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.

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.
• 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).

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).

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.

• 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.
• 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.

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