Experience

Winston Benefits

• United States
• Insurance
• 100 - 200 Employee

• Administrative Manager

  • Feb 2021 - Present

• Client Account Representative

  • Jul 2018 - Feb 2021

  Jersey Shore Responsibilities include: - Assist with client implementations including knowledge transfer representing the Customer Experience Team and creating client support profile and procedure manual. - Assists with planning process flows that need to be implemented- mailing, dependent verification, etc - Coordinate on communication materials needing to be created for client - Assist with obtaining client and carrier contact points - Coordinate client testing, client facing issue… Show more Responsibilities include: - Assist with client implementations including knowledge transfer representing the Customer Experience Team and creating client support profile and procedure manual. - Assists with planning process flows that need to be implemented- mailing, dependent verification, etc - Coordinate on communication materials needing to be created for client - Assist with obtaining client and carrier contact points - Coordinate client testing, client facing issue tracker - Addresses instruction/census/benefit audit/carrier issues with clients and coordinates resolution with other departments - Respond to client emails, issues and other requests - Communicate updates with carriers - Review drop dependent reports with client and forward adjustments as needed - Manage client issues, coverage problems and questions - Perform ad hoc reporting as needed - Other duties as assigned

• Account Specialist

  • Jul 2016 - Jul 2018

  Jersey Shore Ensures non-open enrollment transactions are complete and correct by reviewing documentation and finalizing new hire, life event and other transactions for various benefits administration clients. Makes certain member coverage records are current and accurate by performing manual adjustments in the company’s enrollment management system as needed. Updates dependent verification statuses by reviewing documentation and if necessary, following up with employees. Ensures… Show more Ensures non-open enrollment transactions are complete and correct by reviewing documentation and finalizing new hire, life event and other transactions for various benefits administration clients. Makes certain member coverage records are current and accurate by performing manual adjustments in the company’s enrollment management system as needed. Updates dependent verification statuses by reviewing documentation and if necessary, following up with employees. Ensures eligibility record requirements are met by performing manual carrier updates (emergency, or as needed), due to employee eligibility changes. Assist clients and Account Managers by performing initial research on participant issues.

• QA Analyst

  • Oct 2015 - Jul 2016

  Jersey Shore Responsible for reviewing data files exchanged with clients and partners to ensure their accuracy and validity and performing software testing for both client facing websites and internal tools. Job Responsibilities include: •Maintain documentation for carrier file exchanges by preparing detailed specifications for the format and process used in reviewing the data files. •Approve files for transfer by ensuring that generated instruction and carrier data files have valid content… Show more Responsible for reviewing data files exchanged with clients and partners to ensure their accuracy and validity and performing software testing for both client facing websites and internal tools. Job Responsibilities include: •Maintain documentation for carrier file exchanges by preparing detailed specifications for the format and process used in reviewing the data files. •Approve files for transfer by ensuring that generated instruction and carrier data files have valid content and format according to the specifications. •Ensure that transaction data files are being processed properly by reviewing census log files and responding to each error appropriately in collaboration with the Account Management team. •Resolve external discrepancies with carriers by reviewing carrier load reports and responding to each error or advice message appropriately in collaboration with the Account Management team. •Handle unique events that impact file processing by performing special handling for files that will need different business rules or validation. •Validate software functionality by performing system release testing for client websites, enrollment transactions, and internal administrative systems to validate the configuration and functionality

• Logistics Specialist

  • Nov 2012 - Oct 2015

  Jersey Shore

• Mailroom Clerk

  • Nov 2010 - Nov 2012



Snoqualmie Ridge Early Learning Center

• Kindergarten Co-Teacher

  • Jun 2010 - Sep 2010

  Snoqualmie Ridge, WA