▪   Coordinate installation process for new 401(k), MEPs, PEPs, and Bank Partner plans;▪   Create and review documents for completeness, accuracy; and process into company systems;▪   Continuous communications via weekly calls and emails with the Sales team, Advisor, Third Party Administrator, Payroll Consultant, and Plan Document Analyst, and Plan Sponsor to update status of installation and instruct parties on any outstanding requests;▪   Utilize project management methodology throughout client interaction;▪   Schedule, plan, and execute implementation calls with all involved parties to keep updated on the status;▪   Work with multiple departments to provide feedback on process improvement and efficiency ideas to create smoother transition; ▪   Maintain updates to all plans in multiple software systems;▪   Research, monitor, track and resolve all implementation-related issues;

The Client Implementation Manager coordinates the transition management process with a multi-disciplined transition team. Proactively advising clients and prospects as they navigate through the acquisition/implementation phase of transition. Establishe and enhances client/intermediary relationships through effective communication and delivery of expectations. Utilize the project management methodology, serve as the main point of contact for client interaction through the transition process, executing to successful completion. Communicate effectively with clients, as well as internal and external business partners, providing timely status reports through conference calls or timeline/project plan updates and maintaining overall responsibility for the transition. Participate in implementation meetings to proactively address transition strategies and promote better understanding and accurate expectations. Follow internal procedures to properly document work. Develop relationships and partner with all areas of RIS to orchestrate a successful transition. Utilize problem-solving techniques and networking skills to resolve issues in a timely manner. Demonstrate integrity and professionalism in all interactions, both internally and externally.Analyze less complex set-up information and demonstrate knowledge in all aspects of the transition process. Develop a working knowledge of recordkeeping and accounting system, plans, contracts, and pension documents. Be familiar with investment options, results and philosophy, and discuss with clients.

Coordinate preparation of renewal and new sold group paperwork accurately and withinspecified timing standards, and also serve as a verification and quality assurance for grouppaperwork. Participate in RFP finalist presentations, as needed, new group implementations andrenewal activities, which may include presentations and facilitation of enrollment meetings orsimilar events. Build and maintain senior management level contact with the brokers, and consultantsthrough customer service, effective communication, and personal interaction. Takeownership of the customer/group. Majority of interactions will be with the Benefit Manager orBenefit Specialist at the group and administrative staff or primary contact at broker offices. Identify, promote, and support cross-sell opportunities within current client base. Resolution of inquiries (claim, membership, billing, benefit, etc.) in a timely and accuratemanner; using good judgment and proven problem solving ability and ability to thinkindependently while working with specified time constraints. Organize, and/or participate and/or facilitate internal meetings, quarterly claim reviews,employee meetings, pre-renewal group meetings, Executive Summaries, Employer Forums,Benefit Fairs and customer/broker training initiatives. Coordinating communication with clients/TRISTAR departments, and vendors regarding newgroups, terminations, plan changes, issues, new products, etc. Proactively identify retention threats (real or perceived), opportunities through plan reviews,claim analysis, benefit modeling and presentation to the client and/or broker. Proactive in identifying and communicating potential process improvements, efficiencies,and streamlining opportunities. Understanding of and continuity with overall sales goals/strategies relating tobroker/consultant, carrier, and vendor partner relationships.

•Discussed with tenants terms and conditions for providing management, maintenance and general up-keep services•Performed/oversaw on-site services by repairing, addressing or remedying situations which are burdensome or disruptive to the property and/or tenant(s); if an issue arises upon arrival at the property•Maintained continued verbal-and-written communications with management, tenants, and vendors regarding issues relating to managed properties, including utility companies and unit turn-over;•Inspected all JPM/LA’s portfolio’s properties for the purposes of preserving capital, maintaining safe-operating conditions and creating aesthetically-appealing properties for tenants, and scheduling and verifying the completion of required maintenance on the various properties;•Reviewed and to be familiar with leases when making decisions as to whose responsibility improvements, repairs and replacements are on tenant’s premises; be cognoscente of occupancy rates and leases’ expiration dates;•Arranged for and to daily evaluate the progress of a property’s alterations, maintenance, upkeep, and/or reconditioning as specified in lessee’s agreement;•Promoted growth within, and goodwill for DEC through daily, personal contact with fellow employees, tenants, vendors, other outside individuals and organizations, and through attendance at staff-and-community meetings, and pertinent trade associations.•Supervised the activities, personnel, and sub-contractors related to DEC and its entities, projects and commercial portfolio; implement supervisory responsibilities in accordance with DEC’s policies (both written and un-written) and applicable laws; train employees, plan, assign and direct work; constructively appraise performance; reward and discipline employees in conjunction with DEC’s President/CEO; address complaints and resolve problems;•Employed or contracted security, maintenance, and grounds keeping services and personnel, if required;

