Experience

M&S EAP Services

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• EAP Services Coordinator

  • May 2021 - Present

  Answering client inquiries Delivering/responding to mailings Maintaining client and vendor records Client services, proposals and contracts Interoffice communications and project management Financial reporting and processing Analyze office processes and develop creative solutions to problems Facilitating communications within the team Financial preparation for the department Assisting in marketing department. Works closely with brokers and clients. Prepares new proposals and contracts. Show less



Energy Smart Home Improvement

• Construction
• 1 - 100 Employee

• Administrative Assistant

  • Oct 2018 - Apr 2021

  Administrative Assistant at a small home improvement company office that specializes in the installation of energy efficiency materials into private homes. Produces customer invoices Manages the accounts receivables of the company and follows up on past due invoices Daily scheduling and calendar management Drafts customer contract agreements Preparation of audit materials for the reviewing of work performed or about to be Creates and prepares customer appraisal quotes for work to be performed as well as drafting the invoices and breakdowns of job costs for services rendered Submits rebate information into utility companies via websites Customer communication via telephone and email Any and all other duties as assigned Show less



ACA, Inc.

• Harrisburg, Pennsylvania Area

• Eligibility Analyst

  • Nov 2004 - Oct 2018

  Responsible for eligibility and member services for the PA Faculty Health & Welfare Fund including new enrollments, enrollment changes and additions, COBRA administration, posting COBRA payments, weekly check deposits, eligibility reporting and communicating with the 14 state sponsored universities on daily faculty member issues via phone and email Claims processing of member dental claims Create monthly/quarterly/annual reports of the Fund’s plan expenses Provide reports to the Fund’s actuaries on a quarterly basis IRS reporting of 1099 forms for dental provider payments Member and Provider services support via telephone and email Creation and distribution of member documents and forms Assists CEO regularly with various administrative tasks including compiling various reports Attend university Specialist and Manager meetings twice a year Show less



CrossState Credit Union Association

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Dispute Representative

  • Jan 2001 - Nov 2004

  Settled credit card (Visa/MasterCard) disputes from membersCustomer serviceWorked closely with credit unions dealing with credit card issuesProcessed disputes from the Colorado Credit Union League

• Member Services Representative

  • Sep 1999 - Dec 2000

  Customer service in Visa and MasterCard Cards DepartmentMember phone callsAddress updatesData entry