Kelly Clark
Kalispell,MT
Summary
Experienced with data analysis and management tools. Utilizes meticulous attention to detail to ensure data accuracy and reliability. Track record of effective teamwork and meeting project deadlines.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Data Processor – National Employee Benefits Data Unit
HUB International Limited
Kalispell, MT (Remote)
06.2018 - Current
- Serve our internal service teams in (MT, ID, NV, WY, AZ, NM, TX, OK, AR, MO, KS, CO, NE, SD, ND, MN) and consultants with unmatched focus on data and process
- Format and input data and information into a variety of client facing tools
- Quickly aggregate data and perform basic analyses
- Deliver findings to internal teams and clients
- Contribute to enhancement of client service, and maintain a familiarity with industry trends
- Troubleshoot, investigate and correct report outputs as required
- Support other initiatives of analytics and innovation as needed
- Reduced manual workload by automating repetitive tasks using custom scripts and macros.
- Utilized advanced spreadsheet functions to manipulate large datasets for analysis and reporting purposes.
Clinic Associate
Logan Health – Sunnyview Pediatrics
Kalispell, MT
10.2013 - 02.2015
- Worked phone lines – appointments, sick calls
- Worked with nurses and a team of 3 doctors
- Dictation, medical reports, organize medical charts, new patients
Customer Service / Independent Contractor
Working Solutions
Plano, TX
01.2012 - 03.2013
- Sell hotel reservations, flight reservations, and packages for leisure travelers using BookIt.com. Loans for SpotLoan.com. Tickets for StubHub.com
- Receive inbound calls using client’s web-based systems.
Account Executive
RT Sourcing USA, Inc.
Addison, TX
07.2003 - 11.2004
- Product Development and Design for the Home Expressions team.
- Worked closely with buyers and purchasing teams for a large Home Interiors company.
- Weekly Vendor Sales Reports / Ship Tracking Reports.
- Daily communication with Hong Kong office for completion of projects and orders.
Purchasing Coordinator
Highland / Huntington Homes
Dallas, TX
03.2001 - 07.2003
- Purchase all materials for new custom homes and maintain pricing.
- Assist Cost Control Manager with Monthly Accruals, Cost Comparisons, and Cost Analysis Reports.
- Maintain all material and labor budgets for each subdivision.
- Daily communication with builders, sales force, and vendors.
- Compile bids for all custom houses and floor-plan revisions to input into database for bonus program.
- Responsible for monthly Program Outlines and Change Analysis Reports.
Account Administrator
Annuity Board S.B.C. / GuideStone
Dallas, TX
02.1997 - 01.2000
- Process and balance monthly bills and handled discrepancies for the largest account.
- Daily contact with various clientele human resources staff.
- Regularly monitor and update client account details to ensure compliance with IRS guidelines.
- Manage ongoing updates of client account information in adherence with IRS 403(b) requirements.
- Efficiently prepare and manage documentation related to fund transfers, rollovers, and withdrawals.
Commercial Bank Teller
Nations Bank
Park Cities, TX
06.1996 - 01.1997
- Process large commercial transactions for clients.
- Process deposits, bonds, change orders, cash advances, money orders, and cashier checks.
- Daily balancing duties (ATM, main cash vault, and teller drawer).
- High customer contact.
Education
Bachelor of Science - Fashion Merchandising, Business Administration
University of North Texas
Denton, TX12-1996
Skills
- Microsoft Excel, EPIC, WebEx, BenefitPoint, Lotus, Omni, AS/400, Mondaycom, Teams, Google Applications
- Skilled in MS Office, MS Outlook, Windows, Excel, Power Point
- Customer Service
- Attention-to-detail and strong analytical skills
- Creativity and well organized
- Data Entry
- Self motivated with the ability to multi-task and meet deadlines
- Excellent written and verbal communication
- Type 40 wpm
Certification
- Life & Health License - 2018-Current
- QEBS - Qualified Employee Benefits Specialist
Timeline
Data Processor – National Employee Benefits Data Unit
HUB International Limited
06.2018 - Current
Clinic Associate
Logan Health – Sunnyview Pediatrics
10.2013 - 02.2015
Customer Service / Independent Contractor
Working Solutions
01.2012 - 03.2013
Account Executive
RT Sourcing USA, Inc.
07.2003 - 11.2004
Purchasing Coordinator
Highland / Huntington Homes
03.2001 - 07.2003
Account Administrator
Annuity Board S.B.C. / GuideStone
02.1997 - 01.2000
Commercial Bank Teller
Nations Bank
06.1996 - 01.1997
Bachelor of Science - Fashion Merchandising, Business Administration
University of North Texas