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Work Background
Loss of Life AdvocatesOwner & Founder
Jan. 2017San Antonio, Texas AreaAbout LOLA I created LOLA after losing my husband & father 63 days apart in 2014. It was heart breaking and sad. But I did not have time to Grieve. I had to close my husband's law office and fight for his life insurance. I made so many wrong decisions, because I had to react fast. From all of these hardships I created LOLA to help business owners and thier employees get prepared. I became Certified In Grief Recovery and want to make sure no one ~ widow or widower goes through what I went through. So let's get prepared, for yourself, your family and your employees.
HBSAccount Manager
Apr. 2015 - Jul. 2016San Antonio, Texas AreaWorking with the greatest Group of Ladies in South Texas breaking down Insurance barriers for Texas Employers. Finding Solutions for all industries and assisting Employers find creative ways to provide insurance for their employees. Boutique Woman owned and run agency collaborates with carriers to provides the best results.
Clients experience a fun, innovative and service oriented team to work with in the ever changing Insurance Industry.
IMA of ColoradoAccount Manager
Aug. 2013 - Feb. 2015Greater Denver AreaIMA Inc., a retail insurance broker, is a subsidiary of The IMA Financial Group, Inc., a diversified financial services company. Consistently ranked amongst the top 20 independently owned brokers in the United States, IMA offers a full range of risk management related products with offices in Dallas, Denver, Kansas City, Topeka and Wichita. Founded in 1974, IMA remains independent and employee-owned, still charged with the ambitions of loyal associates who see the company’s future as their own. Our associates tackle each new challenge with expertise and industry intelligence. They examine issues from all angles and creatively address and solve problems. In addition, because of the global reach of IMA, our team members have access to an incredibly wide range of products and services. Areas of specialized insurance practice have grown beyond the historical cornerstones of construction and oil and gas to include hospitality, technology and much more. At IMA Benefits, the placement of insurance is just one of an array of services offered to help our clients succeed given the changing face of workforce asset management. IMA is ideally positioned to lead the transformation of how employee benefits are delivered due to our strong market presence, penetration in the middle market, and tenured practices in Health Risk Management, Employee Benefits and Risk Retention programs. IMA Benefits is aligned to fully integrate health risk management with employee benefits to help employers manage data, identify risks, impact their cost drivers and bend the trend of double-digit health care plan cost increases.
MarketPullChief Creative Officer
May. 2013San Antonio, Texas AreaSpecializing in bringing people and resources together to create synergy. Guiding businesses with all level of Marketing and Coordination for positive growth activity. Specializing in Grassroots Development, Community Relations, Insurance & Financial Navigation, Special Event Coordination and Name Brand Identity.
Our goal is to help small and mid-size businesses grow by being creative and connecting them to the right resources. Our overall mission it to be a Solutions Source for businesses to rely on for finding answers and connecting them to the right people.
Benefit Management AdministratorsBusiness Development- Sales
Aug. 2012 - May. 2013San Antonio, Texas AreaBusiness Development Associate responsible for new business growth through current broker relationships and development of new broker relationships. Benefit Management Administrators, Inc. provides a broad-spectrum of TPA services to self-funded clients nationwide. Services include self funded Medical, COBRA/HIPAA Administration, Section 125 – Flexible Spending Account, Dental, BMA’s prescription drug card program and creative educational programs to meet today's changing industry.
BBVA CompassInsurance Business Development Officer
Nov. 2010 - Aug. 2012Responsible for educating and cross marketing insurance products to retail banks in the San Antonio District for BBVA Compass Bank.
BBVA Compass BankBusiness Insurance Development Officer
Nov. 2010 - Jun. 2012Created and executed new insurance product introductions and existing product development
in retail banks. Developed and executed marketing programs and general business solutions
resulting in increased company exposure, customer traffic, and sales. Worked closely with
company executives to identify new business insurance opportunities and routinely
participated in the sales process. Managed projects and served as primary liaison between
client and multiple internal groups to ensure clarity of goals and quality.
BBVA Compass InsuranceBBVA Compass Insurance Agent & Account Executive
Mar. 2007 - Nov. 2010Managed employee benefits programs and advised high level clients of updates. Reviewed,
researched and negotiated insurance, health plans, benefit packages and other contracts
for clients. Developed analysis models to ensure employee benefit plans open enrollment
date deliverables were met. Communicated with customers, employees and other individuals
to answer questions and research medical claims. Reviewed files, premium vs. claims and
other documents to obtain information and respond to requests.
Humana Large GroupAccount Advisor & Account Executive
Jan. 2004 - Jan. 2007Managed a book of business and served as primary liaison between client and multiple
internal groups to ensure resolution of claims, eligibility and service for customers.
Reviewed files, records and other documents to obtain information and respond to requests.
Communicated with customers, employees and other individuals to answer questions and
explain benefit information. Reconciled billing and reported discrepancies found for
refund. Advised customers of federal, state and company policies, procedures and
regulations. Prepared open enrollment kits, presented benefits to employees and answered
questions.
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