Seeking to leverage skills in a challenging role that promotes personal and organizational growth. Committed to delivering impactful contributions that drive success and enhance team performance. Passionate about continuous learning and development, with a strong desire to create a positive impact.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Case Management Associate
Calculated Hire
02.2025 - 04.2025
Oversee the entire new business process for assigned relationships and incoming business. This involves interacting with various internal teams and key partner (TPA) offices.
Communicate daily with wholesalers, TPA, and broker offices on new business cases.
Ensure state variations and additional documents, such as 1035 Exchange paperwork, are included.
Verify agent licensing and appointments. Coordinate with the TPA/broker and Licensing team if licensing is incomplete.
Work with the pricing actuary to validate pricing for each case, ensuring all paperwork aligns with assumptions.
Coordinate with the Illustration team to finalize illustrations.
Review census data against consents, face amounts, premiums, birthdays, social security numbers, fund selection, and smoker status. Verify amounts are within limits or obtain necessary exceptions.
Monitored and recorded clients' progress to ensure that goals and objectives were met.
Implemented best practices in case documentation for improved accuracy and compliance.
Facilitated communication between clients, providers, and community resources to enhance support networks.
Retirement Case Administrator
Verizon
08.2023 - 12.2024
Consultation on initial plan design
Preparation of Summary Plan description for participants and beneficiaries
Approval of transactions (loans, distributions, etc.)
Monitoring compliance with plan rules and federal obligations
Audit Support
Compliance filing (Form 5500, Safe Harbor notices, Form 1099-R, 401k and 454)
Generation of annual participant census
Day-to-day employee communication
Assisted clients with applications for various services and benefits.
Provided support to other team members as needed when working on complex cases.
Insurance Processing Advisor II
Aetna
02.2023 - 06.2023
Maintaining up-to-date knowledge of competitive marketplace key competitors at client
Make changes in coverages ( Medicaid and Medicare)
Accurately process quote and sale information in the system
Responsible for the accurate and timely processing of claims
Researches and processes claims according to business needs, internal standards, and processing guidelines
Verifies the coding of procedure and diagnosis (CPT) codes
Performed administrative tasks such as data entry, filing paperwork, and preparing correspondence.
Collaborated with other advisors within the team to share knowledge and best practices.
Adjustments to appropriate claims procedure (Processing policies, grievance procedures, state mandates and CMS.)
Front Desk Receptionist
Sandhills Pediatrics
06.2022 - 02.2023
Assisting patients with check-in/check-out, scheduling appointments, and insurance check
Manage incoming phone calls (Inbound and outbound calls), emails, and messages
Monitor stock and supplies at a healthcare facility
Processing referrals
Collected, verified, and documented patient information, including but limited to demographics and validation of identity
Collect signatures on documents such as HIPAA privacy statements, consent forms, authorization for treatment, and release of information
Collects and processes visit charges, co-pays, deductibles, previous cash balances, and notices of overdue payments at the time of the visit
Managed incoming calls, directing them to appropriate staff members or taking detailed messages as necessary.
Demonstrated excellent customer service skills by responding to inquiries and resolving complaints promptly and courteously.
Captioning Assistant
Captel/Communication Service for the Deaf (CSD)
02.2021 - 04.2022
Assist the deaf and hard to hear
Speak to pronounce and enunciate complex words/sentence structure
Read text aloud from a computer and listen to spoken word and transcribe to text on a computer
Make content accessible to audiences with sensory disabilities on behalf of customers, providing both live and offline captions for a wide variety over a digital telephone
Edited transcripts for grammar, punctuation errors as well as formatting issues prior to delivery.
Proofread transcripts for correct spelling of words.