Katie Burdick Email and Phone Number
Accomplished professional with 15 years of experience across account/membership relationship management, audit compliance, quality assurance, financial controls, and advanced administrative and clerical support. Successful team leader and educator; adept at streamlining processes that optimize efficiency and productivity.Strong customer service skills and attention to detail; proven track record of achieving high customer and member satisfaction ratingsGreat reconciliation skills; enjoy working with numbers and isolating discrepancies in a timely manner.Excellent analytical, organizational, and communication skills.Proven ability to prioritize and handle multiple tasks in a challenging environment. Technically fluent in Microsoft Office, Word, Excel, Outlook, PowerPoint and OneNote. Also, PeopleSoft, Salesforce, Lawson, Toad Data Point, ANSI834 files, Benefitfocus, Facets 4.81 and Onyx.
Davidson Benefits Planning, An Alera Group Company
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Account ManagerDavidson Benefits Planning, An Alera Group Company Jan 2022 - PresentTigard, Or, Us
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Large Group Coordinator IiRegence Bluecross Blueshield Of Oregon Jun 2021 - Jan 2022Portland, Oregon, Us -
Large Group CoordinatorRegence Bluecross Blueshield Of Oregon Sep 2019 - Jun 2021Portland, Oregon, Us
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Sales Specialist IiiRegence Bluecross Blueshield Of Oregon Apr 2019 - Sep 2019Portland, Oregon, Us
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Sales Specialist IiRegence Blue Cross Blue Shield Of Oregon Mar 2018 - Apr 2019
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Membership Accounting Technical SpecialistProvidence Health & Services Jul 2015 - Mar 2018Renton, Wa, Us -
Membership LeadRegence Bluecross Blueshield Of Oregon Oct 2011 - Mar 2015Portland, Oregon, Us• Supported 98 front-line staff throughout 4 states with daily operations and workload; ensures best practices, accurate processing, and timeliness.• Performed constant review and updates to policies and procedures for accuracy and compliance to new laws due to healthcare reform.Accomplishments:• Identified gaps within processes during membership transformation project and updated policies and procedures to streamline processes within department as well as across various departments.• Trained and mentored 5 front-line staff transitioning into department within 3 weeks.• Earned 2 spot bonus awards for excellent project work.
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Membership AdministratorRegence Bluecross Blueshield Of Oregon Jan 2007 - Oct 2011Portland, Oregon, Us• Performed multi-account reconciliation, billing, and payment processing.• Handled multi-state eligibility processing via paper applications, electronic enrollment files, and online enrollment portal.• Supported members, group employers, agents, customer service, and sales staff. Accomplishments:• Maintained an average of 98% or higher accuracy for keying eligibility and reconciliation.• Awarded promotion to Lead by demonstrating superior analytical and leadership talents.
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Quality Assurance Rotation SpecialistQuiktrak, Inc Aug 2005 - Nov 2006• Identified high risk inventory audits that needed to be rotated to a different inspector on a monthly basis to ensure accuracy and integrity of audit; compared results to prior months’ audits for discrepancies and potential exposures.
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Audit And Inventory AnalystQuiktrak, Inc. May 2004 - Aug 2005• Coordinated and scheduled 20-40 inventory audit requests on a monthly basis for 3 clients across the country.• Trained inspectors on audit processes and requirements.
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Credit AdministratorOrepac Building Products Apr 2000 - Feb 2004Wilsonville, Oregon, Us• Accurately handled high-volume Accounts Receivables for 12 branches; balanced multimillion-dollar checks and disbursed payments between braches; set up new accounts and released credit holds.• Worked with sales team to resolve pricing discrepancies and special billing agreements.Accomplishment:• Successfully brought 2 multimillion-dollar accounts from 120+ days aging to 30 days within 2 years.
Katie Burdick Education Details
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Reynolds High SchoolGeneral Studies
Frequently Asked Questions about Katie Burdick
What company does Katie Burdick work for?
Katie Burdick works for Davidson Benefits Planning, An Alera Group Company
What is Katie Burdick's role at the current company?
Katie Burdick's current role is Account Manager, Alera Group Formerly Davidson Benefits Planning.
What schools did Katie Burdick attend?
Katie Burdick attended Reynolds High School.
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