Accomplished at Teladoc Health, Inc., I leveraged data analytics and cross-functional teamwork to streamline operations, enhancing client satisfaction and operational efficiency. With a knack for training and mentoring, I drove significant process improvements, achieving a notable increase in project accuracy and time savings.
● Direct interaction with clients to serve as a liaison and facilitate benefit offerings and servicing of issues.
● Interface with clients and internal partners to answer inquiries and resolve account issues.
● Collaborated with Sales and Client Management teams to assist in solutioning complex client requirements and servicing needs.
● Disseminated knowledge of client relationships with internal departments as needed to facilitate problem resolution, and servicing.
● Collaborated with internal service partners to maximize client relationships, processes, and revenue.
● Consulted on complex high-level accounts and client issues.
● Collaborated with the Benefit Administration teams to ensure operational processes support the client needs, and close process gaps.
● Proactively managed and prioritized facilitation activities including, managing outstanding tickets.
• Managed incoming operational tasks from clients and client managers in all market segments.
• Collaborated with client management and internal service partners, to ensure the operational need is managed from end to end.
• Maintained adequate request records for auditing purposes.
• Performed within or above the set key performance indicators.
• Extensive knowledge of internal applications, used to research and resolve client issues and/or requests.
• Operational Tasks may include:
• Client Account Setup Salesforce and Admin
• New Group Builds
• Group/Account pricing changes
• Eligibility mapping
• Group Hierarchy changes
• Product Adds
• Product Updates (ex –Change to Video only for BH)
• Copay Overrides
• Group Name changes
• Grasped the nuances of all market segments
• Developed a credible relationship with key internal and external client contacts
• Ensured expectations are set appropriately related to all open tasks
• Assisted with high severity requests or issue escalations as needed
• Other duties as assigned
Received 'Above and Beyond' award at Client Operations Growth Summit (COGS) 2023.