Experience

M Benefit Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate, Client Administration

  • Mar 2023 - Present

  Portland, Oregon Metropolitan Area • Serve as the point of contact and primary administrative services provider for an assigned roster of clients and their participants, including complex and unique benefit programs. • Monitor and independently provide high quality deliverables as outlined in clients’ master calendars • Audit others work and share in quality control audit processes with team members to ensure 100% accuracy of deliverables • Act as a knowledge resource, training and mentoring Client Admin. Dept. staff… Show more • Serve as the point of contact and primary administrative services provider for an assigned roster of clients and their participants, including complex and unique benefit programs. • Monitor and independently provide high quality deliverables as outlined in clients’ master calendars • Audit others work and share in quality control audit processes with team members to ensure 100% accuracy of deliverables • Act as a knowledge resource, training and mentoring Client Admin. Dept. staff members • Coordinate with Client Admin. Dept. managers and staff to allocate resources and maintain uniform processes across the department. Strategize with Client Admin. Dept. Managers to improve processes and position the department to successfully take on new cases while maintaining excellent service to existing clients • Independently and proactively manage and complete special projects

• Associate II, Client Administration

  • Aug 2022 - Mar 2023

  Portland, Oregon Metropolitan Area I am responsible for the day-to-day administration of a wide variety of non-qualified benefit plans and related financing programs for corporate and bank clients. I support my team by producing reports, assisting with client deliverables, and fielding requests from plan participants.



Peak Condition

• Office Manager/Owner

  • Nov 2016 - Present

  Portland, Oregon Area https://peakconditionpdx.com/



Commercial Window Tint/Film Masters Window Tinting

• Business Operations Manager

  • Feb 2014 - Mar 2015

  Portland, Oregon Area



WebMD Health Services

• United States
• Wellness and Fitness Services
• 300 - 400 Employee

• Client Advisor

  • Apr 2013 - Jan 2014

  Portland, Oregon Area I served as the long term, day-to-day, trusted advisor for my clients after initial launch. Overall, I was accountable for building a healthy relationship with my clients that aimed to produce high client satisfaction through support of the defined account strategy. I helped ensure that they were deriving value from the solutions and services purchased. I acted as a guide to internal teams to ensure moving parts were coordinated and operating according to client expectations and objectives. I… Show more I served as the long term, day-to-day, trusted advisor for my clients after initial launch. Overall, I was accountable for building a healthy relationship with my clients that aimed to produce high client satisfaction through support of the defined account strategy. I helped ensure that they were deriving value from the solutions and services purchased. I acted as a guide to internal teams to ensure moving parts were coordinated and operating according to client expectations and objectives. I took a proactive and consultative approach to anticipate client views. I worked hard to be an invaluable resource to my clients and help guide them through all of the health and wellness solutions WebMD Health Services had to offer. Show less



M Benefit Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Associate, Client Administration

  • Aug 2008 - Apr 2013

  I was responsible for the day-to-day administration of a wide variety of non-qualified benefit plans for corporate clients. I gathered and verified data from a variety of sources, input the information into M Benefit Solutions’ proprietary systems, and produced reporting for our clients. My responsibilities were multifaceted and time sensitive. I proactively managed complex & conflicting priorities under pressure, and maintained sensitivity and awareness of confidentiality, compliance, and… Show more I was responsible for the day-to-day administration of a wide variety of non-qualified benefit plans for corporate clients. I gathered and verified data from a variety of sources, input the information into M Benefit Solutions’ proprietary systems, and produced reporting for our clients. My responsibilities were multifaceted and time sensitive. I proactively managed complex & conflicting priorities under pressure, and maintained sensitivity and awareness of confidentiality, compliance, and regulatory requirements. Show less



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Actuarial Analyst

  • Apr 2006 - Aug 2008

  Analyzed and processed confidential data for client projects. Calculated financial models for disclosure and expense reporting. Provided summary reports for pension benefits. Evaluated post-retirement medical benefit obligations to ensure compliance with applicable state and federal statutes. Participated in the Employee Recognition Committee, served as holiday party Project Coordinator and served on the Employee Safety Committee.