Dakota Bates Email & Phone Number

Salt Lake City Metropolitan Area

• Provide input impacting 9 medical plans and other benefit programs covering 130,000 lives and $414M in annual claims.• Influence product delivery to over 130,000 members, potentially impacting the quality of service provided by operational teams.• Design and administer comprehensive employee benefit programs covering various aspects including medical, dental, vision, life insurance, disability, and retirement.• Regularly evaluate and enhance existing benefit programs, ensuring alignment with organizational goals and industry standards.• Conduct rigorous research on complex benefit plan issues, staying updated with evolving benefit trends and regulations.• Act as the primary liaison for Student Health Plan clients, managing strong relationships and efficient communication.• Coordinate effectively with key vendors and consultants to ensure seamless service delivery.• Support ad hoc analysis needs for consulting projects, vendor management, and process improvement initiatives.• Ensure strict compliance with federal, state, and local regulations related to benefit programs.• Implement proactive risk management strategies to ensure alignment with evolving regulatory landscapes.• Exercise high attention to detail and prioritize tasks effectively while working on multiple projects.• Work effectively without close supervision, making independent decisions within company policy and regulations.

Salt Lake City, Utah, United States

• Manage a department budget of $2.5M and monitor its progress through regular financial reports.• Facilitate and document monthly Manager Review Committee meetings, where we assess the performance of our managers in overseeing a $13B portfolio.• Lead recruitment efforts by reviewing job applicants, selecting the best candidates, and hiring them to fill departmental roles.• Supervise subscriptions, products, and contracts used by the investments department, ensuring they align with the department's goals and budget.• Plan, coordinate, and execute file-migration projects to new management software, ensuring a smooth transition for all team members.• Conduct research, analyze investment proxy voting activity, and present recommendations to senior management.

Salt Lake City, Utah, United States

• Supported CIO's day-to-day operations, managing calendar, prioritizing appointments, and coordinating travel.• Coordinated materials for high-level meetings such as investment committees, board meetings, and investor presentations.• Handled confidential information with discretion and compliance with regulations.• Liaised between CIO and stakeholders such as investors, executives, and board members.• Managed special projects including due diligence reviews and strategic planning initiatives.• Fostered a collaborative and productive work environment by maintaining effective communication with other departments and team members.

Draper, Utah, United States

• Managed SLA queues to resolve 50-10 cases a day pertaining to data discrepancies. • Audited reports and integration files of member groups consisting of 500-2.3K participants.• Compiled member data into internal/external reports and presentations using Excel. • Coordinated efforts with business analyst in analyzing and evaluating account functionality. • Assisted account managers in fulfilling integration files and account uploads. • Oversaw wiring transaction data in coordination with accounting.

Draper, Utah, United States

• Coordinated efforts with business analyst in analyzing and evaluating account functionality. • Rated as department top performer, scoring 95%+ on every QA audit. • Developed an auditing system within Excel to review member enrollments consisting of 12M members.• Created, documented, and trained department on correct process and procedures.• Oversaw and resolved escalated employer situations.• Aided customer company HR representative’s manage their HSA, FSA, HRA, and LPFSA benefits.

Draper, Utah, United States

• Promoted after 2 months of working within the department. • Managed phone queue to stay within company SLA goals. • Educated current and potential members on company products and associated benefits. • Acted on member concerns to provide exceptional customer service. • Maintained account security by following proper policies and procedures. • Assisted individual member account holders manage their HSA, FSA, HRA, and LPFSA benefits.

Provo, Utah, United States

• Managed a team of 30-35 student employees in cafeteria operations serving 2000+ individuals 3X daily.• Resolved various and complex issues to improve flow and functionality of service.• Utilized clear written and oral communication to relay information to non-student management.

Bachelor Of Science - Bs, Business Management

Associate Of Science - As, Business Administration And Management, General