Experience

Experian Employer Services

• United States
• Financial Services
• 200 - 300 Employee

• Client Success Analyst

  • Sep 2019 - Present

  Virtual Office • Assist clients with loading their employee data to CIC Plus’s platform for electronic IRS file generation. • Train and assist clients with understanding CIC Plus system and reporting capabilities available to them. • Take appropriate actions to respond to client support tickets and manage escalation of cases. • Answer day to day operational questions from clients as they and their employees navigate CIC Plus’s platform. • Work with a team of IT developers to manage custom client… Show more • Assist clients with loading their employee data to CIC Plus’s platform for electronic IRS file generation. • Train and assist clients with understanding CIC Plus system and reporting capabilities available to them. • Take appropriate actions to respond to client support tickets and manage escalation of cases. • Answer day to day operational questions from clients as they and their employees navigate CIC Plus’s platform. • Work with a team of IT developers to manage custom client projects. • Meet with clients to plan for upcoming production year and implementation of new programs via zoom. • Proactively review client concerns and provide feedback for improvements and/or identify risks. Show less



Self Employed

• Sabbatical

  • Sep 2016 - Sep 2019

  After 18 years working in an exciting and fast paced professional environment with CVS Health, I made the decision to help manage my husband's construction company while caring for my family fulltime.



CVS Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Supervisor - Shared Services, Operations Management

  • 2014 - 2016

  Virtual Office Responsibilities: • Supported new Pharma Program contract requirements, enhancements and implementation. • Coordinated project planning activities: resources, status and reporting management. • Provided administrative project management support to Managers or Advisors. • Managed client relationships by coordinating and attending meetings to address project concerns. • Supported the retail inventory data contract requirements – adhoc requests; purchase order data; resolve issues… Show more Responsibilities: • Supported new Pharma Program contract requirements, enhancements and implementation. • Coordinated project planning activities: resources, status and reporting management. • Provided administrative project management support to Managers or Advisors. • Managed client relationships by coordinating and attending meetings to address project concerns. • Supported the retail inventory data contract requirements – adhoc requests; purchase order data; resolve issues reported by clients. • Partnership with internal peers and IT resources to validate the accuracy of data reports prior to file production release, and resolve exceptions queue on a daily basis. • Proactively, maintained and prepared team policies and procedures, training manuals, maintained project documents on team SharePoint intranet sites. • Responsible for staff recruitment, new hire setup, assisted in training and mentoring new hires/junior level personnel.

• Senior Analyst - Industry Analysis Department

  • 2012 - 2014

  Responsibilities: • Served as a liaison between CVS Health and retail/mail pharmacies to research and resolve problems related to pharmacy claims data in order to comply with contract requirements. • Collaborated with Clinical Managers in development and maintenance of Commercial and Medicare Part D formularies. Work closely with Clinical teams to update client formularies. • Maintained project filing system & update with most current information/documents. • Managed the… Show more Responsibilities: • Served as a liaison between CVS Health and retail/mail pharmacies to research and resolve problems related to pharmacy claims data in order to comply with contract requirements. • Collaborated with Clinical Managers in development and maintenance of Commercial and Medicare Part D formularies. Work closely with Clinical teams to update client formularies. • Maintained project filing system & update with most current information/documents. • Managed the relationship with clients by answering questions related to pharmacy data sales program. • Identified proactively, data risks/barriers to contracts and proposed solutions. • Provided contract and formulary support to the Rebate Invoicing team for eligibility of rebate revenue. • Supported internal or external audit inquiries.

• Senior Project Analyst - Specialty Pharmacy Operations Management

  • 2010 - 2012

  Responsibilities: • Created and maintained detailed charter project plans, and worked directly with project teams (pharmacist, clinical managers, procurement team, directors, legal, medical affairs, pharmacies) to ensure timely and successful contract deliverables. • Maintained and updated database relating to project status tracking and project assignments. • Provided audit and inspection readiness support for Oncology medications to ensure contract compliance is met. • Managed… Show more Responsibilities: • Created and maintained detailed charter project plans, and worked directly with project teams (pharmacist, clinical managers, procurement team, directors, legal, medical affairs, pharmacies) to ensure timely and successful contract deliverables. • Maintained and updated database relating to project status tracking and project assignments. • Provided audit and inspection readiness support for Oncology medications to ensure contract compliance is met. • Managed internal and external questions related to Pharmacy Operations processes and work with multiple departments to determine root cause of issue and provide solutions. • Created / updated training materials for new and existing drug product programs. • Assisted with project team meetings, including facilitating and agenda/minutes preparation.

