Customer Service Human Resources
Resume:
PROFESSIONAL PROFILE
AMY J. CARLSON, phr
SPOKANE, WA 99206
***********@*****.***
Motivated professional with over fifteen years combined experience working
in energy, human resources management, office management, accounting and
finance operations, employee training, employee relations, employee
benefits, general administrative operations, health care management,
banking, investments, property and casualty insurance. Demonstrated skills
in problem solving, process optimization, facilitating and working with
teams.
LICENSE AND CERTIFICATIONS:
Professional in Human Resources
certification (PHR)
Society of Human Resources Management
(SHRM-CP)
Property & Casualty Insurance license
Professional Academy of Health Care
Management
EDUCATION:
University of Nebraska, Kearney, NE
Bachelor of Science in
Business Administration
Emphasis in Real Estate &
Accounting:
Colorado Mesa University, Grand
Junction, CO
Business Software & Accounting
Courses
SEMINARS AND SCHOOLS:
Microsoft Office Suite of programs, customer service classes and other job
specific training and computer courses. Colorado Property & Casualty
Insurance License, Baker Hughes - Basic Petroleum Technology, Underwriting
Boot Camp, Academy for Healthcare Management, Cannon Financial School of
Employee Benefits I and II.
EXPERIENCE SUMMARY:
Human Resource Management, Effective accounting, budgeting and
established HR department for region. auditing - AP/AR, journal entries,
Including, recruiting, hiring, payroll as well as general office
onboarding, benefit enrollment, management.
employee relations management,
payroll audits, processing and PTO
reconciliation.
Employee Training and Development - Ensuring regulatory compliance -
identify, establish and present accounting in accordance to
training programs for ongoing Sarbanes Oxley, human resources,
compliance, industry specific healthcare policy issuance.
training, software, electronic,
leadership and employee relations.
Unemployment claims review and Prepare and review official
resolution correspondence, vendor relations,
Worker's Compensation Claims purchasing and long-range business
management. development.
Design, propose and present employee Develop and implement business
onboarding, training, sales materials consolidation integration plans.
and annual reports.
Windows, QuickBooks, Facets, Macess, Complete customer services skills -
JDE and Digital Oilfield as well as satisfying client needs, promoting
other job specific software programs business image, problem solving,
and type 60 wpm, 10 key. building customer loyalty and long
lasting relationships.
Healthcare management specializing in
underwriting and contracts
WORK HISTORY:
Department of Veterans Affairs
Grand Junction, CO
May 2015 - Present
Program Support Administrator
Overall office manager for the HBPC Director. Assists MFH coordinator in
all facets of the program. Manage HBPC Fleet and scheduling. Other
tracking, scheduling and office duties to assist HBPC program.
Family Health West
Fruita, CO
Executive Assistant to VP of Finance/CFO
May 2014 - Feb 2015 Assisted VP of Finance with all daily
administration responsibilities. Risk Management, insurance selection and
renewals. Developed and maintained staffing productivity model for
management. Worked collaboratively with administrators and department
heads to gather statistical information and prepare monthly management
reports using excel and pivot tables. Reviewed monthly financials for
discrepancies prior to distribution to the Board of Directors. Facilitated
department meetings, assisted billing and finance departments with assigned
projects including new software implementation. Managed all correspondence,
scheduled meetings, appointments, reviewed emails, prepared professional
written correspondence and made travel arrangements.
Rhino Energy LLC - Western Operations
Grand Junction, CO
Business and HR Manager - Western Operations
2010 - 2014
Human Resources responsibilities: Partnership, Staffing Development and
Productivity reporting, Recruiting, interviewing, pre-employment physicals,
and onboarding employees. Benefit administration including medical, dental,
and supplemental coverages. Process 401(k) program eligibility and loan
requests. Manage employee relations including resolution of employee
disputes, employee disciplinary matters and accident investigations. Manage
vacation, sick and FMLA leave, unemployment claims, and worker's
compensation claims. Prepare, submit, review and approve time cards.
