Kelsey Baber
Milford
Summary
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
16
16
years of professional experience
Work History
Sr Coord, Acct & Client Management
AMERITAS
02.2019 - Current
- Manage Serves as the critical liaison between the insurance company and dental providers. Process initial credentialing and recredentialing applications for dental providers and ensure their addition to or maintenance in the Ameritas network. Conduct thorough background screenings of dental providers. Act as the main point of contact for providers regarding participation status, network requirements, and contract-related inquiries. Monitor provider data integrity in internal databases to ensure that the Ameritas Provider Directory accurately reflects currently participating providers. Monitor expiration dates for licenses/certificates and assist with quality assurance and accreditation audits to maintain strict compliance with regulatory standards. Partnering with Legal to maintain accurate and up-to-date information regarding malpractice suits, disciplinary actions, past and current legal review decisions, providing up to date provider contact information, providing up to date networking information, and legal term decisions.
Portfolio Review Manager
Capital Consulting & Asset Management (CCAM)
07.2017 - 02.2019
- Manage detailed portfolio analysis and prepare financial reports. Included in the portfolio analysis are a comparison of different industries, consideration of historic trends, and an understanding of financial metrics and regulatory restrictions that may impact the portfolio. Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations. Conduct client meetings, and communicate portfolio information to clients and client requirements to managers. Often responsible for making the investment reporting decisions.
Investment Operation Specialist
Harrison Financial Services/Northwestern Mutual
08.2015 - 07.2017
- Five time MVP of the month for 2016 and 2017. The Investment Operation Specialist role provides "Simply the Best" operational support and client contact at all times. Responsibilities include providing advanced account opening and maintenance support including 401(k) plans, annuities, IRAs, etc. Serve as major point of contact with 401(k) accounts that included 30 to 50 employees per company. Became expert for our team in onboarding clients with 401(k) accounts. Main functions of the job include: review and process new account documentation ensuring accuracy, proper setup, and compliance; ongoing account review and maintenance across multiple platforms, systems and account types; provide administrative support to Investment Representatives in the field as it relates to new account set up, customer due diligence, account maintenance, and allocation; consult and serve as a liaison with investment personnel, 401(k) accounts, operational departments, and customers; maintain detailed knowledge of company operations and organizational policies and procedures including DOL/IRS regulation; and cross-training with multiple operations departments to provide support. Team’s go-to-person regarding the new DOL regulations.
Lead Personal Banker
U.S. Bank
04.2014 - 08.2015
- Ability to sell bank products, process transactions, and solve customer service issues. Thorough knowledge of the retail products and services including checking accounts, 401(k) accounts, savings accounts, etc. Apply bank and branch legal and ethical policies, procedures and support systems. Effective interpersonal/customer service skills. Well-developed selling, cross-selling and referral skills. Strong mathematical, problem-solving, and negotiation skills. Strong verbal and written communication skills. Ability to analyze customer credit data and other related financial information. Strong interpersonal, client contact, and relationship building skills.
Customer Service Manager
Bank of the West
10.2011 - 04.2014
- Recognized as #1 Customer Service Representative in the Region for the Years 2012 and 2013 (Circle of Excellence). Exceeded package sales expectations through customer interaction and persuasion. Awarded “Stack Rank” for Quarter Sales and Activities four times in a row in 2012 and three times in 2013. Trained at corporate center and improve abilities in corporate sales, telephone inquiries, time management, and logistics.
Leader and Management Associate
The Buckle, Inc.
09.2010 - 10.2011
- Able to be a valuable contributor to the team by driving sales, building relationships, and helping fulfill The Buckle’s mission of creating the most enjoyable shopping experience possible for guests. Create an out-going on-demand work atmosphere to enable guests to express their personal style while training new buckle teammates to do the same. Able to be enthusiastic and ambitious while possessing a flair for fashion, understanding the customers and attaining strong communication skills.
Credit Manager
Wells Fargo Financial
04.2010 - 10.2010
- Able to take on board responsibility while performance directly impacts financial results. Participate in a comprehensive training program, which develops sales skills and provides a through understanding of risk and credit analysis and professional business practices. Thrive in a culture with an entrepreneurial flavor and enjoy building strong relationships with customers and helping them to satisfy their financial needs.
Education
Masters in Business Administration (MBA) -
University of Phoenix
Omaha08-2013
Bachelor of Arts (BA) - Marketing and Management, Business Administration, Accounting and Entrepreneurship
Buena Vista University
Storm Lake, IA05-2010
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Dependable and responsible
- Flexible and adaptable
- Excellent communication
Accomplishments
- Achieved accurate Provider Directory by completing thorough background screenings of providers with accuracy and efficiency.
- Achieved excellent customer service through effectively helping with claims complaints.
- Documented and resolved duplicate records which led to more accurate and complete workflows.
Timeline
Sr Coord, Acct & Client Management
AMERITAS
02.2019 - Current
Portfolio Review Manager
Capital Consulting & Asset Management (CCAM)
07.2017 - 02.2019
Investment Operation Specialist
Harrison Financial Services/Northwestern Mutual
08.2015 - 07.2017
Lead Personal Banker
U.S. Bank
04.2014 - 08.2015
Customer Service Manager
Bank of the West
10.2011 - 04.2014
Leader and Management Associate
The Buckle, Inc.
09.2010 - 10.2011
Credit Manager
Wells Fargo Financial
04.2010 - 10.2010
Bachelor of Arts (BA) - Marketing and Management, Business Administration, Accounting and Entrepreneurship
Buena Vista University
Masters in Business Administration (MBA) -
University of Phoenix