Karen Turner
Union City
Summary
Dedicated Customer Service professional with 20 years of experience in delivering exceptional support and problem-solving solutions to clients. Proficient in active listening and effective communication, with strong ability to adapt to diverse situations. Adept at identifying customer needs and fostering long-lasting relationships, resulting in increased customer satisfaction and retention.
Overview
10
10
years of professional experience
Work History
Bulk Transfer Specialist II
HealthEquity
05.2022 - Current
- Coordinate meetings between internal departments, employer groups, and other HSA custodians to ensure all items necessary for a bulk transfer are received according to the timeline set in the transfer call
- Work with other custodians to keep custodial records updated
- Systematically perform closure tasks
- Serve as the main point of contact for bulk transfer closure
- See the transfer process from start to end for multiple groups Performs quality assurance and ensures processing standards are with SLA and audit requirements
Client Service Consumer
WageWorks/HQE
11.2016 - 05.2022
- A strong focus on client satisfaction in a relevant industry or as an HR/HRIS practitioner with systems experience
- Strong Client relationship skills, comfortable working in a performance-based and structured environment while demonstrating high ethical standards
- Ability to demonstrate learning and agility and critical thinking skills including sophisticated Human Capital Management areas (FSA, LPFSA, DCFSA, HAS and Commuter benefits and software-related information in both a classroom and in a hands-on environment
- Open and close cases in SalesForce (Lighting) on time and assign cases to the correct queue for processing
- COBRA
- Assure and coordinate proper administration of COBRA, HIPPA and continuation of benefits under applicable federal and state laws
HCM NAS Consultant
ADP
06.2015 - 11.2016
- Serve as a consultant to customers supporting ADP products/technologies FSA, LPFSA, DCFSA & Commuter Benefits
- Use breadth of expertise to support ADPs FSA clients
- Solve client problems, taking a broad perspective to identify solutions
- Work with direction to resolve issues and provide solutions
- Creative solutions
- Results reviewed by the Management Team as needed Subject matter Experts
- Leverage a deep understanding of ADPs products and services to provide solutions to clients’ value of our products
- Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience
Education
High School Graduate -
Manchester High School
06.1984
Skills
- Lotus Notes
- Access/Visio
- Oracle Business System
- Sales Force
- Case Manager
- Citrix, CRM, Caspro
- Console
- Adobe
- Microsoft Office Suite
- CompLink (Cobra)
Timeline
Bulk Transfer Specialist II
HealthEquity
05.2022 - Current
Client Service Consumer
WageWorks/HQE
11.2016 - 05.2022
HCM NAS Consultant
ADP
06.2015 - 11.2016
High School Graduate -
Manchester High School
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