Fred Quesada Email & Phone Number

Waterloo, Ontario, Canada

• Collaborate with various internal areas such as Admin / Call Center, Warranty, Underwriting, School Board Relations to ensure best course of action is taken to address Payroll and Direct Billing daily work benches and escalations.• Support the challenges that the school boards face and help with understanding of the FTE changes, Secondment tracking and recording.• Developed, built, and maintained solid strong board relations with 12 school boards including Waterloo DSB, Durham DSB, Halton DSB, Ottawa CDSB. • Reliable support for internal staff members always available via Skype to explain premiums reconciliation. • Assisted training of new hired staff with Premium Account functions including deposit allocation of (FTE, Payroll, LTD premiums), analysis of work benches, Unpaid Member process and NAV matching. • Ensure monthly AR validation for Unpaid Members are analyzed and invoiced within the 90 days limit, processing includes text to excel conversion, Vlookup validation against payroll remittance provided by board and journal uploads to NAV system.

Kitchener, Canada Area

•Managed the pre-post maintenance and production processing work for the Supplementary Billing Department of 1,500 to 2,000 monthly invoices totaling $5 to $6M worth of premium. •Worked as a team to sort and fold 200 Cost Plus in-house to prevent possible privacy breach.•Performed Heath and Dental claim back up to accompany monthly generated invoices. •Collaborated with various internal areas such as Underwriting, Disability, Account Executives, CustomerService, Service Representative to address daily inquiries and escalations.•Closed rate renewal communication gap for AdminAdvantage product between Underwriting and SFS department, preventing revenue loss.•Identified and implemented process improvements for manual transactions: •Mapped an Excel sheet for 60 clients with PDF activity files for Absence Management Service, eliminating multiple emails and extensive manual processing, consequently reducing turnaround time (TAT) by 50%. •Expedited manual email communication to clients by mapping 600 client emails into Excel and collaborating with other business units globally, improving process time from 5 to 2 business days.

Kitchener, Canada Area

•Corrected and uploaded manually 200+ Head Office (HO) Insured failed invoices monthly. Coordinated email and print jobs for 400 monthly clients within the expected TAT of 1 - 2 business days. •Paid close attention to macros for HO and Billed in Arrears (BAR), consistently ensuring data accuracy for tracking/review purpose and preventing privacy breaches.

Kitchener, Canada Area

•Reviewed and validated a backlogged of HO, BAR, and self-administered client unique backup and deposit process for accurate allocation on various systems to meet and exceed department standard goals.•Investigated administration discrepancies; conducted account financial reconciliations to identify root problem and solution.

• Analyzed 40 National accounts. Reviewed and aligned contract margins maximizing profits and eliminating potential billing errors. • Liaised with Sales Managers and corporate clients throughout Canada. Generated customized reports using Excel, including pivot tables and V lookups. Provided forecasting and historical consumption to support sales activities.

• Worked with Information Technology (IT) to develop design specifications based on user requirements for BC market accounts. Created a seamless transition between utility and company systems.• Performed User Acceptance Testing (UAT) relating to BC database to decrease import/export issues within system. Built rapport with utility contacts and liaised with various gas companies to resolve mutual challenges.