Cathy Schaefer Email & Phone Number

St Petersburg, Florida, United States

Interacted with clients, their employees, l boarding, newly eligible and annual enrollment.Documented the Medical Support Notice process. Updated the process for disability claims. Enrolled employees for HSA contributions including client contributions. Processed Section 125 compliance adjustments. Communicated resolution of eligibility and enrollment.

Tampa/St. Petersburg, Florida Area

Process benefit enrollments for PEO product offerings for clients including medical, dental, vision, disability, life insurance and ancillary products. Knowledgeable about Section 125 plans and basic S-Corporation benefits.Provide support to clients, their employees and internal partners for annual enrollment (2015, 2016, 2017, 2018). Responsible for setup.

Tampa/St. Petersburg, Florida Area

Contract employee for open enrollment.Explain features of Health Savings Account (HSA) and Health Reimbursement Account (HRA) medical benefits with FSA's, dental, vision to hourly employees and process their enrollment requests. For the salaried employees, explain features of HSA and HRA medical benefits, dental, vision, short and long term disability.

Palm Harbor, FL

Alltrust Insurance coordinates employee benefits for small and medium sized businesses in Florida. Enrolled employees for benefits including health, dental, vision, life, disability, and COBRAEnsured eligibility requirements were met and maintained detailed records for compliance Increased productivity through online access to carrier websites for.

Clearwater, FL

Seasonal work at Macy's Credit and Customer Service Inc. Reviewed credit accounts for 70-120 customer calls per day, approved credit limit increasesActivated credit cards by verifying confidential data including date of birth, addressesReviewed notes on account related to fraud, and partnered with coworker to resolve issuesAdded credit lines to card.

Jpmorgan Chase, Tampa, FL

Contractor - Returned to team at request of manager for testing web-based debit card programTested website, IVR and POS for EBT SNAP, TANF, Cash, Child Care, Education & Training benefit loads and transactions. Executed functional and end to end tests using Lexcel and SOAP UI/Host to Host in multiple testing environments for client and internal.

Tampa, Florida

Contractor - User Acceptance Testing of web-based financial tool with client and user profiles, accounts and entitlements. Manual testing using migration and rollback test cases in Quality Center.

Granite Services International, An Affiliate Of GE Energy

Contractor - Billed clients for contract workers' Time, Travel and Expenses in Oracle. Created documentation for Brazilian process, included uploading invoices for approval to GE shared website.

Tampa, FL

Manual website testing for Cloud eCommerceCreated automated tests using Selenium IGE for online stores - functional and end to end - used agile methodologyTracked defects and referenced documentation in JIRA

Jpmorgan Chase, Tampa, FL

Contractor - Identified, wrote, revised 1300+ test scenarios, and 1800+ test scripts traced to business, functional and technical requirements related to payment card industry (PCI)Defined and wrote 500+ regression test scriptsExecuted and documented manual test scripts for functional, unit, end to end, regression, BVT and PVT test phases for monthly.

Dunedin, FL

Created and updated process documentation for 30+ work instructions related to quoting, purchasing, expediting, accounting and invoicing. Result: 80%+ error reduction for credit card online orders. Analyzed on-time delivery metric using root cause analysis Result: improved on-time rate from 85% to 100% in two months.Collaborated with key customer to.

Tampa/St. Petersburg, Florida Area

Created and implemented benchmark process to transition customers to self-service web tools Result: added 1,200+ new customers as web users in 2005 Tested web tools, meeting QA tollgates for implementation. Designed and conducted online web tool training for customers and sales representatives which improved adoption and repeat use rates.Revised web.

Responded to customer and sales representative phone inquiries.Provided solutions related to all work processes from Purchase Order Placement to Invoices.Calculated balance termination invoices using amortization schedules for financed lease contracts and reconciled payment issues.Won “Inquiry Resolution Representative of the Month” award based on team.

Processed billing transactions for 3000+ lease and maintenance contracts monthly including resolution of error registers, editing and updating purchase orders.Mentored and provided on the job training to new billing representative.Awarded "Billing Representative of the Quarter."

Tampa/St. Petersburg, Florida Area

Led team of four to collect 180+ day aged accounts and overachieved objective at 104%.Collected monthly assignment of $3.5M for Commercial and Government customers for financed leases and maintenance agreements.Negotiated payment plans and account resolution strategies to surpass monthly objectives.Clarified terms and conditions for contracts, including.

Clearwater FL

Tax Preparer for personal returns during the 1999 and 2000 tax seasons

Web Development And Design Certification

Photoshop CS5 Intro and Intermediate, Basic Dreamweaver CS5, JavaScript, HTML5, and Web Design

Continuing Education, It, 4.0

Classes in SharePoint 2014 (Intro), SQL (1.5 CEUs), Computer Applications Spring 2012, Intro Web Page Creation/HTML Summer 2001.

Six Sigma Green Belt Certification

October 2010 # VILC125554 with 9.5 CEU's in Business Analysis Recertification Oct 2013

Bs, International Management