Experience

ProCo Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Senior Client Advocate

  • Jul 2015 - Present

  Administrative Responsibilities: • Manage day-to-day account activity as assigned by Account Managers Maintain client files and databases. • Assist with processing of enrollment applications/group service agreements. Prepare SPDs and mandatory notices for clients. • Communicate and prepare COBRA vendor updates for COBRA administrators. Prepare quotes for new hires or additions as needed. • Act as a liaison between the carrier and member regarding claims issues and audits. Preparing reconciliation reports for clients. • Assist with the review of carrier contracts for clients. • Document BenefitPoint (and CDS as needed) in accordance with the firm’s standard operating procedures. • Maintain and update Benefits Overviews as needed. Coordinate Health Fairs and Lunch & Learns for the client. Assist with the printing of benefit cards for clients. • Assist entire ProInsurance team with phone/client inquiries. • Assist with technology implementations including PlanSource, Benetrac or other HRIS/online enrollment systems. Accountabilities: • Interact with others effectively by utilizing oral and written communications. Provide accurate and timely information to those you are charged with supporting Promptly respond to written and oral communication • Keep BenefitPoint (and CDS as needed) updated by entering new data and documenting actions taken on behalf of clients. Knowledge, Skills and Abilities: • Demonstrate excellent oral and written communication skills Excellent organizational skills • Ability to operate various computer programs (Microsoft Office Suite, BenefitPoint, CDS) • Ability to add, subtract, multiply, divide whole numbers, and complete calculations involving decimals and fractions with accuracy. • Knowledge of multi-line phone system. Ability to process written materials visually. Show less



Affymetrix

• Biotechnology Research
• 200 - 300 Employee

• Global Pricing and Customer Data Management Specialist

  • Mar 2007 - Nov 2012

  • Assist with all aspects of Pricing Operations, including but not limited to customer pricing updates in JD Edwards (JDE). • Collaborate with Product Managers to ensure that products pricing worksheets and promotions are filled out correctly before facilitating for Pricing Committee approvals. • Communicate and align with Asia Pacific and Europe regions. • Ensure proper approvals are received prior to any price changes in the system. • Upload pricing into Pricing Approval Process Administration (PAPA) and JDE timely and accurately. • Troubleshoots any pricing issues • Complies with monthly SOX review and reporting. • Create price matrix reports and PDF price lists to distribute to various departments and regions beginning of every month. • Post current price lists, price forms, and promotion log to Salesforce and to the company's intranet using Dreamweaver. • Review monthly new customer records report in efforts to maintain the Customer Master Data manageable in JDE. • Verify customer pricing are updated in JDE when contract agreements are renewed or expired. • Maintain customer pricing in Web Order Management. • Process USB price list and update files in ATG Business Control Center weekly. • Ensure customer SciQuest and Ariba e-catalogs are updated quarterly. Show less



Giorgio Armani

• Italy
• Retail Apparel and Fashion
• 700 & Above Employee

• Point of Sales Assistant

  • Jan 1997 - Nov 2006

  • Oversee daily store operations -- such as performing all point-of-sale functions and being responsible for all registers opening and closing procedures. • Understand and abide by all policies, procedures, and directives as given to me. • Support the Operations Manager with financial and cash policies and procedures (including petty cash, bank deposits, sales audit, safe activity, cash drops, etc.). • Review employee time cards and make any necessary corrections in the TimeTrak system before forwarding to corporate payroll. • Supervising cashier staff and provide daily guidance and support. Assisting the top sales person by organizing and filing documentations, informing him his daily figures, updating his will call list for customer pick-ups, and following up with clientele to ensure good customer service. • Working with all other departments to insure smooth operation of facility – such as communicating with stock personnel for merchandise check, checking daily with finished alterations for customers notification of pick-up, and work closely with security on handling with cash counts and merchandise checks. Show less



Macy's

• United States
• Retail
• 700 & Above Employee

• Merchant Technology Assistant

  • Sep 2004 - Jun 2005

  • Enter purchase orders accurately ensuring integrity of item files. • Maintain and adjust purchase orders--such as price discrepancies, description changes, quantity, and clearing trouble purchase orders using appropriate division guidelines. • Process return to vendor goods accurately and in a timely manner. • Run Monday morning reports, i.e. vendor selling recaps, department reports, best sellers or key item recaps, and trend reports. • Research, analyze, and correct SKU and inventory rejects. • Work with advertising--such as inputting ad planners, fact sheets, control boxes, obtaining and processing ad samples, and recapping most recent ads. Show less