Wendy Spencer

Benefits Billing Supervisor at University of Texas System
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Contact Information
us****@****om
(386) 825-5501
Location
Austin

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Experience

    • Higher Education
    • 1 - 100 Employee
    • Benefits Billing Supervisor
      • 2015 - Present

      I joined the University System as a Benefits Associate and have been repeatedly promoted into positions of increasing responsibility in managing employee and retiree benefits. In my present position, I lead a team of 4 in managing COBRA applications and billing for all employees recently separated from the 14 UT institutions (between 700 and 1,000 individuals monthly) and retiree billing for 6 of the 14 institutions (more than 5,000 retirees each month). I handle escalated issues such as… Show more I joined the University System as a Benefits Associate and have been repeatedly promoted into positions of increasing responsibility in managing employee and retiree benefits. In my present position, I lead a team of 4 in managing COBRA applications and billing for all employees recently separated from the 14 UT institutions (between 700 and 1,000 individuals monthly) and retiree billing for 6 of the 14 institutions (more than 5,000 retirees each month). I handle escalated issues such as cancellations, suspensions, and beyond federal deadlines and work with staff at the individual universities to assist employees with transition to COBRA and retiree status. I also create and submit recurring Direct Debit via ACH files to the Treasury group using Excel and PeopleSoft applications. • My team consolidated COBRA billing at the system level to save more than $200,000 annually after presenting the plan and its benefits to System executives. • We supported IT in creating business processes and are presently implementing the Teacher’s Retirement System premium payment direct deductions following enabling legislation by the Texas Legislature. • Presently I am working with upper management on planning to upgrade PeopleSoft applications in FY 2019 as well as to bring on board retirees from institutions not presently served.

    • Benefits Specialist, Benefits Billing
      • 2013 - 2015

      In this position, I responded directly to inquiries by retirees and helped them understand their out-of-pocket insurance premium bills and other benefits issues. I created and submitted recurring Direct Debit via ACH files while working toward a PeopleSoft solution and prepared cash tie-out in legacy systems for all types of payments. I served as one of the advocates for system employees. • Working with my Supervisor, I effectively created and staffed the new Benefits Billing section and… Show more In this position, I responded directly to inquiries by retirees and helped them understand their out-of-pocket insurance premium bills and other benefits issues. I created and submitted recurring Direct Debit via ACH files while working toward a PeopleSoft solution and prepared cash tie-out in legacy systems for all types of payments. I served as one of the advocates for system employees. • Working with my Supervisor, I effectively created and staffed the new Benefits Billing section and subsequently moved into the supervisor’s position (above). • I implemented PeopleSoft after staged rollouts to move toward one system for servicing retirees. • I also interviewed and recommended new staff to the Supervisor.

    • Benefits Associate, Employee Benefits Office
      • 2007 - 2013

      I performed a broad range of accounting and management functions in the Employee Benefits Office. Among those tasks, I prepared letters for financial analysis at each UT institution for outstanding and disputed employee group insurance payments, and prepared documentation and scheduled payments for subscriptions, affiliation memberships, purchase orders, travel accounts, and other business expenses. • I processed Flex payments from 4 institutions. • I worked with financial analysts to… Show more I performed a broad range of accounting and management functions in the Employee Benefits Office. Among those tasks, I prepared letters for financial analysis at each UT institution for outstanding and disputed employee group insurance payments, and prepared documentation and scheduled payments for subscriptions, affiliation memberships, purchase orders, travel accounts, and other business expenses. • I processed Flex payments from 4 institutions. • I worked with financial analysts to scan and move files to FileNet or personal files for review. • I prepared Annual Enrollment Postage Reimbursement letters to institutions and followed up until reimbursements were received.

    • Office Manager
      • 2006 - 2007

      With this small manufacturing firm, I managed office operations. I set up employee files, calculated payroll, and prepared quarterly and annual forms 940, 941, W-2, and W-3. I made bank deposits and reconciled accounts and worked with broker to set up employee insurance benefits plan. • Set up all office files and bank registers from startup to firm closing. With this small manufacturing firm, I managed office operations. I set up employee files, calculated payroll, and prepared quarterly and annual forms 940, 941, W-2, and W-3. I made bank deposits and reconciled accounts and worked with broker to set up employee insurance benefits plan. • Set up all office files and bank registers from startup to firm closing.

    • United States
    • Retail
    • 1 - 100 Employee
    • Lead Claims Processor
      • 2006 - 2006

      I assisted the manager in supervising claims processors, coordinated the electronic data interface process, and assisted claims processors with billing issues. • Trained and cross-trained claims processors. I assisted the manager in supervising claims processors, coordinated the electronic data interface process, and assisted claims processors with billing issues. • Trained and cross-trained claims processors.

    • Personal Banking Representative / Banking Service Specialist
      • 2004 - 2005

      Here, I began employment as a Service Specialist providing telephone support to members and was promoted to provide lobby-based services to walk-in members. • Throughout my tenure, I consistently met targets for upgrading members to new services and accounts. Here, I began employment as a Service Specialist providing telephone support to members and was promoted to provide lobby-based services to walk-in members. • Throughout my tenure, I consistently met targets for upgrading members to new services and accounts.

    • United States
    • Banking
    • 700 & Above Employee
    • Branch Manager
      • 2003 - 2004

      In a busy branch, I supervised operations such as processing large volumes of currency and checks, enforcing bank policies, and promoting the bank’s services and products. • I succeeded in increasing collection of checks returned as non-sufficient funds. In a busy branch, I supervised operations such as processing large volumes of currency and checks, enforcing bank policies, and promoting the bank’s services and products. • I succeeded in increasing collection of checks returned as non-sufficient funds.

    • United States
    • Personal Care Product Manufacturing
    • 1 - 100 Employee
    • Mailroom, Eligibility, Provider Pends & Receptionist Transition Supervisor
      • 1998 - 2003

      After beginning employment in the Mail Room, I was promoted to supervise two groups of associates in a service center, manage mailroom operations, and oversee completion of pending claims and eligibility determinations. • I led the transition of all front-end operations from San Antonio to centers in Wisconsin and Kentucky, successfully maintaining business continuity during staff reductions in San Antonio. • National Customer Service Week 2000 Customer Service Champion Award. After beginning employment in the Mail Room, I was promoted to supervise two groups of associates in a service center, manage mailroom operations, and oversee completion of pending claims and eligibility determinations. • I led the transition of all front-end operations from San Antonio to centers in Wisconsin and Kentucky, successfully maintaining business continuity during staff reductions in San Antonio. • National Customer Service Week 2000 Customer Service Champion Award.

Education

  • The University of Texas at San Antonio
    Accounting and Finance

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