Misti Curran Email & Phone Number

California, United States

Walnut Creek, California

Walnut Creek, Ca

Walnut Creek, Ca

Walnut Creek, Ca

+ Managed new carrier, client, and system implementations+ Prepared compliance documents: Wrap SPD, Medicare Part D, Form 5500, HIPAA documents and SF Healthcare Security Ordinance reports+ Worked closely with insurance carriers on renewal requests, renewal confirmations contract requests and resolving client/employee issues as the come up+ Prepared marketing for benefit plans, analyzes data and prepares financial reports using proprietary company tools and processes, prepares client ready presentations in Power Point and client open enrollment materials+ Interpreted related policies and procedures, and ensures compliance with regulatory agencies, performs contract reviews+ Maintained benefit management system to ensure client data is accurate, performs renewal audits, payroll audits and site testing

Walnut Creek, Ca

+ Responsible for delivering billing services to clients who outsourced all or part of their benefits administration + Calculated premiums for healthcare, disability, and life insurance, reconciled invoices and followed-up with carriers to provide clients with a consolidated billing statement+ Posted premium payments to QuickBooks, reconciled monthly, prepared eligibility reporting, and team productivity reports+ Maintained client filing systems, coordinated and distributed open enrollment materials and created department procedures

Livermore, Ca

+ Accurately coded invoices to appropriate general ledger account and mailed payments to respective vendors + Performed wires and transfers amongst trust funds and investment firms, processed monthly federal and states taxes for participant pension benefits+ Reconciled various banking institution accounts by ensuring all cash activities between all departments have been posted in accounting system+ Developed and implemented accounting procedures by analyzing current procedures and recommending changes+ Answered accounting and financial questions by researching and interpreting data

Concord, Ca

+ Supported Vice President of Sales and sales team with a variety of administrative and personnel tasks+ Maintained overall efficiency and accuracy of administrative processes and procedures+ Prepared presentations and sales reports for senior management + Managed VP’s calendar, made travel arrangements, prepared expense reports, answered phone calls and responded to e-mail inquiries+ Coordinated and prepared materials for sales meeting and internal training sessions+ Assisted with setting up new sales office locations

San Leandro, Ca

+ Assisted with daily administration, coordination, and management of real estate transactions, interacted with clients and agents regarding listings and escrows + Took pictures of listings and posted to the MLS website, prepared flyers, fielded incoming calls and emails relating to current listings+ Coordinated appraisals, inspections and walk-throughs+ Maintained office/agent files and ensured all documents were complete and accurate, reviewed all disclosures with clients+ Followed contract deadlines and oversaw successful close of the transactions

Concord, Ca

+ Maintained department budgets, processed new-hire set ups, reviewed timesheets and completed other confidential personnel tasks+ Produced accurate and timely reports and graphs for management to track the risk/return of client portfolios and prepared department quality and performance boards+ Requested and reviewed foreign tax forms annually+ Provided project support as needed

Concord, Ca

+ Received a Leadership Award for Identifying and discontinuing and un-necessary process that saved the company an estimated $4,000 per year+ Assisted with the FleetBoston acquisition, created and maintained various tracking spreadsheets to ensure a smooth transition of accounts+ Prepared reports and charts for management to track the risk/return of client portfolios as well as department quality and performance+ Ensured files were set up and maintained according to company specific compliance standards in order to obtain satisfactory results on all audit and credit reviews+ Supported Senior Vice President with administrative tasks, managed department budgets, prepared organizational charts, contact listings, processed new-hire set ups and completed other confidential personnel tasks

Concord, Ca

+ Received an Outstanding Performance Award for accurately completing 2 updates on an internal system and as a result was appointed as back-up administrator + Performed office tasks including maintaining time sheets, attendance records and vacation calendars, arranged travel for management, ordered supplies, answered phones, and drafted client correspondence+ Maintained vault to ensure listing of client files was accurate and cancelled files were sent to storage+ Coordinated the implementation of company internal system for tracking client files stored in the vault and streamlined the process

Clayton, Ca

+ Provided superior customer service, responded to and resolved customer inquiries and answered in-coming store calls+ Performed bookkeeping duties that included check cashing, refunds, preparation of bank deposits and setting up cash tills + Reconciled daily/weekly sales reports and other duties as assigned

Oroville, Ca

+ Prepared and processed Family Law and Civil Pleadings with the Superior Court+ Answered phones, respond to emails, processed daily mail and faxes, maintained client files, managed client and court calendars+ Ordered supplies, ensured office was organized and clean+ Acted as a Process Server