Oversee daily Business and Human Resource functions for coal operations in
Colorado and Utah;
Business Management responsibilities: Manage and track AFE's as well as
company asset tracking. Manage purchasing and accounts payable processing,
prepare and reconcile monthly general journal entries, budgeting and
forecasting and month end reporting. Prepare and present training
documentation for employees, administrative staff and for use with other
affiliated companies. Create training tracking matrix for annual training
requirements.
Monument Well Service Co., Inc.
Grand Junction, CO
Office Manager
2008 - 2010
Oversee all daily office procedures for well servicing company; Manage a
staff of four employees; provide direction for daily processes including
A/R, A/P Coding, Payroll and other office processes. Review and assist in
completing RFP's from customers. Prepare and implement Sarbanes Oxley
compliant documentation. Developed effective training documentation for
accounting software for staff and for use with other affiliated companies.
Other duties included tracking company property, computer hardware and
software support to employees; Build and review revenue reports and pricing
materials; Prepare and reconcile monthly general journal entries.
Human Resources responsibilities included assist corporate Human Resources
Director with benefit enrollment and employee relations, vacation, sick
leave, performance reviews. Manage FMLA, unemployment and Worker's
Compensation Claims.
Hub International Southwest Insurance, Inc.
Grand Junction, CO
Customer Service Agent
2006 - 2008
Licensed Property & Casualty Insurance Agent. Manage a book of personal
lines business; home, auto and recreational vehicle policies. This
includes existing accounts, new business, referrals from the commercial
business department and other referrals. Review each policy renewal for
adequate coverage and policy limits. Re-write existing business as
necessary to meet the needs of our customers' budgets and risk tolerance.
Co-trainer for computer software conversion for the local office.
EnCana Oil & Gas (USA)
Parachute, CO
Accountant
2005 - 2006
Manage the receipt, routing, coding and approval of invoices for the South
Rockies Business Unit and the Gathering Services Business Unit. Supporting
the Denver Accounts Payable Team. Assisted Denver Finance Team in the
analysis and understanding of the Piceance Basin, Colorado activities for
management reporting and forecasting.
ROCKY MOUNTAIN HEALTH PLANS
GRAND JUNCTION, CO
Associate Manager,
Small Group Underwriting, Rating Underwriter, Contract Specialist
1999 - 2005
Professional, Academy for Healthcare Management
Associate Manager Small Group Underwriting - Position responsibilities
include planning, directing, training and
managing Small Group Underwriting Operations and responsible for
evaluation and resolution of problems and outcomes of departmental
activities. Continue to provide small group underwriting for the
Department.
Rating Underwriter - Establish eligibility for small group health care
coverage. Auditing small group health
plans on an annual basis and reviewing existing plans for compliance
issues.
Contract Specialist - completion of health care provider and facility
contracts with team members for RMHMO.
Negotiate reasonable health care reimbursement rates for contracting
proposals within the company. Developing and maintaining excellent
customer service communications both internally and externally.
Trouble shooting and
problem solving around contract billing issues working with other team
members from various departments of the organization.
Alpine Trust & Asset Management
Grand Junction, CO
Trust Administrator - Retirement Plan Consultant
1998-1999
Retirement investment account responsibilities included $35 million under
personal sales and management. Duties consisted of complete administration
of Personal Trust and Employee Benefit Trust Accounts. Analysis of
clients' retirement plan investment needs and services; design, implement,
and advise clients regarding their entire plan relationship. Analyze
investment performance, prepare reports and make recommendations to the
investment management planning committee.
Heritage Trust & Asset Management, Inc., Grand Junction, CO
Grand Junction, CO
Trust Account Administrator
1995 - 1998
Presentation and review of annual investment performance for group
presentations. Customer service contact with both external and internal
clients. Assistant to Lead Administrator on all retirement plans under
management. Responsibilities include annual retirement plan investment
allocation and account portfolio auditing, as well as computer trouble
shooting and program training.
References: Available Upon Request
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