LaKenya Viser
Lewisville,Tx
Summary
Accomplished Insurance Policy Manager with expertise in data analysis and operational efficiency. At Higginbotham Public Sector, successfully optimized client success through advanced Microsoft Excel skills and a thorough understanding of HIPAA compliance. Notable achievements include enhancing client satisfaction and streamlining benefits administration processes. Committed to driving further improvements in client services and operational processes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Success Coordinator
FBS dba Higginbotham Public Sector
Richardson, TX
10.2023 - Current
- Aids in creating RFQs for presentations seeking to generate additional sales.
- Reviewed market proposals to verify competitive benefits and premium rates.
- Generated key metrics on premiums and benefits for producer presentations.
- Developed compelling sales presentations for producer meetings.
- Gathered new client agreements for carrier.
- Processes outgoing packages, shipments and mail for business sector.
Account Representative
FBS dba Higginbotham Public Sector
Richardson, TX
09.2022 - 10.2023
- Functioned as primary liaison for producers and clients on benefits-related issues.
- Collaborated with clients to implement and manage employee benefits programs, such as voluntary benefits.
- Aligned benefit offerings with clients' financial plans and employee requirements.
- Analyzed various employee benefit plans, comparing coverage, costs, and features, to provide clients with data-driven recommendations.
- Ensured compliance with guidelines such as HIPAA and relevant employment laws.
- Assisted clients and employees in navigating claim disputes, coverage questions, and billing problems.
- Verified accuracy of coverage contracts.
- Coordinated with clients and insurance carriers to ensure quick resolution of issues.
- Gathered necessary details from various teams including census data for implementation.
- Oversaw creation of presentation materials and handled all outgoing deliveries.
Senior Billing Coordinator
FBS dba Higginbotham Public Sector
Richardson, TX
02.2018 - 09.2022
- Drafted and issued client invoices for payment processing.
- Handled incoming payments to guarantee precise recording on general ledger.
- Resolved discrepancies in billing and managed client-related problems.
- Ensured accurate month-end closings through reconciliation of general ledger with QuickBooks received payments.
- Recovered outstanding balances up to 60 days overdue through telephone follow-ups and past due letters.
- Handled a variety of general questions related to administrative needs.
Foreclosure Specialist
NBS Default Services
Dallas, TX
10.2014 - 12.2017
- Utilized LPS to verify foreclosure actions met investor, insurer, and regulatory requirements.
- Prepared and calculated debt details including payoff amounts for attorney reference.
- Checked foreclosure paperwork for correctness.
- Updated all systems consistently, ensuring accurate maintenance of foreclosure records.
- Managed issues, re-projections, and holds on time.
- Ensured timely response to investors' emails and intercom queries within a 24-hour timeframe.
- Produced and tracked reports following servicing standards.
- Worked collaboratively with various departments to reduce losses.
Education
General Studies -
North Central Texas College
Flower Mound, Tx12.2017
Skills
- Insurance knowledge
- Data entry proficiency
- Claims documentation
- Invoice processing
- Advanced Microsoft Excel
- HIPAA compliance
- Month-end closing procedures
- Insurance eligibility
- Policy renewals
- Insurance Policy Understanding
Certification
- Life and Health Insurance License
- The Hartford School of Insurance Voluntary Benefits Specialist
Timeline
Client Success Coordinator
FBS dba Higginbotham Public Sector
10.2023 - Current
Account Representative
FBS dba Higginbotham Public Sector
09.2022 - 10.2023
Senior Billing Coordinator
FBS dba Higginbotham Public Sector
02.2018 - 09.2022
Foreclosure Specialist
NBS Default Services
10.2014 - 12.2017
- Life and Health Insurance License
- The Hartford School of Insurance Voluntary Benefits Specialist
General Studies -
North Central Texas College
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