TARA COLE
MACUNGIE,PA
Summary
Self-motivated, dedicated professional with strong interpersonal skills and judgement seeks position with company that values experience and exceptional work performance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Account Manager
JS Benefits Group
10.2021 - Current
- Prepare new business submissions for approval with insurance carriers
- Responsible for onboarding and integrating new clients
- Develop existing client relationships
- Process enrollment and termination of employee benefits directly with insurance carriers
- Resolution of client issues on a day to day basis
- Prepare excel spreadsheets showing comparison of benefits during plan renewal
- Solicit and close new business relationships
Director Client Services
StreamlineHR
09.2017 - 09.2021
- Directly managed several thousand client relationships
- Implemented and trained all new clients on software portal
- Tracked and drove open prioritized issues to completion, while managing internal and external resources to meet all deadlines and resolve issues that arose
- Provided organized, clear and consistent communication to clients and internal teams around issue status and issue escalation through to resolution
- Developed and managed timelines with clients and staff while setting appropriate expectations with all parties
- Attended or lead scheduled calls with the client and participate in annual or quarterly meetings to discuss and track short and/or long-term initiatives and strategy
- Dedicated to continuous improvement of client and internal processes
- Managed and/or executed configuration, testing, and auditing as necessary
- Managed, coached and lead a team of Specialists to achieve individual and team goals
Director of Marketing & Operations
COBRA- Care Advisors Inc
04.2009 - 09.2017
- Worked with software designer to create and establish company logo and website
- Vetted and implemented software platform to deliver COBRA administration
- Created marketing campaign to solicit new business opportunities
- Reconciled collection of COBRA participant premiums
- Provided organized, clear and consistent communication to clients around issue status and issue escalation through to resolution
- Authored and amended Standard Operating Procedures as needed
Senior Clinical Trials Specialist
Synthes USA
06.2001 - 05.2002
- Wrote Clinical Report for Pre-Market Approval (PMA) submission to the Food and drug Administration (FDA)
- Participated in FDA audit for PMA submission
- Performed monitoring of investigational sites, as well as management of contract monitors
- Prepared budget for Investigational Device Exemption clinical studies
- Coordinated and prepared clinical sections of FDA submissions
- Wrote reports for Investigational Plan amendments, annual report results and adverse effect information
Clinical Trials Specialist
Synthes USA
06.2000 - 06.2001
- Supervised the conduct of Investigational Device Exemption (IDE) clinical study in accordance with the Food and drug Administration (FDA)
- Performed monitoring of investigational sites, as well as management of contract monitors
- Created Work Instructions (SOP's) relating to IDE study conduct
- Coordinated and prepared clinical sections of FDA submissions
- Created Clinical Report for Humanitarian Device Exemption (HDE)
Clinical Trials Assistant
Synthes USA
06.1998 - 06.2000
- Generated correspondence to sites, consultants, and others
- Created and maintained site and patient files to contain records required by Investigational Device Exemption regulations
- Tracked patients enrolled, visits conducted, devices shipped, devices used, study documentation and other study parameters
- Tracked Clinical Trials budget
- Provided randomized patient group assignments to clinical trial sites
Quality Assurance Coordinator
Synthes USA
07.1997 - 06.1998
- Maintained complaint and Medical Device Record (MDR) files from open to close
- Tracked complaints and MDR files through investigation process to ensure completion in a timely manner
- Secured compliance to the Operating Guidelines for the Food and Drug Administration
Education
Masters - Business Administration
Saint Joseph's University
Philadelphia, PA05.2001
Bachelor of Arts - Business
DeSales University
Center Valley, PA05.1993
Skills
- Proficient in Microsoft Office
- Excellent verbal and written communication skills
- Highly motivated
- Results oriented
- Client Focused
- Attention to detail and adherence to deadlines
- Experience in delivering client-focused solutions
- Ability to prioritize among competing tasks
Certification
PA Resident Producer License- Accident and Health, Life and Fixed Annuities
Timeline
Account Manager
JS Benefits Group
10.2021 - Current
Director Client Services
StreamlineHR
09.2017 - 09.2021
Director of Marketing & Operations
COBRA- Care Advisors Inc
04.2009 - 09.2017
Senior Clinical Trials Specialist
Synthes USA
06.2001 - 05.2002
Clinical Trials Specialist
Synthes USA
06.2000 - 06.2001
Clinical Trials Assistant
Synthes USA
06.1998 - 06.2000
Quality Assurance Coordinator
Synthes USA
07.1997 - 06.1998
Masters - Business Administration
Saint Joseph's University
Bachelor of Arts - Business
DeSales University
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