
Nicole Valencia
Broker Assistant- Special Services

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About me
Director Of Staff Development at STARS Mentoring Services, LLC
Education

University of Denver - Daniels College of Business
2014 - 2018
Experience

Independent Trust Company of America, LLC
Apr 2007 - Sept 2007Broker Assistant- Special ServicesEstablished a business relationship with TCA largest brokerage firm which included answering questions regarding internal processes, researching issues, problem solving, and following up on outstanding issues.Supported team members with assigned clients and duties to help establish a rapport.Participated in statement and fee processing monitoring the status and performing quality control reviews.Generated, reviewed and processed reports for broker/client use or for internal use.

TIAA
Feb 2008 - Aug 2008Administrative AssistantAssisted in new-hire and existing employee with benefit coordination.Compiled department budget which decreased over-all expenses by $500,000.Collected licenses and renewal documentation decreasing non-compliance by 98%. Processed payments for internal benefit programs such tuition reimbursement. Maintained employee performance and payroll documentation.

Kaiser Permanente
Jun 2009 - Apr 2013Developed the schedule working with department chiefs and nurse managers to maintain an adequate number of providers and appointments on a daily basis. Used scheduling guidelines, appointment demand forecasting tools and reports to monitor department schedule, templates and provided adequate access on a daily basis. Communicated variances to Leadership in a timely manner in order to resolve issues. Collaborated with Chief and Operations process manager to adjust access guidelines as member population changes. Prepared and presented reports as requested. Show less
Access Specialist
Oct 2012 - Apr 2013Account Administration Representative/ Subject Matter Expert
Jun 2010 - Oct 2012Account Administration Representative
Jun 2009 - Jun 2010

Pinnacol Assurance
Jan 2015 - Sept 2015Business Service RepresentativeCommunicated basic principles of workers compensation and company guidelines/requirements/procedures with policyholder, injured workers, medical providers, attorneys and Division of Workers Compensation.Researched and analyzed reports, files and account information for policy holders and internal customers. Interpreted basic issues regarding policies, claims, and medical provider accounts, statements and related data.Prepared endorsements, processed payments, admissions, denials and settlement documentation to enter on financial reports for corporate documentation. Show less

Bubba Chinos
Sept 2016 - Oct 2018Business Analyst InternDeveloped models that interpreted internal and external pay data which lead to impactful investment by the organization.Supported multiple corporate and operating groups as a consultant which increased new business by 15%Built company relations increasing the global presences of the organization during the last 2 quarters.Conducted qualitative and quantitative analyses contributing to financial forecasting.Designed and improved business process which positively impacted the organization by decreasing turn-over by 47%Assisted with annual compensation planning process including data review and report development to support merit, bonus and leadership decisions. Show less

STARS Mentoring Services, LLC
Sept 2018 - nowDirector Of Staff Development• Lead training, technical assistance, and compliance monitoring for dropout and re-engagement initiatives, including homeless, child welfare services, and related program grants.• Revitalize budgets, employment practices, program development for companies in distress.• Establish Standard Operating Procedures (SOPs) to drive business goals and company mission, increasing profitability.

Contract
Oct 2018 - nowStrategy ConsultantAiding clients with strategic planning and conflict resolution, resulting in more in-depth business knowledge, improved business skills and business acumen. Areas covered include:• Designing a successful business model. • Creating a marketing plan. • Determining marketing techniques and their implementation. • Collaborating with clients on key decisions which are vital to the future of the company.
Licenses & Certifications

Microsoft
MicrosoftJan 2015
Emotional Intelligence Diploma with Distinction
Center of ExcellenceAug 2020
Volunteer Experience
Member
Issued by Alpha Kappa Alpha Sorority, Incorporated
Associated with Nicole Valencia
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