Experience

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  Crumdale Partners

  • Radnor, Pennsylvania, United States

  • Client Service Advisor

    • Sep 2021 - Present
    • Radnor, Pennsylvania, United States

    Crumdale Partners is a diversified insurance firm providing custom solutions to businesses nationwide. We leverage industry expertise, superior talent, and a disruptive mindset to provide agile, transparent and cost-saving insurance solutions that match the diversity and ingenuity of our clients and solve the ever-changing challenges businesses face.At Crumdale, people come first……our clients, colleagues, partners, vendors, and communities are our strength. Our company culture is rooted in alignment, innovation, and integrity. We believe when our clients win, we win.We become part of your team, so you can do what you do best, knowing that your insurance, risk management, and employee benefits needs are being met.

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  Trion Group, a Marsh & McLennan Agency, LLC Company

  • Conshohocken PA

  • Client Services- Consulting

    • Mar 2016 - Sep 2021
    • Conshohocken PA

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  Zenefits

  • Scottsdale, Arizona

  • Benefits Analyst

    • Aug 2015 - Dec 2015
    • Scottsdale, Arizona

    Licensed Life, Accident and Health Insurance Producer

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  Accolade, Inc.

  • Plymouth Meeting, PA

  • Claims and Benefit Specialist

    • Jan 2012 - Aug 2015
    • Plymouth Meeting, PA

    Provided claims and benefit support to Health Assistants across the company for multiple employers. Acted as liaison to health plans and providers to solve claims processing and payment issues. Delivered claims and benefit resolutions while educating health assistants to help them better understand health care claims. Identified opportunities to improve how claims and benefit issues were resolved, including improvements to work flow, Microsoft CRM applications, and provided recommendations for benefits for upcoming plan year. Collaborated with Accolade teammates, various health plans and providers to deliver the best possible service experience for clients and their employers.

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  University of Pennsylvania Health System

  • Administrative Assistant

    • May 2009 - Jan 2012

    Worked in a busy Neurosurgery practice with 7 physicians and various clinical staff. Scheduled, pre-certified and billed surgeries. Responsible for overseeing physicians' administrative, academic and clinical calendars. Transitioned practice from paper charts to EPIC electronic medical records. Gained experience working with EPIC, IDX, MedView and CBay Transcriptions.

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  Abington Memorial Hospital

  • OR Patient Coordinator

    • Jul 2008 - May 2009

    Coordinated five Neurosurgical physicians’ surgery and clinical schedules across 3 locations. Planned, organized and completed each patient’s surgery scheduling process. Arranged pre-admission testing, clearances and radiology for each surgical patient. Helped transition office to eClinicalWorks Electronic Medical Records.

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  Hollywood Tans

  • Montgomeryville, PA

  • Salon Manager

    • Jun 2002 - Jul 2008
    • Montgomeryville, PA

    Hired, trained and scheduled all employees in a busy tanning salon. Ordered retail and operational supplies to keep the salon running. Promoted monthly specials and membership programs for clients which helped boost sales. Formulated biweekly payroll, commission, bonus plans and deposited daily cash drops. Handled and addressed all customer and employee concerns.