Heidi Marcotte

**** ******* ***

Breinigsville, PA 18031

Phone 443-***-**** (cell)

adus9s@r.postjobfree.com

Skills

*Proficient at typing *Resourceful *Personable

*Able to communicate effectively *Detail Oriented *Confidentiality in work

*Learn quickly *Always strive for best results *Multitasking

*Proofreading *Enjoy doing a variety of duties *Prioritize responsibilities

*Proficient with technology

Work History

4/2017 – Present Account Manager (Indicon, Inc/Employee Benefit Consultants, LLC)

Works directly under the Owner of this Health Insurance Brokerage. Job duties included but are not limited to: typing of all forms/documents (contracts, proposals, letters, forms, etc.) pertaining to a group for their health, dental, vision, Life/AD&D, STD, LTD needs). Data entry and keeps records of enrollments, terminations, changes, etc. Use all of the Microsoft Office Suite Products to perform duties as well as Adobe. Process New Groups, Renewals, Enrollments, Terminations, and any kind of employee coverage change for my assigned clients. I follow through to make sure everything was submitted and processed correctly at the GA (General Agent) and at the insurance Carrier. Perform Customer Service duties either by phone or by email to assist clients with anything and everything that that they need and complete it in a timely/accurate fashion. Check into any claims for any of the employees of clients as requested and report back to client with the outcome. Submit STD/LTD/Life claims and follow-up. Maintain computer files for all clients. Use online services to perform certain duties of the position. Knowledge of how to send secure email as dealing with PHI (Personal Health Information). Compilation of group documents necessary for Compliance under the ACA (Affordable Care Act). Assist with COBRA (Federal or Mini). Compliance (Medicare Part D, Employer Reporting, PCORI, etc.) Many other various services that the role entails.

4/2012 – 4/2017 Administrative Assistant, IIS (Innovative Insurance Solutions)

Worked directly under the Owner of this Health Insurance Brokerage performing all duties of the office. Job duties included but were not limited to: typing of all forms/documents (contracts, proposals, letters, forms, etc). Data entry and kept records of enrollments, terminations, changes, etc. Used all of the Microsoft Office Suite Products to perform duties as well as Adobe. Processed New Groups, Renewals, Enrollments, Terminations, and any kind of employee coverage change for small and large groups and followed through to make sure everything was submitted and processed correctly at the TPA (Third Party Administrator) and at the insurance Carrier. Performed Customer Service duties either by phone or by email to assist clients with anything that that they needed and completed it in a timely/accurate fashion. Maintained computer files. Used online services to perform certain duties of the position. Knowledge of how to send secure email as dealt with PHI (Personal Health Information). Compilation of group documents necessary for Compliance under the ACA (Affordable Care Act).

1/2004 – 4/2012 Executive Assistant/Office Manager, The Great Cookie

Worked in the Corporate Office with the owner and the Director of Operations. handled “all” aspects of the office, including but not limited to: typing, filing, answering the phone, dealing with vendors, customers and the like. Do all data entry. I make sure all store locations are current on their required licenses. Get the sales figures for each store location for each day and compile a report. Compile data and reports for other daily, weekly, monthly, quarterly, and yearly reports as deems necessary. Updating and maintaining company website as necessary. Process any online orders that come in via the website and keep customer informed of order status. Maintain inventory and ordering of supplies as necessary. Take care of technical issues should they arise at the office or any of the store locations. Review any incoming mail and process as necessary to the appropriate person. Pay some of the payable on line. Review other payables for accuracy and forward to the accountant for payment. Writes and keeps track of checks written out of the “office” checkbook. Help prepare and organize meetings as needed for the Director of Operations and Owner as well as for the monthly/quarterly meeting with the store Managers.

