Kristi Isensee

Kristi K. Isensee
Email Kristi
www.tantalon.com

Technical Knowledge

Well versed in health and welfare benefits including self-insured and fully insured arrangements
Evaluated plan renewals, received quotes and negotiated lower rates
Consulted on COBRA, HIPAA, Section 125, Section 132, FMLA
Managed client relationships with a variety of different sized accounts, including large hospital clients
Manged life, disability and long term care renewals and accounts for insurance carriers
Administered a variety of pension plans including DB, DC, 401(k) and money purchase plans
Prepared Form 5500 filings for clients including various schedules
Installed COBRA software for clients and provided both onsite and telephone technical support
Proficient with Microsoft Windows, Excel, Word, and PowerPoint

Leadership Skills

Filled in for client's HR staff at critical times when staff was unavailable
Lead training sessions on cafeteria plans, long term care and COBRA administration
Responsible for tracking and renewing all licensed agents in office
Served as present of School Commision at St. Louise School for six years

Communication Skills

Effectively presented at clients' open enrollment meetings
Presented plan experience at quarterly trustee meetings
Featured speaker on health care topics for a client's annual benefits seminar
Moderator at Western Pension and Benefit Conference spring seminar
Effectively communicated IRS code and regulations in a non-technical way to clients

Experience

2014 - current, TRUEBenefits, Senior Account Executive

2011 - 2014, First Choice Health Administrators, Senior Account Executive

2001 - 2011, DiMartino Associates, Inc., Employee Benefits Consultant

1999 - 2001, CNA Insurance Company, Account Manager

1998 - 1999, Foss Maritime Company, Benefits Manager

1995 - 1998, Howard Johnson & Company (now Merrill Lynch), Benefits Consultant

1993 - 1994, Benefits Plus Administrators (now a branch of ADP National Account Services), Benefits Administrator, Compliance Specialist

1989 - 1992, Milliman & Robertson, Inc., Pension Actuary

Education

CSFS designation: three exams passed; actively studying for next exam

CEBS certification

Society of Actuary exams 100, 110, 120, 135

Pacific Lutheran University, B.A. in Mathematics, Sociology Minor

Clark College, A.A. in Business

Outside Activies

Holden Village Board of Directors, St. Louise School School Commission president and Finance Committee member