Top performing Administrative and HR professional with over ten years of experience. Strengths include building rapport, integrity, sustaining partnerships and relationships with leaders, problem... show more
Top performing Administrative and HR professional with over ten years of experience. Strengths include building rapport, integrity, sustaining partnerships and relationships with leaders, problem solving and interpersonal skills. Works effectively in deadline driven environments with strong ability to interact and communicate with external clients, senior leadership and other team members. Very effective at planning and scheduling events and meetings as well as travel planning. Detail oriented, highly organized and proactive. Exceptional customer service skills including the ability to adapt to situations quickly and respond to requests and inquiries in a timely manner. Works well in a team environment and demonstrates respect and collaboration.
Managed the calendar and travel for Executive leadership team and contractors. Planned and coordinated events and meetings (both onsite and offsite). Managed the daily operation of corporate office. Responsible for uploading financial data files into the ACS system database. Posted member financial contributions to the general ledger and provided metrics reporting for forecasting and analysis. Managed staff attendance, vacation time, distribution of payroll and facilitated the onboarding process for new employees. Managed compliance and ensured all regulatory and legal standards were met. Processed payroll weekly for all employees via Paycor. Administered benefits and bonus incentives for employees. Processed expenses and invoices weekly. Created and tracked weekly membership attendance for record keeping and retention strategies. Reconciled bank accounts quarterly and create weekly financial operations reports. Prepared HR documents (contracts, new hire information) and managed all regulatory and legal compliance notices
*Successfully worked with CEO, CAO and CPA to analyze and quantify financial risks by putting systems in place to manage and reconcile quarterly and annual budgets.
*Orchestrated and implemented a filing system, both digital and manual to organize over 25 past and current employee files
*Effectively trained staff to use project management software enabling the company to improve cycle time for process improvement projects and assigned tasks.
Assisted with the licensing and registration of financial advisors for insurance, advisory and securities products. Demonstrated attention to detail through successful database administration. Handled the collection of data and documentation for regulators as part of the regulatory review process. Provided support to operational departments by delivering requested information in a timely manner. Supported the hiring of new financial advisors by managing the flow of required documents using MS SharePoint
*Successfully provided operational support to meet weekly quota for the organization's procurement of applications for credentialed and non-credentialed financial advisors.
*Top achiever in the auditing of case management profiles through SharePoint
Reviewed all marketing materials for compliance in accordance with the Medicare Marketing Guidelines. Assisted with the implementation of a SharePoint database utilized for the audit of all marketing materials. Developed policies and procedures for obtaining access to secure databases and perform Offsite Audits. Created a process to identify and examine trends with quality issues and HIPAA corrective action evaluations. Utilized quality improvement tools to track corrective action plans. Prepared written responses to federal regulatory agencies and developed policies and procedures for handling claims, grievances and appeals
*Improved access to healthcare benefits by collaborating with marketing professionals to create campaigns to measure quality of services being sold.
*Successfully created Standard Operating Procedures for organizational structure across regional offices
*Reduced contract turnovers by 25% by conducting field audits and creating measurable auditing tools for continued education from risks discovered
- Account Manager
- Excellent Communication Skills
- Excellent Leadership Skills
- Excellent Time Management
- Excellent Interpersonal Skills
- Account Reconciliation
- Judgment and Decision Making
- Active Learning
- Active Listener
- Event Planning