Why I am uniquely qualified to help you:• Over 25 years of experience in employee benefitso As a retirement benefits actuarial consultanto As an insurance claims managero As a liaison between Kaiser Permanente and over 10,000members• Five years of volunteering in an accredited hospital surgical unitin Pasadena• Transparent objectivity: I am not a broker nor an insurancesalesman. My clients are my only source of payment.
Specializing In:• Working within Kaiser Permanente rules• Cutting through bureaucracy and paper work• Empowering and educating you and your family
Services:• Advocating for clients or patients to resolve crises• Coordinating communication between patients, familymembers, medical staff and insurance companies• Investigating and directing patient inquiries or complaints toappropriate medical staff members and follow-up to ensuresatisfactory resolution• Interpretation of plan rules, benefits, and features• Assisting with insurance claims and appeals• Appearing at meetings as your personal representative• Assisting with billing and insurance mix-ups• Helping you make the best choice at Open Enrollment for yourbudget and situation• Explaining all that paperwork from your insurance company andHuman Resources
Education• Bachelor of Arts in Mathematics, Claremont McKenna College1986
• Enrolled Actuary, Internal Revenue Service and Department ofLabor 1992-2004• Completion of Essentials of Trust Fund Administration,International Foundation of Employee Benefit Plans 2004• Completion of Administrators Masters Program and AdvancedAdministrators Institute, International Foundation of EmployeeBenefit Plans 2005-2008
ExperienceHuntington Hospital Patient Relations Volunteer 1999 through 2004
Welfare Services Manager, Los Angeles Hotel-Restaurant Employer-Union Welfare Fund, Los Angeles California 2003 through 2011
Benefits Consultant, The Segal Company, Glendale California 1999through 2002
Benefits Consultant, Mercer Consulting, Los Angeles California 1986through 1990 and 1995 through 1999
Actuarial Analyst, Alexander Consulting Group, Pasadena California1991 through 1995