Summary
Overview
Work History
Education
Skills
Websites
Systems
Timeline
Generic

Troy Perry

Lehi,UT

Summary

Knowledgeable professional with several years of experience building and managing a book of business. Bringing planning and problem-solving abilities. Focused on maximizing scalable operations and increasing client management efficiencies. Organized and systematic with natural relationship-building and leadership talents.

Overview

7
7
years of professional experience

Work History

Senior Health Plan Benefits Specialist

Collective Health
Lehi, UT
06.2023 - Current
  • Worked closely with Team Lead and Manager to develop efficient methods for enhancing member and client satisfaction in benefits, customer onboarding, and customer plan satisfaction.
  • Managed a team responsible for analyzing client's plans, locating gaps in feature capabilities, and integrating new features to optimize plans for clients and members.

Health Plan Benefits Associate II

Collective Health
Lehi, UT
06.2022 - 06.2023
  • Managed implementation for 8 clients as a client owner and quickly became subject matter expert in areas including plan structure, plan matrix, and ticket types.
  • Collaborated with client's HR and broker to develop and execute health insurance plans.
  • Managed high end solutions and build outs for clients' health plans to ensure plan accuracy and functionality.
  • Participated in diverse project work, enhancing skills in workflow and process implementation.

Health Plan Benefits Associate I

Collective Health
Lehi, UT
06.2021 - 06.2022
  • Oversaw the development and implementation of health insurance plans for clients within Collective Health's business operations and systems, analyzing claims processing and overall plan function.
  • Succeeded in supporting client implementation efforts, addressing ticket inquiries effectively, and acquiring experience in diverse workflows through participation in project activities.

Claims Research Associate

Collective Health
Lehi, UT
02.2021 - 06.2021
  • Utilized analysis skills to assess claims issues concerning billing codes, accumulators, and plan policies for multiple clients with successful resolution strategies.
  • Collaborated with Plan Operations and Member Advocates to investigate and resolve concerns related to claims.

General Claims Associate

Collective Health
Lehi, UT
10.2020 - 02.2021
  • Reviewed and processed medical claims accurately and on time.
  • Maintained a consistent output of 160 processed claims per day.
  • Became an subject matter expert in fertility related claims and collaborating with fertility program partners.

Independent Financial Professional

Common Sense Financial
American Fork, UT
02.2017 - 09.2020
  • Increased company growth by training agents, fostering client relationships, and improving overall client and product partner satisfaction.
  • Conducted analysis on financial products and delivered reports to clients.
  • Managed private book of business and fostered client relationships.

Technical Customer Associate

Weave Communications
Lehi, UT
10.2019 - 06.2020
  • Addressed and resolved technical issues regarding product functionality within provider's system.
  • Successfully resolved client support tickets through troubleshooting, research, and documentation.
  • Consistently handled an average of 80 calls/tickets weekly by providing effective solutions.

Health Benefits Specialist

Select Health
West Valley City, UT
11.2018 - 10.2019
  • Engaged and assisted customers and healthcare providers for self-funded and larger employer companies.
  • Demonstrated exceptional service while efficiently navigating multiple software programs simultaneously to relay precise plan details and health insurance benefits.

Partner

Common Sense Financial
American Fork, UT
09.2020 - Current
  • Drove company growth by implementing effective field training programs, acquiring in-depth knowledge of products, and closely monitoring agent performance.
  • Fostered individual client connections and optimized experiences for clients and product partners.
  • Planned and prepared agent training initiatives, company events, and company-wide leadership trainings.

Education

High School Diploma - Certifi

Wood Cross High School
Woods Cross, UT
06.2010

Some College (No Degree) -

Brigham Young University
Provo, UT

Skills

  • Customer Relations
  • Proficient in Google Workplace
  • Project Planning and Management
  • Analytical Skills
  • Analytical Thinking
  • Data Analysis
  • Problem-solving abilities
  • Effective Communication
  • Team building and Management
  • Communication Skills
  • Conflict Resolution
  • Leadership
  • Time Management
  • Team Collaboration
  • Operations Management

Systems

  • Jira
  • Zendesk
  • Github
  • Looker
  • Adobe products
  • Google workspace
  • Microsoft suite
  • Slack
  • Confluence
  • Airtable

Timeline

Senior Health Plan Benefits Specialist

Collective Health
06.2023 - Current

Health Plan Benefits Associate II

Collective Health
06.2022 - 06.2023

Health Plan Benefits Associate I

Collective Health
06.2021 - 06.2022

Claims Research Associate

Collective Health
02.2021 - 06.2021

General Claims Associate

Collective Health
10.2020 - 02.2021

Partner

Common Sense Financial
09.2020 - Current

Technical Customer Associate

Weave Communications
10.2019 - 06.2020

Health Benefits Specialist

Select Health
11.2018 - 10.2019

Independent Financial Professional

Common Sense Financial
02.2017 - 09.2020

High School Diploma - Certifi

Wood Cross High School

Some College (No Degree) -

Brigham Young University
Troy Perry