Teresa Pantry Email & Phone Number

Portland, Or, Us

Beaverton, Oregon, United States

As part of an 9 person Cost Per Copy Contract Admin Team, I assist with Excel spreadsheet funding reports for each person of the team to research their branch customer number(s) and invoice number(s) in OMD database for accounting to enter this information into their records.The assisting refers to every day of the month staying on top of the reports for that day, week or by a specific date of the month. Plus getting these reports audited and to accounting in a timely manner. We work with several different banks and the funding information comes to us in different ways, but much of it comes through wire transfers.The process is: receive file, reformat, rename, and then run a match to our database. Must keep an eye for reports with equipment due to special notation. If any blanks after match, I see if I can solve to find customer number (s) and invoice number(s) or assign out to our team and pass it on. When team is done, report comes back to me to make sure still no blanks and totals correctly and I print and physically walk down to accounting with picture perfect funding report.To stay on top of the reports we get during the month, I assist my manager with updating the work flow process of these reports in a larger Excel funding spreadsheet.Every day we get at least 4 reports from 3 different companies. Weekly we have about 25 more reports from 2 different companies. Per month we have 3 reports from 3 different companies.As part of a 3 person Credit Card Authorization Team, I assist with processing credit card authorizations and mailing out invoices to our clients. Invoices with a note of Auto Pay get processed through an online system called Payeezy. Authorization form filled out for Accounts Receivable and page from Payeezy is printed and emailed or postal mailed to client. Must keep an eye on if we need to update Payeezy with updates or we reach out to learn the updates to process the payment.

Portland, Oregon Metropolitan Area

Beaverton, Or

• Manage house, pets and prioritize messages.• As needed medicate pets.• Bring in mail and newspaper• Water plants and gardens• Clean house (including taking care of all laundry, dishes and collect garbage).

Portland, Oregon Area

• Databases: Wynsure, Skygen/Enterprise/Scion, SalesForce, Radar, K2, Wonderbox, Microsoft Web Outlook.• Part of a 10+ person team who interact with getting enrollment requests processed in multiple databases in a timely manner.• Duties migrated from processing on a daily basis a set list of Employee Admin Center (EAC) requests from a daily fall out report, to checking every 2-hours on a selective inbox to process high in demand immediate requests.• Trained to be backup to process PORT checks.• Lots of research to figure out what is being requested and how to process the request.• Part of a larger group to communicate on getting necessary steps taken care of to then process any new requests in a timely manner (ie: case set-up, account receivables, underwriting, agent desk, group support).• Frequently reach out to the Account Executive (AE) to find out more on either an employee or the group to process the request.• Process 15+ enrollment requests including terms of eligible employees of groups of various sizes.• Requests can be: initial enrollment of new hire, add/term coverage at Open Enrollment (OE) or Annual Enrollment (AE), add/term member from policy, terming employee from all coverages, moving to COBRA, helping to understand a bill and when a credit adjustment will be run, salary updates, name change or address change or correct Date of Birth or Date of Hire or Effective Date or SSN, group contact or address change, re-enroll or reinstate.• Kept an eye on 2 different bill types (Self-Administered or Direct Bill), for 1 of them the request went to Underwriting to be processed.• Mandatory and Voluntary coverages and sometimes Underwriter is needed to approve Voluntary coverages.

Tigard, Or

• Databases: CM (Content Manager), jClarety, Facets, CST (Customer Service Task).• Assists both Membership Accounting Specialist and Enrollment Specialist departments with either prepping or processing the projects.• Projects processed: the daily prepped mail, returned mail, scans to carrier, HICN to MBI clean-up on 2 separate carriers.• Volunteered to help in any way that is needed including covering for people out sick or tied up on other projects.• Reviewing PHIP client enrollment form for accuracy and completeness and processed the plan change using appropriate codes and hot keys.• Processed terms, death notices with or without a surviving spouse, payment option form and Address Change Form (ACF).• Identify missing content on PHIP client enrollment form and created a CST or noticed nothing was missing and created a CST so other departments knew the status of the enrollment.• Pulling batch sheets for future reuse.• ReIndexing CM from client SSN to client Subscriber number using hot keys.

Tigard, Or

• Databases: CRM (Customer Relations Management), Facets, CSI (Customer Service Inquiry).• Direct and FFM (Federally Facilitated Marketplace - Maintenance 834 Change or Change in Circumstance) or routed small employer group change request to the last M.A. in charge of that group.• Reviewed client forms for accuracy and completeness and processed 50 + changes a day using appropriate codes and hot keys.• Stayed on top of all the changes associated with making the changes during either SEP (Special Election Period) or OEP (Open Enrollment Period).• Processed return mail and plan changes using Facets and this includes requesting welcome packet and ordering member ID cards.• Identified missing content on client form and notified the Return to Sales team.• Stayed on top of the billing cycle throughout the month including: policy delinquency, reconciling, voiding and pending.• Processed 160 + APTC (Advance Premium Tax Credit) terms in about 6 hours using hot keys and stayed on top of the changing rules.• Audited 400 + direct with dental requests and processed corrections or routed messages.• Processed 50 EDI (Electronic Data Interface) terms at a time using the EMS (Enrollment Management System) Searchboard.

• Managed 3 person 3rd party life and health (individual and medicare) insurance broker office with phone calls, faxes, postal mail, walk-in appointments and any emails in regards to servicing over 400 agents, over 22,000 clients or our over 100 nationwide carriers confidential information increasing productivity by 50%. • Managed/maintained office supplies, housekeeping and equipment repair/replacement.• Office productivity grew by 50% as a direct result of my organizational, prioritizing and time management skills.• Accounts receivables backup and tracked/reported cost allocations for agents. • Streamlined the daily process of over 50 client applications that increased efficiency by 50% and saved time on follow-up calls.• Efficiently and thoroughly processed the confidential client applications by checking they were 100% completely filled out and put with the correct pre-formatted pre-filled carrier fax cover page in time for the correct effective date.• Assisted clients in getting their doctor office visit or hospital visit insurance claim correctly paid for by acting as a liaison between client and insurance carrier.• Assisted agents with any special projects such as researching the client's current health insurance status.• Handled client calls and correspondence for any need that came up at any time with 100% customer service satisfaction.• Assembled medical and life insurance packages (medicare advantage/supplement, Rx, individual health, dental, vision, hearing, long term care) for agents and clients and routinely composed correspondence and reports. • Completed small and large employer group individual health requests by relaying employees' demographic information to the appropriate carrier.• Maintained agent credentialing records for each carrier: multi-state agent licenses, Error & Omissions, void check, AHIP, 1099 & W-9 forms, Social Security Number, Date of Birth, individual tax ID, completed updated agent contract, annual agent trainings.

Beaverton, Or

• Assisted in a 3rd party health (individual and medicare) insurance broker's office during a vacation period.• Managed 9 agents, approximately 100 clients and about a dozen nationwide health insurance carriers through phone, email, postal mail and fax.• Analyzed and problem-solved customer inquiries.• Expertly assembled health insurance packages at the request of each agent for each of their clients.• Efficiently routed completed health insurance applications to the appropriate carriers to insure clients were enrolled by the requested effective date.• Proficient office organizer with the filing and miscellaneous tasks as needed.

Bachelor Of Applied Science (B.A.Sc.), Business Administration And Management, General

Associate Of Arts (A.A.), General Studies