Nathalie Martinez

Cell:352-***-****

ad3moh@r.postjobfree.com

Self-motivated and independent learner who thrives in a dynamic team environment. I am looking for opportunities to learn and grow as a professional and bring a positive change in which promotes a path for success while providing a professional work environment. Work Experience

Client Service Analyst

Metlife

Sept 2023 - Present

· Coordinate and execute the implementation of group insurance policies, plan changes and request policy amendments.

· Collaborates and acts as a liaison to assist with problem resolution and troubleshooting.

· Participates in client account audits and strategic planning process.

· Executing billing inquiries and policy-related inquiries and scrubbing all documents

· Executes business testing scripts when new system capabilities are delivered

· Assists with reconciliations, acting as liaison between client and internal area

· Comprehending and communicating the provisions of core products

· ( Life, Dental, Disability and Vision critical illness, accident, hospital,and legal)

· Partners with financial team in completion of client reports: analyzing results and identifying trends

· Ability to work in a high transaction volumes on a daily basis, meeting deadlines

· Leveraged Excel, incorporating pivot tables and VLOOKUPs

· Performed calculations for investment accounts and analyzed stocks, and dividends on behalf of clients.

· Review and provide quality audit of client profile ‘s fee arrangement and matter check maintence for SAP set-up and suggest improvements to be made to current pricing

Pensions Analyst

BNY Mellon

January 2022 to September 2023

· Supports professional and management staff by providing data related to, among others, financial transactions, account information and transaction processing to be used in responses to client inquiries on a daily basis.

· Processes updates to shareholder accounts. Under direct supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.

· Analysis of benefits, billing, retirements, and stocks through calculations.

· Provides basic technical assistance to shareholders and assists in responding to straightforward inquiries. Responses are fast, efficient and accurate, and are verified by more senior team members.

· Corrects straightforward errors in shareholder accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. · Review daily open items to ensure proper follow-up and closure. Responsible for the quality and completion of own work on internal deadline.

· Calculating benefits, billing inquires, plan assessors and pension data collectors in CRM(Pegareach) Pensions Administrator

Metlife

January 2020 to December 2022

· Coordinating and executing the implementing plan change requests and policy amendments, billing inquires and policy policy related inquires

· Executing business testing scripts when new system are delivered

· Act as audit and compliance liaison to coordinate requests from internal and external audit and compliance reviews.

· Track and manage audit/review deliverables, supporting documentation requests, walkthroughs, and meetings. Assist with the review of policies, procedures, process flows, supporting documentations.

· Compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

· Facilitates appropriate coordination, oversight and cascading of certain policy or regulatory considerations and execution within RIS Ops.

· Perform certain risk and compliance tasks such as reporting of Reg 168, OFAC Administrative Assistant

Mastec

January 2019 to December 2020

· Vetting new hire and existing onboarding, I/C and Affiliate lease packages, proofing and processing new company tractor/vehicle purchases

· Forwarding PeopleNet orders for new tractor to the Help Desk once truck has been set up in TMT/RMS · Processing weekly permit orders for those permits we do not keep in our inventory.

· Processing weekly vehicle registrations to keep up for our drivers

· Ordering temporary permits (approx. 2,143 annually by Dept.) and emailing them to terminals as needed to be legal to enter specific state(s).

· Answering phone, voice mails, e-mails and faxes related to license & permit issues with field operations, corporate, internal company departments, and state agencies. Scanning and Indexing Proof • Entering Po’s and submitting invoices

· I-9 Audits

· Perform other clerical duties such as photocopying, scanning, filing, and compiling data for routine reports. Medical Coordinator

Orthopedic Medical Group

February 2016 to December 2016

· Team SME for insurance verification, pre-certification and pre-authorization

· HIPAA Privacy and Security Regulations Department SME

· Inbound and outbound member call specialist

· Paralegal duties

· Insurance Authorizations, Referrals, DME, Radiology and follow-up patient care associate Call Center Supervisor

HPS

January 2013 to December 2015

· Call Center Agent metrics monitoring and reporting for Coventry Health

· Future Growth and Readiness committee member

· Policies and Procedures SME

· Associate Customer Care Coach

· Reviewed electronic claims and payments

Education

Diploma

Bloomingdale High School

2008

B.S. in Organizational Business Management

Petersburg College

Skills

• English and Spanish

• Trello

• Horizon

• Client Pointe

• Oracle

• MS Access

• OneNote

• Pivot table

· Adobe

• MS Visio

• MS Publisher

• Adobe Photoshop

• HTML

• XML

• Flat Files

• MS Office(Excel, Word, Outlook, etc.) BOSS

• ACE

• Broadridge

• Conduent

• FSR

• Salesforce

• CRM(PEGAREACH)

• DMF

• Majesco

• Opentext(Livelink )

• Lexis Nexus

• SAP (ERP)

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