Experience

Benefit Harbor

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Jr Account Manager

  • Mar 2020 - Present

  Primary point of contact for clients. Maintaining requirements documents for system build and self-sites. Working directly with clients, carriers, and brokers to confirm benefit plan details and rule for system functionality. Maintaining positive response time (12 - 24 business hours) to all clients and internal inquiries with timely follow through with resolution. Primary point of contact for clients. Maintaining requirements documents for system build and self-sites. Working directly with clients, carriers, and brokers to confirm benefit plan details and rule for system functionality. Maintaining positive response time (12 - 24 business hours) to all clients and internal inquiries with timely follow through with resolution.



CBIZ

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Benefits Specialist / Pension Benefits Associate

  • Oct 2013 - Mar 2020

  Benefits Specialist : Savitz/CBIZ (2013-2020) Responsible for training and quality assurance for the claims department along with the processing of premium and coverage changes for all participants. Claims include QME, Parking/Transit, FSA, HRA, PRA and life claims for the company’s health and welfare clients. Management of annual internal/external audit. 1. Promoted to Senior Benefits Specialist department within 2 years. Responsible for team training and quality assurance. 2. After initial training (3 months) was delegated with the responsibility for all incoming work items for the department while processing claims with 98.1% and above accuracy continuously (determined through internal audit) 3. Established all processes and documentation for reimbursement account administration, while implementing process changes that aided in the completion of the annual claims audit. 4. Due to efficiencies in department the unit grew from 3 to 7 people also adding 7 new clients. Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Case Manager

  • May 2012 - Nov 2012

  Acting as a liaison between Prudential Annuity Services and their clients; processing and reviewing client accounts to verify the client's eligibility for the features they have selected in their contract. 1. 60 days after training promoted to lead time due to completing training in the top 10% of performers the class 2. Along with the top 5% of performers contract was extended 2 months to assist with call center responsibilities Acting as a liaison between Prudential Annuity Services and their clients; processing and reviewing client accounts to verify the client's eligibility for the features they have selected in their contract. 1. 60 days after training promoted to lead time due to completing training in the top 10% of performers the class 2. Along with the top 5% of performers contract was extended 2 months to assist with call center responsibilities



CVM Live Entertainment

• Coordinator/ Administratve Assistant

  • Jan 2009 - Jan 2012

  Plans, coordinates and promotes artist events. Handles CEO communications as well as coordinate meetings, and handles contracts for events 1. Assisted with the promotion and distribution of 3 successful albums 2. Coordinated events for performers with WHYY, Princess Cruise lines and several venues in Las Vegas, NV Plans, coordinates and promotes artist events. Handles CEO communications as well as coordinate meetings, and handles contracts for events 1. Assisted with the promotion and distribution of 3 successful albums 2. Coordinated events for performers with WHYY, Princess Cruise lines and several venues in Las Vegas, NV



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Tax Examiner

  • Feb 2005 - Jan 2008

  Established and maintained tax accounts for commercial businesses, estates, trust and non-profit organizations. 1. Promoted to lead 3 months after training over unit of 7 people 2. Temporarily served as unit manager for 1 month due to management transition after joining the team in less than one year. 3. In monthly evaluations continually received scores above 89% in accuracy for the processing of written and oral taxpayer request. Established and maintained tax accounts for commercial businesses, estates, trust and non-profit organizations. 1. Promoted to lead 3 months after training over unit of 7 people 2. Temporarily served as unit manager for 1 month due to management transition after joining the team in less than one year. 3. In monthly evaluations continually received scores above 89% in accuracy for the processing of written and oral taxpayer request.