Highly skilled, technology savvy office professional with 15+ years experience in supporting business operations. Accustomed to working in fast paced environments while ensuring a high level of customer service. Excellent interpersonal, problem solving and organizational skills. Eager to help achieve company goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Services Manager
MICHIGAN STATE MEDICAL SOCIETY
04.2021 - Current
Supervise day-to-day office operations
Ongoing review of agency processes and procedures - update as needed
Oversee COBRA administration process for group clients with 20 or more employees
Proactively establish relationships with client contacts, carrier representatives and vendors
Communicate directly with clients and carrier representatives with collaboration from Advisor
Address client service requests in resolving product performance, billing, claims, reimbursement issues and general service support
Assemble updates for clients regarding industry trends and events, including state and federal regulatory issues
Participate in client projects such as non-discrimination testing and ensuring 5500 forms are filed
Maintain thorough understanding of carrier underwriting procedures and guidelines to better understand available products and services, including alternative funding strategies
Prepare and send request for quotes to applicable carriers
Review and analyze returned carrier quotes and insurance plan designs and spreadsheet results
Create first draft of renewal presentation for client review
Work with Advisor to identify strategies to meet client needs
Review of benefit plan summaries and carrier source documents for accuracy
Assist with full renewal process, marketing, and client meeting presentations
Update benefit guides, ensure other client resources and communications for open enrollment are up to date
Prepare documents and data for compliance audits for Advisor presentation
Manage renewal process of MSMS sponsored self-funded dental, vision, and senior health plans
Download, approve and send monthly invoices to accounting department
Enter and manage client data and data integrity in Benefit Zone database
Ensure privacy policies in place protecting client PHI remain HIPAA compliant
Conduct annual HIPAA training for internal staff
Manage highly confidential, time sensitive and complex matters for senior leadership.
Employee Benefits Account Manager
JLA INSURANCE GROUP
12.2018 - 03.2021
Proactively established relationships with client contacts and carrier representatives
Communicated directly with clients and carrier representatives with collaboration from Advisor
Addressed client service requests in resolving product performance, claims, reimbursement issues and general service support
Assembled updates for clients regarding industry trends and events, including state and federal regulatory issues
Reviewed and analyzed returned carrier quotes and insurance plan designs and spreadsheet results
Created renewal presentation for client review at annual renewal meeting with Advisor
Collaborated with Advisor to identify strategies to meet client needs
Reviewed benefit plan summaries and carrier source documents for accuracy
Assisted with client’s renewal process, marketing, and attended client meetings
Updated benefit guides, ensured other client resources and communications for open enrollment were up to date
Prepared documents and data for compliance audits for Advisor presentation to client
Reviewed and analyzed returned carrier quotes and insurance plan designs and spreadsheeted
Entered and managed client data and its integrity in Broker Builder and Epic databases.
Claims Processing Manager
MANAGED CARE ADVISORS
02.2014 - 12.2018
Managed claims adjudication process ensuring production and workflow measures were met
Provided quality analysis and suggested recommendations on process improvements
Assisted team with overflow of claims adjudications with emphasis on quality, efficiency, and timeliness
Analyzed and resolved complex claim, provider payment and rejected claims submission issues
Monitored back-end operations workflow for ingestion of provider paper claim submissions
Internal staff training focused on accountability, department goals, quality, and performance standards
Collaborated with claims clearinghouse service suppliers on claim production and scan verification issues.
Office Administrator
ARMADA COMMERCIAL REAL ESTATE
09.2009 - 02.2014
Day to day office management
Managed multiline phone system
Assisted with special projects when required
Monitored and tracked closed lease and sale transactions
Maintained accurate and complete files for all past and present clients
Prepared and distributed active and closed property listing report for monthly staff meeting
Created and arranged for monthly distribution of the agency newsletter
Assisted agent with researching historical property data in Costar and Loopnet portals.
Education
Associate Degree in Business Management -
Oakland Community College
Farmington Hills, MI
06.1993
Skills
Client relationship building
Benefit administration
Account management
Documentation and reporting
Process improvement
Calendar management
Computer skills
Creative thinking
Self directed
Adaptability
Multi-tasking
Resourceful
Certification
Certified HIPAA professional
Timeline
Client Services Manager
MICHIGAN STATE MEDICAL SOCIETY
04.2021 - Current
Employee Benefits Account Manager
JLA INSURANCE GROUP
12.2018 - 03.2021
Claims Processing Manager
MANAGED CARE ADVISORS
02.2014 - 12.2018
Office Administrator
ARMADA COMMERCIAL REAL ESTATE
09.2009 - 02.2014
Associate Degree in Business Management -
Oakland Community College
Certified HIPAA professional
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