Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level sales position. Ready to help team achieve company goals. A personable business professional bringing a successful 5-year career in healthcare sales roles within large and fast-paced businesses.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lead Business Analyst Consultant
SASMI - Sheet Metal Workers Union National Pension
01.2019 - Current
Collaborated with stakeholders to define project objectives and criteria.
Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
Checked employees' benefits enrollment for accuracy and inputted all data into SAMSI’s web portal and Retiree WEX portals.
Benefits oversight for union locals in Florida, Georgia, Michigan, North Carolina, Ohio, South Carolina, Tennessee and West Virginia.
Directing outreach with leaders of union locals and members regarding benefits.
Received 98.2% correct rating from the IRS by implementing plan changes to ensure federal and state legal compliance e.g., FLSA, Sec 125, ERISA, 409A, HIPAA, etc.
Coordinating with SAMSI sales/senior marketing teams and leveraged account knowledge to facilitate expansion in membership.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
Claims Benefit Specialist
SASMI - Sheet Metal Workers Union National Pension
05.2018 - 12.2018
Escalated files with significant indemnity exposure to supervisor for further investigation.
Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
Followed up with customers on unresolved issues.
Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
Met 100% personal retention with customer support and customer success
Education
Bachelor of Science - History And Philosophy of Science And Technology