• Analyst - Performance Guarantee Finance Department

  • 2009 - 2010

  Responsibilities: • Performed data claims analysis within the RxClaim and AS400 system to calculate financial impact to clients, members and pharmacies, due to client plan design implementation errors. • Worked closely with account managers and sales teams to discuss / resolve various system concerns. • Supported client/benefit teams with data claims audit questions from third party vendors. • Identified system processes within CVS Health that may be deficient and recommend… Show more Responsibilities: • Performed data claims analysis within the RxClaim and AS400 system to calculate financial impact to clients, members and pharmacies, due to client plan design implementation errors. • Worked closely with account managers and sales teams to discuss / resolve various system concerns. • Supported client/benefit teams with data claims audit questions from third party vendors. • Identified system processes within CVS Health that may be deficient and recommend improvements.

• Account Manager - Sales & Account Management

  • 2005 - 2009

  Virtual Office Managed book of business: Health Plan Groups (Commercial & Medicare Part D) & National Employer Groups (HMO, PPO, TPA) Responsibilities: • Responsible for overall management of assigned accounts. • Maintained relationships with decision makers and senior levels of the client’s organization. • Supported all aspects of the client service concerns: member inquiries, plan design changes, billing issues, medication shipment delays, medicare part D reconciliation, project management… Show more Managed book of business: Health Plan Groups (Commercial & Medicare Part D) & National Employer Groups (HMO, PPO, TPA) Responsibilities: • Responsible for overall management of assigned accounts. • Maintained relationships with decision makers and senior levels of the client’s organization. • Supported all aspects of the client service concerns: member inquiries, plan design changes, billing issues, medication shipment delays, medicare part D reconciliation, project management and reporting. • Participated in new and existing client implementation meetings. • Worked closely with Sales team during renewal process and new client RFPs. • Performed final quality check for all new or changes to client plan design. Tested enhancements and submitted any issues to internal IT resources for resolution.

• Administrative Assistant II - Corporate Tax Division

  • 2002 - 2005

  Supported Vice President and staff. • Responsible for processing final steps of tax returns (gather attachments, executive signatures, check amounts). • Managed department requisition and purchase order requests. • Tracked and resolved vendor invoicing discrepancies through SAP program. • Maintained and managed department database and tax filing records retention process. • Managed calendars, prepared Power Point presentations, scheduled travel arrangements, processed expense… Show more Supported Vice President and staff. • Responsible for processing final steps of tax returns (gather attachments, executive signatures, check amounts). • Managed department requisition and purchase order requests. • Tracked and resolved vendor invoicing discrepancies through SAP program. • Maintained and managed department database and tax filing records retention process. • Managed calendars, prepared Power Point presentations, scheduled travel arrangements, processed expense reports, coordinated logistics of all types of meetings and events (off-site, conference calls, webinars).

• Administrative Assistant I - Clinical Research Operations

  • 2000 - 2002

  Supported Director and Clinical Research Associates. • Managed calendars, meeting coordination, maintained agenda / meeting notes, processing of expense reports, and scheduled travel arrangements. • Assisted in the preparation of materials for PowerPoint presentations, study… Show more Supported Director and Clinical Research Associates. • Managed calendars, meeting coordination, maintained agenda / meeting notes, processing of expense reports, and scheduled travel arrangements. • Assisted in the preparation of materials for PowerPoint presentations, study amendments and publications. • Supported Clinical Research Associates with study file creation, participant outreach letters, data collection, study document collection, study close out checklists, product destructions, external site contact lists. • Managed records retention schedule for all clinical study files on and offsite.

• Senior Client Service Representative - Specialty Pharmacy Division

  • 1998 - 2000

  Provided telephone support to patients receiving life sustaining specialty drug therapy by coordinating and processing of new patient medication orders and re-orders, which includes verifying pharmacy benefits. Assisted patients with translating and entering in new or refill prescriptions into the pharmacy information system, communicating and collecting copay amounts, obtaining authorizations, and working with insurance companies, healthcare providers and/or internal teams to screen, identify,… Show more Provided telephone support to patients receiving life sustaining specialty drug therapy by coordinating and processing of new patient medication orders and re-orders, which includes verifying pharmacy benefits. Assisted patients with translating and entering in new or refill prescriptions into the pharmacy information system, communicating and collecting copay amounts, obtaining authorizations, and working with insurance companies, healthcare providers and/or internal teams to screen, identify, resolve and defer orders that have accounts receivable or clinical issues.