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Michael Lumba

@michaellumba

Jr. Broker Sales Representative at Amwins Connect, LLC who processed insurance enrollments and resolved carrier eligibility discrepancies.

Philippines

Message

At Amwins Connect, LLC, I served as a Jr. Broker Sales Representative, supporting four CA Regional Sales Managers with insurance-related member service requests and sold coverage enrollments for small business employers.

I worked with major state carriers to examine and resolve eligibility discrepancies, helping maintain benefit continuity for members and their dependents. I also audited and refined broker lead records in Salesforce Lightning to support account transitions and HIPAA compliance.

At WAVE, Inc., I coordinated marketing events for outreach campaigns on behalf of U.S. organizations. I tracked more than 2,000 consumer interactions weekly and monitored participation metrics.

At U.S. Legal Support, I used MetaRecords8 (MR8) to process priority and rushed paper subpoenas under SLA standards. I also supported document scanning and archival record organization during periods of increased workload.

Experience

Work history, roles, and key accomplishments

Jr. Broker Sales Representative

Amwins Connect, LLC

May 2024 - Apr 2026 (1 year 11 months)

Served as the central support bridge for 4 CA Regional Sales Managers, facilitating insurance-related member service requests and processing sold coverage enrollments using Salesforce. Acted as primary contact for major state carriers to resolve eligibility discrepancies and directed auditing of broker lead records to ensure compliance with HIPAA standards.

Salesforce Salesforce Lightning Data Integrity Compliance HIPAA Carrier Relations Account Transition Audit

Operations Coordinator

WAVE, Inc.

Jan 2023 - Nov 2023 (10 months)

Coordinated marketing events for outreach campaigns on behalf of U.S. organizations, tracking over 2,000 consumer interactions weekly and monitoring participation metrics. Conducted direct engagements, managed lead pipelines, and deployed cost-effective field logistics across California to exceed project delivery expectations.

Account Management Client Relations Outreach Lead Management Event Coordination Field Logistics Resource Allocation Communication Skills

Order Records Administrator

U.S. Legal Support

Jul 2016 - Nov 2019 (3 years 4 months)

Structured digital intake of priority and rushed paper subpoenas using the MetaRecords8 (MR8) platform, consistently operating under precise SLA standards. Recognized as a top-tier keyer on departmental leaderboards, meeting or exceeding daily production quotas and supporting imaging departments during peak workloads.

Data Entry MetaRecords8 SLA Compliance Document Scanning Archival Production Quotas Cross Department Support