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TERI L. L.
San Leandro, CA
Industrious, resourceful insurance professional
with over ten years experience working for a wellrespected carrier
and a dynamic professional employer organization. Excellent interpersonal
skills in communicating key data to employees, customers, and business
partners. Exceptional skills in:
| • Life and Disability Benefit Administration
|| • Account
| • Health Benefit Administration
|| • Training
| • Plan Implementations
|| • Increasing
TRINET, San Leandro, CA
TriNet is a professional employer organization
PEO that provides payroll, benefits and a full suite of human resources
Senior Benefits Analyst
Accountable for maintaining vendor relationships
and plan management for TriNet’s Life, Disability, Dental, Voluntary
Benefits, Employee Assistance Program, Canadian Benefits, International
Benefits and regional Medical insurance carriers.
Implemented a new Supplemental
Term Life Insurance program, overseeing all communications, internal
and external customer education and enrollments.
Identified and implemented
cost containment business processes and contract provisions for our
Group Life and Disability products.
Project lead during the acquisition
of two PEOs working on the integration of benefits for over , benefit
Maintained TriNet’s employeeaccessed
knowledge database with all medical, dental, vision, life and disability
Served as the final escalation
point for any client or employee issues with the benefit plans and carrier
Reviewed claim experience
reports and made recommendations on plan feature changes at renewal
that maximized cost containment while providing quality coverage.
Frequent citations for providing
superior customer service to claimants and their employers often in
Project lead on all aspects
of TriNet’s annual open enrollment.
Trained internal staff on
annual plan changes.
Developed communications for
internal and external customers.
Liaison with technical teams
for new PeopleSoft programming requirements.
STANDARD INSURANCE COMPANY, Walnut
Developed and maintained effective
working relationships with clients, producers, and internal customer
Reviewed and negotiated Group
Life, Disability and Dental plan renewals
Implemented group plans with
new customers and new lines of coverage with existing customers
Participated in sales presentations
and employee meetings explaining plan provisions, services and claim
Prepared new enrollment
materials, benefits summaries and informational documents about benefits
programs as well as participation in benefit fairs for employees.
Maintained updates on issues
surrounding HIPPA, FMLA and ERISA guidelines.
Senior Sales Underwriter,
Applied sound, creative underwriting
and business judgment in the timely analysis and evaluation of group
insurance risks for Life, Disability and Dental plan proposals.
Prepared, evaluated and submitted
all new business documentation and licensing information for contract
issue, final risk acceptance and producer appointment.
Provided oneonone instruction
and mentoring to less experienced sales associates. Cross trained
for other office functions and backed up other employees as requested.
Senior Disability Claims Analyst,
Investigated, secured and
analyzed information pertaining to claimants’ medical condition, occupational
demands, insured status, and other policy provisions to accurately determine
eligibility for disability benefits.
Mentored new employees; reviewed
and authorized claim decisions, disability management strategies and
payments on claims.
Key person in opening Standard’s
first field claims office in White Plains, New York // with
a staff that grew from employees to over .
Transition Team member for
Standard’s acquisition of the Long Term Disability business of TIAACREF.
Developed and delivered training
programs to large and small audiences in areas of insurance administration
and systems applications.
ADAMS & GRAY HOMECARE,
Processed weekly payroll for
home healthcare workers.
Acted as sole processor of
payroll and resource for pay issues of personnel.
Speech and Communications,
California State University,
San Francisco, CA