- MS Office
James Glanville
Client Services Manager
Beaverton,OR
Summary
Natural leader experienced in driving great team successes by coaching and motivating team members to increase productivity, operational efficiency and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
Work History
Client Services Manager
Zenith American Solutions, Inc
08.2022 - Current
- Prepared Reports, Deliverables and Minutes for Trust Meetings as well as presented Administrative Manager Reports at Trust Meetings.
- Participated in new business presentations and helped to secure new client in 2023.
- Maintain elevated role in Contributions Accounting Operations, serving as subject matter expert.
- Created and maintained materials for Open Enrollments and general mailings.
- Resolved escalated issues with professionalism, maintaining client trust and safeguarding company's reputation.
- Responsible for preparing and submitting vendor premiums on all Tualatin Clients.
Contributions Accounting Team Lead
Zenith American Solutions, Inc
08.2015 - 07.2022
- Reviewed business operations and obligations to help organization function at acceptable level.
- Assigned tasks to team members and oversaw and supported them in their duties, while encouraging their growth and advancement of knowledge.
- Prepared financial reports and month end reconciliations of accounts as well as oversaw eligibility reporting to vendors.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Oversaw and assisted with onboarding of multiple clients
- Responded proactively and positively to rapid change.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
Billing & Eligibility Specialist
Associated Third Party Administrators
08.2012 - 08.2015
- Identified, researched and resolved reporting variances to maintain system and payment accuracy.
- Handled high volume of in-bound calls pertaining to eligibility requirements and general insurance questions.
- Processed incoming health and pension contribution remittance reports from various employers.
- Prepared vendor payments, reporting and reconciliations on monthly basis.
- Recorded incoming check payments and prepared for deposit.
Education
Bachelor of Arts - Business Management
Oregon State University
Corvallis, OR 09.2005 - 06.2011
Skills
Account reconciliation specialist
undefinedSoftware
- Google Drive
- Presentations/Slideshows
Timeline
Client Services Manager
Zenith American Solutions, Inc
08.2022 - Current
Contributions Accounting Team Lead
Zenith American Solutions, Inc
08.2015 - 07.2022
Billing & Eligibility Specialist
Associated Third Party Administrators
08.2012 - 08.2015
Bachelor of Arts - Business Management
Oregon State University
09.2005 - 06.2011
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