Experience

Coeur Plan Services, LLC

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • May 2018 - Present

  Manage book of business to include Self-Funded Mid to Large clients, FSA & COBRA Administration. Involves new client implementation & renewals, Plan Documents, and maintenance of contracts. Works closely with all members of the organization to support and bring prompt and effective resolution to issues or concerns that arise as part of the business relationship. Works closely with vendor partners to be a TEAM with Client Management. Customer satisfaction is key! Manage book of business to include Self-Funded Mid to Large clients, FSA & COBRA Administration. Involves new client implementation & renewals, Plan Documents, and maintenance of contracts. Works closely with all members of the organization to support and bring prompt and effective resolution to issues or concerns that arise as part of the business relationship. Works closely with vendor partners to be a TEAM with Client Management. Customer satisfaction is key!



BMA - Benefit Management Administrators

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • May 2013 - May 2018

  Serve as a client liaison supporting all aspects of the client relationship including: new business implementations and renewals; client enrollment meetings; and contract maintenance. Works closely with all members of the organization to support and bring prompt and effective resolution to issues or concerns that arise as part of the business relationship. Supports the Marketing and Sales Division in pursuit and expansion of the business. Serve as a client liaison supporting all aspects of the client relationship including: new business implementations and renewals; client enrollment meetings; and contract maintenance. Works closely with all members of the organization to support and bring prompt and effective resolution to issues or concerns that arise as part of the business relationship. Supports the Marketing and Sales Division in pursuit and expansion of the business.



Clear Channel Outdoor Global

• Advertising Services
• 1 - 100 Employee

• Lead Credit Analyst

  • May 2010 - May 2013

  Directed daily activities of the team and worked closely with Manager to make decisions for continue betterment on department processes. Completed weekly & monthly reporting on production of team for Management. Worked closely with Account Management and Sales to review Customer Contracts, Billing, Collections, and Accounting. Worked with Foreign currency and collection departments for accuracy of accounts. Directed daily activities of the team and worked closely with Manager to make decisions for continue betterment on department processes. Completed weekly & monthly reporting on production of team for Management. Worked closely with Account Management and Sales to review Customer Contracts, Billing, Collections, and Accounting. Worked with Foreign currency and collection departments for accuracy of accounts.



UnitedHealth Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Project Coordinator

  • Aug 2002 - May 2010

  Worked closely with Account Management Team understanding group specific client benefits. Worked on various projects and provided updates to Manager of progress and processes. Completed departmental and individual training, including training department on new AR systems in a classroom setting. Performed aging analysis and reviewed various revenue reports to resolve receivable balances through collection activities and/or appropriate revenue adjustments. Reconciled and collected on… Show more Worked closely with Account Management Team understanding group specific client benefits. Worked on various projects and provided updates to Manager of progress and processes. Completed departmental and individual training, including training department on new AR systems in a classroom setting. Performed aging analysis and reviewed various revenue reports to resolve receivable balances through collection activities and/or appropriate revenue adjustments. Reconciled and collected on Specialized groups, including accounts that billed over $1 million dollars in monthly premiums. Show less Worked closely with Account Management Team understanding group specific client benefits. Worked on various projects and provided updates to Manager of progress and processes. Completed departmental and individual training, including training department on new AR systems in a classroom setting. Performed aging analysis and reviewed various revenue reports to resolve receivable balances through collection activities and/or appropriate revenue adjustments. Reconciled and collected on… Show more Worked closely with Account Management Team understanding group specific client benefits. Worked on various projects and provided updates to Manager of progress and processes. Completed departmental and individual training, including training department on new AR systems in a classroom setting. Performed aging analysis and reviewed various revenue reports to resolve receivable balances through collection activities and/or appropriate revenue adjustments. Reconciled and collected on Specialized groups, including accounts that billed over $1 million dollars in monthly premiums. Show less



PacifiCare Health Systems (UHC)

• Financial Analyst

  • Sep 1999 - Aug 2002

  Prepared monthly client reports pertaining to Provider Capitation Contracts. Provided Accounting monthly accruals and reports working with Company systems and Access database. Gathered and prepared analysis based on information from internal and external sources. Researched functional issues using a variety of resources. Developed/prepared reports and assisted in the development of new/revised policies.

• Accounting Associate III

  • Sep 1996 - Sep 1999

  Analyzed financial reports/statements/records making recommendations relative to the accounting of reserves, assets, and expenditures. Prepared and/or reviewed the accuracy of journal entries including G/L, A/P, A/R, Capitation, etc. Performed account reconciliations and analysis while ensuring supporting documentation is accurate and in compliance with GAAP principles and company policies. Assisted in preparation of Department of Insurance schedules for annual filings.