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Customer Service Administrative Assistant

Lenexa, Kansas, United States
August 27, 2018

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Therese Bouck

Overland Park, KS ***14

Qualifications & Training

Health & FSA Claim adjudication

Client support for health insurance agents

Microsoft Word, Outlook and Excel - Proficient

Kansas Work Ready Certificate--Gold Level

School for Medical Coding

College Accounting – 2 semesters

Certified Public Notary

Soft Skills

Exercise sound reasoning to analyze issues, make decisions, and overcome problems

Demonstrate personal accountability and effective work habits

Ability to plan, organize, and prioritize skills

Ability to work within team structure

Can write/edit memos, letters, clearly and effectively

Employment Experience

Canopy, Inc formerly Financial Associates Midwest – life and health insurance agency 2015-Current

Office Manager, Licensing, & Sales Support

Manage and order all office supplies and office equipment

Authorize and submit vendor invoices for payment

Handle any issues that come up to keep office running smoothly – invoice billing problems, office maintenance issues, submit IT support requests, etc

Maintain compliance documents and carrier appointments for licensed sales agents

Release appointments and redirect commissions for 64 agents with 84 insurance carriers

Assist clients with questions regarding benefits, claims, premiums, and HR questions with group clients

Process all enrollments and terminations for our 742 group clients according to contract

Verify new groups are set up correctly in our systems and with the insurance carrier

Design and update database for the group renewal tracking system

Coordinate email merge mailings to agents and potential clients

Canopy, Inc formerly Financial Associates Midwest – life and health insurance agency 2002-2014

Administrative Assistant, Office Support, Licensing Manager

Authorize and submit vendor invoices for payment 10/2012 – 9/2014

Administrative Assistant for CEO 10/2012 – 9/2014

Educate clients regarding their plan benefits -

Communicate with insurance carriers, agents, and clients to research and trouble-shoot problems regarding claims, EOBs, and premiums

Scrub individual client medical applications for completeness before submission to carrier

Provide friendly, accurate, and prompt customer service to both internal and external clients

Maintain compliance documents and carrier appointments for approximately 900 agents

Perform the day-to-day operations of office, administrative support, and customer service

Cross train to assist coworkers with new group submissions, new business follow-up, group enrollments and terminations, and agent licensing and appointments

Medical Claims Processor 1999-2002

FMH Coresource – medical claims processing TPA

Provided phone customer service to clients, coworkers, healthcare providers and executive staff

Processed medical claims for groups with contractual performance requirements

Processed confidential medical claims for FMH employees

Processed claims for 16 employer groups’ flexible spending accounts

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