Katy Dahlstrom

*** ****** **. ** *******, GA ****7

404-***-**** acozbw@r.postjobfree.com

Career Overview

Detail-oriented and driven Executive Assistant with 9+ years proven expertise in problem solving

and managing daily office functions.

Skill Highlights

Microsoft Office Suite DocStar

Adobe Creative Suite Schedule management

Spreadsheet development Tracker and Trax

CRM Systems DepConfirm

Salesforce ContinuousHealth platforms

Report development SmartBen

Problem resolution benefitsCONNECT

SharePoint QuickBooks

Administrative support People Soft

IssueTrak Staff motivation

MaxAgent and MaxSupervisor

Recent Employment

Hodges Mace Benefit Group, Atlanta, GA

Dependent Verification Supervisor, April 2012 – Current

Carefully explaining Health Care Reform to employees from different backgrounds in a clear manner

Processing sensitive documents in a timely manner while staying compliant with HIPAA

Ensuring smooth operations by supporting an executive team

Improving office organization by compiling financial spreadsheets, organizational charts, and company data

reporting

Presenting project findings as well as selling the process to executives from all over the country

Handling customers effectively by identifying needs, quickly gaining trust, approaching complex situations

and resolving problems to maximize efficiency

Reconciling and organizing billing and data for accounts receivable

Successfully training staff in all office systems and databases, policies and procedures while focusing on

minimizing errors and generating superior results

Implementing new technology with minimal disruption

Processing the quality control queue for each employee as well as thorough weekly call reviews

Responsible for creating and sending out all communications for the Dependent Verification Process

Setting up and maintaining personalized portals for each client

Manually removing and reinstating large groups of dependents for each client

Keeping up with several systems to access important and confidential information for each employee.

Upkeep of invoices both internally and externally

Processing and explaining life events for all employees

Finalizing the “audit of the audit” to ensure all dependents that are slated to be removed are, in fact,

ineligible

ContinuousHealth, Atlanta, GA

Account Manager, July 2010-April 2012

Interact with employees, Human Resource Representatives, and CFOs

On call 24/7 to ensure that all clients are promptly attended to

Set up and maintain custom-tailored portals for each client

Serve as a liaison between peer account managers, employees, and Human Resource Managers

Follow up on accounts and promoting our ongoing service

Caring for sensitive documentation and remaining HIPAA compliant

Developed organizational systems to prioritize daily responsibilities and self-manage accounts

Managed dynamic account elements personally to minimize stress for the employers

Educated employees about Health Care Reform and what it means to them

Reading individual SPDs to create personalized documentation for each client

Churchill’s Pub, Marietta, GA

Bartender/Manager, November 2008-April 2010

Aided in both incoming and outgoing payments

Keeping an upbeat and friendly environment

Interviewed and trained new employees

Maintained safety in the workplace

Managed up to seven employees in a fast paced environment

Assisted in general upkeep to remain compliant with health and safety codes

Regal Nissan, Roswell, GA

Lead Receptionist, April 2005 – November 2008

Provided clerical support services and prepared charges for client invoices

Maintained active and prospective client profiles through CRM software

Managed various scheduling such as the meeting rooms and test drives

Processed and entered invoices

Maintained the dealership’s key drawer

Supported the General Manager, Sales Managers, and Sales workers in their duties

Assisted in follow up

Worked daily with multi-line phone systems

Various forms of data entry

Learned new tasks whenever possible to help the business run more smoothly

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