Teena G. Potts
Matthews,NC
Summary
Results-driven Commissions Analyst at Messer Financial Group with strong expertise in data analysis and reporting. Demonstrated success in enhancing commission accuracy and streamlining processes. Proficient in Excel and cross-functional collaboration, focusing on developing strategic solutions that improve operational efficiency and increase stakeholder satisfaction.
Overview
28
28
years of professional experience
Work History
Commissions Analyst
Messer Financial Group
Charlotte, NC
11.2023 - Current
- Administer commission calculations for 400+ agents across multiple carriers, ensuring payout accuracy and alignment with rate grids.
- Partner cross-functionally to reconcile commission data, resolve discrepancies, and streamline reporting processes.
- Maintain internal commission management systems, collaborating with vendors and IT to address configuration or processing issues.
- Develop and maintain detailed reports for leadership, ensuring transparency and accuracy in financial operations.
Early Education and Extended Care Program Director
Metrolina Christian Academy
Indian Trail, NC
01.2015 - 01.2023
- Directed daily operations for early education programs, supervising staff, managing schedules, and ensuring compliance with regulations.
- Analyzed local market trends to ensure program competitiveness and alignment with community needs.
- Developed operational processes, improving efficiency and parent satisfaction.
Clinical/ Pharmaceutical Data Analyst
Inland Empire Health Plan
Rancho Cucamonga, CA
01.1998 - 01.2004
- Administered healthcare data management systems with strict adherence to regulatory compliance, including Medi-Cal data requirements.
- Conducted data quality reviews and collaborated with IT and compliance teams to enhance system reliability and reporting accuracy.
- Collaborated with San Bernardino County to create an immunization tracking and notification system, boosting outreach and patient compliance.
- Partnered with health officials to develop data workflows, ensuring accurate recording and timely alerts for immunizations.
Education
Bachelor of Science - Education & Administration
University of North Carolina
Charlotte, NC01.2017
Master of Healthcare Administration -
California State University
San Bernardino, CA01.2004
Bachelor of Science - Geography
University of North Carolina
Charlotte, NC01.1993
Skills
- Data analysis and reporting
- Excel and SQL
- Pivot tables and VLOOKUP
- Power Query and Tableau
- Team leadership and staff development
- Vendor and contract management
- Project and program management
- Training and stakeholder communication
- Cross-functional collaboration
- Strategic planning and process improvement
- Claims management software
- EDI submission tools
- Project management software
- Ticketing systems and vendor management tools
- Data analysis tools and documentation tools
- Microsoft Office 365 proficiency
- Advanced Excel functions and reporting skills
Relevant Alignment To Claims System Product Manager Role
- 7+ years’ experience managing and supporting data systems, including claims and commission platforms.
- 5+ years in supervisory roles, overseeing teams, vendors, and cross-functional projects.
- Proven track record in defining system roadmaps, managing product feature backlogs, and ensuring timely resolution of escalated issues.
- Strong knowledge of NC Medicaid regulations and compliance requirements.
- Skilled at developing reports, dashboards, and documentation to support leadership decision-making.
Timeline
Commissions Analyst
Messer Financial Group
11.2023 - Current
Early Education and Extended Care Program Director
Metrolina Christian Academy
01.2015 - 01.2023
Clinical/ Pharmaceutical Data Analyst
Inland Empire Health Plan
01.1998 - 01.2004
Bachelor of Science - Education & Administration
University of North Carolina
Master of Healthcare Administration -
California State University
Bachelor of Science - Geography
University of North Carolina
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