CHRISTINE MCDERMOTT GREENWALD

CORE COMPETENCIES TECHNICAL TOOLKIT PROFESSIONAL EXPERIENCE KEY ACHIEVEMENTS

• Strategic Advisory: Executive Account Ownership, Post-Sale Strategy, Stakeholder Relations.
• Compliance Expertise: COBRA, FMLA, HIPAA, Retiree & Direct Billing.
• Technical Operations: Data Integrity, Trend Analysis, Process Optimization.
• Soft Skills: Conflict De-escalation, Cross-functional Leadership, Crisis Management.
• Software: DataPath, UHR,Joined SurgeForce 2025 to get a jump on learning COBRA Point, Microsoft Excel (Data Analysis).
• Specializations: COBRA, Retiree billing, Direct Billing
• Portfolio Leadership: Serve as the primary strategic advisor for a over $800k portfolio of Enterprise and Mid-Market accounts, consistently maintaining a 98%+ retention rate through proactive "white-glove" service.
• Regulatory Oversight: Ensure 100% compliance with DOL, and HIPAA standards; translate complex legal frameworks into actionable guidance for executive-level stakeholders.
• Financial Reconciliation: Oversee monthly premium reconciliations and disbursements, eliminating fiscal discrepancies for high-end corporate accounts.
• Crisis Management: Lead high-stakes client de-escalations, utilizing advanced negotiation to pivot challenging service failures into positive retention outcomes.
• Data Precision: Manage complex, high-volume datasets within DataPath and UHR maintaining 100% accuracy under rigorous delivery deadlines.
• Process Optimization: Partnered with cross-functional teams to re-engineer internal workflows, successfully reducing customer journey friction points and improving resolution effectiveness.
• Business Intelligence: Synthesize "Voice of the Customer" feedback into data-driven insights, presenting formal recommendations to leadership for product enhancements.
• Retention Excellence: Awarded [or Recognized] for maintaining the highest client satisfaction metrics in the department through proactive communication.
• Compliance Mastery: Maintained a perfect 100% audit record for HIPAA and data security protocols over a 6-year tenure.
• Remote Proficiency: Excel in a 100% remote, fast-paced environment, consistently exceeding performance KPIs through disciplined priority management.

• Executed accurate production of customer invoices within a high-volume billing environment.
• Oversaw daily cash, check, and credit card transaction recording to maintain financial accuracy. Managed preparation of bank deposits to ensure timely processing.
• Investigated billing issues and clarified payment inquiries, ensuring accurate resolution for customers.
• Ensured accuracy and security of customer files and financial records to uphold data integrity.
• Analyzed data and created routine reports to enhance performance insights for management and sales teams.
• Executed processing of customer invoices and payments to ensure accuracy and timeliness of financial transactions.
• Analyzed accounts receivable aging reports to identify overdue accounts and initiate effective collection efforts.

Sales Representative

• Work with customers to understand their floral requirements and then collaborate with them to identify the optimal floral solution to meet their needs.
• Conducted proactive research to uncover new sales leads and channels, leveraging both primary and secondary sources.
• Conducted routine calls and visits to existing customers, fostering deeper connections and encouraging open communication.
• Facilitated teamwork among leadership and peers to design and execute strategic plans focused on boos

• Implemented strategies to enhance client satisfaction and foster long-term relationships.
• Executed accurate production of customer invoices within a high-volume billing environment.
• Facilitated communication between Windsor project managers and clients to resolve issues.
• Facilitated proactive client communications to enhance service satisfaction.
• Facilitated problem-solving processes by uncovering underlying issues and working closely with clients to ensure satisfactory outcomes.
• Implemented comprehensive strategies for internal quality improvement, guaranteeing lasting solutions to identified challenges.

• Achieved high customer satisfaction by effectively managing a full-service floral business. Delivered a wide selection of floral arrangements and services tailored to client needs. Enhanced business reputation through quality service and product offerings.
• Oversaw daily operations of floral shop, including personnel management, financial oversight, and back office functions.
• Executed secure handling of financial transactions, including credit card processing, to protect client data and uphold trust.
• Analyzed market trends and provided strategic recommendations to optimize corporate consultation and maximize revenue opportunities.

• Oversaw operational support for financial sales and delivery teams, driving efficiency and effectiveness in service delivery. Responsibilities encompassed leadership of team activities and coordination of project initiatives.
• Developed and implemented revenue generation plans to enhance business growth.
• Assisted in managing profit and loss statements by tracking accounts receivable and payable. Supported financial reporting processes to ensure accuracy and compliance. Collaborated with team members to streamline financial operations.
• Oversaw purchasing and inventory management processes to ensure optimal stock levels.

• Achieved customer satisfaction through effective management of daily operations. Delivered exceptional floral designs for weddings, funerals, and walk-in services.

• Assisted in design projects to gain practical experience in interior design. Supported senior designers in creating layout plans and selecting materials. Contributed to client presentations by preparing visual aids and design mock-ups.
• Curated and maintained design library resources to support creative projects.
• Collaborated with sales representatives to integrate new product offerings into the design process.
• Collaborated on day-to-day project design and curated material selections to meet project specifications.
• Collaborated with clients to identify and assess specific requirements for commercial and retail interior design projects.
• Assessed space utilization metrics for each project to optimize resource allocation.
• Created preliminary sketches to align with client project goals.