Katy Dahlstrom
*** ****** **. ** *******, GA ****7
404-***-**** *******@*****.***
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