Wendy Ulibarri
Summary
Versatile, highly focused and detail-oriented Account Manager/Customer Service Representative with an exceptional record of client service and contributing to a positive teamwork environment. Able to manage multiple simultaneous projects with high efficiency and accuracy, manage team workflow, prioritizing assignments and handling special projects for management. Adept at resolving escalated issues to achieve Customer satisfaction. Particular expertise in Account Management, including specialized documentation.
Overview
11
11
years of professional experience
Work History
Senior Account Manager
CVS Health
12.2021 - Current
- Increasing responsibility including managing resolution of routine to complex requests related to multiple clients' benefit plans. This includes new plan set up, optimizing plan changes, analyzing complex problems, identifying root cause and assisting with driving practical and creative solutions
- In concert with Account Executive, provide guidance on regulatory and clinical landscape as well as recommendations for Rx plan updates
- Utilize multiple platforms and systems to ensure the most precise and efficient performance for the client
- Manage claims data reporting for clients/consultants on a monthly/quarterly basis or ad hoc
- Confer with internal subject-matter experts regarding specific client/member questions out of my direct scope
- Work directly with Implementation Manager for onboarding of new clients.
- Collaborate daily with direct team members for continued positive colleague relations
Account Manager
CVS Health
10.2019 - 12.2021
- Managed up to 11 client BOB as main point of contact for Rx benefit plans
- Maintain day to day client relationship managing member issues/plan questions
Consignment Account Manager/Customer Service Representative
Becton Dickinson/CR Bard/Davol, Inc
Warwick, RI
03.2014 - 10.2019
- Managed over 250 consignment accounts
- Ensured proper documentation regarding consignment product.
- Conducted yearly audits of all client accounts to reconcile product with customer POs
- Recovered over $250K in unpaid consignment POs.
Education
Bachelor's Degree - Wildlife Biology
Colorado State University
Skills
- Salesforce expertise
- Customer service excellence
- Account management
- Client relationship management
- Benefit plan optimization
- Data analysis
- Customer service
- Vendor management
Timeline
Senior Account Manager
CVS Health
12.2021 - Current
Account Manager
CVS Health
10.2019 - 12.2021
Consignment Account Manager/Customer Service Representative
Becton Dickinson/CR Bard/Davol, Inc
03.2014 - 10.2019
Bachelor's Degree - Wildlife Biology
Colorado State University