Experience

International Benefits Administrators

• United States
• Insurance
• 1 - 100 Employee

• Premium Finance Specialist

  • Jun 2021 - Present

  • Responsible for auditing and issuing monthly premiums, bi-weekly funding requests, prescription invoices and vendor payments for all clients • Monitors client accounts for funding for release of payments to providers • Inputs system wide billing parameters for group renewals and for new clients • Presents onboarding material during orientation to new clients • Reconciles aging reports for vendors payments with clients and brokers • Collaborates with IT to design and test… Show more • Responsible for auditing and issuing monthly premiums, bi-weekly funding requests, prescription invoices and vendor payments for all clients • Monitors client accounts for funding for release of payments to providers • Inputs system wide billing parameters for group renewals and for new clients • Presents onboarding material during orientation to new clients • Reconciles aging reports for vendors payments with clients and brokers • Collaborates with IT to design and test outputs for invoicing and reporting with company clearing house platform • Advises and collaborates with vendors on system compliance and implements system resolution for proper data capture • Works with project director to finalize new workflows including the delivery and tracking of all funding requests • Reconciles A/R for distribution of payment to stop loss carriers and brokers • Interprets and stores data for all clients for annual 5500 forms • Analyses data for ad hoc projects requested by account management and sales departments • Daily routine includes posting of all claims for clients in the Anthem network Show less • Responsible for auditing and issuing monthly premiums, bi-weekly funding requests, prescription invoices and vendor payments for all clients • Monitors client accounts for funding for release of payments to providers • Inputs system wide billing parameters for group renewals and for new clients • Presents onboarding material during orientation to new clients • Reconciles aging reports for vendors payments with clients and brokers • Collaborates with IT to design and test… Show more • Responsible for auditing and issuing monthly premiums, bi-weekly funding requests, prescription invoices and vendor payments for all clients • Monitors client accounts for funding for release of payments to providers • Inputs system wide billing parameters for group renewals and for new clients • Presents onboarding material during orientation to new clients • Reconciles aging reports for vendors payments with clients and brokers • Collaborates with IT to design and test outputs for invoicing and reporting with company clearing house platform • Advises and collaborates with vendors on system compliance and implements system resolution for proper data capture • Works with project director to finalize new workflows including the delivery and tracking of all funding requests • Reconciles A/R for distribution of payment to stop loss carriers and brokers • Interprets and stores data for all clients for annual 5500 forms • Analyses data for ad hoc projects requested by account management and sales departments • Daily routine includes posting of all claims for clients in the Anthem network Show less



Aria Employee Benefit Services, Inc.

• Rockville Centre, New York, United States

• Project Manager

  • Sep 2019 - Sep 2021

  Managing projects for clients with Taft Hartley Trust Funds Drafts and presents reports on a quarterly basis to various Funds and their Board of Trustees Conducts research on vendors and thier proposals and suppports executives in vendor selection Calculates compliance rates and fees for self-insured Welfare Funds Analyzes contract proposals and generates reports on projected costs to funds Managing projects for clients with Taft Hartley Trust Funds Drafts and presents reports on a quarterly basis to various Funds and their Board of Trustees Conducts research on vendors and thier proposals and suppports executives in vendor selection Calculates compliance rates and fees for self-insured Welfare Funds Analyzes contract proposals and generates reports on projected costs to funds



Reliant Funding

• United States
• Financial Services
• 1 - 100 Employee

• Data Analyst

  • May 2019 - Aug 2019

  Performs numerous repetitive tasks daily for the originations department including data entry with verification/corrections Corresponds with (ISO) independent sales organizations to gather needed documentation Reviews and analyze files for accuracy Verifies suitable applications for underwriters Coordinates with originations team through web portal to evaluate most urgent applications Assists training new team members on expected standards and ethics Performs numerous repetitive tasks daily for the originations department including data entry with verification/corrections Corresponds with (ISO) independent sales organizations to gather needed documentation Reviews and analyze files for accuracy Verifies suitable applications for underwriters Coordinates with originations team through web portal to evaluate most urgent applications Assists training new team members on expected standards and ethics



Susa Sports

• Long Island, New York

• Operations Manager

  • Jan 2011 - Jan 2019

  Managed daily operations within the facility Responded to clients through letters and personal phone calls Managed leagues, invoices and worked to increase client base annually by maintaining consistent contact with clients and responding to inquiries Trained and supervised new employees on expected standards and ethics Allocation of scheduling to clients Managed daily operations within the facility Responded to clients through letters and personal phone calls Managed leagues, invoices and worked to increase client base annually by maintaining consistent contact with clients and responding to inquiries Trained and supervised new employees on expected standards and ethics Allocation of scheduling to clients



Obsidian, A Cadmus Company

• Washington D.C. Metro Area

• Administrative Assistant

  • Oct 2016 - Jan 2017

  Manage profiles of all employees in the office including on boarding/off boarding. Communicate with vendors to maintain office material and supplies. Collaborate with employees on topics for weekly company meetings/designed presentations. Update accounting portfolios on previous contracts. Manage profiles of all employees in the office including on boarding/off boarding. Communicate with vendors to maintain office material and supplies. Collaborate with employees on topics for weekly company meetings/designed presentations. Update accounting portfolios on previous contracts.



Institute of International Finance

• Washington D.C. Metro Area

• Support Staff

  • Jul 2016 - Sep 2016

  Greeted visitors at the front desk and redirected phone calls throughout the IIF Assisted Human Resource Management by writing memos to targeted individuals for vacant senior staff positionsProcessed applications to all positions throughout the institute Sent and received documents for staff members Greeted visitors at the front desk and redirected phone calls throughout the IIF Assisted Human Resource Management by writing memos to targeted individuals for vacant senior staff positionsProcessed applications to all positions throughout the institute Sent and received documents for staff members



Teach & Learn in Korea (T.A.L.K)

• South Korea

• English Language Instructor

  • Jan 2009 - Jan 2011