Tracy D. Roye
Edmond,Oklahoma
Summary
Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
Overview
23
23
years of professional experience
Work History
Employee Benefits Account Manager
HUB International Mam - Oklahoma City, Oklahoma
02.2023 - Current
- Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
- Collaborate with client and Account Executive on delivering multi-year strategic plan
- Manages projects side by side with the clients including, but not limited to, all vendor implementations
- Provides benchmarking reports to clients (annually, quarterly, or monthly)
- Manages claims and coverage issue resolution for clients’ employees when elevated from Human Resources
- Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by the Account Administrator
- Advises and guides clients in compliance matters and sends monthly reports to client as needed
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator
- Create employee benefit booklets, when not completed by Account Administrator
Registrar/Student Records Secretary
EDMOND PUBLIC SCHOOLS, Edmond, Oklahoma
08.2021 - 02.2023
- Process online registrations for enrollment including verifying residency requirements and collection of all identity and immunization information for incoming students
- Maintain accurate student cumulative files, obtain records for students who are new to the school and prepare and send records as requested for existing students
- Respond to parent inquiries regarding the school, enrollment and any special programs offered through the school or district
- Maintain accurate class rosters and balance class sizes as requested by the Edmond Public Schools Administration Center
- Welcome visitors to the school and assure that children are checked in and out of school in a safe manner
- Ensure that students’ medical needs are being met including monitoring students with diabetes
- Assist with clerical duties as requested by the administration
Claims and Billing
KEYSTONE FLEX ADMINISTRATOR, LLC, OKC, Oklahoma
09.2017 - 08.2021
- Administer Flexible Spending Accounts for approximately2500-3000 consumers, including verifying and processing daily claims to ensure payment in a timely manner
- Responsible for billing clients on a monthly basis
- High quality service to consumers and clients, resolution of complaints and problems
- Answer incoming calls and/or emails from consumers or clients in a timely manner
- Establish and maintain effective communication and coordination with owner and office manager
- Approve or deny electronic claims and contact consumers for additional information when needed to assure company is within compliance guidelines
- Present FSA, HSA and other plan information for clients and their staff to ensure enrollment for benefits on a yearly basis
- Process yearly enrollment forms to ensure consumers are enrolled in chosen plans
Payment Poster
INNOVATIVE HEALTHCARE SYSTEMS, Edmond, Oklahoma
12.2004 - 09.2017
- Auto download money to patient accounts on a daily basis for multiple hospital databases
- Responsible for daily manual posting of bank deposits, credit cards, collections and refunds to patient accounts on a daily basis
- Balance and keep track of payments on spreadsheet for over $1,000,000 on a daily and monthly basis for multiple hospital databases
- Conduct month end reporting to assure all databases are balanced and ready for appropriate reporting
- Correspond with email requests of corrections, transfers and adjustments as requested by various departments
- Experience in reading patient Explanation of Benefits with an understanding of medical terminology
Human Resources Administrator
YMCA of GREATER OKLAHOMA CITY, Oklahoma City, Oklahoma
01.2002 - 01.2004
- Benefits Coordinator, including assisting over100 employees with benefit questions and challenges
- Administrator for the Flexible Spending and Retirement Plans, including processing monthly expenses for all plans
- Process bi-weekly timecards and payroll of approximately500-600 employees
- Conduct new employee orientations on an as-needed basis
- Assistant to Vice President of Human Resources
Education
Banking and Finance
Francis Tuttle Vo-Tech Center
Oklahoma City, OklahomaSkills
- Employee Benefits administration
- Medical insurance
- Document preparation
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Excellent communication
Timeline
Employee Benefits Account Manager
HUB International Mam - Oklahoma City, Oklahoma
02.2023 - Current
Registrar/Student Records Secretary
EDMOND PUBLIC SCHOOLS, Edmond, Oklahoma
08.2021 - 02.2023
Claims and Billing
KEYSTONE FLEX ADMINISTRATOR, LLC, OKC, Oklahoma
09.2017 - 08.2021
Payment Poster
INNOVATIVE HEALTHCARE SYSTEMS, Edmond, Oklahoma
12.2004 - 09.2017
Human Resources Administrator
YMCA of GREATER OKLAHOMA CITY, Oklahoma City, Oklahoma
01.2002 - 01.2004
Banking and Finance
Francis Tuttle Vo-Tech Center
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