Jill O'Brien Mueller Email & Phone Number

Naperville, Illinois, United States

Greater Chicago Area

Maintain accountability for EDI, 834, 5500 files to carriers and from clients communicating errors and failure to responsible parties. Maintain billing setup, complete billing data loads, create and review invoices to ensure accuracy. Collect, analyze, and summarize trends on audits and team activity reports. Implement changes associated with open enrollment. Track projects and ongoing workload utilizing Adaptive Work.

Glenview, Illinois

Reconcile and balance daily payments averaging a total of $1m and monthly annuity reconciliation of ~$55m. Process check void reissue/reversal, EFT returns, and create manual checks. Identify, research, and resolve payment variances. Examine and reconcile month-end holding account reports. Analyze cyclical tax reports and correct errors. Create and facilitate various trainings. Create and update standard operating procedures as needed.

Glenview, Illinois

Research, analyze, evaluate, and administer pension plan benefits for plan participants. Determine and process annuity benefits from accounts. Provide new hire and ongoing training to team members. Subject matter expert on all advanced concepts within team. Provide process improvement suggestions and work to implement more efficient ways of working across the team. Write and execute test cases, perform User Acceptance Testing and post production validation for various implementation and ongoing projects to meet organizational goals.

Chicago, Il

Provided process improvement to existing standards and turn around times. Facilitated a closed support group for aging residents addressing different topics each session. Gained understanding of HIPPAA compliance, Medicare, and Medicaid. Assisted with counselor responsibilities.

Monitor ongoing quality of processing, troubleshoot problems and identify areas of improvement to increase efficiency for monthly pension cycles on multiple clients. Work with ADB2 database to run queries and fix incorrect or missing data. Facilitate training and act as an expert in DB payments. Work directly with the client’s trusts to ensure DB Qualified and Non-qualified annuities are processed correctly. Create Standard Operating Procedures.

Facilitate DC (Qualified and Non-Qualified), DB, and H&GB benefits (including COBRA, FSA, HIPAA, STD, and LTD) to multiple clients. Provide customer service to active and retired employees by answering questions, performing transactions and resolving issues within participants’ accounts. Go through H&GB Annual Enrollment process from beginning to end by assisting employees/retirees with enrollment and fixing account issues. Analyze trends impacting team goals and problem solve to create resolutions.

Bachelor Of Science

Activities and Societies: American Marketing AssociationForeign Study in Europe in conjunction with Social Work Foreign study in Mexico.

Graduate Certificate, Gerontology