Our Administrative Team

Antonio Clair, Operations Analyst

Antonio’s multi-dimensional experience with data auditing and reporting brings great value to EOI’s Administrative Team. Previously, he served as a Data Operations Specialist at Buckingham Asset Management, where he providing reports to financial advisors, examined market fluctuations that cause portfolio values to decrease, and maintained the firm’s financial database. Antonio holds a Bachelor of Science in Economics from the University of Missouri in St. Louis.

 

Jackie Davidson, Administrative Support Analyst

Jackie oversees and performs essential data processes that ensure the streamlining of information across internal departments and to our clients. Her responsibilities include data collection and auditing, providing customer service to our clients, and delivering general office support in EOI’s California office. Jackie is currently working towards a Bachelor of Business Administration in Marketing at Temple University.

 

Lisa M. Doherty, Team Leader for Customer Service and Application Management

Lisa is responsible for the management of our client-carrier relationships and continues to be involved in project implementation with many of our veteran clients. Lisa started her career at EOI in 1992 and has many years of experience in process management, implementation, and customer service. Lisa’s dedication to our clients, brokers, and carriers will ensure the quality results we deliver.

 

Shabana Farid, Accounting Manager

Shabana is the accounting manager for EOI and has been with the company for six years. Her responsibilities encompass all aspects of accounting and financial reporting. Shabana has implemented a new accounting system to improve efficiency and management control. Her background includes working as an accountant with LTU International Airways (now Air Berlin) for two years and American Express for eight years.

 

Erica Koontz, Customer Service Representative

Erica brings 25 years of insurance industry experience to EOI and our clients.  Having joined the EOI team in the customer service department over seven years ago, she acts as a liaison between HR departments, employees, and insurance carriers providing expertise in issue resolutions and premium audits. Erica holds a life and health insurance license and has past experience with property and casualty, health, dental, and workers’ compensation. She has a Bachelor of Arts degree in social ecology from University California, Irvine.

 

Kyle Peterson, Benefit Analyst/Administrator

Kyle started with EOI in 2003 and has assisted in various aspects of the company, including marketing, employee benefits, and customer service. He has a Bachelor of Science in business administration with a concentration in administrative systems. Kyle also has a background in the managed health insurance industry and serves as EOI’s internal notary.

 

Aimee Schumaker, Licensing & Appointment Specialist

Aimee brings over 19 years of experience to EOI and is responsible for tracking state licensing and compliance for our benefit counselor team, in addition to maintaining appointment carrier requirements. Previously, she served as a Senior Contracting Analyst at Mutual Med.

 

Carlos Vazquez, Accounting Assistant/Finance Specialist

Carlos provides essential support to EOI’s accounting and financial endeavors. One of his primary responsibilities is to implement strategies that help optimize financial tracking for all accounts managed by EOI. He also plays a role in auditing charges and supports payroll-related duties. Carlos is currently pursuing a Bachelor of Arts in business administration with a concentration in accounting from California State University, Fullerton.

 

If you would like to discuss a specific case or have questions about our services, please call (800) 229-4364 or email info@eoiservice.com.