Experience

WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees)

• United States
• Financial Services
• 1 - 100 Employee

• Member Services Representative II

  • Oct 2022 - Present

  Madison, Wisconsin, United States -Gather and maintain knowledge of retirement plan rules & regulations. -Assisting members to understand the IRS regulations, and potential consequences of transferring funds between investment companies. - Creating and updating SOPs and forms for 403(b) and IRA programs. -Training new team members. -Processing member requests via mail in forms, email, and phone calls. -Frequent phone communication with both members and brokers. -Helping members bring in funds through the… Show more -Gather and maintain knowledge of retirement plan rules & regulations. -Assisting members to understand the IRS regulations, and potential consequences of transferring funds between investment companies. - Creating and updating SOPs and forms for 403(b) and IRA programs. -Training new team members. -Processing member requests via mail in forms, email, and phone calls. -Frequent phone communication with both members and brokers. -Helping members bring in funds through the exchange/transfer/rollover process.

• Customer Service Representative

  • Feb 2020 - Oct 2022

  Madison, Wisconsin, United States



WPS Health Solutions

• United States
• Insurance
• 500 - 600 Employee

• TRICARE Overseas Claims Customer Care Representative

  • Nov 2018 - Jan 2020

  -Gather and maintain knowledge of foreign medical billing procedures. -Converting currencies -Assisting patients and providers in submitting claims to TRICARE. -Regular reporting of customer service tickets -Daily submissions to claims data systems -Creating and updating SOPs -Training new team members -Providing administrative support to management



American Family Insurance

• United States
• Insurance
• 700 & Above Employee

• Operations Services Rep

  • Oct 2015 - Oct 2018

  Madison, Wisconsin, United States -Gather and maintain knowledge of automobile and homeowner insurance policies. -Understanding discounts and how they may affect a policy -Interpretation of policy manuals and explanations to various agencies. -Implementation of several new programs, including KnowYourDrive and Teen Safe Driver discount.