Briana Pierre Email & Phone Number

Orlando, Florida, United States

• Complete daily, weekly, monthly banking processes related to FSA, HRA & VEBA Accounts.• Pull weekly reporting for Voluntary Employees' Beneficiary Association (VEBA) clients in Alegeus.• Authorize ACH pulls for VEBA clients in BMO Bank.• Send funding request to TrustPoint & US Bank for VEBA clients.• Review for accuracy and release of transfers related to FSA/HRA/Cobra banking transactions.• Key backup for the COBRA off cycle refunds and banking process• Backup for… Show more • Complete daily, weekly, monthly banking processes related to FSA, HRA & VEBA Accounts.• Pull weekly reporting for Voluntary Employees' Beneficiary Association (VEBA) clients in Alegeus.• Authorize ACH pulls for VEBA clients in BMO Bank.• Send funding request to TrustPoint & US Bank for VEBA clients.• Review for accuracy and release of transfers related to FSA/HRA/Cobra banking transactions.• Key backup for the COBRA off cycle refunds and banking process• Backup for managing client garnishment processing, setup of new providers, and reporting.• Backup for the initiation and confirm settlements of payroll funding wires & payroll disbursement Direct Deposit ACH batches. • Backup for managing daily payroll processing, wire drawdowns, direct deposits and daily bank settlements.• Reconcile daily Payroll funding and disbursement reports and collaborate with HCM SB Service Team, as necessary.• Backup for non-payroll billing and month-end close support.• Knowledge regarding general payroll, tax, and human resource compliance rules & regulations.• Responsible for working with multiple internal departments to ensure set of Treasury controls is uniform and consistent. • Troubleshooting banking and settlement issues.• Preparation of monthly, quarterly, and annual reports and related analytics.• Participate in regular Treasury meetings.• Additional duties as may be deemed necessary by upper management. Show less

Orlando, Florida Area

•Assist in configuration and implementation of complex groups on the PlanSource Platform• Provide tier 1&2 level support for configuration and processing questions• Attend weekly client calls and report on issues• Review and approve client transitions• Represent the Service Team on transition calls with Implementation• Provide help desk support to PlanSource Clients including:• Act as back up to Account Manager• Respond to client phone calls and emails regarding… Show more •Assist in configuration and implementation of complex groups on the PlanSource Platform• Provide tier 1&2 level support for configuration and processing questions• Attend weekly client calls and report on issues• Review and approve client transitions• Represent the Service Team on transition calls with Implementation• Provide help desk support to PlanSource Clients including:• Act as back up to Account Manager• Respond to client phone calls and emails regarding system-related questions• Utilize tools such as GoTo Meeting to assist clients with system issues• Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution• Read all release notes and technical updates to stay familiar with all system functionality• Comply with general and Client specific Service Level Agreements (SLAs)• Documentation of client activity (phone calls, emails) via client relationship• management tracking software• Facilitate client issue/inquiry resolution by working with 3rd parties and health• insurance carrier contacts• Escalate items that are not resolved in accordance with SLA’s• Assist in client training and education functions• Log tickets in designated system for technical support on reported issues• Manage annual open enrollment for defined clients. Show less

Orlando, Florida Area

• Provide telephone support for numerous programs by answering client inquiries via multiple lines while meeting process and quality standards. • Provide support and service for new and renewal business and for correspondence and mid term changes • Complete all client service requests within targeted timelines. • Perform research to answer coverage inquiries. • Provide support to other members of the business and special projects as required – manager may change… Show more • Provide telephone support for numerous programs by answering client inquiries via multiple lines while meeting process and quality standards. • Provide support and service for new and renewal business and for correspondence and mid term changes • Complete all client service requests within targeted timelines. • Perform research to answer coverage inquiries. • Provide support to other members of the business and special projects as required – manager may change assignments/duties to meet business needs. • Follow department procedures to clearly and appropriately document accounts. • Track activity and update reports on a daily basis. • Analyze and report on campaign efforts, existing programs and special projects • Assess, analyze and process applications for incomplete and inconsistent information • Provide excellent customer service to our insureds • Submit referrals to carrier, recommending appropriate action • Analyze and report on special department initiatives, existing programs and new programs • Interact with customers, clients, insurance carriers and internal sources providing information about coverage verbally and in written form. • Handle inbound calls to service customers in the Individual Healthcare call center Show less

Bachelor Of Arts - Ba

Associate Of Arts (A.A.)