Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

LISA DUNHAM

Mooresville,NC

Summary

Enthusiastic, adaptable, and accomplished with a varied background that encompasses management, marketing, medical research, and health and wellness. Proven ability to gain the trust and respect of colleagues and clients while delivering exceptional customer service and timely, accurate results. Strong analytical, organizational, and interpersonal skills. Proficient user of MS Office (Word, Excel, PowerPoint, Outlook) and Adobe Photoshop.

Overview

30
30
years of professional experience

Work History

HR Benefit Coordinator

KINDRED AT HOME-HOSPICE
Mooresville, NC
06.2021 - Current
  • Assist employees with enrollment in benefit programs
  • Keep employee benefit records up-to-date
  • Assist payroll with employee refunds/deductions of benefits
  • Expedited benefit delivery by establishing working relationships with benefit providers.
  • Fulfilled reporting requirements of Employee Retirement Income Security Act (ERISA).
  • 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 interactions.
  • Processed monthly remittance and reconciliation for various benefit plans.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Checked employees' benefits enrollment for accuracy and inputted all data into BenefitFocus.
  • Coordinated implementation of people-related services, policies and programs through departmental staff.

On-Boarding Specialist

KINDRED AT HOME-HOSPICE
Mooresville , NC
03.2019 - 06.2021
  • Process all new hire employees through company on-boarding system
  • Creates, updates and maintains all employee records in several operating systems
  • Orders and reviews any testing required for new hires. i.e. drug test, background, fingerprint, state-specific requirements
  • Develops goals, processes, objectives, and policy/procedure
  • Communicates effectively with Managers, employees and field staff
  • Handles all changes made by employees i.e. salary increase, job description, PTO, change in responsibilities, contact information
  • Maintained employee and contract files to keep company in compliance with current laws.
  • Communicates with potential hires to provide clarity on expected tasks.
  • Enters and maintains confidential employee information and records, including new hire paperwork, terminations, I-9s, W4s and background checks.
  • Liaised between multiple business divisions to improve communications.
  • Creates and implement forward-thinking initiatives to improve employee engagement.
  • Maintains company compliance with all local, state and federal laws, in addition to establishing organizational standards.

Referral Coordinator

CHARLOTTE COMMUNITY HEALTH CLINIC
Charlotte, NC
02.2017 - 11.2018
  • Developed and manage high volume referral process through medical clinic EMR referral department.
  • Served as referral liaison between hospitals and specialty medical offices and initial point of contact for uninsured patient county program
  • Created policy and procedures in accordance with guidelines
  • Coordinated with outside staff to track status of all provider reports on patients referred to hospitals, out- side clinics and Specialty Providers and follow up for reports/records not received on referred patients.
  • Maintained accurate record of external referral patient’s appointments including Urgent and STAT referrals are completed in EMR (EPIC) and follow-up with appropriate provider.
  • Responded to provider questions, requests and concerns regarding status of patient referrals, care coordinator follow-up status
  • Established and maintained relationships with providers and specialist office personnel.
  • Event Planning, marketing and created office newsletter.
  • Volunteer work.

Referral Specialist / Marketing Coordinator / Front Desk Medical Assistant

SEASHORE PEDIATRICS
Southport, NC
10.2014 - 04.2016
  • Greeted patients, verified insurance, and entered visits into computer system at busy pediatric practice for patients from birth to age 18, with four locations, two staff members, and four doctors.
  • Updated patient information as needed, accepted payments, confirmed appointments
  • Established and managed formal referral process for two busy medical offices; gathered / completed appropriate paperwork and followed up to confirm appointments and notify patients.
  • Trained two employees to provide office backup.
  • Promoted opening of new office and increased new patients/visits by leading marketing efforts that included bill- boards, social media, youth sport sponsorships, parades, and related activities.
  • Strengthened brand and aware- ness of new address, and increased new patient registration/visits.
  • Recognized as Employee of the Quarter for adaptability, referral process redesign, and marketing campaign success.
  • Delivered exceptional service that helped improve retention rates and double client base in one year.
  • Contributed to practice receiving local Pineapple Award from Southport Chamber of Commerce for outstanding customer service in initial year of operation.

Health and Wellness Coordinator

MARION COUNTY BOARD OF COUNTY COMMISSIONERS
Ocala, FL
10.2011 - 03.2013
  • Hired to implement a wellness program for 2,500 county employees.
  • Partnered with management to introduce programs and strategies designed to improve health and well being while reducing healthcare and insurance costs.
  • Evaluated and selected vendor to administer program; served as county liaison and initial point of contact for employees and provider.
  • Managed $500K budget.
  • Met/exceeded performance goals based on improvement over prior year’s employee health assessments.
  • Developed, implemented, and managed Marion County’s first wellness program.
  • Promoted program by creating interactive website for county employees, holding classes for each department, speaking at monthly employee orientation sessions, sending weekly emails
  • Provided multiple offerings, including smoking cessation classes, a biggest loser weight loss program, diabetes awareness education, and free health assessments (in conjunction with local hospital).
  • Encouraged program participation by opening a farmers market that promoted healthy food choices.
  • Delivered enrollment increases that doubled and tripled in later years.
  • Presented performance metrics at weekly County Commission board meetings.
  • Played a key role in county’s receipt of the Fit Friendly Workplace Gold Achievement Award from the American Heart Association.

Education

Associate of Arts - Specialized Business/Marketing

DUFF’S BUSINESS INSTITUTE
Pittsburgh PA
06.1992

Nursing Assistant Certification -

ADULT EDUCATION AND TECHNICAL CENTER
11.2003

Skills

  • Processes
  • Project organization
  • Relationship development
  • Data Collection, Analysis & Interpretation
  • Issue Resolution & De-escalation
  • Business Development
  • Settlement determinations
  • Coverage assessments
  • Documentation review
  • Excellent administrative abilities
  • Patient contact
  • Account management

Timeline

HR Benefit Coordinator

KINDRED AT HOME-HOSPICE
06.2021 - Current

On-Boarding Specialist

KINDRED AT HOME-HOSPICE
03.2019 - 06.2021

Referral Coordinator

CHARLOTTE COMMUNITY HEALTH CLINIC
02.2017 - 11.2018

Referral Specialist / Marketing Coordinator / Front Desk Medical Assistant

SEASHORE PEDIATRICS
10.2014 - 04.2016

Health and Wellness Coordinator

MARION COUNTY BOARD OF COUNTY COMMISSIONERS
10.2011 - 03.2013

Associate of Arts - Specialized Business/Marketing

DUFF’S BUSINESS INSTITUTE

Nursing Assistant Certification -

ADULT EDUCATION AND TECHNICAL CENTER
LISA DUNHAM