13+ Years of Administrative, Clerical Work, Virtual Communications, Virtual Work
12+ Years of Health Care/Health Insurance Administration Medicare/Medicaid experience
11+ Years Project Analyst/Project Management/ Analyst Experience
8+ Years of Property/Apartment Management/Leasing Consultant
8+ Years of Property/Apartment Management/Leasing Consultant
8+ Years of Salesforce Administration – Salesforce Project Management
7+Years of Credit Card Collections/Sales experience
6+Years of Recruitment/Recruiter Assistance Experience
Overview
17
17
years of professional experience
Work History
PEO Health & Benefits Specialist II
Paychex Business Solutions, PEO
St. Petersburg, FL
05.2015 - 03.2022
Proactively ensured ongoing client satisfaction and high client retention
Responded to client phone calls/emails/IMs in timely manner and resolved client questions and issues, including payroll, 401k, HSA and tax-related matters, "How-To" product inquires, system issues, and first-level support of client input and/or output transmission issues in order to provide professional and personalized customer service
Checked employees' benefits enrollment for accuracy and inputted all data into SalesForce.
Maintained knowledge of changes in Major Market systems and software trends in PC industry, and changes in wage and tax laws to provide informed guidance clients.
Established and maintained positive working relationship with clients, agencies, and coworkers to promote Paychex' quality service image
Participated in conducting in-house client training sessions in order to enhance client relationships and to broaden employee knowledge and skill set.
Assisted with development of improved seminars and training materials.
Continually improved knowledge, skills and performance based on feedback and self-identified professional developmental needs.
Identified process improvements in day-to-day functioning of department.
Provided expertise for clinical support and services.
Partnered with agencies and organizations driving improvements in community health.
Managed applications, demographics and participant information of health education programs.
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Presented properties and provided amenities in positive light to prospective tenants
Acted as landlord for property owners and helped them navigate property market
Advertised available properties using variety of media and promoting materials
Determined needs, living standards and economic viability of prospect customers
Confirmed rental application data and personal references
Stayed knowledgeable of property market status
Provided information on all aspects of properties including (expansion, zoning, crime etc)
Negotiated leasing terms and conditions in order to close deals
Collected rent payments monthly/biweekly/weekly, making monthly/biweekly/weekly, bank deposits, keeping track of due/past due and/or late fees
Communicated with property owner periodically, keeping them informed of tenant rent/stay statuses and day to day inquires
Cleaned/Sanitized Units periodically, as needed when unit is vacant
Coordinated/Maintained Work Orders for contractors to add, fix/repair facilities as needed, including maintenance inside and outside of property
Facilitated convenient methods for tenants to make payments and/or payment arrangement
Helped clients find leases to suit needs such as handicapped access, pet-friendly locations and one-story configurations.
Verified tenant incomes and other information before accepting lease applications.
Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
PEO Benefits Specialist I
Paychex Inc
St. Petersburg, FL
09.2013 - 05.2015
Provided excellent customer service to clients, employees, and field partners via calls, emails, and faxes
Contacted current clients/ employees via outbound call/ email campaign as needed
Processed enrollments for PEO product offerings for clients to ensure timely processing
Researched and resolved moderately complex product and service issues from field, clients and their employees to maintain accurate and timely responses
Provided guidance to clients and their employees regarding product offerings, including setup and use of Health & Benefits online to ensure optimal client retention
Established and maintained positive working relationship with clients, agencies, and coworkers to promote Paychex' quality service image.
Directed and controlled 401K, medical, dental and vision benefit packages.
Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email and in-person interactions.
Gathered information about each position and related occupation with employee interviews, field observations and industry research.
Checked employees' benefits enrollment for accuracy and inputted all data into SalesForce.
Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
Updated benefit cost summaries for employer cost tracking.
Claims Specialist
Universal Health Care
Saint Petersburg, FL
08.2011 - 04.2013
Monitored all incoming correspondence and sorted it as required
Analyzed claim rejections and denials and drafted appeals on behalf of members.
Managed medical claims and processed all contracts within time frame set by management
Administered patient grants and provided required assistance
Coordinated payer requests and processed all claims
Implemented improvements in manual and electronic billing procedures.
Reported policy changes and company conditions affecting customer satisfaction.
Addressed average of 200 customer inquiries and complaints each week.
Conducted full claim investigations and reported updates and legal actions.
Escalated files with significant indemnity exposure to supervisor for further investigation.
Member Services Rep
Universal Health Care
St. Petersburg, FL
08.2011 - 04.2013
Handled over 60 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
Acted as single point of contact for assigned Universal Health Care members, in order to facilitate and/or expedite interactions within company
Initiated customer contact to ensure satisfaction with services that were provided
Thoroughly researched assigned account issues and toke appropriate action to resolve and meet turnaround time requirements and quality standards
Developed tickets requiring additional information in order to make final determination of disposition
Assisted management with special projects, as needed and other duties as assigned
Met customer call guidelines for service levels, handle time and productivity.
Trained new personnel regarding company operations, policies and services.
Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
Investigated and resolved customer inquiries and complaints quickly.
