Experience

• 

  Boon-chapman

  Jun 2005 - Apr 2007

  Benefits analyst

  Primary responsibility for delivering outstanding customer service, and managing and adjudicating medical claimsDuties included: - Adjudicate paper and electronic medical claims - Process group and individual prescription benefits - Investigate pre-existing conditions and evaluate credible coverage - Compose written correspondence with providers and participants - Maintain patient financial history

• 

  Samaritan center for counseling and pastoral care - austin

  May 2007 - Jul 2011

  Intake counselor & office manager

  Primary responsibility for conducting intake counseling, then matching client needs to the ideal counselor based on clinical assessment, counselor strengths, and financial situation. Served as office manager and liaison for 20-person non-profit business.Duties included: - Intake calls: match new clients to appropriate counselor based on schedule, needs, insurance, etc. - Managed electronic and hard copy client records - Manage day-to-day financial transactions - Verify accuracy of therapist daily records and schedules - Create and manage compliant data backup processes - Process incoming third party payments - Credential and maintain providers with third party payers - Gather insurance data to set up initial authorization - Follow up on aging accounts to reduce outstanding balances - Evaluated client income and household data to determine scholarship eligibility - Vendor management - Assist in fundraising events for the organization Show less

• 

  Mhbt

  Aug 2011 - Jun 2014

  Benefits analyst

  Primary responsibility for managing requests for proposals (RFPs) and responses, compiling comprehensive packages that best meet client needs.Duties: - Work with multiple carriers to obtain ideal packages and quotes - Manage the Request for Proposal deadlines - Prioritize multiple concurrent projects - Evaluate quoted benefits to determine best benefit package for client based on factors including rates, benefit levels, limitations, exclusions, and service level - Maintain positive working relationships with carriers and vendors - Develop and maintain presentation templates - Manage marketing process by serving as liaison between Account Managers and carrier representatives - Effectively communicate product offerings and idiosyncrasies to Account Managers and Executives - Adjust current procedures and processes to increase efficiency - Design printed and electronic benefit guides for clients - Create custom enrollment forms and other employee communication materials for clients - Manage onsite continuing education courses for staff - Coordinate product training with carrier representatives for staff - Troubleshoot benefit, enrollment, and service deficiencies - Process employee benefit changes, enrollments, and terminations - Provide exceptional customer service by phone and email to client contacts and members Show less

• 

  Willis

  Jul 2014 - Dec 2014

  Client services specialist

  - Prioritize multiple concurrent projects- Prepare, send, and manage responses to requests for proposals for all lines of coverage- Evaluate quoted benefits to determine best benefit package for client- Create Excel spreadsheet to compare benefit offerings for clients and prospects- Manage marketing process by serving as liaison between Account Executive and carrier representatives- Develop, maintain, and grow positive working relationships with carriers and other partners - Effectively communicate product offerings both internally and to client - Participate in renewal and strategy meetings with manager and director level personnel to develop a connection to and understanding of client’s business, industry, coverage needs and goals - Design benefit guides and other employee communication materials for clients- Create Power Point presentations for Renewal and Open Enrollment meetings- Conduct Open Enrollment and New Hire meetings at client locations- Organize Health and Wellness fairs for clients- Resolve day to day service issues including eligibility, billing and claims- Troubleshoot benefit, enrollment, and service deficiencies- Provide customized, personal service to meet client and member needs Show less

• 

  Cls partners

  Jan 2015 - Jan 2016

  Account coordinator

  - Prioritize multiple concurrent projects- Project manage individual client plans establishing timelines and indicating milestones - Coordinate from 5500 and annual notice preparation, - Project manage new client onboarding - Utilize client dashboards to evaluate trends and proactively evaluate potential problem areas- Mentor Benefit Advocates - Prepare requests for proposals for all lines of coverage- Manage marketing process by serving as liaison between Account Executive and carrier representatives- Develop, maintain, and grow positive working relationships with carriers and other partners - Effectively communicate product offerings both internally and to client - Participate in renewal and strategy meetings with manager and director level personnel to develop a connection to and understanding of client’s business, industry, coverage needs and goals - Design benefit guides and other employee communication materials for clients- Create Power Point presentations for Renewal and Open Enrollment meetings- Conduct Open Enrollment and New Hire meetings at client locations- Organize Health and Wellness fairs for clients- Resolve day to day and escalated service issues including eligibility, billing and claims- Troubleshoot benefit, enrollment, and service deficiencies- Provide customized, personal service to meet client and member needs Show less

• 

  Boon-chapman

  Sept 2016 - Jul 2022

  • Manager of BevCap Administration

    Jan 2021 - Jul 2022

  • Account Coordinator

    Nov 2017 - Jan 2021

  • Cost Containment Analyst

    Oct 2016 - Nov 2017

  • Medical Claims Analyst

    Sept 2016 - Oct 2016
• 

  Advantage benefit solutions

  Nov 2022 - Dec 2023

  Business advisor
• 

  Healthsure

  Feb 2024 - now

  Account manager