Dynamic professional with a proven track record at UnitedHealthcare, excelling in customer service and problem-solving. Demonstrated expertise in project management and legal research, successfully recouping $1,000,000 through strategic compliance initiatives. Adept at fostering client relationships and enhancing team collaboration, driving high customer satisfaction and operational efficiency.
Overview
25
25
years of professional experience
Work History
GEHA Plan Advisor
UnitedHealthcare
CAPE CORAL
01.2025 - Current
Guided and educated customers on fundamentals and benefits of consumer-driven health care topics.
Respond to and resolve customer service inquires and health care issues using excellent problem-solving skills.
Resolved customer issues with knowledgeable and friendly service, enhancing overall satisfaction.
Identified needs of customers promptly and efficiently.
Initiate proactive outreach to members as needed.
Knowledge of customer service procedures in both C&S and M&R DSNP plans.
Troubleshot complex problems using advanced technical skills, implementing effective solutions.
Coordinated communication between clients and internal stakeholders effectively.
Collaborated with SEL Team to contribute to overseas representative success.
Mentored junior staff on best practices in client management.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Worked effectively in team environments to make the workplace more productive.
AUTOCAD DRAFTER
OSP Design, Inc.
Cape Coral
01.2015 - 01.2020
Created AutoCAD specification drawings for fiber optic to home cable providers, ensuring accuracy and compliance with industry standards.
Collaborated with engineers to plan and implement fiber optic designs, contributing to successful project outcomes.
Exercised high attention to detail to resolve complex issues, enhancing project quality and reliability.
MEMBERSHIP SALES DIRECTOR
Cape Coral Chamber of Commerce
Cape Coral
01.2017 - 01.2019
Recruited new members for Cape Coral Chamber of Commerce, enhancing community engagement and support for local businesses.
REGULATORY AFFAIRS PARALEGAL
Elite Legacy Education, Inc.
Cape Coral
01.2006 - 01.2015
Coordinated with project manager to streamline workflow and prioritize critical tasks.
Tracked newly introduced federal and state bills impacting regulatory environment.
Monitored and analyzed newly introduced federal and state bills to assess impact on regulatory compliance.
Recouped $1,000,000 by successfully challenging Texas Workforce Commission's position on course regulation.
Reduced legal costs through thorough review of marketing messages over four years, avoiding adverse findings.
Produced well-researched legal briefs, pleadings, and statements to support cases.
Managed contract intake and review for significant vendor agreements.
Oversaw contract intake and review process for significant vendor agreements, ensuring compliance with regulatory standards.
TRAINER/ CUSTOMER SERVICE REPRESENTATIVE
Sony, Inc.
Fort Myers
01.2001 - 01.2005
Updated, created and implemented eight-week customer service and problem-solving training programs to newly hired customer service representatives.
Assisted end-users of Sony products in resolving issues and providing product information, enhancing customer satisfaction.
Developed training programs for new employees on product knowledge and company culture.
Created training programs for new employees focused on product knowledge and company culture, fostering a knowledgeable workforce.
Led workshops to improve team collaboration and communication skills, contributing to a more cohesive work environment.
Evaluated training effectiveness through participant feedback and assessments.
Implemented best practices for continuous improvement in training processes.
Collaborated with management to identify training needs across departments.
Education
B.A. - Speech Communications/ Public Relations
Miami University
Oxford, OH
Paralegal Certificate -
Denver Paralegal Institute
Denver, CO
Skills
Project Management
Organizational skills
Legal research and analysis
Policy creation
Legislative tracking
Customer service training
Data interpretation
Organizational and planning skills
Performance analysis
Problem solving
Critical thinking
Analytical thinking
Decision-making
Organizational and planning skills
Time management
Attention to detail
Active listening
Professional demeanor
Problem-solving
Affiliations
Cape Coral Leadership Class, 2018
Accomplishments
Project management of new product releases and company name change.
Utilized legal data to recoup $1,000,000 by challenging Texas proprietary school regulations.
Updated and created new customer service training programs for Sony call centers.
Investment Advisor Representative / Project Manager - Pooled Employer Plan (PEP) at The Cabana GroupInvestment Advisor Representative / Project Manager - Pooled Employer Plan (PEP) at The Cabana Group