Increased efficiency and team productivity by promoting operational best practices.
HR Recruiter Assistant
Universal Health Care
St. Petersburg, FL
06.2012 - 04.2013
Contacted potential candidates, scheduling interviews, following up during recruitment process, and updated employee records
Performed background checks and verified candidate's qualifications and experience
Assisted HR Manager during recruitment processes
Maintained and organized electronic files for applicants and tracked feedback created throughout interview process.
Presented excellent first impression of company at interview and recruiting events.
Followed up with notable applicants sourced via industry-specific pipelines, events and job fairs.
Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates.
Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
Created and wrote job postings for vacant positions on websites.
Facilitated new employee orientations to foster positive team attitude.
Handled very high volumes of calls per day to address current open positions with perspective candidates
Client Retention Specialist
Universal Health Care
St. Petersburg, FL
08.2011 - 04.2013
Answered High Volume of Supervisor Escalated calls in call center atmosphere
Completed Outbound Verification Calls for new Enrollees to ensure satisfaction
Followed book of business through their first 100 days with Universal Healthcare
Knowledge of HIPPA guidelines as it pertains to inbound and outbound calls
Assisted in training new team members through peer partner process
Participated in Focus Groups, Call Script Development, Survey Data Entry and other member retention initiatives as needed, including other OB campaigns
Engaged with customers to determine needs and present appropriate resolutions.
Documented details surrounding conversations, complaints, comments and actions taken to assist CRM.
Worked collaboratively with customer service, sales and development teams to resolve complaints and drive experience management.
Delivered prompt service to prioritize customer needs.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Cross-trained and provided back up for customer service managers.
Fraud Investigator Associate
Fidelity Information Services F.I.S
St. Petersburg, FL
04.2011 - 07.2012
Prepared spreadsheet analysis for use in profiling or identifying fraud trends
Data mining using various applications including Brio, Excel and Pathways
Profiled, patterns and located fraudulent check issues on accounts
Performed special project or requests
Met department set goals for accuracy and productivity communication
Shared identified fraud trends and tools with peers and other risk departments
Handled 60 calls per day to address customer inquiries and concerns
Exceeded goals through effective task prioritization and great work ethic
Used Microsoft Word and other software tools to create documents and other communications
Concurrent Review Technician
Universal Health Care
St. Petersburg, FL
11.2011 - 05.2012
Data entry of pre-service request and new in-patient hospital notifications
Data entry of clinical information
Performed and documented hospital discharge calls
Notified providers of approved authorizations requests
Work diligently with Utilization Management Department to insure proper medical records were received on file from physicians prior to procedures
Followed all personal and health data procedures to effectively comply with HIPAA laws and prevent information breaches.
Client Service Representative/ Team Lead HSA
Ceridian Benefits Services
St. Petersburg, FL
06.2009 - 05.2010
Assisted inbound/outbound calls to account holders about Cobra Insurance
Assisted account holders with issues about their cobra accounts; billing questions, payments, account activity, insurance coverage, insurance carriers, and cobra regulations
Created cases for further setup follow up call with either consumer, insurance carrier, provider, or Department of Labor
Daily usage of support systems including Microsoft Word Excel, Microsoft
Email, Internet Explorer, Forms Data Processing
Answered high volumes of calls daily
Contacted clients to verify account information and maintain accuracy, increasing customer satisfaction
Collections Specialist
Van Ru Credit Corp
St. Petersburg, FL
11.2007 - 03.2009
Made outbound calls, answered inbound calls daily in attempt to collect on debt from card holders who had past due outstanding balances
Made payment arrangements with these individuals in forms of debit/credit, checks, money orders, or western union.
Achieved monthly goals of $300.00 through effective use of promise to pay program initiatives.
Customer Service Representative
Sweet Bay Supermarket
St. Petersburg, FL
08.2003 - 12.2007
Assisted customers with needs, to make sure it was pleasant shopping experience
Counted cashier’s draw, did bookkeeping to keep up with stores money that was coming in and out of store.
Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction
Welcomed, greeted and assisted guests in high-traffic store, generating more consistent business
Associate of Arts - Business Administration And Management
Saint Petersburg College
St. Petersburg, FL
High School Diploma -
Saint Petersburg High School
St. Petersburg, FL
05.2006
Skills
Excellent written and verbal communication skills Ability to learn, adapt very well to new things and constant changes Claims Authorizations, Enrollment, Knowledge in HealthCare setting
Training in Credit/Debit Card Transactions, Collections, Fraud Detection, Fraud Investigation, Payroll Processing, HIPPA regulations, IRS-Section 125 Plans
PEO (Professional Employer Organization) Human Resources Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft
Power Point, Forms Data Processing, Marx, MedHok, Emdeon, IEX, SalesForce
Benefits Accounting and Audit Administrator at Managed Business Services/PEO Payroll/BenefitsBenefits Accounting and Audit Administrator at Managed Business Services/PEO Payroll/Benefits
Outsourcing Business Consultant at ABP Advantage Business Partners - PEO BrokersOutsourcing Business Consultant at ABP Advantage Business Partners - PEO Brokers