Troy Perry
Lehi,UT
Summary
Results-driven Health Benefits Specialist with 8+ years in health insurance and financial services. Expertise in optimizing client health plans, claims processing, benefits administration, and team leadership to enhance member satisfaction and operational efficiency. Proficient in HIPAA-compliant systems, data analysis, and client onboarding, with a track record of managing high-volume implementations and resolving complex issues.
Overview
9
9
years of professional experience
Work History
Partner
Common Sense Financial
09.2020 - Current
- Drove company growth by implementing effective field training programs, acquiring in-depth product knowledge, and monitoring agent performance.
- Fostered individual client connections and optimized experiences for clients and product partners, resulting in increased satisfaction.
- Planned and prepared agent training initiatives, company events, and leadership trainings to support organizational development.
Senior Health Plan Benefits Specialist
Collective Health
06.2023 - 11.2024
- Collaborated closely with team leads and managers to develop efficient methods for enhancing member and client satisfaction in benefits administration, onboarding, and plan optimization.
- Led a team in analyzing client health plans, identifying feature gaps, and integrating new capabilities, resulting in optimized functionality for multiple clients and improved satisfaction scores.
- Served as subject matter expert in plan structure, matrix, and ticket resolution, ensuring accurate and compliant health insurance implementations.
Health Plan Benefits Associate II
Collective Health
06.2022 - 06.2023
- Managed implementation for 8 clients as primary owner, quickly becoming an expert in plan structure and high-end solutions to ensure accuracy and functionality.
- Partnered with clients' HR and brokers to develop and execute customized health insurance plans, incorporating data analysis for optimal outcomes.
- Executed high-end build-outs for client plans and participated in diverse projects to enhance workflow and process implementation skills.
Health Plan Benefits Associate I
Collective Health
06.2021 - 06.2022
- Oversaw development and implementation of health insurance plans within business operations and systems, analyzing claims processing and overall plan function for compliance and efficiency.
- Supported client implementation efforts by addressing ticket inquiries effectively and gaining experience in varied workflows through project participation.
- Resolved complex plan issues, contributing to seamless member experiences and operational improvements.
Claims Research Associate
Collective Health
02.2021 - 06.2021
- Utilized analytical skills to assess claims issues involving billing codes, accumulators, and plan policies, developing successful resolution strategies for multiple clients.
- Collaborated with Plan Operations and Member Advocates to investigate and resolve claims-related concerns, ensuring accurate processing.
General Claims Associate
Collective Health
10.2020 - 02.2021
- Reviewed and processed medical claims accurately and on time, maintaining a consistent output of 160 claims per day.
- Became subject matter expert in fertility-related claims, collaborating with program partners to handle specialized cases effectively.
Independent Financial Professional
Common Sense Financial
02.2017 - 09.2020
- Boosted company growth through agent training, client relationship building, and enhanced satisfaction for clients and partners.
- Conducted financial product analysis and delivered reports to clients, managing a private book of business.
- Fostered strong client relationships to drive retention and business expansion.
Technical Customer Associate
Weave Communications
10.2019 - 06.2020
- Addressed and resolved technical issues regarding product functionality in provider systems through troubleshooting and documentation.
- Handled an average of 80 calls/tickets weekly, providing effective solutions and maintaining high customer satisfaction.
Health Benefits Specialist
Select Health
11.2018 - 10.2019
- Engaged and assisted customers and healthcare providers for self-funded and large employer companies, demonstrating exceptional service.
- Navigated multiple software programs simultaneously to relay precise plan details and health insurance benefits efficiently.
Education
Some College (No Degree) -
Brigham Young University
ProvoHigh School Diploma -
Wood Cross High School
Woods Cross, UT06.2010
Skills
- Benefits Administration
- Client Relations and Onboarding
- Project Planning and Management
- Analytical Thinking and Data Analysis
- Problem-Solving
- Effective Communication
- Team Building and Leadership
- Conflict Resolution
- Time Management
- Operations Management
- Technical Proficiency: Jira, Zendesk, GitHub, Looker, Adobe Products, Google Workspace, Microsoft Suite, Slack, Confluence, Airtable
Timeline
Senior Health Plan Benefits Specialist
Collective Health
06.2023 - 11.2024
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
Some College (No Degree) -
Brigham Young University
High School Diploma -
Wood Cross High School
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