Summary
Overview
Work History
Education
Skills
Timeline
Generic

Debbie Picha

Summary

Adaptable, conscientious professional with an extensive customer serving background in health and welfare. Strong communicator with a passion to help for helping others and solving issues. Organized and dependable candidate seeking to apply experience in a client service associate role that will contribute Fidelity's continued success as a premier provider in the customer service industry.

Overview

16
16
years of professional experience

Work History

Participant Advocacy Case Manager

Fidelity Investments
09.2014 - Current
  • Serve as single point of contact to advocate for customers who contact the Benefits Center for assistance in working with carriers or Third-Party Administrators.
  • Thoroughly research and investigate highly escalated issues to ultimately provide complete and timely outcomes for the customer.
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Collaborate with the client contacts on cases and trends as well as developing trend reporting to assist the client in better managing their health plans.
  • Support the IBM Virtual Benefits Center SLACK platform by answering participant's general health and welfare eligibility and enrollment questions.
  • Work in close partnership with internal business partners on trending, resource updates, sharing service delivery opportunities and process improvements.
  • Advocates for client exceptions for customers in urgent need of assistance.
  • Responsible for creating a client billing report for Shell USA and General Motors
  • Mentor's co-workers on case management work, processes and overall healthcare claims industry processes.
  • Educates clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.

Health and Welfare Representative III

Fidelity Investments, Participant Services
01.2012 - 08.2014

• Effectively served as an internal consult to support Tier I phone reps; assisting with help desk questions and resource navigation for multiple clients.

• Performed advanced transaction processing to maintain and correct customer records.

• Performed emergency carrier updates, and processed literature requests.

• Processed work items efficiently by using User Procedure Documents and effectively managed service level agreement items to communicate resolutions to customers in a timely manner.

• Effectively demonstrated leadership by taking ownership of client escalations and handling customer issues through resolution.

• Responsible for triaging work items to team members' queues and effectively managing the service monitor to meet service level agreements.

• Consistently built relationships with team members and the client service team to enhance my knowledge of the product and client expectations.

• Served as the subject matter expert to Barnabas Health and point of contact amongst the team for customer issues.

• Served as a mentor for associates transitioning to the tier II role.

Interim Service Delivery Manager

Fidelity Investments, Participant Services
12.2010 - 12.2011

• Manage a health and welfare team of 17 phone representatives supporting multiple health and welfare clients.

• Effectively lead by outlining expectations, conducting side by side call monitoring, and meeting with associates in regular 1:1 sessions as well as additional performance coaching.

• Actively serve as a point of contact on the floor to support my team with questions and feedback pertaining to the product, the needs of the team, as well as that of the customer.

• Responsible for managing timesheets, absences, and all performance issues. • Consistently increased call quality scores for multiple client's month over month by coaching to behaviors. • Contributed to a key client becoming referenceable by increasing call quality and CEI to all-time highs.

Health and Welfare Representative I & II

Fidelity Investments, Participant Services
09.2008 - 11.2010

• Responsible for taking inbound calls to assist customers with health and welfare questions and benefits enrolment.

• Maintained a high level of customer focus while effectively utilizing resources and following procedures in processing transactions.

• Trained for and supported all health and welfare clients as an R2

Education

Bachelor of Arts - Business With Human Resource Management

University of Northampton
Northampton, England
06.2008

Skills

  • Case Management
  • Case Documentation
  • Organization and Multitasking
  • Extensive Health and Welfare knowledge
  • Client facing experience supporting multiple clients
  • Advanced interpersonal and communication skills
  • Experience with Word, PowerPoint, Excel, PSW, HOBS, Focus Point, Lotus Notes, XTRAC, GENESYS and multiple carrier website systems
  • Experienced in solving complex and highly escalated participant issues in coordination with carriers, the client team and plan sponsors
  • Ability to network and engage other departments and resources to find comprehensive solutions

Timeline

Participant Advocacy Case Manager

Fidelity Investments
09.2014 - Current

Health and Welfare Representative III

Fidelity Investments, Participant Services
01.2012 - 08.2014

Interim Service Delivery Manager

Fidelity Investments, Participant Services
12.2010 - 12.2011

Health and Welfare Representative I & II

Fidelity Investments, Participant Services
09.2008 - 11.2010

Bachelor of Arts - Business With Human Resource Management

University of Northampton
Debbie Picha