Strategic and reliable leader with a proven ability to manage competing priorities while maintaining a positive, solutions-oriented mindset. Known for embracing additional responsibilities to drive team success and foster a collaborative culture. Recognized for leading with empathy, vision, and a commitment to continuous improvement. Eager to take on new challenges and deliver meaningful results.
Lead and support a team of 5 Direct Representatives, 2 Accounts Receivable Representatives and a Trainer through regular one-on-ones, team meetings, and daily huddles to foster communication, trust, and growth. Manage performance metrics and implement process improvements, including restructuring duties and creating tracking tools including Training Trackers and Skill Assessments. Present quarterly PRISM results via PowerPoint, participate in various leadership meetings, and collaborate with other departments. Conduct interviews, onboard new hires, and drive team development through feedback and team-building activities. Manage department Sharepoint site.
Provide training, coaching and mentoring to new Individual Direct and Exchange Representatives, create training materials, create and update Department Policies and Procedures, update Training Matrix, create training schedules, and audit calls on a monthly basis. Create and present yearly Coverage Advisor Mentor Lessons. Provide professional, high quality customer service to individual applicants, members, producers, and internal customers. Supervise and train all incoming temporary positions for Individual Membership Open Enrollment.
Maintain member records in Facets and PSE, Upload documents to OnBase, Attend regular department meetings and huddles, Communicate with members and staff through email correspondence and calls, process reinstatement requests, Transfers and various other reports. Process applications via EMS, work through the department email queue, follow Federal and State based Exchange regulations.
Maintain member records in Facets and PSE, Upload documents and manage workflow queues in OnBase, Attend regular department meetings and huddles, Communicate with group administrators, members and staff through email correspondence and calls, process small and large group enrollment files, process reinstatement requests, DBI’s, exceptions and Transfers. Process applications via 834 files/MAT, assisted in updating Department Procedures, mentored newer colleagues
Maintain member records in Facets and PSE, Manage OnBase Queues and process forms and documents accordingly, Effectively Communicate with members and internal staff via email correspondence, Attend regular department meetings and huddles, Use of Excel and Word
Office and clerical work, Process and submit Dental claims, explain to patients their Explanations of Benefits when needed, knowledge of Dental CDT codes, Financial coordination with patients, Call on old accounts for payment, Handle Payments in person and over the phone, Social media marketing, Insurance Verification, Use of Excel and Word, Use of Eaglesoft
Verified insurance and communicated coverage to staff and patients, post Insurance and patient checks, call on outstanding claims, explained members Explanation of Benefits when requested, called on delinquent accounts.
Answer and transfer phones on a multi-phone line, brought in new patients, processed patient paperwork, checked in and out patients, scheduled and cancelled patient appointments
'Membership' Committee Chair
The Junior League of Eugene 2024-2025
Planned and Presented at various Recruitment Events, Collaborated with the Communications Committee to market all Recruitment related Events, Conducted New Member Orientations, Onboarded New Members to set them up for a successful year
Community Outreach and Event Coordinator
The Trinity House, University of Oregon 2015-2017
Identified people and places in our community in need of assistance and found ways to help them. This consisted of various food drives, making blankets for Bags of Love and donating gifts to children for the Holidays. Planned and executed various Events for 40-70 people.