Maria Mallari
Antioch
Summary
Experienced professional with a solid background in providing exceptional general agency, brokerage services and client support. Solid knowledge of small group, large group and Labor & Trust market segments. Motivated with a passion to exceed the clients’ expectations by providing superior customer service. Proven ability to efficiently prioritize a broad range of responsibilities with experience in managing a large book of business.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Broker Service Representative - Level 3
Claremont Insurance Services
01.2018 - Current
- Work collaboratively with colleagues to design health and life plan solutions for insurance broker clients and their small business customers. Use knowledge of small group benefits to brainstorm with team members on the best plans to fit the customers need. Help prepare proposals and manage employer and employee application process through to implementation. This is done by reviewing the underwriting guidelines for deadlines, participation guidelines and paperwork requirements and making sure all requirements are met prior to submitting the group to the carrier for coverage. This includes the opportunity to assist with open enrollment meetings at the employers location or via webinar &/or Zoom. For those clients who wish to use the Ease platform for their original submission or for on-going administration, assist with building the group on Ease, educate and train all necessary outside parties on how this process will work via telephone, in person or via webinar &/or Zoom. Provide first-line-problem-solving for brokers and their clients needing on-going administration assistance during the plan year.
- As a former Service Team Partner (STP) from 2019-2024, I was paired with a sales team that consists of 1 Regional Sales Manager & 1 Customer Engagement Manager. I assisted them with all sales efforts related to quoting, whether we are quoting in house on Health Connect, quoting on a carrier portal or sending out direct RFP quote requests directly to the carrier. I assisted with any sales collateral that may be needed, answered underwriting & eligibility questions and handled underwriting and implementation of all new groups that were sold for our team.
Group Service Representative
Health Net of California
01.2008 - 01.2018
- Sales support for Labor & Trust and commercial large group. Managed 7 Taft Hartley Trust Funds and provided support for 61 commercial large group accounts with a total book of business membership of 15,000 lives. Handle all aspects of the clients’ medical, dental, vision and life insurance needs. Responsible for answering questions pertaining to Health Care Reform, legislative changes, Early Retiree Reimbursement Programs, contracts, benefits, claims, billing, Cobra/Cal-Cobra compliance, providers, rates, website navigation and eligibility procedures. Provide utilization and claim reports upon request and attend open enrollment meetings and health fairs as requested.
- Created and maintained customer loyalty and achieved in-group membership premium growth and overall profitability by conducting regularly scheduled onsite client meetings with local unions, administrative staff and consulting firms.
- Consistently renewed 95% of all contracts annually for the last 5 years. Exceeded targets despite above average rate increases and legislative challenges.
- Met annual sales target of 2,650 new Labor & Trust members.
Senior Marketing Representative
Health Net of California
01.2004 - 01.2008
- Sales support for 9 commercial large group accounts consisting of 25,000 members.
- Continuously exceeded service expectations based on score cards completed by clients, consultants, brokers and third party administrators.
- Effectively renewed all contracts annually by helping the client to maximize their health benefits by analyzing costs and customizing plans to meet the clients' short and long-term objectives.
- Conduct open enrollment meetings and health fairs upon request.
Education
High School Diploma -
Antioch High School
Antioch, CaliforniaSkills
- Microsoft Word, Excel, Salesforce, Outlook, Health Connect, Ease, Powerpoint
- Effective communication, written and verbal
- Organization
- Time management abilities
- Follow-up skills
- Relationship building
- Detail-oriented
- Teamwork and collaboration
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
Certification
Department of Insurance: Current California Accident & Health or Sickness & Life, 0B98496
Timeline
Broker Service Representative - Level 3
Claremont Insurance Services
01.2018 - Current
Group Service Representative
Health Net of California
01.2008 - 01.2018
Senior Marketing Representative
Health Net of California
01.2004 - 01.2008
High School Diploma -
Antioch High School
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