UBC INSURANCE SOLUTIONS - Key Persons
Parsing through insurance paperwork is a long and often complicated process, and I'm responsible for ensuring we get all the necessary documentation together. Since first joining UBC in 2018, I have processed day-to-day needs from worksheets to new hire forms to COBRA notifications. I also assist with claims research for processing and enrollment and manage our Ease Central interface. As a customer service oriented person, I am always prepared to provide help wherever it's needed.
I first joined UBC in 2013. I'm responsible for understanding the needs of the clients and improving our relationship with them. Insurance is complicated, and a big part of my job is managing information and operations to ensure things run smoothly. I handle claims and account changes, review and retain all documentation and client information, and utilize agency software to better streamline customer service.
Job Titles:
- Director of Benefits Consulting
One of our goals at UBC is to make sure we connect your business with plans that meet your specific needs. Since 2007, I have worked toward that goal, which eventually led to my current position. I build relationships with companies and tailor their offerings to reflect their needs - both fiscally and functionally - at inception and year after year. I am the main contact for my clients to help expedite or delegate any servicing needs or implementation processes within our department. I am also fluent in both Spanish and English.