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Customer Service Case Manager

Location:
Indianapolis, IN
Salary:
50,000
Posted:
May 12, 2025

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Resume:

ANITA MATHIS

Indianapolis, IN ***** 317-***-**** **********@***.*** LinkedIn: Anita Mathis

CAREER SUMMARY

HR Client/Benefit Claim Specialist; Short Term Disability Case Manager

Substantial experience and outstanding skills in customer service; Accustomed to working in fast-paced environments; Excellent interpersonal skills, ability to work well with others; Analyze and administer various components of the employee benefits compensation programs; Knowledgeable and dedicated team player with outgoing, positive demeanor and proven skills in establishing rapport with clients and contributing to company success.

SKILLS & CORE STRENGTHS

Time Management Skills

Team Leadership

Training & Development

Program Development

Analytical Skills

Complaint handling and resolution

Claims Processing

Investigative Skills

Customer Service

Quality Audits

Database Administration

Multi-Tasking Skills

Organizational Skills

Data Entry & Reporting

Short Term Disability/FMLA

Health, Dental and Life Insurance Benefits

Benefit Calculations

Flexible Spending Account

Health Reimbursement Arrangement (HRA)

Payroll

HIPAA Laws & Regulations

Strong interpersonal and communication skills

Microsoft Office Suite

Medical and Life Billing

PROFESSIONAL EXPERIENCE

Labcorp / Fortrea Greenfield, IN 2018 - present

Program Specialist – Global Pharmaceutical Contract Research Organization

Conduct insurance verification benefits for patients to determine eligible for prescribed therapy.

Facilitate the prior authorization process on behalf of customers.

Assist with problem claims and perform case management.

Identify insurance and alternative funding sources per program specifications.

Work with partner distributors and pharmaceutical manufactures to request products.

Transunion verifications for annual income for assigned program guidelines and track shipments.

Perform case management to identify alternative funding sources per program specifications.

Document calls in tracking system. Handles escalate calls per guidelines and procedures.

Kohl's Plainfield, IN 2018 - 2018

HR Specialist – E-Commerce Distribution Center

Prepare recruiting materials for onsite job fairs for schedule hiring events for interviews and orientations.

Facilitates hiring events, new hire orientation and benefits orientation sessions.

Process new hire documentation, I9 E-Verify, onsite oral drug tests and background screenings.

Administer HR processes for executives and associates.

Enter payroll data and process payroll exceptions in Kronos.

HRIS in Workday, Tracks new hire, attendance, and performance.

Assists with leave of absence/ADA process and record keeping.

Supports HR initiatives (Benefit Open Enrollment, Wellness Programs, etc)

Process termination and final pay to meet state requirements.

Ascension Health Ministry Service Center, Indianapolis, IN 2013 - 2016

Disability Case Manager -Shared Services of Human Resources, supply chain, and finance to Health Ministries

Manage the day-to-day administration for STD/FML leave of absence programs.

Review and monitoring of STD/FMLA for leave request and LOA determination.

STD benefit payments, monitoring, and Return to Work processes.

Process payroll timecards and reports for calculation of payment.

Facilitate a Return-to-Work Program or transition into LTD option.

Make decisions on claims using contractual, medical, functional, and vocational analysis.

Constant prioritization of conflicting demands with extremely tight turnaround times.

Plan and organize work to the Service Level Agreement objectives are met.

Address escalated client concerns and customer service support by email and via phone.

Control costs for disability benefits and coordinate services to at-risk employees.

Security Benefit Indianapolis, IN/ Topeka, KS 2009 - 2012

Client Specialist - Third Party Administrator (TPA) Financial Security Annuity Company

Provided services for Health Retirement Arrangement (HRA) plan services.

Processed new eligibility enrollments and updated informational changes.

Adjudicate HRA 300+ claims according to client request meeting IRS and corporate standards.

Verified completeness and accuracy of all claims before submission.

Responsible for generating claims for reimbursement.

Followed up on unpaid claims and denials.

Process generated checks daily for mail submission to participants.

Maintain confidentiality with employee records and business information.

Explanation of Benefits

Indiana State Teachers Association (ISTA) Indianapolis, IN 1997 – 2009

Client Specialist – Third Party Administrator (TPA) Membership Advocator for Professional Educators

Health Retirement Arrangement (HRA)/Section 125 Client specialist – Teacher plan regulations

Verification of Benefit/ Medical and Life Billing/ Eligibility/Enrollment Specialist

Processed new eligibility enrollments and updated informational changes.

Administered and billed for group health insurance benefits - health, dental, vision and life.

Administer COBRA group health.

Adjudicate FSA claims according to client, IRS, and corporate standards.

Responsible for the evaluation, adjudication, and processing of claims for retirement plans and flexible spending (major medical, dental, vision, and prescription drug), life insurance (standard and supplemental)

Process generated and manual checks for mail submission to participants.

Served as representative and liaison between participants and HR of school corporations.

Assists employees in communicating with the TPA to ensure reasonable responses to employee concerns and accuracy in the application of policy.

EDUCATION

General Studies- Ivy Tech

Michael’s Beauty School- Certification

OPERATING SYSTEMS

Microsoft Office Suite, Zoom, Teams and Outlook

Se2, Sanders Software, Luminx, Aetna PHIMS, Oracle PeopleSoft, Workday,

Kronos, Service Now Customer Response System, Lexmark Perceptive, Salesforce and Siebel

PROFESSIONAL DEVELOPMENT

Customer Service Series 1-4

Communication Skills

Team Leadership & Development

Diversity Workshop

Organizational Skills

Money Laundry

Sigma 6 - Yellow Belt trained

COMMUNITY ORANIZATION & VOLUNTEER SERVICES

Phillips Temple CME Church / Children Church Assistant ages 3-12

Julian Center – Shelter for Women & Children

Varies Food Pantry in Indianapolis, IN

Employer sponsored committees

401k Board for employee services



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