Becky L. Coleman
Lusby
Summary
Licensed Life and Health Agent with extensive expertise in employee benefit marketing, sales, implementation, and customer service management. Recognized for a detail-oriented approach and strong organizational skills, consistently delivering exceptional support to clients. Committed to fostering understanding of benefits among individuals from diverse backgrounds, ensuring access to resources that promote a healthy lifestyle. A collaborative team player dedicated to enhancing client experiences through compassionate communication and tailored solutions.
Overview
1
1
Certification
37
37
years of professional experience
Work History
Office Assistant
Calvert Health Medical Group
Prince Frederick, MD
04.2021 - Current
- Provide prompt, polite and professional in-person and multi-line telephone customer service.
- Meditech & NextGen used for EHR and maintaining provider schedules.
- Managed patient scheduling, optimizing appointment flow and reducing wait times.
- Coordinated patient intake processes, ensuring accurate data collection and compliance with regulations.
- Reconciled daily payments and prepared deposits to maintain accurate and smooth office finances.
- Collaborate with patients, caregivers, and clinical team to ensure patients receive treatment referrals, prescriptions, and other information in a timely manner.
- Adhere to strict PHI, PII and HIPAA guidelines to protect patient privacy.
Pharmacy Clerk
Giant Food
Prince Frederick, MD
01.2021 - 05.2024
- Greet customers at the counter and provide excellent customer service.
- Complete register transactions by handling credit and cash payments using the pharmacy register system.
- Collaborated with customers, pharmacy techs, and pharmacists to ensure prescription is processed accordingly based on patient need and insurance guidelines.
- Answered customer questions about prescribed medications, over-the-counter products, and insurance coverage, ensuring clear understanding for informed decisions.
- Updated invoice log upon receiving prescription orders.
- Trained new staff on pharmacy policies, procedures, and customer service best practices.
- Helped maintain a safe environment within the pharmacy by adhering to company guidelines regarding security measures and fraud prevention techniques.
Employee Benefit Specialist
Halfacker & Associates, LLC
Arlington, VA
12.2018 - 08.2020
- Facilitated employee benefit inquiries and enrollment in company programs using ADP Workforce software.
- Coordinated annual benefit review and conducted open enrollment in partnership with brokers and vendors.
- Administer COBRA/ADA/FMLA/Military/Personal Leave of Absence as well as Advance PTO benefits.
- Present health content and lead new employee orientation meetings.
- Administered COBRA, ADA, FMLA, military, and personal leaves of absence.
- Presented health content and led new employee orientation meetings.
Comprehensive Benefit Consultant
Risk Cooperative, LLC (acquired Benefit Resources)
01.2008 - 01.2018
- Analyze employee benefit programs to enhance value and align with organizational goals.
- Implement open enrollment presentations and communication materials for clients' use with employees.
- Set up and maintained benefit systems (Employee Navigator, BenefitFocus, BSwift, and/or any other vendor enrollment platform) to streamline benefits processes for employees.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Resolve issues and inquiries from stakeholders regarding health and welfare benefits through telephone, email, and in-person interactions.
- Cultivated relationships with vendors to enhance service delivery quality.
- Collaborated with HR to develop and maintain up-to-date benefits manual.
- Developed comprehensive benefits strategies to optimize client satisfaction and retention.
Customer Service Representative II
CareFirst BlueCross / BlueShield
01.2006 - 01.2008
- Processed benefit enrollment changes from employer, broker, or third party using Facets software to ensure accurate updates.
- Clarified missing information in enrollment changes by communicating with employers, brokers, or third parties to facilitate timely processing.
- Coordinated with internal departments (claims, customer service, and billing) to resolve enrollment-related inquiries and ensure smooth operations.
Response Center Coordinator
Medical Advisory Systems, Inc
01.2004 - 01.2005
Employee Benefits Specialist
Horenberg Insurance Services, Inc
01.1995 - 01.2004
Group Administrator
Colonial Benefit Administrator
01.1992 - 01.1994
Team Secretary
MCC Companies, Inc (subsidiary Of Cigna)
Eden Prairie, MN
01.1990 - 01.1992
Education
No Degree - General Studies
College of Southern
Prince Frederick, MDCertificate - Medical Administrative Assistant
Lakeland Medical Dental Academy
Minneapolis, MN01-1988
Skills
- Positive attitude
- Time management
- Customer Service
- Strong Problem Solver
- Microsoft Office Suite proficiency
- Verbal and Written Communication
- Benefit Administration System setup
- Maintain Enrollment Data
- Insurance eligibility verification
- Sales support
- Program Implementation
- Document Preparation
- Policy Explanation
- Benefit regulation knowledge
Certification
Active Maryland Life/Health License since 2013 - #2110596
Volunteerism
- Safe Nights, Shelter for Homeless, Provide overnight monitoring November through March, for community churches that come together in providing a warm overnight shelter and meals for homeless children and adults.
- End Hunger of Calvert County, Non-profit food entity, Assist in fundraising events (bike ride, dragon boat race, and anything else they develop) for organization providing food for those with food insecurities.
Timeline
Office Assistant
Calvert Health Medical Group
04.2021 - Current
Pharmacy Clerk
Giant Food
01.2021 - 05.2024
Employee Benefit Specialist
Halfacker & Associates, LLC
12.2018 - 08.2020
Comprehensive Benefit Consultant
Risk Cooperative, LLC (acquired Benefit Resources)
01.2008 - 01.2018
Customer Service Representative II
CareFirst BlueCross / BlueShield
01.2006 - 01.2008
Response Center Coordinator
Medical Advisory Systems, Inc
01.2004 - 01.2005
Employee Benefits Specialist
Horenberg Insurance Services, Inc
01.1995 - 01.2004
Group Administrator
Colonial Benefit Administrator
01.1992 - 01.1994
Team Secretary
MCC Companies, Inc (subsidiary Of Cigna)
01.1990 - 01.1992
Certificate - Medical Administrative Assistant
Lakeland Medical Dental Academy
No Degree - General Studies
College of Southern