Summary
Overview
Work History
Education
Skills
Timeline
Generic

ANDREA HADLEY

West Point,UT

Summary

Forward-thinking individual with excellent attention to detail and commitment to accuracy. Adept at effectively working remotely and unsupervised, quickly mastering new skills. Highly-motivated to learn new things and take on challenges.

Looking for a career opportunity where I can contribute to the progress and success of the company and grow as an individual.

Overview

29
29
years of professional experience

Work History

Quote Coordinator

Beam Benefits
Columbus, OH
05.2022 - Current
  • Review censuses, benefit summaries, policy certificates and any additional information provided to ensure accuracy in plans being quoted.
  • Collaborate with sales representatives to provide timely and accurate pricing information.
  • Provide support to sales reps and other internal stakeholders regarding quote processes and systems used within the organization.
  • Ensure all broker and sales rep inquiries are responded to promptly and accurately.
  • Monitor the daily workflow of quote requests in order to meet personal daily quotas set forth by the company.

Bookkeeper

K4 Cabinetry LLC
West Haven, UT
04.2021 - Current
  • I built my position in the company as they had never had an "in-house" bookkeeper.
  • Organized and cleaned up the company's Quickbooks that had not been kept up and used to it's capacity for approx. 3 years.
  • Organize and maintain chart of accounts, and update/categorize all expenses and deposits.
  • I've created SOPs (Standard Operating Procedures) for each process of the Bookkeeper role and update them as processes change.
  • Review purchase documents and company receipts for reconciliation with the bank account and credit card statements.
  • Prepare accurate financial reports (P&L, Balance Sheet, Statement of Cash Flows) at the end of each month to present to owners and management.
  • Verify employee time, mileage and commission and process payroll, then provide payroll reports to management.
  • Process client invoices, receive payments (both digital and checks), and process payments for daily deposit.
  • Handle AP/AR, ledger and reconciliation to maintain records accuracy and integrity.
  • Maintain employee files and documentation as well as company files/documents.
  • Work with management team to create, automate and/or improve processes.

Service Executive

Fringe Benefit Analysts, LLC
Layton, Utah
11.2017 - 04.2021
  • I was responsible for processing enrollments, terminations and changes for client and employee’s medical, dental, vision and other benefits
  • I collected all of the data from the insurance carriers and compiled it into spreadsheets and presentation packets for the Account Manager to present to existing clients at their renewal/open enrollment and for new/potential clients that are looking to implement benefits for their employees
  • Other tasks include auditing client invoices from insurance carriers, ensuring that the client isn’t overpaying the carrier for employees that should no longer be enrolled on the policy and auditing internal documents making sure all entered data is accurate and up-to-date.
  • Handled telephone inquiries regarding insurance benefits and/or issues.

Office Manager

Precision Medical Billing, LLC
South Ogden, Utah
01.2009 - 11.2017
  • I started at Precision Medical Billing as a collector, making phone calls to patients, to collect on past due balances
  • In less than a year, I was promoted to Collections Manager
  • I tracked the collector’s productivity and set goals for them in order to boost revenue for our company as well as our client
  • In October 2013 I was promoted to Office Manager
  • I handled the company financials – receivables, payables, budgets, P&L, Balance Sheet, etc
  • As well as payroll, HR and managing personnel.

Medical Billing

CIRCLE OF LIFE WOMEN’S CENTER, OB/GYN
South Ogden, Utah
04.2005 - 01.2009
  • Provided excellent customer service to the patient, answering patient questions concerning their statements and / or questions concerning insurance
  • Contacted the patient's insurance carrier if needed in order to help the patient better understand their coverage and benefits
  • Provided pricing for services and procedures and work with the patient to set up payment schedules
  • Provided customer service to the insurance companies and worked with them to get claims paid and provided them with any information needed to process the claims quickly
  • Reviewed and coded daily charges and delivery charges
  • Responsible for all daily charges and delivery charges that came through the clinic
  • The providers saw approximately 300 patients daily
  • Reviewed each charge sheet that was marked by the Doctor to make sure all information was listed and accurately
  • Reviewed the chart notes and coded the charge sheet according to the notes
  • All delivery charges were coded by me as well
  • The clinic averaged approximately 80 deliveries per week; I pulled a report of all recorded deliveries and added CPT and ICD-9 codes according to the notes dictated by the physician.

Sales Specialist

ZERO MANUFACTURING INC
North Salt Lake, Utah
07.1995 - 04.2005
  • My position was simply data entry of all purchase orders and to complete all filing
  • Approximately 6 months later I was promoted to a Sales Specialist
  • The main responsibility, as a Sales Specialist, was to service the customer in an efficient and professional manner
  • I was the contact for all of the customers in the Western part of the United States and Canada as well as Korea and Japan
  • My duties included processing sales orders, researching the availability of product, providing quotes with the pricing & availability of merchandise, answering questions about the products and solving customer problems with product, pricing, and/or manufacturing lead times.

Education

High School Diploma -

CLEARFIELD HIGH SCHOOL
06.1993

Skills

  • Attention to Detail
  • Time Management
  • Problem-Solving Aptitude
  • Payroll liability and deductions
  • Data analysis and research
  • Auditing
  • Management / leadership support
  • Account reconciliation
  • Accounting operations management
  • QuickBooks
  • Confidential document control
  • Accounting and bookkeeping
  • A/P and A/R

Timeline

Quote Coordinator

Beam Benefits
05.2022 - Current

Bookkeeper

K4 Cabinetry LLC
04.2021 - Current

Service Executive

Fringe Benefit Analysts, LLC
11.2017 - 04.2021

Office Manager

Precision Medical Billing, LLC
01.2009 - 11.2017

Medical Billing

CIRCLE OF LIFE WOMEN’S CENTER, OB/GYN
04.2005 - 01.2009

Sales Specialist

ZERO MANUFACTURING INC
07.1995 - 04.2005

High School Diploma -

CLEARFIELD HIGH SCHOOL

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ANDREA HADLEY