• Works directly with accountants to manage day to day office operations as well as answering phone calls, sorting mail, processing payments from clients, ordering office supplies, setting up client meetings etc.• Maintains accounting database by entering monthly cash receipts and disbursements into general ledger program, for each client, and completes monthly bank reconciliations and trial balances • Maintains the company’s Document Management System by keeping all clients workpapers and correspondence scanned and up to date• Prepares correspondence, financial statements, and processes monthly invoicing• Processes over 600+ tax returns annually; scans all work papers, creates client copies, provides client with instructions and necessary documents for filing• Keeps track of client information throughout the year in order to be able to produce reports to create annual 1099's• Implemented new accounting software program for the company by transferring all client’s into new program, including demographics, chart of accounts, bank accounts, and payroll information all the while ensuring a smooth transition from existing program

• Managed, implemented, and coordinated all interactions with Centers for Medicare & Medicaid Services (CMS), which included the submission of over 700 pieces annually, ranging from marketing collateral to membership materials• Managed the creation of sales and advertising materials as well as the submission process to the Department of Insurance (DOI) with internal business owners• Tracked metrics with internal and external teams to prepare accurate forecasts for printing, assembly, and distribution of pre and post enrollment materials• Worked collaboratively with Individual and Group Sales coordinating and executing the development of sales and marketing materials necessary for launch of yearly sales programs on October 1st and annual mailings by September 30th• Led a language translation project to change all marketing materials from English into Spanish to meet CMS rules and regulations• Assisted in the redesign of the company’s website to deliver a more compelling/segmented user experience, that was more efficient at generating leads and enrollments, and that improved retention • Completed monthly invoice and budget tracking as well as quarterly forecasting for department budget

• Executed the project plan and creation of the Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) Mailings to over 80,000 members, ranging from Centers for Medicare & Medicaid Services (CMS) edits, list compilation, printing, assembly, and distribution• Oversaw adherence of Tufts Health Plan Medicare Preferred internal compliance processes and the CMS Marketing Guidelines to ensure timely approvals from the regional reviewer• Defined, monitored, and coordinated all CMS submissions, supporting Marketing, Sales, Customer Relations, Pharmacy, and Enrollment • Assisted in the creation and management of schedules for the development and production of sales and member materials, including coordinating with the Purchasing department, internal clients, and external vendors• Forecasted and managed fulfillment and inventory of all sales and member materials • Responsible for the production of an annual HMO Provider Directory to support enrollment as well as the continuous management of an online Doctor Search• Managed the development of, user acceptance testing of, and upgrades to an online Doctor Search site

• Responsible for the creation and production of marketing and sales materials including responses to requests for proposals, contractor qualification statements, information packages, project experience sheets, and employee bios - utilized writing, editing, and proofreading skills• Interacted with internal clients and business development to produce customized materials• Trafficked marketing department projects by creating schedules to coordinate timely delivery of required materials• Trained co-ops and interns on Shawmut branding guidelines and procedures• Coordinated with multiple teams to execute numerous marketing projects at once• Created, implemented, and monitored employee/project database, as well as coordinated all photo shoots