Experience

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  Blue Cross of Idaho

  • United States
  • Insurance
  • 700 & Above Employee

  • Medium Group Account Leader

    • Jul 2022 - Present

  • Small Group Account Specialist

    • Aug 2020 - Jul 2022

    Effectively drives targeted membership growth and retention through the execution and support of various key activities such as membership renewals, benefit design, account implementation, documentation, and the development and implementation of streamlined procedures and processes.• Delivers exceptional customer service, promptly resolves issues, offers insightful recommendations for product/service enhancements, and efficiently coordinates sales negotiations with client groups, brokers, consultants, and members.• Clearly communicates benefits, claim filing procedures, rate increases, benefit upgrades, and other relevant information to client groups, brokers, and consultants via phone, email, and written correspondence.• Proficiently presents to existing and prospective clients, effectively showcasing the value of our services and highlighting the benefits we offer.

  • Account Leader Support

    • Nov 2019 - Aug 2020

    Underwriting individual insurance policies.· Build relationships with brokers and provide a high level of customer service.· Review health applications for completeness and compliance with state and federal regulations.· Review and resolve customer inquiries and provide education on plan benefits.· Coordinate system issues with IT team to improve customer experience.· Perform underwriting analysis to establish health risk level for new coverage.· Research complex medical conditions and drugs from multiple sources to evaluate risk.· Perform job functions independently while adhering to policies and procedures from multiple departments.

• 

  Washington Federal

  • BSA/AML FIU Alerts Analyst

    • Jun 2019 - Nov 2019

    • Conducting research over available Bank systems, the Internet and Commercial Databases consistent with the resolution of alert reviews. • Collecting and examine financial statements and documents to assist in identifying unusual transaction patterns. • Documenting and reporting the review/investigation findings and prepare alert files with required supporting documentation • Escalating alert issues to FIU Alerts Team Lead and/or FIU Alerts Manager.

  • Deposit operations specialist

    • Jun 2018 - Nov 2019

    • Processing of Specialty Online enrollments for Trusts, Estates, POA, Rep payees. This process includes reviewing legal documents to determine the client’s legal right to view the account.• Review Bill Pay, Pop Money, Transfer Now, and Account to make sure the bank is OCC compliant. • Responsible for contacting client's, Venders and other departments to assist resolving problems and issues with regards to online banking, Business Online Banking, Telephone banking and our Mobile Application • Preform testing of new online products and new online banking platforms.• Assist in updated knowledgebase with new online procedures and processes.• Direct programming issues to programmers to assist in resolution to needed changes for customer experience.

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  Zions Bank

  • Boise, Idaho Area

  • Treasury support specialist

    • May 2017 - Dec 2017
    • Boise, Idaho Area

    • Partnered managing multiple high revenue business/credit client Portfolios. • Provided support for Treasury products including product fulfillment. • Completed treasury Relationship reviews of loan portfolio clients in order to grow business. • Prepared documents for client signature.

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  Wells Fargo

  • Boise, Idaho Area

  • Executive Office

    • Jun 2012 - Apr 2017
    • Boise, Idaho Area

    In this position, I specialized in addressing escalated, high-value, and high-profile inquiries and complaints with a focus on prompt and comprehensive responses. My approach involved conducting thorough intake procedures to pinpoint the root causes of the issues and devise optimal strategies for swift resolution. I fostered collaboration with a diverse array of stakeholders, ranging from customers and merchants to executives and regulatory bodies, ensuring that concerns were effectively addressed and resolved. Moreover, I maintained meticulous records of consumer complaints and their resolutions to inform future actions and enhance overall processes.