John David Wilkinson
W. Des Moines,Iowa
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Revenue Compliance Analyst
Marsh & McLennan
02.2022 - Current
- Reviewed client contracts including analyzing data such as policy terms, scope of services and fee amounts
- Updated billing codes and composed invoices using Microsoft and Oracle programs
- Performed data audits including commission cap reviews, fee billings, and fee via commission balances
- Worked directly with colleagues including client executives, organized meetings, trained new hires
Client Delivery Analyst II
Mercer Health and Benefits
08.2018 - 08.2019
- Managed/Administrated benefits for large group employees
- Facilitated communications between clients, carriers and various marketplace departments to ensure positive benefits experience
- Organized and attended meetings with clients and Insurance carriers
- Assisted leadership in call center to ensure client directives were effectively communicated to employees
Shared Services Outbound Analyst
Mercer Health and Benefits
04.2018 - 08.2018
- Performed outbound calls
- Strengthened ties between departments while eliminating inefficiencies
- Identified trends and implemented solutions to better manage call practices
- Managed client specific projects
Benefits Councilor
Mercer Health and Benefits
08.2015 - 04.2018
- Received inbound calls and performed outbound calls to employees
- Enrolled employees into their benefit programs
- Volunteered in assisting with special projects for various departments
- Educated employees on general insurance programs
Customer Service Representative
McCamish Insurance Company
10.2014 - 08.2015
- Received inbound calls and made outbound calls
- Advised employees on general insurance programs
- Directed and distributed various work projects
- Volunteered for special projects
Benefits Representative
American Income Life Insurance Company, Cedar Falls
Cedar Falls
08.2013 - 09.2014
- Enrolled Union and Association members into their benefit programs
- Performed outbound calls to book appointments with members
- Trained fellow colleagues on sales methods and techniques
- Obtained referrals and used referrals to generate more sales opportunities
Education
Bachelor of Arts - History Education
University of Northern Iowa
05-2013
A.A. - undefined
Hawkeye Community College
12-2009
Skills
- Compliance monitoring
- Due diligence
- Critical thinking
- Data entry
- Continuous improvement
- Data verification
- Internal auditing
- Documentation review
- Compliance
- Employee relations
- Data analysis
Certification
- Formally certified in Life and Health; Property and Casualty -willing to obtain license again
- History Education: Secondary level
- Social Sciences: Geography, Government, Economics, World History, U.S. History, Psychology, Sociology.
Timeline
Revenue Compliance Analyst
Marsh & McLennan
02.2022 - Current
Client Delivery Analyst II
Mercer Health and Benefits
08.2018 - 08.2019
Shared Services Outbound Analyst
Mercer Health and Benefits
04.2018 - 08.2018
Benefits Councilor
Mercer Health and Benefits
08.2015 - 04.2018
Customer Service Representative
McCamish Insurance Company
10.2014 - 08.2015
Benefits Representative
American Income Life Insurance Company, Cedar Falls
08.2013 - 09.2014
A.A. - undefined
Hawkeye Community College
Bachelor of Arts - History Education
University of Northern Iowa