*Service contact for an assigned book of business*Strong working relationship with both clients and carriers•Review and edit agreements and documents, such as employee booklets and carrier contracts•Coordinate client meetings by scheduling, preparing financial exhibits and presentation materials•Create and review financial monthly reports•Develop and execute proposal requests for carriers and final marketing analysis for clients, coordinate vendor responses/follow-ups, prepare client report*Prepare open enrollment meeting materials*Work with vendors and clients on escalated claim issues*Create marketing materials/employee communications for clients*Working knowledge of federal/state legislation related to the insurance industry*Highly involved in extra activities at Lockton: sports coordinator, led Kaiser 5K, United Way member, Toastmasters member, Fire Marshall, Best Place to Work committee, etc.

•Reviewed claims submitted for second level Medicare appeals•Made sure the decisions of Medicare benefits were in accordance with CMS regulations and conducted in a timely mannerTriage cases for reconsiderations and decide ones that need clinical review or be sent to a non-clinician•Research appeals in each of the 4 DMEMAC processing systems using, VMS access, government portals•Create a summary of facts to be put into decision letters and effectuation notices to be sent to appellant, AC, or DMEMACs•Research on CMS systems for proper information, ran Macros to find overlaps and errors•Work with external subcontractors; send files for them to review and review them again when sent back•Participate in IRR with clinical staff to develop knowledge and stay up to date with training•Develop and revise procedures for Medicare Appeals•Use Oracle, Visual Basic, Rtalis, MAS, Content Manager, Pega, VMS Medicare Access, and excel every day to research and triage each appeal case

Prepared sale action plans and schedules, held meetings and discussed new sales opportunities•Developed client referrals, made sales calls to new and existing clients, assisted with loan documenting•Ran a teller drawer, handled cash, checks, and the vault, completed general ledgers and basic accounting principles•Planned and organized outside sales, called and scheduled business appointments, brought in new clients•Opened customer accounts, new and existing, opened business and personal bank accounts, update profiles •Knowledgeable about all accounts and procedures, including CDs, IRAs, business accounts, etc.

Audited telephone number status in various computer systems, achieved timely results, organized spreadsheets•Identified discrepancies and implemented solutions to update systems, presented updates to senior management•Made analytical decisions to network operations team, ran cross-functional projects, identified areas of improvement•Analyzed the billing database, viewed orders/accounts for new activity, identified gaps and informed team

Administrative work: made copies, checked mail, answered phones*Shadowed employees: overlooked accountants, financial advisors/planners in their daily work*Personal Coordinator: followed complex oral and written instructions, performed personal assistant duties

Reported background checks and employment verifications, worked in fast paced environment*Was responsible for sending reports via email, fax, and online being accurate in a timely manner*Analyzed reports such as criminal history, drug tests, credit reports, social searches, motor vehicle records, education verifications, previous/present employment checks, dealt with documents of a confidential nature