robert luna

account manager

About

Client Manager at MOC Insurance Services

Country

united states

City

palo alto

Industry

insurance

Skill

employee benefits, benefits administration, insurance, health insurance, disability insurance, health savings accounts, management, brokers, cobra, underwriting, flexible spending accounts, crm, marketing, workers compensation, term life insurance, program management, claim, accounting

Experience

real estate consultant

bay area properties

2006-1 - 2009-1 · 3 yrs 1 mo

benefits analyst

hays companies

2011-3 - 2013-8 · 2 yrs 6 mos

* Manage an assigned book of business, including marketing, service, and renewals of assigned accounts * Assist with all aspects benefits administration for both fully insured and self-funded groups * Implement online benefit platforms for clients and resolving any service issues

benefits analyst

lawson-hawks insurance associates

2009-10 - 2011-2 · 1 yr 5 mos

* Managed performance and administration of group benefits programs * Resolved billing and claims issues with carriers * Maintained client relationship, communicated with clients regarding plan details, plan changes, and impact of new legislation

account manager

johnson & dugan

2019-2 - Present · 7 yrs 8 mos

benefits financial analyst

proinsurance holdings, inc

2013-8 - 2015-1 · 1 yr 6 mos

Benefits marketing for fully and self-insured clients focusing on groups 50-500 employees - Analyze rates for benefits plans and worked with producers for recommendations to clients