candidate

About me

Passionate, has an eye for details, and is well-organized with tasks. Skilled in providing quality and effective outputs to meet clients’ specific visions. Exceptional project, email, and calendar management skills used to oversee complex and recurring plan administration tasks for clients’ defined benefit plans and information. Top-flight administrator in completing assigned projects efficiently using established procedures. Committed to excellence and success.

- Provided high-level administrative support to executives, ensuring seamless daily operations and workflow management.- Managed complex calendars, scheduled high-priority meetings, and coordinated executive travel arrangements.- Acted as a liaison between executives and internal/external stakeholders, ensuring clear communication and alignment on business priorities.- Efficiently managed executive calendars, scheduled meetings across time zones, and optimized daily workflows.- Handled high-volume email correspondence, prioritized urgent matters, and coordinated follow-ups with internal and external stakeholders.- Assist with LinkedIn content creation, including drafting posts and articles.- Engage with professional connections, respond to comments/messages, and support networking efforts.- Spearheaded the optimization of internal workflows, identifying inefficiencies and implementing process improvements to enhance productivity.- Developed and maintained Standard Operating Procedures (SOPs) to streamline operations and ensure consistency across teams.- Managed high-level scheduling, tracking, and reporting tools, ensuring efficient task delegation and project execution.- Created and maintained KPI dashboards, providing leadership with real-time insights into performance metrics.- Assisted in client outreach and relationship management, fostering strong business partnerships both locally and internationally.- Conducted market research and supported lead generation efforts, contributing to business growth strategies.- Drafted and refined business communications, reports, and proposals to maintain professional engagement with key stakeholders.- Managed follow-ups with clients and executives, ensuring strategic relationships remained active and productive.- Oversaw the management of Zoho CRM, ensuring accurate and up-to-date client records, workflows, and interactions.- Implemented task tracking systems to monitor progress, optimize workflow efficiency, and enhance project execution.- Reviewed and updated email automation templates, ensuring clear and effective communication with clients and partners.- Assisted in developing and executing email campaigns, newsletters, and business marketing strategies.- Provided oversight on content development, ensuring alignment with company branding and business objectives.- Maintained and updated website content and marketing materials for corporate communications and special initiatives.- Research and book flights, accommodations, and transportation for business and personal travel.- Arrange restaurant reservations and manage detailed travel logistics.

– Designed and maintained a sophisticated task management system in Notion to streamline the scheduling of executive meetings, critical deadlines, and cross-functional OCR project timelines. Ensured an optimized workflow that enabled timely project execution across departments.– Spearheaded the use of Slack to enhance team collaboration, setting up structured communication channels for ongoing OCR product development, project updates, and strategic executive communications. Promoted real-time collaboration that fostered innovation and swift issue resolution.– Orchestrated executive meetings for the OCR leadership team through Slack, managing agendas, setting reminders, and overseeing the distribution of follow-up tasks. Ensured timely completion of action items and alignment on key company initiatives.– Developed detailed project tracking systems in Notion, offering the executive team real-time visibility into OCR product development cycles, feature launches, and overall project health. Played a key role in ensuring that all deliverables remained on track.– Managed strategic communication with clients and stakeholders through Slack, ensuring timely updates on OCR product development progress, addressing technical inquiries, and fostering long-term partnerships through consistent engagement and proactive support.

– Collaborated closely with team members to optimize task completion efficiency and ensure a cohesive delivery of services, fostering a culture of teamwork and synergy within the department.– Demonstrated meticulous adherence to plan documents and government regulations when processing payment setups, achieving a flawless track record of 100% quality performance, and ensuring compliance with regulatory requirements.– Implemented and maintained rigorous quality control standards, consistently meeting or exceeding established performance targets, resulting in consistently high scorecards over the past four years, showcasing a commitment to excellence and continuous improvement.– Developed an in-depth understanding of clients’ BA programs and requirements documentation, serving as a key escalation point for technical issues and nonstandard cases. Additionally, conducted thorough reviews of work completed by team members to ensure accuracy and compliance with specifications.– Proactively managed team workflow to optimize efficiency and ensure timely delivery of reports, effectively balancing resources and priorities to meet deadlines and service level agreements for all clients.– Facilitated daily coordination and collaboration within the team, fostering an environment of open communication and idea-sharing to enhance quality and timeliness of work, promoting a culture of continuous improvement and innovation.– Identified opportunities for process improvement, innovation, and efficiency gains within the team, leading initiatives to implement best practices and drive continuous improvement, resulting in enhanced productivity and performance outcomes.– Supported the professional development and engagement of administrative staff through comprehensive training and mentoring programs, ensuring new joiners are equipped with the necessary skills and knowledge to excel in their roles and fostering a culture of growth and development within the team.

– Efficiently organize and maintain client and case records, ensuring up-to-date information.– Utilize CRM tools to automate and streamline the generation of legal documents and correspondence.– Streamline legal workflows and improve efficiency by leveraging project management software features.– Assign and monitor tasks related to legal projects, ensuring all deadlines and milestones are met.– Use project management tools to track the status of ongoing cases and legal projects, providing regular updates to attorneys.– Manage attorneys’ calendars, schedule client meetings, court dates, and other appointments.– Conducting legal research using online databases, libraries, and other resources to gather information relevant to cases or legal matters.– Drafting and preparing legal documents such as pleadings, motions, legacy plans, engagement letters, contracts, and agreements with attorneys review and approval.– Assisting attorney in managing case files, organizing documents, and maintaining case calendars and deadlines.– Assisting with the e-filing of legal documents with courts, ensuring compliance with procedural requirements and deadlines.– Providing administrative support to attorney, such as answering emails, managing email correspondence, and scheduling meetings.– Maintaining and updating legal databases and filing systems to ensure accurate and efficient retrieval of case-related information and documents.– Assisting with billing and timekeeping tasks, including tracking billable hours, preparing invoices, and processing payments from clients.– Generated and audited detailed client invoices based on billable hours, disbursements, and case-related expenses.– Accurately tracked and allocated case-specific expenses, ensuring precise client billing and cost management.– Prepared comprehensive financial statements and custom reports for partners, aiding in strategic decision-making.– Managed payroll for attorneys and staff, ensuring compliance with tax regulations and timely disbursements.– Performed meticulous reconciliations of bank, trust, and credit card statements, promptly resolving discrepancies.– Maintained strong relationships with clients, addressing billing inquiries and resolving disputes effectively.– Managed vendor accounts, ensuring timely and accurate payments, improving vendor satisfaction.

– Professionally and courteously address inbound inquiries from healthcare professionals. This includes providing information about services, claims, and their medical coverage.– Verify member’s insurance coverage, benefits, and eligibility for services. Obtain pre-authorizations for medical procedures or treatments.– Assist healthcare professionals with claim inquiries, explain denials of their claims, ensure accurate documentation of financial transactions, and maintain member confidentiality.– Handles escalations, concerns, and feedback promptly and effectively.– Collaborate with healthcare providers to coordinate patient care, streamline processes, and address member needs efficiently– Actively participate in training sessions, team meetings and performance evaluations to enhance customer service skills, stay informed about changes in healthcare policies or procedures, and contribute to ongoing process improvements within the health account.

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