PATRICIA NICHOLAS
Hickory,NC
Summary
To utilize my adept abilities in computer, communications, data and interpersonal expertise, while working in a professional and stimulating environment and utilize my coordination and resourcefulness, is what is ideal to me.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
29
29
years of professional experience
Work History
Associate Account Manager
Patra Corp
North Carolina
09.2021 - Current
- Process endorsements, audits, renewals, MVR requests, endorsement requests, certificate requests, invoices, and other related tasks. Invoicing endorsements, audits, renewals and new business accurately. Compare and update schedules. Backup for account managers’ tasks and email duties.
- Maintain computer database and execute special projects. Collaborate with Account Managers and other Associate Account Managers. Ensure confidentiality of information acquired from insureds and Account Managers.
- Process and filter expiration lists for 11 Account Managers in a timely fashion. Maintains administrative duties in relation to insurance. Consistently make positive contributions to team and customer relations.
- Sending COI/EOP requests to the team and emailing the insured that the request has been received and is being processed.
- Sending cancellation requests to the carrier
- Sending Docusign requests
- Auto ID cards
- Policy Checking Tasks
- New mail
- Mailing Address Changes and Requests from insured and returned mail
- Following up on requests for renewal Instruction emails sent by the team and Account Managers
- Send quotes to the international Team to Complete Proposals
- Sending out supplemental applications to insureds and following up on them
- Sending supplemental applications to the Carrier
- Change request emails to the carrier – adding/removing locations, vehicle change, property changes, etc.
- Invoicing
- Sending new business questionnaires to prospect insureds, setting up client in AMS360, sending prospective client information to international team to create submission in Node
- Handling all team emails – Open renewals, Sending expiration lists, questions on COIs, and any general questions.
- Requesting carrier logins for Account Manager’s, following up on them, updating ShareFile
- Coordinated with cross-functional teams to streamline account management processes.
- Analyzed client data to identify trends and inform decision-making strategies.
- Implemented process improvements that increased operational efficiency across accounts.
Overnight Stock Associate
Target
Connecticut
07.2012 - 12.2012
- Rotated and faced products during restocking to give shelving professional appearance. Adhered to internal policies on management of perishable products, applying guidelines to actions such as stock rotation, labeling, and sales tracking. Sorted stock by aisles, loaded onto carts or pallets, and transported to correct location for efficient stocking. Served and supported overnight store operations. Responsible for receiving and handling stock when shipment was delivered to store. Stocking all and any merchandise, as well as visual upkeep of the store and points of sale areas.
Retail Associate
Cosmoprof
Connecticut
07.2008 - 02.2009
- Served and supported daily store operations while providing customer care. Responsible for opening store in the mornings and closing store I also ensured that store cash profits were delivered to bank at the end of the business day. I was responsible for receiving and handling stock when shipment was delivered to store, I was also responsible for the visual upkeep of the store and point of sales area. I served as a cashier; in this role I completed customer sales as well as ensuring cash draw count was correct.
Retail Sales Associate
Wet Seal
Connecticut
03.2008 - 02.2009
- Served and supported daily store operations while providing customer care. I was responsible for receiving and handling stock when shipment was delivered to store. I was responsible for the visual upkeep of the store and point of sales area, also served as cashier, in this role I completed customer sales as well as ensuring cash draw count was correct. Utilized POS systems effectively to process customer orders and transactions. Helped maintain clean, orderly work environment. Interacted with customers, providing information and top-notch customer service. Maintained knowledge of current promotions and offers.
Claims Processor/ COB Recovery Analyst
Health Net
10.2005 - 03.2007
- At Health Net as a Coordination of Benefits associate, I was responsible for the gathering and investigation of COB information that is indicated on enrollment forms, claims and authorizations. As well as identify which carrier is primary and which carrier is secondary for the member. My duties included but were not limited to: Processing claims involving other health insurance coverage and make claim adjustments when necessary. Processing claims involving no fault insurance, worker compensation or other party liability coverage and making claim adjustments as appropriate. Researching other coverage information noted on CMS 1500 or UB92 forms submitted by providers. Accessing CMS (Centers for Medicare/Medicaid) system to determine Medicare eligibility and effective dates. Verified claims acceptance using patient benefit plans, acquiring authorization where required. Followed internal standards and examining guidelines to prevent claims processing errors. Created computer files for eligibility, patient data, and health insurance information. Researched claims problems to resolve edits and deferrals. Reprocessed, adjusted, and recouped claims to correct processing errors.
Cashier/ Food Prep
McDonald's
10.1997 - 08.1998
- Served and supported daily food production, while providing customer care, preparing, and handling food and the upkeep of the facility, while working diligently as a team player.
Education
Cosmetologist -
Marinello Schools of Beauty
Connecticut06-2014
Some College (No Degree) - Criminal Justice
Housatonic Community College
Connecticut05-2005
High School Diploma -
Central High School
Connecticut06-1997
Skills
- Time Management
- Communication Abilities
- Attention To Details
- Analytical thinking
- Teamwork
- Coordination
- Networking
- Creative thinking
- Research
- Collaboration
- Payment Processing
- Retail Metrics and Goals
- Product Demonstrations
- Excellent Written and Verbal Communication
- Computer Proficiency and Microsoft Office
- Inventory Management
- Transactions reconciliation
- Claims review
- Claims
- Reporting skills
- Documentation abilities
- Critical thinking
- Multitasking abilities
- Flexible & Adaptable
- Customer service
- Detail-oriented
- Clerical
- Microsoft Office
- Data management
- Data Entry
- Conflict resolution
- Product upselling
- Problem-solving
- Data-driven decision making
- Brand awareness
- Business growth and retention
- Performance tracking
- Teamwork and collaboration
- Goal oriented
- Documentation and reporting
- Issue resolution
- Invoice balancing
- Coordinating paperwork
- Upselling
- Employee mentoring
- Prioritizing workflows
- Coordinating documents
- Database management
- Account verification
Timeline
Associate Account Manager
Patra Corp
09.2021 - Current
Overnight Stock Associate
Target
07.2012 - 12.2012
Retail Associate
Cosmoprof
07.2008 - 02.2009
Retail Sales Associate
Wet Seal
03.2008 - 02.2009
Claims Processor/ COB Recovery Analyst
Health Net
10.2005 - 03.2007
Cashier/ Food Prep
McDonald's
10.1997 - 08.1998
Cosmetologist -
Marinello Schools of Beauty
Some College (No Degree) - Criminal Justice
Housatonic Community College
High School Diploma -
Central High School
QUALIFICATIONS
I am an individual who is attentive, dependable, and hardworking, who works well under strenuous time constraints, while interacting with people from various backgrounds. I am familiar with mainframe programs such as: AMS360, Image Right, Docusign, Adobe, ShareFile, ADP, Okta, Node, Access, MS Excel, MS Power Point, MS Word, MS Outlook, MS Teams, and Zoom, which is an asset in any work environment.