Jeri Steen, Mba Email & Phone Number

Centennial, Colorado, United States

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Englewood, Colorado, United States

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Greater Denver Area

* Liaison building relationships between Delta Dental of Colorado (DDCO) and our network providers and the community primarily for Southeastern Colorado. Leading company with provider network management meetings.* Responsible for network review, retention and growth and all contract related issues to keep network strong* Account management and customer service to maintain and increase territory of 1000+ Providers and create loyalty* Problem solver to help Providers and their staff's overall experience with DDCO and member companies* Organize and present training and education for Providers and their staff through seminars and classes to maximize service use from DDCO* Contribute regularly to Provider Relations reports, website, communications and newsletters to support company and departmental goals and mission to Improve the Oral Health of Communities We Serve* Use Salesforce/CRM, DCS (Access based), OBIEE and other multiple softwares to track and analyze activities accurately and timely* Improve processes to make them more efficient and effective to improve service to Providers* Promote accuracy of Provider records and resolve escalated claim and service issues

Greater Denver Area

Service and sales for health and ancillary products (life, disability, dental, vision, etc) for book of business worth approximately $5,000,000 in premium. Build relationships with clients to meet/exceed their customer service needs and equip them to navigate the Affordable Care Act changes for small groups and individuals. Conduct seminars to educate nonprofit Executive Directors and staff on changes and statutes related to affordable care act. Resolve problems and serve as primary 'escalator' for complicated account issues. Produce and implement ideas to grow revenue. Prepare quotes, analyze, present and sell for new business, renewals and rewrites. Review financial status and indicate possible areas of attention and or change to improve bottom line. Commit to learning the ever-changing insurance landscape to help clients. Manage employee meetings for education and enrollment.

Centennial, Co

Trainer specializing in Medicare part D and Customer service, Supervisor/Coach/Trainer, Hiring/Motivating and Discipline for teams of up to 20 representative who enrolled members in health care plan for United Health Care (#1 Medicare Insurer), Customer Service, Diffuse Escalated calls, Mentor/facilitator for College of Insurance, Awarded top coach following Annual Enrollment Period 2012.

Greenwood Village, Co

Built relationships with State of Colorado divisions to educate employees regarding all aspects of the Colorado PERA 457 Plan and retirement in general. Traveled throughout Colorado to meet with participants, conduct training, review accounts and supply customer needs and desires. Established an overall GWRS presence and point of contact for State of Colorado employees. Increased company assets by enrolling participants, coordinating rollovers, increasing contributions and restarting accounts.

Greenwood Village, Co

Created and maintained excellent relationships and communication with clients for a portfolio of over 130 plans by independent desk management while participating on a team. Assisted clients with collection and uploading of census data, eligibility requirements and contribution requirements. Evaluated 401(K) legal plan documents for accurate non-discrimination testing. Performed routine compliance 401(K) non-discrimination testing for multiple employers based on regulations by the IRS, ERISA and DOL. Prepared IRS 5500 form filings for clients and auditors according to company guidelines. Adhered to Sarbanes-Oxley Standards to work ethically and preserve company integrity.

Aurora, Co

Successful entrepreneur, manager and trainer for multicultural real estate office. Independently represented clients and promoted their interests in buying and selling real estate. Hired, supervised office staff and new brokers. Designed, documented and enforced office policies. Created proposals to win exclusive contracts for the Metroplex Realtors, Inc team. Bookkeeping.

Greater Denver Area

Serve the organization board of directors, manage the organization's finances, Support board in organizing events, Grew membership

Facilitated budget process and analyzed profit for system generating $30 million in annual revenue for telecommunications giant. Analyzed variances in P&L with reporting to system and corporate office. Planned strategic direction of system activities for short and long term results along with other Senior Management team members. Supervised accounting administrative functions (accounts receivable/payable,collections and staff accountant.)--Cohesive group with strong identity. Concluded and implemented audit results. Project manager over new service launches: Jones Paging, SEGA Channel and Sprint long distance.

Greater Denver Area

Underwrote accounts to generate and protect company revenues for Property and Casualty lines

Master Of Business Administration (Mba), Mba

B.S., Management

Activities and Societies: Alpha Kappa Alpha Sorority, Inc.Minor: Psychology