Tanya Baird

- Oversee and manage a dynamic portfolio valued at over $10 million annually, encompassing 25 client accounts to ensure seamless service delivery and client engagement.
- Lead and execute client onboarding and renewal processes, with a focus on thorough preparation for open enrollment periods.
- Assess and analyze consumer-driven health plans, including Flexible Spending Accounts (FSAs), Health Reimbursement Accounts (HRAs), Health Savings Accounts (HSAs), as well as healthcare, dependent care, and commuter benefits programs.
- Provide strategic recommendations and innovative solutions for plan design to meet client needs and objectives effectively.
- Coordinate and supervise the delivery of commitments by working closely with a cross-functional team to ensure timely and accurate execution.
- Maintain exceptional client satisfaction and retention rates through proactive communication, strategic planning, and relationship management.

- Maintain and oversee the accurate processing of Daily Cash Records to ensure financial data integrity and compliance.
- Perform timely data entry of revenues received from Insurance Carriers and Clients, ensuring precision in transaction recording.
- Utilize advanced accounting systems to input and manage daily deposit data efficiently.
- Reconcile and upload deposits with meticulous attention to detail, ensuring alignment with financial records.
- Provide critical support to the Financial Analyst during the monthly and year-end closing processes.
- Manage the execution, calculation, and finalization of both internal and external commissions, adhering to strict deadlines and accuracy standards.

• Provide support to the Benefit Administration Team.
• Run client-specific process and procedures, such as client’s census files, payroll and error reports.
  Perform report generation and data transmissions.
  Serve as a mentor for new employee and existing team members.
• Develop and perform data quality control functions within a team structure.
• Review carrier reverse audits, QMSCO court orders and Technical Analyst Reverse Audits.
• Worked in systems such as, Enroll Online, Marketlink, MS Access, Job Manager, TIMS, and Toolbox.