- Licensed since 1996; experienced in insurance and
customer service
- High level of personal service to both accounts
and insured
- Adherence to HIPAA Privacy Rules
- Actively involved in organizations and legislative
efforts to advocate for the uninsured population and small employers
- Keep abreast of legislative activity and maintain
contact with legislators
- Work at grassroots level to encourage client
input to legislators
- Attempt to educate clients on ways to keep premiums
affordable
- AFLAC claims filed and tracked locally assuring
accuracy, quick turn around, and follow-up
- Services to Employers:
- On-site enrollment with minimal interruption
to production
- Deduction spreadsheets provided to employer
eliminating need to calculate in house
- New employee enrollments done monthly or quarterly
(employer choice) maintaining compliance with Section 125 rules
- Annual open enrollments (required or voluntary
- employer choice) allowing employees to make changes as required
by Section 125 rules
- Active member of professional and service organizations
- Better Business Bureau
- Greater Elkhart Chamber of Commerce
- National Association of Health Underwriters
- National Association of Insurance and Financial
Advisors
- Local Health Insurance Chairman 1997-2003
- Charity Golf Outing Committee 2001-current
(benefits United Cancer)
- President 2005-06, Advisor of the Year 2007
- State Professional Development Committee
2006-07
- Kiwanis Club of Elkhart
- Key Club Advisor since 1995; Distinguished
Advisor 2004-05
- Board member 1996 to 2006
- AKtion Club Committee since 1995; Chairman
3 years
- Indiana District AKtion Club Administrator
2004-current
- International Committee on Sponsored Clubs
2005-current
- Kiwanian of the Year 2005
- Society for Human Resource Management
- Family: Married to Bill since 1991 (high school sweetheart);
4 children, 16 grandchildren, 2 gr-grandchildren
- Hobbies: Golf, gardening, geneology, listening to
Christian music
The services provided allow employers to offer additional
benefits with very little time and involvement of Human Resource personnel
while reducing both employer and employee tax liability.
Thank you for your consideration. I look forward to
talking to you soon.
Jackie Clindaniel
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