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Work Background
Canada LifePre-Processor/ Team Assistant/ Claims Processor/ Claims Examiner
May. 2023 - Jan. 2025Montreal, Quebec, Canada● Updating and correcting eligibility records connected to health and dental claims for all submission types. ● Ensuring the claim has all information necessary for accurate data entry. ● Ensuring the correct claimant is attached to the claim when automating cannot process. ● Ensuring the register has all the current information when questions arise. ● Making calls to providers for missing information. ● Setting up registers. ● Helping new hires with onboarding, navigating systems and guiding them through their first months with the company.
● Helping new hires achieve their production and quality goals by implementing the following: Weekly Quizzes, Weekly Error Recaps, Tip of the Week, Record Your Day and Review, Review Sessions, One on One Mentoring, Bach Audits, Daily Question Periods. ● Working with management on issues related to production, quality and behaviour. ● Finding solutions to above issues. ● Reviewing and entering health and dental benefit claim forms and receipts submitted by plan members. ● Achieving and maintaining quality and productivity goals. ● Working in a mentorship buddy system for new and current hires. ● Reviewing, investigating and adjudicating Canadian Dental claims in accordance with Group policy contracts. ● Conducting telephone calls to dental service providers for incomplete claims information. ● Making accurate payment decisions according to adjudication guidelines.
CAMEO SOCKS | EVOLUTIONSales Support/ Administrative Assistant/ Logistics
Apr. 2018 - Jun. 2020Montreal, Quebec, Canada• Collect information from consumers, then consult upper management for approval to send a replacement
• Communicate issues to product development department and upper management
• Open new accounts – collect credit applications and send them to accounts receivable
• Organize returns and exchanges from customers – provide RA numbers, enter information, contact shipping, inform
warehouse and accounts receivable
• Help with Product Selection
• Create and maintain a sales tracking logs
• Help prepare presentations, catalogues, decks, samples, planograms, recaps, samples, prices
• Look up items, inventory, sales orders and invoices in Navision
• Enter orders
• Follow up with the warehouse, provide tracking information to customers for sales order status
• Retrieve product information from catalogues (features, content, etc), provide product weights and measurements, as well
as gather images, as well as father images
• Prepare and ship out packages to customers
• Produce NPDFs, CPRFs APs, and create items in Navision
• Update and maintain complete listing information of products
• Make sales calls
• Create and maintain tech/spec sheets
• Conduct market research
• Communicate with internal teams to ensure that product development and prices are aligned
• Follow procedures and organize kickoff meetings
• Prepare logistics for Trade Shows
• Follow up with potential customers and interested parties after Trade Shows
• Collect all import documentation from overseas suppliers and enter into ERP system • Greet visitors at the reception
• Receiving and transferring calls
• General administrative and clerical support including mailing, scanning, faxing and copying documents, data entry
• Replying to general information requests with the accurate information
360Medlink IncExecutive Secretary/ Office Manager
Aug. 2015 - Mar. 2017Montreal, Canada Area• Effectively maintained office services by organizing office operations and procedures: payroll, correspondence, supplies.
• Planned and executed an office move • Implemented a new filing system, complete with accounting software.
• Introduced an HR system, including office operations and procedures • Oversaw all accounting and banking, including accounts receivable, payable and tax refunds • Managed contracts with vendors, service providers, office building management
• Provided general support to visitors and employees
• Copyedited and proofread office documents, contracts, general agreement documents and pharmaceutical newsletters
• Managed travel schedules and prepared travel itineraries • Wrote functional onboarding documents for new hires
• Wrote website content for new company website
Sitec QuartzReceptionist
Feb. 2015 - Aug. 2015Montreal, Canada Area• Contributed in all accounting duties as well as administrative tasks for the office
• Oversaw all general accounting, including balancing and matching invoices, reconciliation of account debit, credit, and accounts receivable
• Handled all administrative work, filing, faxing and data entry and correspondence. • Received and responded to calls and emails
• Provided assistance to senior staff by taking on several projects to help manage their workload
• Responsible for all company secretarial functions, duties and responsibilities. • Organizing files, maintaining payroll, registers of members, directors and miners
Sun Life FinancialGroup Life Support- Document Specialist
May. 2014 - Nov. 2014• Assist the Montreal Disability Management team with the administrative and clerical aspects of Disability Management.
• Open departmental mail and prepare for scanning and indexing correspondence in the Ultera system within 24 hours of receipt;
• Index scanned documents;
• Handle unidentified/misdirected mail;
• Pick up mail according to schedule;
• Mail cheques and EFTS reports according to special instructions;
• Ensure outgoing mail is ready for timely pickup;
• Regularly monitor and maintain adequate levels of supplies;
• Ensure paper claim documents are stored adequately, properly identified and shredded according to the predetermined schedule;
• Set up new claims in Chess and Ultera;
• Follow up for missing claim forms by communicating to plan sponsors or plan members via telephone and written correspondence.
• Take multiple, compulsory courses for SunLife.
Immigration and Citizenship CanadaCall Agent with the FSWEP Program (Federal Student Work Experience Program)
Jun. 2013 - Jun. 2013Montreal• Took calls from public about citizenship and immigration • Entered data • Completed a three week training • Knowledge of the Canadian Immigration program, especially related to citizenship and permanent resident cards • Ability to answer applicant questions clearly and concisely to best respond to their specific needs, while utilizing many IT programs and systems
• Respect of a quota and efficiency level as required by Citizenship and Immigration Canada
Concordia UniversityConcordia University Tour Guide
Jun. 2011 - May. 2013Tour Guide Take visitors on a tour to both the Sir George William's campus and Loyola Campus. Answer the phones, do research and work at the desk when needed. Update information about the University.
Concordia UniversityReceptionist, Undergraduate programmes
Sep. 2009 - Mar. 2014greet and direct visitors; control the flow of students meeting with academic advisors/admissions counselors; screens, responds to or redirects telephone and in-person enquiries as appropriate.
Distribute student request and inter-university transfer forms; maintain change of grade forms, records, and survey long sheets; file and maintain student dossiers. Schedule appointments for new student orientation and potential student information sessions.
Receive and distribute incoming mail and courrier; update Departmental bulletin board; keep reception area supplied with program information booklets, pamphlets and other student information.
John MolsonFrontline receptionist
Jan. 2009 - Jan. 2010greet and direct visitors; control the flow of students meeting with academic advisors/admissions counselors; screens, responds to or redirects telephone and in-person enquiries as appropriate.
Distribute student request and inter-university transfer forms; maintain change of grade forms, records, and survey long sheets; file and maintain student dossiers. Schedule appointments for new student orientation and potential student information sessions.
Receive and distribute incoming mail and courrier; update Departmental bulletin board; keep reception area supplied with program information booklets, pamphlets and other student information.
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