter Assistant (Remote)Radion Health, Inc. New Orleans, LA November 2021 to July 2022Maintain spreadsheet for all RFPs submittedRelease quotes to brokers, general agencies, TPAs and producersNotify brokers, general agencies, TPAs and producers of declinationsPrepare applications for sold groupsMaintain HubSpot for rfp statusAccount Executive / Senior UnderwriterPoint6 Healthcare Dallas, TX November 2019 to April 2021Lucent Health Solutions Irving, TX August 2017 to November 2019 (contracted with Point6 November 2019)Prepare agenda for client meetingsLead and manage all activities regarding marketing and placement of stop loss insurance for clients and prospectsResponsible for building and maintaining a strong working relationship with clientsConduct audit review on proposalsComplete of all final underwriting elements including final disclosure processCoordinate application package delivery of executed policy and billing materialsEffectively negotiate with selected carriers to obtain competitive quotes for prospects and renewalsCommunicate with Broker/TPAs through email and phone calls regarding prospects and renewal businessMaintain workflow by organizing due dates, renewals and prospectsCreate spreadsheet comparing competitive offersUnderwriter Assistant IIITokio Marine HCC Plano, TX April 2015 to August 2017Evaluate, analyze and/or interpret plan documents and/or schedules of benefits.Data entry of all related information obtained through the analysis of RFPs to generate manual ratesEvaluate, analyze and/or interpret aggregate reports by TPA/Brokers to determine risk and assist underwritersCommunicate with Broker/TPAs through email and phone calls regarding prospects and renewal businessMaintain workflow by organizing due dates, renewals and prospectsStop Loss CoordinatorHealthSmart - Dallas, TX - June 2013 to April 2015Ensure and maintain prospect/renewal pipeline data entry into SalesForce.comReview incoming proposal requests for completeness and accuracy in dataMaintain policy and procedure for the marketing of all the productsCompare and present stop loss quotes as they are received with proposal submissionsEffectively negotiate with selected carriers to obtain competitive quotes for prospects and renewalsMonitor a high volume of RFP submissions and maintain acceptable turnaround timesAdministrative AssistantCushman & Wakefield of Texas, Inc - Dallas, TX - August 2009 to January 2013Primary HR liaison with corporate office, order/maintain office suppliesAssist customers with procuring meeting space including specialty set-ups and cateringLead customer relations contact for tenant request utilizing a web-based systemPrepare service contracts, approve after-hours clearance request for tenants and vendorsReceive and route vendor invoices in an online systemEDUCATIONTexas Woman's University - Denton, TX |