10/2001 – 12/2003 Cafeteria Worker @ Edgewood Middle School (Harford County Public Schools)

Working in the school cafeteria allowed for be to be home with my children as I only work when they are in school. Responsibilities include preparing the serving line with appropriate food for the day and serving to the students in a friendly manner. Making sure that the food is always kept at 140 degrees and above while on the serving line. Helping with the dishes at the end of the day as well as mopping and any other things that need to be done.

5/2001 – 10/2001 Office Temp for Select Office Solutions (SOS)

This is a temporary service provider. Would go on different assignments as needed during the hours that I had requested. Applied different skills, such as: typing, filing, customer service, computer work, data entry, word processing, and spreadsheets, etc.

3/1999 – 6/2000 Tutor, Sandalwood Elementary School

This job was part-time so that way I was home with my children. Had 12 children a day to pull aside and help teach them to read. Kept track of children’s activity, progress, and discussed with their teacher(s) concerns about the child. Organizational skills and time management were very necessary for this job.

June 1998 Receptionist, Alliance Engineering

This was just a temporary position filling in at my husbands’ office while they continued to look for a permanent receptionist. Responsibilities were taking care of a multi-line phone, getting the mail prepared for delivery, copying, filing, and light typing, general office duties.

1992 – 1993 Personnel Assistant, North Florida Shipyards

Greeted all customers that came in the office. Typing, filing, data entry, ran reports, and distributed them as necessary.

1991 – 1992 Unit Technician, CIGNA Individual Financial Services

Typing financial programs, referral letters, illustrations, etc. Extensive filing. Created a client database. Took part in the underwriting process. Reviewed the policies when they came in. Performed a variety of copying duties and took care of all incoming and outgoing mail. Confidentiality of utmost priority was needed in this job.

1989 – 1991 Office Manager, Schwab & Associates

Set companies up with collection facilities for drug testing and educated them in proper procedures as well as filling out Chain of Custody forms. Performed background checks. Telephone sales, set up filing system, extensive typing and computer work. Worked directly with multi-million dollar clients. Reviewed others work and assisted them as needed. Reported the results of drug tests back to appropriate companies so confidentiality was of the utmost priority.

1987 – 1989 Crane Department Clerk, General Dynamics, Elec. Boat Div.

Extensive typing & filing, Use of electric typewriters and computers. Performed document control to maintain status of all 350 cranes and 2,000 pieces of handling gear and had to know where in the shipyard to find them. This job required security clearance for General Dynamics as well as for the Naval Submarine base in Groton, CT.

1985 – 1987 Previous work between 1985 – 1987

During my Junior-Senior year in High School I worked for First Vermont Bank in the proofing Department through the schools Co-Op program. I left that job as I was going to go into the Air – Force but I did not end up going. I then went to help my step-sister in a Community Care home taking care of the elderly where I cooked, cleaned, helped the residents as needed and made sure they took their proper medication – that was just a temporary position. I then went to “Vermont Legal Aid” to get experience in the Secretarial field and was there about six months as that was the internship time. From there I went to “Ampersand” which was a book publishing company where I sat and typed various books for eight hours a day until I got married and moved away from the area.

Education

Attended 1 year at Orlando College South in Computer Sciences with a 4.0 GPA. Was unable to finish because we moved due to my husbands work. Graduated in June 1986 from Rutland High School in Rutland, Vermont with a 3.0 GPA. Completed 2 years at Rutland Vocational Technical Center as a Secretarial student.

Abilities

Type approximately 60+ wpm, word processing, data entry, proofreading, setup and use of databases, dictaphone/machine transcription, basic legal terminology, basic medical terminology, and various types of filing (paper and digital), 10-key usage, telephone etiquette and abilities, customer service, use of fax machines and copiers, and use of all Microsoft Office Suite software applications. Use of various other types of software. I can teach myself pretty much anything and I am a quick learner. I have e-mail, internet, color copying, and colored printing, and scanning capabilities at home as well. I know how to scan and e-mail documents as well as create pdf files (export and import). I can do what is required and do not require supervision to get the job done. I know how to get things done on a deadline!

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