Recordkeeping Representative Resume Example
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RECORDKEEPING REPRESENTATIVE
Summary
Highly-skilled financial and customer operations professional: advanced proficiency across a variety of systems and tools with specific expertise in the appropriate analysis, dissemination and retention of confidential, proprietary personal information. Seeking to obtain a responsible and challenging management position conducive to my education and work experience.
Skills
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Experience
Recordkeeping Representative
City , STATETIAA/Sep 2013 to Sep 2015
City , STATETIAA/Sep 2013 to Sep 2015
- Responsible for client service and administrative support for various client segments through processing of payments, providing client and institutional outreach, and mailing correspondence.
- Researched and process distribution requests for restricted Premier and Wealth Management clients.
- Resolved any issue via email, fax or phone with clients and institutions.
- Sent daily internal quality and productivity report to management.
- Sent all internal quality disputes and provide feedback of results to team.
- Provided training assistance to members of team as requested.
- Researched, modified, prepared, and submitted all required insurance claim information to all major individual insurance companies electronically and/or manually via CMS-1500 form.
- Answered and resolved patient and medical insurance complaints, and/or questions, on patient cop-ay, deductibles, write-offs, etc.
- Followed up with insurance companies on unpaid and/or rejected claims, via phone or mail.
- Resolved issue and re-submitted claims.
- Posted patient check, credit card and cash payments.
- Collected, sorted and delivered incoming, outgoing and interdepartmental mail; Scan and file patient paperwork.
- Contacted patients and medical insurance companies via phone to locate proper forwarding addresses and make proper corrections for misdirected mail.
- Obtained and prepared major updates for all medical insurances for management presentation.
- Performed other duties as required by billing and insurance departments.
Recordkeeping Specialist
City , STATETIAA/Sep 2015
City , STATETIAA/Sep 2015
- Exceptions Team.
- Process Internal Transfer requests and inquiries.
- Correct, delete Omni Rejects for Internal Transfers.
- Prepare various Internal Transfer Reports.
- Process improvement projects; Identify issues and create new process.
- I.e., IPAC, Internal Transfers and Loans.
- Handle all updates and deactivations of IPAC calendar received within EXP.
- Handle all follow-up tasks received via EXP from plan sponsors and assign to associates accordingly.
- Continuous improvement.
- Process loans requests; re-amortization, bypass, etc.
- Data scrub.
- Creating, testing, implementing and training of new dashboards and processes.
- Performs other projects and duties as required, SRK Outsource Responsible for client service and administrative support for various MVAS client segments through processing of funds, providing Good Order Notices.
- Research, reconcile data and process Good Order Notices for respective clients.
- Apply pension funds received to all respective institutional accounts.
- Apply IRA funds received to all respective clients.
- Resolve any issue via email and/or phone with CMS's and institutions.
- Create daily internal reports for management and staff.
- Complete daily scorecard for management.
- Update and create IPAC calendar to correspond with institutional payroll frequency.
- Perform outreached via phone to institutions that have falling behind on cash payments.
- Update IRA NIGO's, such as account numbers, etc.
- Send IRA NIGO letters to clients.
- Resolve IRA NIGO issues via EXP, OMNI, EFR, etc.
- Performs other projects and duties as required.
Customer Service Specialist/Operations Specialist
City , STATEPitney Bowes/
City , STATEPitney Bowes/
- Mail, Imaging, Indexing and Corporate Workflow Assigned to TIAA-CREF Financial Services to oversee, investigate, and reconcile all aspects of the Imaging and indexing department.
- Duties included:.
- Opened, prepped and scanned incoming mail from individual participants as well as institutions.
- Supervised and executed all Regional office requests received electronically.
- Indexed enrollments, IRA requests, Brokerage forms, Checks, Transfers, Beneficiary requests, account maintenance etc.; with the use of EXP AG, Outlook, Mainframe, Legacy and Captiva.
- Administered training to new and seasoned associates.
- Produced daily internal audits.
- Researched and processed requests submitted through the Helpdesk.
- Assisted in regression testing for the CAPTIVA platform, which was one aspect of preparation for its modification.
- Supervised and communicated all incoming work faxed and/or prepared into each system, and sent out any error notifications to the IT department and management staff.
- Also, entered Fast Track program designed to advise individuals on investments.
Education and Training
White Belt Certificate - Obtained2015
Bachelors of Science: Business ManagementIndiana Wesleyan University
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Resume Overview
School Attended
- Indiana Wesleyan University
Job Titles Held:
- Recordkeeping Representative
- Recordkeeping Specialist
- Customer Service Specialist/Operations Specialist
Degrees
- White Belt Certificate - Obtained
Bachelors of Science : Business Management
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