Danielle Downs Email & Phone Number

Chattanooga, TN, US

Greater Atlanta Area

• 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.

Chattanooga, Tennessee Area

• 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.
• 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

• 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.

Bachelor Of Business Administration, Finance

Bachelor Of Business Administration (B.B.A.) Degree In Finance, Finance, General