Beth Sorensen
Cypress,CA
Languages
English
Summary
Resourceful, analytical, and empathetic employee seeking work with a well-established organization to provide exemplary assistance in necessary business function, as well as offer insight to better improve existing processes in order to accommodate an ever-changing world.
Overview
10
10
years of professional experience
Skills
- Can navigate around computers, both Mac and PC.
- Intermediate skills in Photoshop CS5.
- Knowledge of Microsoft Office: Outlook, Excel, Word, Power Point.
- Accounts receivables using company proprietary systems and excel spreadsheet
- Formatting.
- Up-to-date with most hand held technological devices.
- Ability to operate copy machines, facsimiles and postage machines.
- Advanced grammar and typing skills paired with high attention to detail.
Work History
Enrollment Department Head
UFCW Trust Fund
2021.11 - 2022.11
- Have an advanced understanding of how both Active and Retiree Enrollment functions; look over these departments and provide assistance when needed.
- Adjust needs of department when necessary, whether that be an adjustment of breaks/lunches, or setting up a schedule for the team to be off the phone in order to process work from the queues.
- Approve check requests from the team to forward to the Accounting department so that the member can be refunded.
- Train new team members on customer service, such as handling phone calls and face-to-face interactions.
- Organize meetings to go over new processes or contract changes so that the team is up to date on how they can assist members.
- Distribute projects to the team to process based off of urgency and participating along with them to ensure completion.
- Work with other departments to understand their processes so that all teams can work smoothly together, causing less issues for our members.
- Handle escalated calls from members.
- Schedule all tasks for both teams to ensure that all reports and duties are completed.
- Report system errors to the IT department and suggest changes to better work for the team and their processing needs.
- Cultivated collaborative, performance-oriented culture to keep team motivated and enthusiastic about achieving shared goals.
- Improved department operations by capturing numerous opportunities to streamline processes.
Retiree Enrollment Clerk
UFCW Trust Fund
2018.11 - 2021.10
- In addition to all processes and knowledge of an Enrollment Clerk, understand the retirement process to better assist members as they switch from an active worker to a retiree.
- Have proficient knowledge of Medicare, its requirements, and the way it functions to assist members and enroll them in their requested Medical plans.
- Work with HMO providers to assist members with outstanding Medical claims and issues seeking services.
- Obtain information from the Pension department in order to fully process a retirement; this includes the type of retirement it is, as well as the effective dates.
- Conduct audits based on a member's Medicare eligibility and inform the Audit department so that payments to the HMOs and claim adjustments can be made.
- Process refunds to members that decline coverage, whether that be their dental only or all coverage.
Enrollment Clerk
UFCW Trust Fund
2017.08 - 2018.10
- Process Medical and Dental plan changes based off of forms sent in by members, verifying that all required information has been received, and apply Trust Fund rules.
- Send out requests for any missing information, such as recorded birth certificates, marriage certificates, and copies of legally identifying documents.
- Take payments for Medical premiums when members are delinquent or out on a medical leave.
- Assist members on phone calls and walk-ins with empathy, compassion, and knowledge of the plans offered.
- Correct and update eligibility based off of payments and sufficient hours, seeking assistance from the Eligibility department if hours are insufficient.
- Have a basic understanding of what is required legally in order to modify information in the Reg Master system.
- Process Health and Welfare Adjustments to modify the money in a member's account if it has been processed twice or must be moved in order to be refunded to the member.
Mail Room Clerk
UFCW Trust Fund
2017.04 - 2017.08
- Sort mail when delivered in a timely manner, dividing dental and medical accordingly.
- Open and separate dental mail by their document type, and deliver to departments for prepping.
- Verify member HRA and PPV documents when needed.
- Cover for receptionist when requested.
Enrollment/Data Entry Clerk
Apple One (Temping At UFCW Trust Fund)
2016.11 - 2017.03
- Completed data entry tasks with accuracy and efficiency.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Updated member information as per the received registration forms and enrollment forms.
- Verify medical and dental claims for document processing.
Receptionist/Administrative Assistant
HB Staffing (Temping At Universal Flooring)
2014.05 - 2016.07
- Manage front desk in a courteous and professional manner. Greet customers, acknowledging regular clientele.
- Professionally answer multitude of phone calls, answer questions, provide information, appropriately direct callers.
- Administrative support to the Project Managers and Sales Representatives on various job projects including preparing general correspondence and documents, ordering product samples, and obtaining warranty and maintenance information for job close outs.
- Handle customer payments for banking deposits.
- Coordinate hotel arrangements when needed.
- Maintain cleanliness and orderliness in and around office areas.
- Ready packages for FedEx, UPS and OnTrac shipping, as well as handling incoming and outgoing mail.
Contract Billing Representative
SoCal Office Technologies
2012.01 - 2014.02
- Contacted customers to receive their copy machine meter readings.
- Conduct customer Account Billings and Audit when needed.
- Provide accurate billing of our customer service maintenance contracts and excellent customer relation skills.
- Customer account reconciliation; prepare and process 200-500 customer invoices weekly, as well as resolving invoice disputes to assist with collections for Accurate Receivables.
- Customer Contract set up; interact with Order Processing Department or Sales for orders received.
- Work close with Account Associates, Sales, and 3rd Party dealers for proposals, quotes and orders on new customers and current customer service contracts.
- Follow through with the Service and Supplies Department on the customer's service maintenance requests for their equipment.
- Work with lease companies to ensure customer accounts are accurately funded in a timely manner.
Timeline
Enrollment Department Head
UFCW Trust Fund
2021.11 - 2022.11
Retiree Enrollment Clerk
UFCW Trust Fund
2018.11 - 2021.10
Enrollment Clerk
UFCW Trust Fund
2017.08 - 2018.10
Mail Room Clerk
UFCW Trust Fund
2017.04 - 2017.08
Enrollment/Data Entry Clerk
Apple One (Temping At UFCW Trust Fund)
2016.11 - 2017.03
Receptionist/Administrative Assistant
HB Staffing (Temping At Universal Flooring)
2014.05 - 2016.07
Contract Billing Representative
SoCal Office Technologies
2012.01 - 2014.02
No Degree - Graphic Design
Cypress Community College
High School Diploma -
Pacifica High School
Education
No Degree - Graphic Design
Cypress Community College
Cypress. CAHigh School Diploma -
Pacifica High School
Garden Grove, CA2010
Hobbies
I enjoy cooking, playing video games, collecting stationary, and watching anime in my downtime.
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