Sandra Carlsen
Waterford,WI
Summary
- Experienced professional with over 18 years of customer service, banking, auditing, and over 6 years of benefit insurance billing experience. Advanced in Microsoft Office including excel, word, and outlook. Crisp track record of providing quality and prompt internal and external customer service. Skills and abilities include:
- Customer Service
- Cash handling/accounting
- Process Analysis/Solutions
- Detail Orientated
- Billing and Auditing
- Microsoft Office
- Resourceful
- Reconciliation
- Insurance Terminology
Overview
23
23
years of professional experience
Work History
Senior Billing Representative
National Insurance Services
01.2020 - Current
- Management of 112 accounts, including payment application, eligibility verifications, and enrollments
- Review and process amendments to be passed along to the next cycle
- Review and accurately process enrollment applications, terminations, and changes based on policy limitations, requesting Evidence of Insurability where required, while managing complex and sensitive group accounts
- Monthly preparation of accurate and timely premium statements for groups based on the applicable insurance coverages
- Timely reconcile the premium payments received from groups and accurately input data into designated software program(s).
- Respond to internal and external customer inquiries timely, professionally and courteously
- Annually request and maintain updated census data on all assigned groups
- Analyze each problem carefully while catering to the special circumstances of the issue at hand
- Service customers that call daily with compassion and accuracy
- Upload EDI Feeds weekly and monthly
- Assists the supervisors with over-rides for fellow coworkers.
- Verifies policy and billing questions for various departments within the company.
- Administers payroll-based groups. Calculates what each employee should have deducted from their paycheck.
- Responsible for analyzing self-billed groups monthly premiums each month to make sure they are paying within 5 % of what we are calculating is due.
Billing Analyst 11
National Insurance Services
01.2017 - 12.2019
- Management of 112 accounts, including payment application, eligibility verifications, and enrollments
- Review and process amendments to be passed along to the next cycle
- Review and accurately process enrollment applications, terminations, and changes based on policy limitations, requesting Evidence of Insurability where required, while managing complex and sensitive group accounts
- Monthly preparation of accurate and timely premium statements for groups based on the applicable insurance coverages
- Timely reconcile the premium payments received from groups and accurately input data into designated software program(s).
- Respond to internal and external customer inquiries timely, professionally and courteously
- Annually request and maintain updated census data on all assigned groups
- Analyze each problem carefully while catering to the special circumstances of the issue at hand
- Service customers that call daily with compassion and accuracy
- Upload EDI Feeds weekly and monthly
- Assists the supervisors with over-rides for fellow coworkers.
- Verifies policy and billing questions for various departments within the company.
- Administers payroll-based groups. Calculates what each employee should have deducted from their paycheck.
- Responsible for analyzing self-billed groups monthly premiums each month to make sure they are paying within 5 % of what we are calculating is due.
Billing Analyst 1
National Insurance Services
06.2014 - 12.2016
- Management of 112 accounts, including payment application, eligibility verifications, and enrollments
- Review and process amendments to be passed along to the next cycle
- Review and accurately process enrollment applications, terminations, and changes based on policy limitations, requesting Evidence of Insurability where required, while managing complex and sensitive group accounts
- Monthly preparation of accurate and timely premium statements for groups based on the applicable insurance coverages
- Timely reconcile the premium payments received from groups and accurately input data into designated software program(s).
- Respond to internal and external customer inquiries timely, professionally and courteously
- Annually request and maintain updated census data on all assigned groups
- Analyze each problem carefully while catering to the special circumstances of the issue at hand
- Service customers that call daily with compassion and accuracy
- Upload EDI Feeds weekly and monthly
- Assists the supervisors with over-rides for fellow coworkers.
- Verifies policy and billing questions for various departments within the company.
- Administers payroll-based groups. Calculates what each employee should have deducted from their paycheck.
- Responsible for analyzing self-billed groups monthly premiums each month to make sure they are paying within 5 % of what we are calculating is due.
Cage Settlement Operations Clerk
Potawatomi Hotel and Casino
05.2009 - 06.2014
- Audit and reconcile all paperwork received from the Vault/Cage to ensure proper balancing of funds
- Audit all revenue generated and through paper and cash transactions
- Determine, analyze, and investigate variances within the daily transactions
- Adjust, track, and wash variances
- Create deposits using formulas in Excel
- Audit and adjust deposits based on corrections needed for different departments
- Analyze revenue generated through Table Games, Off-track Betting, and Slot Machines
- Ensure full compliance with Department of Internal Controls, policies, procedures, and regulations
- Process and prepare audit requests from internal and external auditors
- Compile data and spreadsheets for the end of the month numbers and end of the year books
- Work independently on daily assignments
Vault Main Banker
Potawatomi Hotel and Casino
07.2003 - 05.2009
- Count, verify, and record all incoming and outgoing funds
- Verify, audit, and compile the daily accountability spreadsheets to ensure accuracy and security of funds
- Excelled in Microsoft Office and Microsoft Excel
- Prepare and verify all deposits for pick-up by the secured armor truck
- Service Ticket Redemption Units by emptying and filling cash and coins.
- Address and resolve customer complaints regarding Ticket Redemption Units
- Investigate, track, analyze, record and resolve variances
Education
High School Diploma - General
West Allis Central High School
West Allis, WISkills
Effective problem solving
Time management mastery
Process improvement strategies
Conflict resolution techniques
Interpersonal relationship building
Strong communication
Customer service
Problem-solving
Attention to detail
Multitasking and organization
Team collaboration
Verbal and written communication
Decision-making
Relationship building
Insurance verification
Conflict resolution
Invoice processing
Account reconciliation
Accounts receivable management
Audit procedures
Research and due diligence
Payment posting
Data research
Timeline
Senior Billing Representative
National Insurance Services
01.2020 - Current
Billing Analyst 11
National Insurance Services
01.2017 - 12.2019
Billing Analyst 1
National Insurance Services
06.2014 - 12.2016
Cage Settlement Operations Clerk
Potawatomi Hotel and Casino
05.2009 - 06.2014
Vault Main Banker
Potawatomi Hotel and Casino
07.2003 - 05.2009
High School Diploma - General
West Allis Central High School