NATIVIA REESE

Attained an understanding of Life and Health insurance coverage and underwriting guidelines. Utilized interpersonal skills to build rapport with prospective and existing customers. Application of a customer-focused, needs-based review process to identify concerns and educate customers about the appropriate insurance products and services. Developed persuasion and negotiation skills. Effective time management and organizational skills.

Achievements:

✓ Awarded with a Marketplace Circle of Champions Certificate of Recognition in appreciation for enrolling 20+ consumers during the 2022 Health Insurance Marketplace Open Enrollment Period.

Responsible for accurate and timely payment of vendor and driver invoices and subsequent journal entries. Reconciled daily deposits and other bank activities including stop payments, ACH/Wire processing and Positive Pay. Auditing and related reporting of corporate credit card purchasing/T&E expense accounts. Support of month-end close including account reconciliations and/or analysis. Development and implementation of accounts payable processing improvements and efficiencies, along with establishing necessary policies and procedures. Analysis and reporting related to cash flows, payments and expense management. Directed and monitored performance of subordinates. Ad hoc report requests.

Achievements:

✓ Successfully created and incorporated an efficient driver/vendor payable process to ensure contract SLAs were met.

Monitoring and support of commercial sales teams involving order quality and verification within multiple databases/billing systems, while originating feedback and process improvements. Coaching and assisting new account executives with order flow, database, pricing and product knowledge. Administration and coordination of timely submission into billing systems and scheduling of installation by order entry team. Adhered to sales operations policies, procedures, guidelines and operating standards to ensure orders were handled precisely and skillfully.

Achievements:

✓ Meticulously compiled, investigated and published reporting on order entry, revenue and installation fee inaccuracies; evaluated and presented findings of work order dispositions for NYC/HV service area.

✓ Established solid relationships with sales team and continuously demonstrated subject matter expertise on campaigns and promotions.

Root cause analysis and development of necessary action plans for operational discrepancies. Established production metrics and reporting and implemented process improvements and efficiency solutions to support department processes and procedures. Designed business processes to support order entry activities. Budget forecasting and expense management. Assisted with design, development and implementation of necessary Sarbanes Oxley controls and testing. Billing system management and maintenance including creating rate codes, applying adjustment batches and control of subscriber statement layout in assigned area. Supervision, training, coaching and evaluation of direct reports and oversight of day-to-day operations. Ad hoc report requests. Walk-in center cash log reconciliation and submission to corporate accounting. Approved and transmitted debit/credit adjustment files. Processed collection activities in accordance with company guidelines and procedures. Applied customer payments, account management and upgrades. Achievements:

✓ Developed and implemented asset retrieval process valued at $155M annually for NY/NJ/PA service area.

✓ Constructed and tracked performance metrics of department coordinators.

✓ Maintained department budget - $600K.

✓ Oversight and facilitation of annual rate increase initiatives including monitoring work submissions of direct reports to ensure accuracy.

✓ Management of subscriber statement layout for assigned area.

✓ Served as department representative in cross-functional meetings.