• Analyzed the internal and external data streams of multiple connected insurance platforms constituting over 150,000+ members, working through various queues to prevent any requested changes from becoming stuck or failing.• Investigated large data sets of listed connected members, identifying patterns and creating pivot tables in order to improve information verification tools and remove duplicate members or dependents.• Collaborated directly with the Engineering and Customer Success teams to implement improvements on existing workflows and develop new baseline processes to increase Operations’ overall efficiency.• Trained and lead a team of 3 Operation Analysts after an exponential growth of the Ameritas connection over an eight-month period.• Updated existing and created new internal documentation as connections grew and new procedures were established.• Assisted the Customer Success team in the immediate review and resolution of any time sensitive inbound requests from platforms for significant member coverage discrepancies or access to care issues.

• Responsible for leading and managing multiple investigative financial projects based on federal regulation standards.• Analyzed and documented over 1000 customer financial account discrepancies based on negative media, software alerts, and internal monitoring reports using Excel.• Prepared and filed reports regarding highly suspicious customer financial activity; reports were sent to federal / state agencies.• Trained new hires in internal procedures, software usage and critical analytical skills.• Presented investigative cases to senior management and the department to highlight noteworthy casework and / or demonstrate new industry practices using PowerPoint.• Prioritized workloads effectively and consistently meet or exceed weekly management quotas goals.• Collaborated with senior management and teams outside the department to resolve difficult cases and support project pipeline goals.

• Interviewed potential job candidates for position and company capability through phone screenings and face-to-face interviews.• Collaborated with other Recruiters and HR Generalists to gather pertinent company and job data to select the most qualified candidates.• Researched and screened potential candidates or open requisitions through resumes / profiles on internet job boards, LinkedIn, and in-house referrals.

• Coordinated with college / university career centers to register for on-campus recruiting events.• Monitored potential candidates on industry / public job boards and selected initial interview pipeline to fill marketing, engineering, and accounting positions.• Complied and verified documentation for employee travel reimbursement approval.• Reviewed and edited employee training materials for required updates and changes.

• Participated in 2 companywide internal audits of employees’ I9, W4, and State Tax records.• Scheduled over 600 phone and face to face interviews for in-house recruiters and office managers.• Contributed to day-to-day office maintenance and coordination of employee events.• Reviewed and updated the employee handbook to account for changes in the organization and streamline the onboarding process.