•Participatd in organizational strategic planning and provides to help in identifying company inefficiencies, and utilize tools and resources to help create more streamlined processes•Research, develop, manages and coordinates process improvement efforts to ensure that efficiency and best practices are being used by all departments and employees. •Developed and communicated the strategic vision through training, coaching, and on-going process improvements.•Trained new hires with on-boarding materials, and processes of corresponding department•Analyzed employee volume needs during year (need for temps, additional employees)•Communicated with employees, agents, leadership, and clients to determine areas that need improvement. Determine causes, and create solutions to create a better outcome. •Identifed best practices for each department. Builds, directs, manages, and ensures implementation and effectiveness of each department’s processes•Researched and designs appropriate departmental and organization-wide processes for better work-flow, and efficiency•Collaborated with IT and departments to create and modify work processes to better service customers and agents•Collaborated with IT and departments to create and update training modules for employees •Increased technology utilization to address efficiency/leveraging of tools to increase sales•Established a continuous process and quality improvement effort by monitoring the use of new processes, and modifying processes for optimum efficiency•Encouraged an atmosphere of communication and collaboration between employees and leadership to make sure we are constantly improving and keeping customer satisfaction high•Audited process and procedures once implemented to make sure employees are consistent•Analyzed and monitors work volumes and determine employment needs (seasonal, temp, addition of more employees)•Handled complex obstacles and client issues; implement solutions to achieve project goals.

• Manageed a block of business of over 250 employee groups (small and large group);• Assisted Agents in all aspects of managing clients accounts and prospect information;• Assisted employees with benefit questions, and claims issues;• Quoted benefits from insurance carriers;• Created and updated spreadsheets with quoting and renewal information; • Created employee training manuals for new hires; train new employees on processes; oversee employee progress and do additional training as needed;• Member of the Leadership Development team• Researched changes in in the insurance industry and how each carrier will be handling them;• Assisted in creating and implementing weekly agent webinars;• Updated documents to be consistent with current practices;• Attended meetings and work with leadership on process improvement efforts;• Helped create new technology tools to assist in the efficiency of the company processes;• Created employee communication and informational pieces that educate employees about their benefits and how to utilize them;• Enrolled and Termed employee's benefits; • Provided superior customer service to agents, clients, and employees;• Set-up and conducted webinars with clients and external broker partners

As an Account Manager in Employee Benefits, my role is focused on evaluating the needs and risks of existing clients and assisting them in creating an insurance program specific to those needs. This includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business.Primary Responsibilities:• Assist with marketing of new and renewal business to include gathering needed information, submission to carriers and preparation of proposal to the client.• Communicate daily with insurance companies to ensure proper administration of accounts to include contract concerns, underwriting issues, claim situations, etc.• Ensure account accuracy through reviewing coverages, renewals, applications, and new business submissions, as well as checking policies, premiums, invoicing and SPD’s.• Maintain life/health files for clients, process applications, perform policyholder service, and review and deliver policies.• Prepare/create communication pieces for sales presentations and employee meetings.• Service clients by telephone and in-person on issues such as reviewing current insurance and assessing future needs; evaluating and recommend options for the future; answering questions on benefits, eligibility, claims, delivering policies/endorsements, etc.

• Maintain high level of customer service, organization, and deal with issues in a timely manor• Train new employees on medical billing processes and procedures• Supervise three teams of analysts, and manage their accounts • Correspond daily with customers regarding issues and questions on bills throughout billing process via email and phone• Continually update medical billing practices as rules and regulations in the field change, and adapting process accordingly• Keep team up-to-date on new rules and procedures in billing process• Addressed all employee issues with supervisor and employee(s) • Answer analysts'​ and customers' questions and solve problems using a variety of tools and skills• Process medical bills using computer software program

-Receive specimens into lab from hospital floors, and clinics-Answer phone calls from floors and clinics regarding specimen issues and specimen collection questions-Input patient insurance, diagnosis, and personal information into computer data base-Order tests for processing, and distribute to correct area of the lab-Other miscellaneous office duties

• Contact customers concerning delinquent accounts• Explain and resolve issues about account information• Use multiple software programs to update customer information• Collected payment arrangements from customers

• Train, and oversee part-time employees• Prepare work schedules for part-time employees• Deliver goods to businesses around town• Help customers by taking orders, answering phone calls• Clean front portion of bakery before closing• Assist during school breaks• Adapt a flexible schedule and filled in for co-workers as needed• Decorate cookies• Manage inventory of cookies and decorating supplies