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.

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