Experience

AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Accounts Specialist

  • Feb 2011 - Present

  Carpinteria, CA Process member requests including: cancellations, refunds, denials, deaths, paid-to- dates and duplicate certificates to ensure accuracy of customer accounts.  Monthly payment files are processed to ensure that member requests are complete and on-time for submission to the payroll deduction entity for deduction processing.  Verify and reconcile payment data files. Create outgoing data files including all payroll insurance deduction changes.  Research, analyze and… Show more Process member requests including: cancellations, refunds, denials, deaths, paid-to- dates and duplicate certificates to ensure accuracy of customer accounts.  Monthly payment files are processed to ensure that member requests are complete and on-time for submission to the payroll deduction entity for deduction processing.  Verify and reconcile payment data files. Create outgoing data files including all payroll insurance deduction changes.  Research, analyze and correct account payment issues.  Generate monthly employer bills to ensure premium is collected and the system is updated.  Answer and follow up on all incoming customer service telephone calls to ensure that all customer problems and/or questions are answered in a courteous, timely and accurate manner and within department standards.  Handle escalated issues from policyholders and group members.

• Exceptions Analyst

  • Jan 2009 - Feb 2011

  Carpinteria, CA  Led project team in the execution of departmental analysis of inefficiencies.  Validating applications, invoicing, approve/deny applications, escalations, and upgrades.  Reconciliation of the daily Cash Deposit Report.  Reconcile reports and cash handling.

• Policyholder Management Servics Representative III

  • Jun 2003 - Jan 2009

  Carpinteria, CA  Planned, managed and executed 30 short and long-term projects including conversions, system set-up and testing, existing client maintenance, process and quality improvement projects.  Specialized in client relations and marketing for second- and fourth-largest clients. Responsible for analysis and distribution of client-facing turnaround time, premium collections and financial reports to ensure they met contract guidelines.  Subject matter expert in client relations and… Show more  Planned, managed and executed 30 short and long-term projects including conversions, system set-up and testing, existing client maintenance, process and quality improvement projects.  Specialized in client relations and marketing for second- and fourth-largest clients. Responsible for analysis and distribution of client-facing turnaround time, premium collections and financial reports to ensure they met contract guidelines.  Subject matter expert in client relations and marketing for two top largest clients at third-party insurance administrator AGIA, Inc.  Analyzed and distributed premium collections and financial reporting to ensure contract guidelines were met.



Blockbuster

• United States
• Retail
• 700 & Above Employee

• Assistant Store Manager

  • Feb 2001 - Sep 2003

  Ventura, CA  Conducted daily reporting on sales percentages, POP and inventory.  Management of employee team consisting of 12 employees.  Open and closed the store to include morning and evening cash handling as well as daily deposits to the bank.  Adhered and exceeded revenue projections from the District Manager.  Tracked benefit requests for vacation, sick, bereavement, and holiday pay and processed Leaves of Absence.  Facilitated employee grievance sessions and… Show more  Conducted daily reporting on sales percentages, POP and inventory.  Management of employee team consisting of 12 employees.  Open and closed the store to include morning and evening cash handling as well as daily deposits to the bank.  Adhered and exceeded revenue projections from the District Manager.  Tracked benefit requests for vacation, sick, bereavement, and holiday pay and processed Leaves of Absence.  Facilitated employee grievance sessions and handled employee discipline up to and including discharge. Show less