Mandi Marshall
Senior Account Manager
Howell,MI
Summary
Ambitious Senior Account Manager known for effective critical thinking and maximizing account efficiencies. Strong leader with proficiency in healthcare administration, client oversight, issue resolution and client-building expertise. High-level knowledge and strong collaborative skills with robust background in client relationship management. Trained in healthcare administration and carrier software use. Committed to fantastic and individualized client service. Exceptionally strong call center communication skills. Experience encouraging client relations to achieve significant growth to exceed expectations.
Overview
38
38
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Senior Healthcare Administration Manager
Benefit Outsourcing Solutions
Commerce Township, Michigan
05.2006 - Current
- Establish workflow processes, daily productivity, and implement modifications to improve overall performance of account administration and call center efficiency and accuracy.
- Assist client director with implementation of new clients, working directly with client and carriers.
- Create and implement administrative procedures.
- Prepare and Create 5500's & Summary Annual Reports.
- Successfully implement client requested carrier changes.
- Census data collection & presentation to consultants on behalf of client.
- Quick Book Management, accounts payable/receivables, monthly premium collections, invoicing and bank reconciliations.
- Life Insurance Payouts for Self-Insured Plans.
- Carrier Invoice auditing and invoice approval for payment.
- Preparation and completion of filing yearly tax documentation for retiree plans on behalf of the client, with the Canadian Revenue Agency.
- Creation and distribution of yearly Notice of Credible Coverage disclosure notices.
- Provide data to client regarding creditable coverage disclosure reporting that is required by CMS.
- Coordinate with carriers regarding EDI files sent weekly.
- Process weekly carrier error/discrepancy reports.
- Process active employees to retiree coverage transition, working directly with plant location and respective healthcare carriers to assure smooth transition of coverage.
- Process and coordinate between an appointed beneficiary of a decedent and Fully Insured Life Carrier, for processing of death claims.
- Coordinate with client and carriers to create coverage Summary Plan Description booklets.
- Maintain client data for accuracy.
- Perform dependent audits.
- Process member age driven carrier plan changes.
- CMS age attainment direction and procurement of MBI data.
- Creation of billing Matrix's utilized monthly for carrier invoice funding requests and plan location allocations.
- Work directly with IT coders for systems changes and EDI file changes.
- Work in Jira and Mantis software tracking Programs.
- Process yearly Open Enrollment in it's entirety for Domestic and Canadian locations along with processing of all OE changes.
- Create and maintain all communications sent to members, including but not limited to the following topics: Plan Changes, QLE's, Death Processing, Beneficiary Statements, SPD requests, Surviving Spouse Continued Coverage, Coverage Eligibility and Appeals.
- Cobra Administration
- Maintain 1095C recipient data.
- Preparation & issuance of quarterly Medicare Part B reimbursement funding sent to eligible members. Process COLA changes.
- Coordination and administration of members monthly healthcare premium collection directly with pension administrator.
- Process all rate changes yearly for member healthcare premium changes and carrier invoices.
- Medicare advantage plan knowledge, procedures & plan enrollment requirements.
- Call center specialist
- Liaison between members, employer and carriers.
- Manager of client weekly meetings and agenda creation and updates.
Manufacturers Representative Account Manager
Electrical Sales Corporation
Plymouth, Michigan
10.2003 - 07.2005
- Responsible for overall office activities for the Manufacturer Sales Representative staff and manage daily workflow of the President, Vice President and management team including scheduling appointments, maintaining calendars, telephone calls, department and group meetings, expense reports, files, and travel plans.
- Order expediting, delivery coordination.
- Assist Sales representatives responsiveness to customers by being able to coordinate with internal teams to answer customer inquiries.
- Support sales team to reduce sales cycle time.
- Itemizing, documenting and preparing unused material and coordinating their return to manufacturer.
- Process all month end reports
- Purchasing of material for all lines held by manufacturers representative.
- Creation and tracking of Purchase Orders with manufacturers.
- Audit and approve monthly material invoices.
Sales Account Manager
LaSalle Electric Supply
Livonia, MI
09.1985 - 01.1997
- Contacted regular and prospective customers to explain product features and solicit orders.
- Oversaw sales forecasting, goal setting and performance reporting for all accounts.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Inventory purchasing & processing of RMA's.
- Direct coordination with shipping and receiving.
- Month End Reports
- Accounts receivable & payables.
- Direct contact with purchasing agents.
- Drop-ship coordination.
Education
High School Diploma -
Franklin High School
Livonia, MI 09.1979 - 06.1982
Some College (No Degree) -
Oakland Community College
Bloomfield Hills, MISome College (No Degree) -
Schoolcraft College
Livonia, MISkills
Account Management Efficiency
undefinedAccomplishments
Proficient in Microsoft Windows, Excel, Word, Outlook
Proficient in Proprietary Client Database
Proficient in Quick Books
Knowledgeable in Microsoft Power Point
Training program for increasing employee healthcare administration knowledge.
Collaborated with IT team during implementation of new clients, program changes and carrier changes.
Developed strong relationship with client and carriers.
Certification
Certification - HIPAA Training
Health Insurance Portability & Accountability Act: Business Associates
I truly enjoy working directly with the client and the various business associates, included but not limited to: HAP, BCBSM,Delta Dental of Virginia, Delta Dental of Michigan, Aetna, Humana, Hartford Life, Greenshield, Beneva and BCN.
Timeline
Senior Healthcare Administration Manager
Benefit Outsourcing Solutions
05.2006 - Current
Manufacturers Representative Account Manager
Electrical Sales Corporation
10.2003 - 07.2005
Sales Account Manager
LaSalle Electric Supply
09.1985 - 01.1997
High School Diploma -
Franklin High School
09.1979 - 06.1982
Some College (No Degree) -
Oakland Community College
Some College (No Degree) -
Schoolcraft College
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