Rachel Gallagher
Milton,MA
Summary
Detail-oriented Operations Analyst with extensive experience in accounts payable/receivable, insurance administration, office management, and customer service. Skilled in developing efficient systems, managing financial processes, and fostering strong client relationships. Seeking to leverage my expertise in financial management and administrative support to contribute to a dynamic organization's success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Administrator
Gotta Retirement Services, United Planners
09.2024 - Current
- Maintained office supplies inventory by checking stock levels and placing orders as needed
- Managed daily administrative tasks, including answering phone calls, responding to emails, and organizing meetings
- Assisted in the preparation of reports, presentations, and correspondence for senior management
- Implemented an efficient filing system that improved document retrieval time by more than half the time.
- Coordinated travel arrangements for executives and staff members, ensuring timely bookings and cost-effective options
- Collaborated with HR department to onboard new employees, including preparing paperwork and conducting orientation sessions
- Scheduled appointments and maintained calendars for multiple team members
- Handled confidential information with utmost discretion and ensured compliance with data protection policies
- Supported the finance department in processing invoices, expense reports, and payroll documentation accurately and on time
- Oversaw mail distribution within the office; prepared outgoing mail/packages for shipment
- Assisted with event planning/coordination (e.g., holiday parties, fundraisers)
- Responded promptly to customer inquiries or complaints via email or phone call in a professional manner
- Managed office equipment maintenance contracts to ensure smooth operations at all times
- Developed effective communication channels between different departments to enhance workflow efficiency
- Assisted with onboarding of new employees; prepared necessary paperwork and facilitated orientation process
- Prepared reports, presentations, and other business documents as requested by management team
- Adept at client relations, compliance documentation, scheduling, and office management.
- Recognized for improving workflow efficiency, enhancing client service standards, and ensuring regulatory accuracy.
- Excels in team coordination and thrives in high-trust, confidential environments.
Operations Analyst / Accounts Payable & Receivable
Baystate Benefit Services
08.2022 - 04.2024
- Head of Accounts Payable/Accounts Receivable, overseeing all company billing processes, managing client invoicing, and ensuring timely payments. Responsible for executing all CAAs and 5500 filings
- Developed and implemented a modernized commission tracking system, enabling detailed breakdowns by broker splits and accurately assigning commissions to specific service lines, including medical, dental, vision, and ancillary services
- Managed office operations and supported a wide range of administrative tasks, including handling customer inquiries, processing claims, posting job openings, and addressing customer service-related phone calls
- Fostered strong relationships between clients and insurance carriers, consistently delivering top-tier customer service and sales support
- Assisted with FSA, HRA, QTE and COBRA management
Bookkeeper / Office Manager
Erie Environmental
10.2021 - 08.2022
- Tracked and managed employee hours, ensuring accurate timekeeping
- Updated employee records and processed payroll, including calculations for commissions, bonuses, taxes, and other deductions, using Paychex
- Oversaw and supported all administrative functions, including managing organization finances in Quickbooks, managing email and phone inquiries, as well as handling office supplies
- Oversaw inventory and scheduling of asbestos and mold removal jobs, ensuring all required licenses and permits were obtained for legal and professional compliance
- Created compelling advertisements for local publications, incorporating our company's logo and contact information to effectively attract new business
Substitute Teacher & Paraprofessional
Braintree Public Schools
01.2019 - 12.2021
- Managed classroom instruction, student supervision, and adherence to curriculum as a Substitute Teacher and Paraprofessional, ensuring continuity of learning in the absence of regular teachers
HRA Manager
Cafeteria Plan Advisors, Inc - FSA
01.2019 - 12.2019
- Responsible for managing participant Flex Spending Accounts and Health Reimbursement Accounts
- Represented Cafeteria Plan Advisors at benefit fairs for municipalities, schools and other small businesses
- Assisted in IT support and website maintenance
Insurance Liaison Management
South Shore Hospital
01.2013 - 12.2014
- Responsible for managing all Tufts and Mass Health products, accounts and inquiries
- Assisted with Cigna, Blue Cross, Harvard Pilgrim, BMC and Unicare products
- Mediated between medical providers, insurance companies, and families to ensure the highest quality of patient care
Business Administration & Billing
Dominic James Dinardo Inc
01.2008 - 12.2013
- Managed hospital accounts and billing for surgical supplies
- Arranged and facilitated event planning for company functions
Customer Service Representative
Verizon Wireless
06.2006 - 12.2008
Education
Bachelor of Arts - Communications
University of Massachusetts
12.2006
Skills
- Employee relations
- Active listening
- Billing
- Leadership
- Supervising experience
- Manager experience
- Compliance & Permit Management
- Office experience
- Professional networking
- Client onboarding
- Sales support
- Social media platforms
- FSA
- Writing skills
- Microsoft Office Suite
- Project Management
- Inventory & Scheduling Management
- Phone communication
- Post-sales relationship building
- Sales experience within finance
- Record keeping
- Invoicing
- Human Resources
- Customer follow-ups
- Patient billing
- Retail sales
- Tutoring
- Event Planning & Coordination
- Technical Proficiency
- Employee Navigator
- Filing
- 401(k) retirement plans
- Sales experience within education
- Payroll systems
- Organizational skills
- Computer literacy
- Account management
- Time & attendance systems
- Adobe Acrobat
- Call center
- Document management
- Receivable Management
- Google Docs
- Accounts payable
- Sales experience within tech
- Google Suite
- Microsoft Word
- Written communication
- QTE
- Microsoft Outlook
- Conflict resolution
- Accounts Receivable
- Social media campaign design
- Contracts
- Office Operations Management
- Accounts payable management
- Recruiting
- HRA
- Budget management
- Customer service
- Computer operation
- Problem solving
- Customer retention
- Customer relationship management
- Post-sales product instruction
- COBRA Management
- Sales
- Executive administrative support
- Attention to detail
- Typing
- Team management
- School experience
- Analysis skills
- Correspondence management
- Retirement plan management
- Time management
- Communication skills
- Working with people with developmental disabilities
- Post-sales customer satisfaction follow-up
- Sales experience within energy
- Paychex
- Bookkeeping
- Email customer support
- Live chat
- QuickBooks (Online & Desktop)
- Working with 6th graders
- Health Insurance Plan
- Teamwork
- Technical troubleshooting support
- Google Workspace Tools
- Sage
Certification
- Class D
- Certified Employee Benefit Specialist
- Certified Payroll Professional
- Driver's License
Personal Information
Driving License: Class D
Timeline
Office Administrator
Gotta Retirement Services, United Planners
09.2024 - Current
Operations Analyst / Accounts Payable & Receivable
Baystate Benefit Services
08.2022 - 04.2024
Bookkeeper / Office Manager
Erie Environmental
10.2021 - 08.2022
Substitute Teacher & Paraprofessional
Braintree Public Schools
01.2019 - 12.2021
HRA Manager
Cafeteria Plan Advisors, Inc - FSA
01.2019 - 12.2019
Insurance Liaison Management
South Shore Hospital
01.2013 - 12.2014
Business Administration & Billing
Dominic James Dinardo Inc
01.2008 - 12.2013
Customer Service Representative
Verizon Wireless
06.2006 - 12.2008
Bachelor of Arts - Communications
University of Massachusetts