Seasoned account specialist bringing several years of related experience along with deep understanding of financial and payment matters as well as customer service. Proficient in data verification, account updates and problem solving.
Overview
29
29
years of professional experience
1991
1991
years of post-secondary education
Work History
Reimbursement Account Specialist
Allegiance Benefit Plan Manager-Cigna
Missoula
09.2024 - Current
Maintained accurate and complete eligibility information electronically by participant and manually by company.
Interpreting group summary plan descriptions to assist plan participants and client contacts on all questions that pertain to reimbursement accounts in accordance with IRS regulations.
Responsible for processing and keeping accurate balances of deposits on clients accounts.
Customer Service Representative
Allegiance Benefit Plan Manager-Cigna
Missoula
01.2020 - 09.2024
Answered telephone inquiries from plan participants, client contacts, and providers regarding self-funded and partially self-funded group health benefits and/or the fully insured product.
Claims payment research.
Interpreting plan documents for numerous clients, along with reviewing new documents and amendments as they were added.
Educated clients about health plan coverage and eligibility requirements.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Payment Specialist II-Corporate Government Finance
Sprint
Englewood
03.2007 - 09.2019
Managed an Assigned account portfolio ranging from 150 to 350 corporate or government accounts at any given time.
Contacted customers daily to collect on past due balances or to make payment arrangements within company guidelines.
Training of new representatives entering the department. While re-training and coaching of current representatives as needed.
Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
Processor II Accounts Receivable Finance
ADT Security Services
Aurora
03.2001 - 03.2007
Analyzed customer accounts in multiple systems to research and resolve outstanding credit balances.
Managed cancellatons, reinstatements, credits and adjustments and settled on final balances.
Assisted in the development of the training documents and manual.
Provided support during training of new systems.
Interim Quality Assurance Coordinator.
Performed weekly audits on 28 to 30 associates.
Met with associates and management to review audits make corrections and provide training and guidance.
Cash applications in Acquisitions.
Managed the transfer of funds between acquisition accounts and ADT.
Commercial Account Collections.
Made outgoing collection calls to all past due accounts ranging from 30 to 180days past due.
Cash Detail Assistance
JCPenney 3rd Party Credit/GE
Littleton
03.1997 - 03.2000
Reconciled incoming and outgoing files for all bankcard transactions made in the stores.
Monitored all JCPenney stores for missing bankcard files-recovered and ensured processing.
Worked with stores to correct transaction errors at the point of sale.
Customer Service Supervisor.
Supervised twelve to fourteen associates at any given time.
Ensured internal and external Customer and associate interactions were managed in compliance with established procedures and standards.
Collector JCPenney 3rd Party Credit.
Collection of receivables on the JCPenney Visa/Mastercard for all aging fields.
Lead operator for two years responsible for running a auto dial system.
Education
Elizabeth Jr/Sr High-school
Elizabeth, CO
Skills
Eligibility verification
Document interpretation
Customer account management
Data reconciliation
Payment arrangement negotiations
Customer engagement
Timeline
Reimbursement Account Specialist
Allegiance Benefit Plan Manager-Cigna
09.2024 - Current
Customer Service Representative
Allegiance Benefit Plan Manager-Cigna
01.2020 - 09.2024
Payment Specialist II-Corporate Government Finance
Reimbursement Specialist, Account Assistant, Account Clerk II, and Office Support Assistant at State of MissouriReimbursement Specialist, Account Assistant, Account Clerk II, and Office Support Assistant at State of Missouri