Olga Robertson Email & Phone Number

Uniondale, New York, United States

• answer phones, schedule appointments, and prepare materials for client meetings• keep client management systems up to date with client information• assist with information and documentation requirements for new and existing accounts• proactive outreach to clients and advisors on time sensitive activities

Mineola, New York, United States

• Computes and processes pension and annuity benefits, COBRA applications, death benefits, legal benefits billing.• Verifies and processes pension benefits• Calculates pension benefits for all applicants in preparation for the quarterly Trustees meeting• Interacts with actuary, attorneys, accountant and auditors• Run report and reach out to members over 65 years old and vested to notify them of Pension commencement eligibility• Direct deposit promotion to all pensioners• Run annual funding notice for Pension• Responds to requests from members on status of pension benefits• Interacts daily with members via phone and in person regarding pension benefits• Processes/batches pension benefit checks• Set up direct deposit and monthly supplemental files to bank• Maintain/track/scan all Pension, Annuity, COBRA, Death benefit and legal benefit documents• Process annuity payments and annuity statements• Review yearly annuity statement report• Load legal file, review invoice and verify discrepancies, batch and send to finance for payment• Provides liaison support between retirees and the Union• Runs weekly COBRA mailing and processes applications and payments• Interacts daily with participants regarding COBRA questions and issues• Processes death benefit applications and batches checks• Interacts daily with beneficiaries regarding death benefit issues, verifies documentation• Verifies/reports eligibility issues to finance department• Works on other projects as assigned by the Funds Administrator• Is back up for reception and call center as needed

Mineola, New York

• Prescription questions/eligibility issues• Specialty medications and J Codes•Updating of member records (adding or removing member spouse/dependents, processing of birth certificates, marriage certificates, and divorce decrees, adding and updating addresses/e-mails/birth dates, etc.)• Processing HIPAA authorization forms• Field Staff Portal Email Requests• Newly Eligible Member SPD mailings • Member Portal email alerts/requests • Assisting with Enrollment of new members in medical coverage• Pension Letters (back-up)• Process verification of eligibility letter requests (back-up)• IRS Mismatch Report (back up)• Qualified Medical Child Support Order (QMCSO) processing (back-up)• Union Call Center/Reception (back up)

Mineola, New York

• Notifies Union reps of caller/member issues or grievances• Benefit issues are forwarded to the appropriate fund personnel and the Union Rep is provided with documentation of the call• Field staff attendance tracking• Arbitration file and status tracking• Analyzes member feedback in an effort to flag patterns within a particular employer or area• Perform clerical duties assigned by Executive Vice President and field staff• Member portal union email alerts• Scan Political Action Committee (PAC) documents and applications• Assist Union Reps with Spanish translation for member issues• Serve as backup for the receptionist

Hempstead, New York

• Provided administrative support to over 12 immigration attorneys. Keep cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney.• Help develop cases by maintaining constant contact with clients or those involved in the case and communicating case progress; scheduling appointments and meeting with clients to prepare applications for court.• Support case preparation by preparing personal statements, translating birth certificates or other important documents or applications included but not limited to: TPS De Novo I-821, I-589, UAC I-589, EOIR42(b), NACARA I-881, FOIA, EOIR FOIA; organizing materials or documents for court preparation.• Update job knowledge by participating in educational opportunities; reading professional publications, or attending CLE (continuing legal education) seminars.• Accomplish organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Woodbury, Ny

• Manage the medical portion of an auto insurance claim• Investigate medical necessity and determine casualty by contacting interested parties, securing their medical information, reviewing insurance contracts and review associated medical reports and billing documentation. • Responsible for investigating the validity of a medical claim and monitoring the course of treatment.

East Meadow, New York

All Customer Service and Sales Support for a staff of 30 Media Consultants, daily reporting of productivity through SalesForce and other Supermedia/Dex Media applications.• Order entry and claims clearance for Media Consultants through Superview• Award recipient for Highest Productivity for Sales Support in NY Region• Maintain office supplies for Media Consultants• Receive and process payments from clients• Responsible for all e-shipments through FEDEX and USPS

Baldwin, New York

• Organization of meetings and Real Estate closings and lead generation• Organization and preparation of monthly accounting statements• Data entry, filing, faxing, interacting with customers (monthly calls to obtain necessary data or documents)

Queens, Ny

• Data entry/filing information/faxing• Organization of office and important documents• Greeting clients, answering phone calls/taking messages for agents• Preparing promotional items to increase sales • Lead generation through cold calling potential clients

Bachelor Of Science (B.S.), Business Administration And Management, General, 3.2 Gpa

High School Diploma, High School/Secondary Diplomas And Certificates