Daniel Ulrey Email & Phone Number

Omaha, Nebraska, United States

Reviews, analyzes, and evaluates user needs to create systems solutions that support overall business strategies. Document system requirements defines scope and objectives and creates system specifications that drive system development and implementation. Incumbents function as a liaison between IT and users and have both business and technical expertise. Skills• Gather requirements from end users • Develop actionable work items to deliver to developer• Work with developers to clarify requirements • Test changes to ensure they match with end users’ need • Document processes in enough detail for another user to duplicate • Knowledge of Excel Scripting concepts • Execute Project Management concepts and workflow • Execute Agile Development methodology concepts • Execute SQL Queries • Workflow Design, Documentation, and Process Improvement • Data Collection and Normalization

Hooksett, Nh

● Create and utilize spreadsheets to produce more efficient processing strategies● Use daily reports to monitor KPIs and validate all entries have been logged appropriately● Monitor exceptions and ensure timely response from business partners and third-party vendors● Engage management when processing days are at risk● Monitor and resolve at-risk temp tags ahead of the expiry date● Escalate aged items and partner with management for resolution● Monitor client status reports to ensure timely processing of registration transactions● Partner with client services and delivery teams to expedite processing for at risk clients● Ensure service level agreements and met and maintained● Process documents from dealers for timely payment, floorplanning and registration processing● Validate required documents, dates and information have been provided and are accurate● Partner with purchasing/delivery team to ensure timely registration for vehicle delivery● Determine registration path for most efficient processing

Dover, Nh

● Respond to incoming customer inquiries for first contact resolution and escalating procedures if required● Apply application specific and software troubleshooting skills for different devices, operating systems, browsers, and the download/installation of software● Provide input for documentation, training, and workflow optimization● Log client request into database and ticketing system if necessary● Demonstrate personal and professional customer service skills

Portsmouth, Nh

● Owned accountability for a positive customer experience by resolving any technical issues and ensuring successful account activations ● Achieved and maintained proficiency with the capabilities of Bottomline’s software as well as corresponding systems and software updates ● Activated the minimum standard of 25 Paymode-X Memberships per day ● Assessed and validated information through multiple processes which included inbound/outbound calling, faxing and online data research ● Utilized time management skills for authentication resolution ● Sought opportunities to improve process efficiency ● Maintained ability to work in a fast-paced team environment ● Participated and adhered to Bottomline’s C1 Customer Service program

Manchester, Nh

● Provided complex technical support to clients via email, phone or in person ● Trained office support staff regarding all paperwork and system requirements● Processed all EOBs into database and forwarded to appropriate department ● Introduced and trained client office administrators on new forms policies on practices and assisted with change implementation ● Executed weekly conference calls to provide client support, share data, and answer all questions on the claims and appeals process ● Resolved client concerns and complaints ● Interacted with client’s customers to provide and process information in response to inquiries, concerns, and requests about products and services ● Gathered customer's information to determine the issue by evaluating and analyzing the symptoms and identifying the root cause ● Offered alternative solutions where appropriate, with the objective of retaining customers’ and clients’ business Claims Representative (June 2016 - August 2016) ● Executed outbound calls to insurance companies regarding current status of medical claims ● Performed extensive database organization and implemented new note taking procedures ● Exercised complex problem solving to ensure claims were processed according to their benefit plan Scanner (May 2016 - June 2016) ● Scanned medical documentation in an efficient and organizational manner, maintaining confidentiality