User Profile Page

Full Name

• Dana J David

About Me

• My name is Dana David. I have been a certified notary public for almost 3 years now. I love working with people in my community.

Telephone Number

• 4047340416

Available Hours

• Morning
• Afternoons
• Evenings

City and State

• Acworth

Your Zip code

• 30102

E-mail Address

• dana.jdavid@gmail.com

Commission Number

• W00457226

Commission Expiration

• 6/30/2024

Resume

• Experience
  Moulton & Hardin Inc | Athens, GA- Remote| Benefits Account Executive/Manager | September 2020 –
  Present
   Full understanding of insurance proposals, contracts, and guidelines
   Building and maintain client relationships, consulting with HR and Executive Level Management while assisting with
  the decision-making of employee benefits
   Direct communication and negotiation of rates and policies for new and exciting clients with vendors
   documentation preparation and implementation of client contracts including master group applications and
  employee enrollments
   Leading initial implementation as well as yearly renewal process between client and vendor
   Develop and deliver benefit analysis for employee benefit related products: health, life and all ancillary products
   Communicate fully insured and partially self-funded contracts opinions and comparisons with employers
   Coordinate and conduct client, employee education, open enrollment, and other meetings as needed
   Create, prepare, and present professional documents, spreadsheets, newsletters, presentations, and other material
  used for internal and external client communication
   Respond and service existing client requests and potential clients to research and resolve claim issues, billing issues,
  contract language questions and other issue that arise
  ONEDIGITAL | ATLANTA, GA – REMOTE | SENIOR FULLFILMENT SPECIALIST | September 2019-March 2020
   Leads all internal Zenefits one-on-one training sessions with all Client Advocate Center team members and their
  supervisors.
   Researched internal system for root cause analysis and financial discrepancies 
   Worked as liaison between consultants, client, and other internal departments to ensure all client accounts are
  properly setup on BenAdmin platform
   Initiate audits for major issues that are discovered after client implementation 
   Assisted audit team in verifying and updating information with carrier and BenAdmin platform 
   Initiated payout for E&O cases that have been personally researched 

   Direct Client communication regarding multiple aspects of account issues and corrections
   Triaged and distributed work to team members as needed
   Supervised and assisted with team channel questions and concern via Microsoft Teams
   Routine training sessions with consultants to ensure their understanding and handling of new Zenefits system
  ONEDIGITAL | ATLANTA, GA – Remote | CLIENT ADVOCATE – ZENEFITS SPECIALIST | FEBRUARY 2018-September
  2019
   Part of a Resolution Team that diagnoses and resolves complex client service issues requiring resolution both with
  carriers and inside the Zenefits platform. Triages all incoming work. 
   Diagnoses and resolves escalated customer requests.
   Works with carriers on retroactive, exception, or standard requests related to member-level eligibility.
   Follows documented processes to solve problems in accordance with OneDigital policy and applicable law, to include
  working with other teams (ex: Zenefits, Solutions Architect, Consultant, CAC or Fulfillment Analyst team).
   Executes on service requests escalated out of the Client Advocate Center queue.
   Executes service requests brought Specialist team by architect, consultant or Zenefits support team.
   Ensures the protection and security of a consumer’s personal, confidential and identifiable information in a
  professional and responsible manner, according to the standards and requirements of the Health Insurance
  Portability and Accountability Act (HIPAA).
   Assisted in troubleshooting the Zenefits platform to research and resolve enrollment discrepancies.
   Escalated known issues to the Zenefits engineering team and following up to ensure resolution.

   

  ONEDIGITAL | ATLANTA, GA – REMOTE | CLIENT ADVOCATE | APRIL 2016 -FEBRUARY 2018
   Analyzed and corrected eligibility and group-level discrepancies and ensured timely execution and compliance with
  company policy and applicable federal/state law.  Adhered to efficiency standards and drove results from carriers to
  hold them accountable for meeting established deadlines.
   Processed group enrollment forms, change forms and ancillary requests.
   Followed up with the carrier to obtain status updates.
   Thoroughly documented all calls/emails, work effort and related resolution in the group service tickets in
  OneDigital’s CRM system.
   Scrubbed paper applications (if required) to ensure data fields have mapped and are legible and complete.
   Provided back up support to the regular CAC team, including the areas of claims and billing issues/resolution and
  escalated concerns, and provided client phone support as needed to ensure smooth departmental operations.
   Ensured the protection and security of a consumer’s personal, confidential and identifiable information in a
  professional and responsible manner, according to the standards and requirements of the Health Insurance
  Portability and Accountability Act (HIPAA)
   Re-certified HIPAA compliance certificate annually or as directed by management.
   Assisted in training new hires as needed.
   Worked with consultants to ensure group issues are addressed and resolved satisfactorily, and any items
  jeopardizing client retention are promptly brought to the attention of management.
  ONEDIGITAL | ATLANTA, GA | ENROLLMENT SPECIALIST | SEPTEMBER 2015 – APRIL 2016 
   Performed all job duties, including scrubbing all incoming applications received via email, fax, or service request and
  submitting to the carrier, either by executing online (or by email/fax if required); answering all inbound calls and
  working requests as priority (resolving billing issues for group administrators and claim issues for employees); also
  routine requests such as:  address changes, ID card requests, summary of benefits requests, and rate questions
   Contacted the client for missing information
   Followed up with the carrier to obtain status updates
   Processed enrollment forms, change forms and ancillary requests
   Thoroughly documented of all calls/emails, work effort and related problem resolution in service tickets
   Executed against all miscellaneous projects as assigned, such as providing additional assistance to team members
  with the assigned region’s carriers and processes
   Maintained high audit reviews and steady production numbers since hired

