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 requests for key account, including review of monthly invoices and related adjustments, with 1000+ employees.Used Salesforce for client case management, Access Database, Webex, Calabrio, Client Space, Cisco Finesse.

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 and ongoing processing, maintenance and support of client accounts. Review and process enrollments for QMSCO's; code forms for disability claims, life claims and conversions. Use Salesforce to record and track cases to resolution, completing 240+ cases monthly.Review and resolve web enrollments.Process premium billing and adjustments in collaboration with payroll specialists; process monthly reconciliation. Update knowledge related to benefits administration.Coach employees and clients through web enrollments and qualifying events.

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, AD&D, flexible spending accounts, employer paid life for employee, spouse and children and complete their enrollment requests.Complete online enrollments and Life Events in UltiPro system.Answer employee phone calls and resolve issues related to benefits eligibility, payroll, vacation, onboarding, I-9 requirements, leave of absence and FMLA rules, password resets, and 401(K) enrollment forms. For team members who weren't eligible for benefits, I guided them to the Marketplace for ACA medical and dental coverage. Document all customer interactions from calls and emails fully and accurately using the ServiceNow HRIS program. Escalate cases involving system, payroll and data issues. Continue in HR Resource Center after open enrollment for W-2 and general HR inquiries.

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 enrollment teamUpdated Brokerage Builder based on group's unique requirementsCreated process documentation for enrollment for each insurance carrier

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 account for Major Purchases, 12 month interest free Special Events based on income and credit report information

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 users.Reviewed User Stories, wrote and executed test cases and test scripts.Wrote functional, end to end and regression manual tests and loaded into Quality Center (HP v10) / ALMIdentified and logged defects into Quality Center / ALM and retested for resolution

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 releases of web-based payment card productCreated 300+ batch files following interface guides and executed testing using SFTPProcessed test transactions in Tandem for EBT, WIC, SNAP, CCTATrained offshore team members using regression test cases Identified and logged defects into Quality Center, sent information to third party developer (FSV) and retested for resolutionProvided feedback for peer to peer review of various requirement and testing documentsAnalyzed issues related to user experience and quality assurance in test and production environments

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 implement invoicing process through web portal, along with creation of process flow diagram and procedures compliant with ISO 9001:2008 Result: receivable cycle time improved 12+ days.Internal auditor for ISO 9001:2008 certification in 2010.Conducted supplier survey for 50 key suppliers in 2008 Result: 53% response rate for supplier satisfaction score improvement from 6.3 to 6.5 on a scale of 1 to 7 using box plot.Accounts Receivable, purchase order balance and tax reconciliation, vendor relationsTracked process errors; created pareto charts; conducted root cause analysis with team members; implemented process changes; tracked resultswww.berndgroup.com

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 registration process steps in a LEAN Quality Project Result: decreased cost to business and increased use of E-Meters web tool by 4 %.Awarded GE Values recognition for 1st quarter 2006 and won Vice Presidents Award for 4th quarter 2004; nominated by peers based on role model behaviors. Gathered Voice of Customer feedback regarding tools and shared with project developers for system improvements.

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 work, productivity and quality.

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 early termination charges related to non-cancellable leases with customers and sales representatives.

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