Stone Teresa _Resume
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TERESA L. KARGES-STONE Lake Forest, CA 92630 949.230.7973 www.linkedin.com/in/tlkstone [email protected] CLIENT / BROKER DATA MANAGEMENT SPECIALIST Quality, Dedication, Loyalty Client Data Management Professional who is experienced in clerical administration and manually establishing accounts for new group insurance clients, brokers, and agencies. Skilled at processing changes for current clients and brokers. Talented at using intuition to determine what needs to be done to resolve questions or issues. Keen ability to assess “big picture” when handling customer requests. Core competencies include: Broker of Record Changes Commissions Payable Changes Schedule A / 5500 Form Requests Sales Compensation Reports Client / Broker Contracting Commission Audits / Adjustments PROFESSIONAL EXPERIENCE SAFEGUARD DENTAL & VISION, a MetLife Company, Irvine, CA 2003 – 2014 New Business Associate, Client / Broker Data Management Implemented new business and brokers in collaboration with other departments. Processed change requests and provided information and documentation. Maintained activity logs used by management and sales teams. Scrubbed documents and implemented new cases received, resulting in new business being set up accurately and according to timing targets. Created and updated checklists for work processed by Client Broker Data Management (CBDM) team, ensuring no steps were missed in process implementation or change requests. Maintained established groups and processed changes, including addresses, contacts, contact information, and client name changes, making accurate data available to users. Oversaw group termination process, resolving situations caused by low enrollment, non- payment, or group request. Handled group reinstatements when approved by management or underwriting, resulting in continuation of insurance for client. Processed group and broker contracts, including requested updates to legal contracts as changes occurred, resulting in successful approval and processing by legal team. Worked with brokers, agencies, and general agencies, guaranteeing commissions were paid correctly for active clients. Audited commissions and processed management approved adjustments, resulting in commissions paid accurately and to broker satisfaction. Managed broker reappointments requests, ensuring compliance with state regulations for paying commissions on active business. Reviewed monthly commission runs, including investigating and correcting issues, resulting in completed documents approved for release.
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Transcript of Stone Teresa _Resume
TERESA L. KARGES-STONE
Lake Forest, CA 92630 949.230.7973
www.linkedin.com/in/tlkstone [email protected]
CLIENT / BROKER DATA MANAGEMENT SPECIALIST
Quality, Dedication, Loyalty Client Data Management Professional who is experienced in clerical administration and
manually establishing accounts for new group insurance clients, brokers, and agencies. Skilled at processing changes for current clients and brokers. Talented at using intuition to determine what
needs to be done to resolve questions or issues. Keen ability to assess “big picture” when handling customer requests. Core competencies include:
Broker of Record Changes Commissions Payable Changes
Schedule A / 5500 Form Requests Sales Compensation Reports
Client / Broker Contracting Commission Audits / Adjustments
PROFESSIONAL EXPERIENCE
SAFEGUARD DENTAL & VISION, a MetLife Company, Irvine, CA 2003 – 2014
New Business Associate, Client / Broker Data Management Implemented new business and brokers in collaboration with other departments. Processed change requests and provided information and documentation. Maintained activity logs used by management and sales teams.
Scrubbed documents and implemented new cases received, resulting in new business being set
up accurately and according to timing targets.
Created and updated checklists for work processed by Client Broker Data Management (CBDM)
team, ensuring no steps were missed in process implementation or change requests.
Maintained established groups and processed changes, including addresses, contacts, contact
information, and client name changes, making accurate data available to users.
Oversaw group termination process, resolving situations caused by low enrollment, non-payment, or group request.
Handled group reinstatements when approved by management or underwriting, resulting in continuation of insurance for client.
Processed group and broker contracts, including requested updates to legal contracts as
changes occurred, resulting in successful approval and processing by legal team.
Worked with brokers, agencies, and general agencies, guaranteeing commissions were paid
correctly for active clients.
Audited commissions and processed management approved adjustments, resulting in
commissions paid accurately and to broker satisfaction.
Managed broker reappointments requests, ensuring compliance with state regulations for paying commissions on active business.
Reviewed monthly commission runs, including investigating and correcting issues, resulting in completed documents approved for release.
TERESA L. KARGES-STONE [email protected] PAGE TWO
SAFEGUARD DENTAL & VISION (Continued)
Reviewed and approved daily and weekly groups received and loaded via electronic feed from
insurance carriers and third party administrators, maintaining strategic relationships contracted to sell SafeGuard DHMO plans.
Guaranteed duplicate coverage did not occur by collaborating with account managers to correct situations where duplicate business was loaded into system.
Monitored daily file feed from MetLife Dental HMO groups, including processing changes and collaborating with associates to investigate and resolve issues, resulting in data corrections and
delivery of coverage.
Maintained and updated daily log of all new groups, including division / plan adjustments and status of completion, enabling sales teams and management to be current on clients and
providing sales report for accurate accounting of cases.
Provided required documentation requested by outside auditors, confirming compliance of state
regulations as directed by management.
Collaborated with IT department, ensuring system changes and updates processed in test and production environments did not adversely affect daily work processed in system.
Updated and created work instructions for training new team members, enabling quick processing of daily work accurately and meet timing targets.
HEALTHNET DENTAL AND VISION, Irvine, CA 2000 – 2003
Clerical Specialist II Contributed to development of centralized file room and record retention program.
EDUCATION
Bachelor of Arts, Linguistics, California State University, Fullerton, CA
TECHNICAL SKILLS
Microsoft Excel, Word, Outlook
TRAINING
Annual Fraud, HIPAA, Privacy Certification