   Developed positive relationships with carrier partners in order to build our carrier contact base
   Contributed to overall team goals and objectives through team participation and the sharing of individual skills and
  strengths; went above and beyond with assisting account managers  
  O & J VIRTUAL SOLUTIONS | KENNESAW, GA | OUTSIDE CALL CENTER PROCESSOR | JUNE 2013 -SEPTEMBER 2015 
   Managed all aspects of call center including detail with billing, service requests, responding to inbound calls, sales
  order document preparation, customer consulting, service payment and deposit processing. 
   Ordered and stocked all company stationary, general supplies, and records retention, while adhering to all business
  policies and procedures.
   Cross-sold products and built relationships with clientele to expand sales, increase revenues, and improve customer
  satisfaction.
   Resolved customer issues with array of products and a strong focus on delivering high quality customer service and
  meeting business objectives.
        
  BANK OF AMERICA |ALPHARETTA, GA | FLOOR PLANNING COLLATERAL ADMINISTRATOR II | MAY 2008 – MAY
  2013
   Managed loan origination with account reconciliation, aged accounts, variance analysis per financial partner
  requests, maintenance of general ledger accounts, loan advances and client payments, while meeting all timing and
  financial objectives for 80+ portfolios.
   Performed research into system issues to determine root cause of issues, implemented corrective actions with
  general ledger entries, and met business financial objectives.
   Identified loan processing errors and delineated processes for preventative maintenance to meet quality control
  directives.
   Reviewed and granted credit line requests to meet customer demands and contribute to financial objectives.
  BANK OF AMERICA | KENNESAW, GA | CUSTOMER MARKETING SPECIALIST | Dec 2010 – Oct 2012
   Provided service to promote an array of products for credit cards, while participating in customer service resolution,
  responding to inquiries, cross-selling, and maintaining high quality service.
   Engaged in complex customer service issues and collaborated with direct supervision as deemed necessary to
  resolve and maintain customer satisfaction.
   Led efforts to build relationships with customers and provide detailed information regarding array of products to
  increase sales, and improve business image.
   Collaborated with sales team and management to develop innovative sales approaches to increase crossover sales
  and meet revenue objectives.
  BANK OF AMERICA | KENNESAW, GA | CARD SERVICING SPECIALIST | MAY 2008 – Dec 2010 
   Provide basic customer service to existing credit card customers
   Responded to incoming calls from customers, provided transaction information as well as responded to inquiries
  regarding billing, fees, and payments.
   Processed fee adjustments according to system qualifiers.
   Assisted with payment processing.
  JLM Risk Management | Atlanta, GA| P & C INSURANCE PRODUCER | April 2007 – May 2008
   Preformed services as lead generator and single point of contact
   Utilized direct mailers, phone solicitation, and leveraging internet portals to drive sales and increase revenue
   Acted as single point of contact for insurance inquires to maintain uniform dissemination of information and
  met customer service quality 100% of the time
  Mass General Hospital | Boston, MA | OPERATIONS ASSOCIATE | 2004-2005
   Managed with oversight conversion of ledger to new computer system
   Budgeted and reconciled department supply accounts as well as year-end reports for new year budget

   Managed and maintained financial statements and audit preparation
   Reviewed inventory of critical care supplies on an ongoing basis to ensure adequate response for patient needs
  and provider request to maintain quality of care initiatives
   Transcribed patient orders both electronically and via hard copy for all unit-based healthcare providers to
  complete accurate billings in accordance with timeline objectives.
  Mass General Hospital | Somerville, MA | MEDICAL RECORDS CLERK | 2003– 2004
   Maintained patient medical records, interfaced with physicians, provided communications to department staff,
  and adhered to quality control directives, while retaining records pursuant to confidentiality protocols.
   Collaborated with physicians to verify key record information upon request to facilitate patient reviews,
  analysis, and to maintain quality care
   Exceeded department quality assurance directives while contributing to client satisfaction

  Development and Education

  Notary Public – Certified Signing Agent Current and Active
        
  Licensed | Georgia, Florida and Texas | Life, Sickness, Accident Insurance Current and Active
        
  Associate of Arts | Healthcare Administration, Phoenix University | Phoenix, AZ December 2012
  Patient Care Technician Certificate, Beth Israel Deaconess Medical Center, Boston, MA December 2003
  Fluent Languages
  English
  Haitian Creole
  Jamaican Creole

Education

• University of Pheonix

Counties or Cities/Zip codes

• Cobb, Bartow, Gwinette, and Dekalb

Gender

• Female