Wendy Schulz
OK
Summary
20+ Years in Relationship Account Management. Motivated professional well-versed in building productive relationships, resolving complex issues and winning client loyalty and contributing to company success.
Overview
39
39
years of professional experience
Work History
Client Service Manager
TRI-AD Actuaries, Inc.
01.2003 - 11.2021
- Overall account manager for medium-large size Employers (Clients), covering primarily reimbursement accounts (FSA, HSA, HRA, Commuter, and Tuition), COBRA and Direct LOA Billing.
- Implement and manage ongoing administration of client Retiree plans.
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
- Efficiently address and resolve service issues as they occur, both at client and participant level.
- Accountable for managing scope of service for each client, negotiating out of scope requests, and acting as project manager on all client projects.
- Collaborated with cross-functional teams for better service delivery and client experience.
- Implemented new open enrollment process for FSA/COBRA to transition new plan year information to operations team.
- Project manage implementation/transition of new client plans.
- Provide knowledge and expertise for clients on Acquisitions/Mergers.
- Analysis of client data files for accuracy, importing and testing.
- Review client and consultants' participant communications for accuracy on plan information.
- Attend in person and virtual meetings with potential, new and existing clients including enrollment meetings/benefit fairs for employees.
- Review and finalize client billing invoices for accuracy each month.
- Manage each year's renewal process for assigned book of clients.
Manager/Select Services Unit for Small Employers
TRI-AD Actuaries, Inc.
01.2001 - 12.2003
- Manage and train employee team servicing small employer groups and plan administration.
- Senior support for escalated issues with clients.
- Optimized resource allocation by conducting regular performance evaluations and providing personalized coaching for staff development.
- Complete FSA plans documents via software templates to deliver to clients.
- Request, perform and complete FSA nondiscrimination testing on plans and provide results to clients.
- Increased team productivity by implementing streamlined processes and effective communication strategies.
Client Service Associate/Flex Administration Claims and Processing
TRI-AD Actuaries, Inc.
02.1996 - 12.2001
- Auditing and entering participant claims.
- Generating reimbursement checks to participants.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Handle participant calls and issues.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in timely manner.
- Administer tuition reimbursement program for select clients.
- Trained and certified in all aspects of Reimbursement, COBRA and Direct Leave of Absence Bill administration.
Payoff Processor
Lawrence Welk Resort Group
01.1994 - 01.1996
Loan Processor/Loan Officer (Real Estate License)
Inter-Globe National, Inc.
01.1992 - 01.1994
Secretary to Director and Community Relations
San Diego Blood Bank
01.1991 - 01.1992
Payroll Specialist
Management Analysis Co.
01.1987 - 01.1990
Personnel Director/Payroll Manager
Mission Bay Mortgage
01.1983 - 01.1987
Education
High School Diploma -
John Forrest Senior High School
Perth, Western AustraliaBusiness Certificate - Business
John Forrest Senior High School
Perth, Western AustraliaState Salesperson/Insurance License/Securities - Life Insurance And Mutual Fund/Securities
Mike Russ Schools
San Diego, CASkills
- Excellent client relationship building and management skills
- Superior organizational and administrative abilities
- Implement new clients with existing benefit plans or new benefits plans
- Lead benefit enrollment meetings/prepare presentations and agenda benefit fairs
- Outstanding written and verbal communications
- Accomplished in the Microsoft Office Pro Suite and Mac
- Competent with Excel, LibraOffice
- Proficient in Lotus Notes, SalesForce, LaserFiche, Alegeus, COBRAeas
- Exceptional processing, typing and ten key skills
- Dedicated, innovative, detail-oriented, and invaluable team member
Of Interest
- Active member on LinkedIn
- Joined company committee teams for planning/preparing employee events
- Vocal singer in Church worship band for many years as well as singing for weddings, baby dedications, and other events
Awards
Deana Hamilton Hughes Award, 2017, TRI-AD
Timeline
Client Service Manager
TRI-AD Actuaries, Inc.
01.2003 - 11.2021
Manager/Select Services Unit for Small Employers
TRI-AD Actuaries, Inc.
01.2001 - 12.2003
Client Service Associate/Flex Administration Claims and Processing
TRI-AD Actuaries, Inc.
02.1996 - 12.2001
Payoff Processor
Lawrence Welk Resort Group
01.1994 - 01.1996
Loan Processor/Loan Officer (Real Estate License)
Inter-Globe National, Inc.
01.1992 - 01.1994
Secretary to Director and Community Relations
San Diego Blood Bank
01.1991 - 01.1992
Payroll Specialist
Management Analysis Co.
01.1987 - 01.1990
Personnel Director/Payroll Manager
Mission Bay Mortgage
01.1983 - 01.1987
High School Diploma -
John Forrest Senior High School
Business Certificate - Business
John Forrest Senior High School
State Salesperson/Insurance License/Securities - Life Insurance And Mutual Fund/Securities
Mike Russ Schools
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