Ashley T. Email & Phone Number

United States

Novi, Michigan, United States

Responsible for the ongoing coordination of corporate partnership and backup care contract billing. Ensure accurate billing, invoicing, and allocations are applied in accordance with each contract. Leverage critical thinking skills to proactively identify gaps and effectively communicate solutions.

St. Louis County, Missouri, United States

Serves independently in a client-facing capacity on matters of importance, industry knowledge and complexity.Support contract reviews.Receives and handles routine and sophisticated coverage inquiries and applicable endorsement requests. Facilitates the timely and accurate flow of information between clients, and account team members.Responds to client ad-hoc requests and manages client open items listsTrack client project activity and coordinate with other team members as applicable.Actively supports and monitors the renewal process. Performs submission assembly/creation where assigned. Manages the proposal formation and where applicable drafts quote comparisons coordinating with marketing Broker. Follows up for binders, policies and endorsements from BrokerAddresses time sensitive post-binding activities with various industry agencies/organizations and third-party certificate reviewers.Serves as the primary account service team member coordinating client service deliverable activities with Aon Client Services (ACS), to ensure that key processes assigned are performed efficiently and meet the quality of our client service standards.Serves as key client liaison for items such as certificates, auto IDs, , invoices, allocations, location adds/deletes, premium finance agreements as applicable, summaries of insurance, and policy transmittals. Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems.Primary collaborator with Premium Accounting on client billing matters.Gathers and analyzes data and drafts assigned elements of stewardship reports and/or other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.May provide guidance and mentoring to a less senior account specialist. Delegates work to support staff and ACS where applicable.Ensures tools are understood and used. Performs related duties as assigned.

Saint Louis, Missouri

In my role I am responsible for the accounting administrative functions within Shared Services department. Which include, but are not limited to, researching billing questions and contacting customers on accounts receivable balances. I am the main point of contact for over 100+ accounts and answer receivable and billing questions for the local sales teams, administrative offices and external customers. Researching and contacting customers on accounts receivable balances on a daily basis via phone and email to obtain payment and negotiate a payment plan when necessary.Acting as a subject matter expert for billing and AR by providing timely and accurate responses to escalated issues/questions from both the local office and customersIdentify customers that are in a risky position and provide problem resolution when neededPro-actively escalate problem accounts to AR Supervisor, AR Manager, and group Finance Managers based on risk / equity position, amount of past due and bad debt impactComplete detailed account reconciliations and apply payments to ensure all rules of asset backed financing are followedPerform account maintenance in PeopleSoft AR in compliance with accounting policiesPartner with other departments and local offices to research and process billing and accounting transactionsReview, research, and clear AR balance sheet accountsManage banking information of customers for automatic and manual electronic funds transfersOther duties as assigned

Olivette, Missouri, United States

Responsibilities•Process an appropriate number of claim files per day and complete the exam process within the appropriate time-frame of file assignment•Investigate, evaluate, and analyze all reported claims to determine collection potential and develop collection strategies•Gather and evaluate police reports, verbal/written statements, and other related documents to utilize in making liability determinations and collection potential•Evaluate and identify potential injuries or liability with notification to the appropriate claims organizations•Send timely contact letters to responsible parties•Negotiate claim settlements with various insurance carriers and third party companies•Offer guidance and obtain approval for alternative dispute resolution•Maintain accurate account of collections activity and incoming payments on files•Actively defend EFM in lawsuits regarding unresolved claims; partner with clients' insurance companies to monitor the status through resolution

Creve Coeur, Mo

Contact clients to confirm receipt of forms or request return of completed forms. Maintain current client information for all product lines.Monitor Daily Status Report (DSR); expedite any additional underwriting requirementsMaintain financial representative’s calendar and schedule follow-up appointments. Answer and direct telephone calls as appropriate.Contact clients to set up follow-up meetings with registered representativeCommunicate with home office, as needed, to supply or obtain information.Prepare all insurance related meeting materials for client meetingsPrepare/print letters of instruction for client signaturePrepare policies for deliveryGenerating and / or reviewing both insurance paperwork to be sent to clientsResponding to home office account inquiriesClient Service Support:Participate with the support of employing financial representative in various activities of the life insurance sales cycleGenerate insurance illustrations for use in the case cycle and also for client communicationsMeet with clients to complete insurance-related applicationsSubmit and manage the underwriting process for all applicationsReview insurance applications, conversions and policy changes for completeness and accuracy. Arrange medical, paramedical and any exams necessary for underwriting.Provide current status and account values for non-securities-related accounts.Contact and advise clients regarding late payments and other non-securities sales- and service-related issues.Consult with clients on impact of changes to non-securities-related products.Process incoming non-securities-related insurance service requests from clients: process address changes, bank change information, loan requests and ISA service inquiries.

Answer incoming calls regarding GVUL- Group Variable Universal Life and GUL- Group UniversalLife, products from enrollees, policy owners, clients and brokers while meeting and/or exceedingquality and call center standards.* Assist enrollees in completing application either via the website or paper. This includes varioussections of the application including: medical questionnaire, insurance options and investmentoptions.* Maintains extensive knowledge of all GVUL and GUL products and core processes to includeeligibility, underwriting, policy issuance, billing, remittance, assignments, trust ownerships, deathclaims, compliance and calculation of premiums as well as department policies and procedures.* Maintains database of eligible population (new/ongoing) and makes follow up calls to contact eligibleemployees and encourage enrollment in GVUL product and investment strategies.* Assists Client Executives, Implementation Leaders and Clients with special requests and customizedreports.* Schedules enrollment presentations which may include coordination of WebEx meetings.* Processes contractual and non-contractual changes including: address changes, beneficiarychanges, ownership changes, name changes, loan requests, withdrawals, surrenders, and 1035exchanges.Completed Series 6 training course and testing

Facilitated calls and faxes to prescribers to obtain prescriptions for patients enlisted in the HomeDelivery. Obtained approvals for new prescriptions and submitted for processing. Processedprescription requests for the Home Prescription Delivery system. Evaluated prescription statusdetermined next steps and recorded outcome. Completed documentation is entered into theappropriate systems for all contacts (internal/external) to maintain the quality of the home deliveryprocess and documented HIPAA compliance to reduce potential legal concerns. Navigated multiple on-line systems to capture as well as interpret basic patient/physician information and documented theinformation in company data systems. Resolved questions and/or issues to avoid shipment delays, aswell as, ensured the accuracy and quality of the productivity standards on all transactions. Workcollaboratively with other MCC employees to ensure that best practices are shared. Participate onspecial projects or other duties as assigned.

Assisted call-in customers with questions and orders.Maintained and managed customer files and databases.Analyzed customer feedback for process improvements to achieve long-term business objectives.Navigated multiple computer systems and applications to find information.Logged call information and solutions provided into internal database.Communicated with clients regarding account services, statements, and balances.Actively listened to customers' requests confirming full understanding before addressingconcerns.Developed and implemented performance improvement strategies and plans to promotecontinuous improvement.Increased customer satisfaction by resolving issues.Handled 100-120 calls per day to address customer inquiries and concerns.