Megan Savage
South Jordan,Utah
Summary
Seeking the current position as a. I’m a dependable, enthusiastic, team player, and very organized. I am familiar with the claims processing and IRS Guidelines with my Member Service background. I pay attention to detail and efficiency. I would love to hear more about the position and if this is something that’s a Win Win for both us.
Overview
15
15
years of professional experience
Work History
Life Coach/Mentor, Education Specialist
Health Equity Inc
09.2011 - 03.2020
- Consumer Driven Health Care industry
- The Nation’s oldest and largest Health Savings Trustee
- Offer comprehensive products and administration for HSA’s, FSA’s, or HRA’s
- The position requires strong communication, personal, technology skills
- Attention to detail, ability to go above and beyond to provide superior customer service
- Clarity Point Coaching Academy
- Science of Axiology
- 12 week program
- 90 min sessions
- Life Skills
- Reimbursement Accounts Quality Assurance Specialist III
- Reimbursement Account, HSA, FSA, DCRA, claim processing
- Member,
- Receive an average of 100+ Member Service related calls a day
- Maintain a high level of stats ACW,ASA,AUX,CC Tag’s, Cases, Talk time, Availability
- Logging goals for PPP’s, Wingspan
- Understand the administration of HSA’s, FSA’s, HRA’s benefits
- Defuse escalated disgruntled members- resolve difficult problems
- Education, Education, Education is key for our members/partners helping them understand the financial side of Health care
- Other duties- I serve as a TL backup on Camille Williams team/ assist with escalated calls, case resolution, emails, DMS,
- I help provide coaching for new team members soft skills, calls, education, side by side listening
- I served on the Open Enrollments Team in 2012
- Member of the Health and Wellness Team (personal volunteer opportunity)
Member Services Specialist, Administrative Assistant, Event Coordinator
James Smith Coaching Company
10.2008 - 09.2011
- An accelerated wealth training/investor education program headquartered in Salt Lake City, Utah
- Position requires a get-it-done attitude, attention to detail, and cheerful disposition
- Contacted up to 500 prospective investors each week to confirm reservations for 3-day investor education “crash course”
- Acted as “start-up specialist” for all investor prospects
- Provided event details and orientation for investors
- Determined investor objectives
- Skilled at customer retention
- After seven months, promoted to Road Crew Administrative Assistant
- Road Crew, Served as face of the company at key events nationwide
- Acted as key contact with hotel event coordinators
- Coordinated event logistics, including registration, managing inventory on-site, handling daily attendance sheet
- Accounted for up to $1 million during 3-day event, which included processing credit cards, checks, and cash
- Dealt with sensitive customer satisfaction issues
- Managed 2 events per week nationwide
- Collected and accounted for all monies from the event to the home office
- After events, responsible for data input and accuracy
- Served as academic advisor, making executive decisions for investors and colleagues
- After eight months, promoted to Staff Accountant
- Staff Accountant
- Member of a 3-person team responsible for account receivables and accounts payable
- Responsibilities include:
- Created and update sales reports
- Reconcile month-end books
- Input, process, allocate, and deposit revenue
- Familiar with the updated Quickbooks and Excel
Mentors of America
01.2005 - 01.2008
- A Utah-based real estate company specializing in foreclosures
- Served as Account Executive
- Duties included:
- Made up to 300 warm lead calls daily
- Built business profiles with prospective clients
- Marketed company property vault and materials
- Set up appointments between clients and mentors
- Followed up with weekly customer satisfaction reports
- After 18 months, promoted to Executive Assistant
- Allocated leads
- Organized conferences
- Handled company-wide public relations
- Managed all administrative details
Education
Coach - Certified Life Coach
Clarity Point Coaching Academy
South Jordan, Utah2016
Skills
- Soft skills
- Multi- tasker
- Presentation skills
- Public speaking
- Coaching
- Community advocate
- Positive communication strategies
- Program support
- Data collection
- Coaching proficiency
- Inclusive classroom expert
- Life management
- Staff training
- Testing procedures
- Materials coordination
- Database management
- Curriculum planning
- Problem Solving
- Customer Relations
- Cleaning and Sanitizing
- Professional and Courteous
- Product and Service Knowledge
- Task Prioritization
- Employee Communications
- Clear Communication
- Document and File Management
- Judgment and Decision Making
- Order Placement
- Ease with Computers and Technology
- Calendar Management
- Staff Orientation and Training
- Computers and Technology
- Business Administration
- Schedule Management
- Employee Communication
- Event Planning
- Microsoft Office
- Highly Efficient and Productive
- Supply Inventory Control
- Project Schedule Coordination
- Administrative Procedures
- File Management
- Invoice Processing
- Sales Monitoring
- Mail Routing and Distribution
- Document Sorting
- Meeting Note Taking
- Website Updating
- Office Equipment Troubleshooting
- Report Preparation
- Research and Analytical Skills
- Multi-Line Telephone Systems
- Writing and Editing
- Schedule Oversight
- Remote Conferencing
- Confidentiality and Data Protection
- Writing and Editing Skills
- Dictation and Transcription
- Complex Problem Solving
- Accounting and Bookkeeping
- Appointment Coordination
- Meticulous Attention to Detail
- Payment Distribution
- Electronic Records Management
- Microsoft Office Suite
- Spreadsheet Tracking
- Payroll Administration
- Applicant Tracking Systems
- Multi-Line Telephone System Operation
- Presentation Development
- Database Maintenance
- Business Needs Analysis
- Database and Client Management Systems
- Customer Service
- Critical Thinking
- Verbal and Written Communication
- Relationship Building
- Supply Restocking
- Data Entry
- Reception Duties
- Inventory Management
- Office Equipment Operation
- High Volume Phone Inquiries
- Organizing and Categorizing Data
- Social Media Updating
- Visitor Relations
- Correspondence Writing
- Resource Coordination and Allocation
- Clerical Staff Oversight
References
References available upon request
Interests
Other Interests
, Yoga, Outdoors, 12 Step Program Sponsor
Timeline
Life Coach/Mentor, Education Specialist
Health Equity Inc
09.2011 - 03.2020
Member Services Specialist, Administrative Assistant, Event Coordinator
James Smith Coaching Company
10.2008 - 09.2011
Mentors of America
01.2005 - 01.2008
Coach - Certified Life Coach
Clarity Point Coaching Academy
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