Eric Machado Email & Phone Number

New York, Ny

• Efficiently answered questions, educated, and counseled participants regarding their annuity, 401(k), or defined benefit plans (pension).• Communicated tactfully and provided information in a clear and concise matter including eligibility for annuity withdrawals and/or pension requirements• Calculated monthly pension amount including any potential death benefits for beneficiary(s) • Performed monthly check run for pensioners which included verifying monthly payments, Federal and State taxes, retroactive payments, adjustments, and contributions

Austin, Texas Area

• Counseled members on survivor benefits and other state benefit programs, including medical/life/ health insurance, wellness programs, pension annuities and related matters.• Utilized verbal and written communication to lead discussions with members on survivor benefits, benefit eligibility, taxes, medical/life/ health insurance, beneficiary designation, death correspondence and other topics as assigned.• Worked in consultation with the Executive Office, Legal Team and Division Director as it pertains projects and correspondence with members• Liaised with other state agencies regarding the processing of assignments.• Determined initial eligibility for death benefits and calculates benefit pension payments.• Applied interpretation of laws, rules and procedures related to employee class assignments• Reviewed applications, claim forms and related legal documents for compliance, accuracy and completeness.• Created and updated work policies and procedures for current rules, programs/benefits, and Legislative changes. Managed the Survivor Benefits Group implementation plan for new benefits for members for each fiscal year. Updated (simplified) the employee training curriculum by developing modules which resulted in 25% reduction in employee workload.

Austin, Texas Area

• Responsible for accurately determining eligibility for government programs such as TANF, Food Stamps and or Medicaid Programs.• Daily workload consisted of interviewing clients, documenting information gathered, determining benefit, verifying case data, explaining program benefits and requirements.• Obtained, verified, and calculated income and resources to determine client financial eligibility.• Processed changes to client status, overpayments, and adjusts or restores benefits.• Documented case records using automated equipment to form a record for each client. Maintained accurate and mistake-free records for clients.• Acted as an intermediary with stakeholders both internally or externally to provide, exchange, or verify information, answer inquiries, address issues, or resolve problems or complaints.• Mentored new employees in which duties included trouble shooting problems with existing computer software and explaining and interpreting difficult policies for each specific case. Assisted an average of 25 customers per day and investigated fraudulent cases resulting in a reduction of State benefits by 25%.  Reduced delinquent claims by 100% by implementing personal organizational techniques.

Austin, Texas Area

• Responsible for tax return workflow including review tax returns for accuracy and completeness, coding tax returns for processing, resolving errors and correcting missing information. • Facilitated training with co-workers experiencing challenges with policies and procedures.• Focused on accuracy and efficiency throughout the tax return process and was recognized for performance.• Assisted on special projects including “Cash for Clunkers” and the First Time Home Buyer Credit. Processed over 50 tax returns a day with over 97% accuracy rate.

Miami/Fort Lauderdale Area

• Maintained existing accounts and managed the new account process.• Responsible for communication with external clients, department officials and internal customers.• Organized and maintained files.• Provided executive administrative support by identifying risk management opportunities.• Determined the most cost-effective, efficient, and competitive method of order pricing, transportation, and consolidation. • Oversaw the team performance management plans for improvements and performance evaluations. • Planned, directed and coordinated the activities of workers engaged in receiving, investigating, evaluating and settling complaints for customers. • Monitor freight shipment logistics and provided input on risk and opportunities.• Supervised all of the part-time employees and trained all new employees. Managed logistics for more than 15 accounts per year, effortlessly. Created and initiated new processes that increased work productivity by 45%.