Experienced Employer Account Services III Representative adept at completing projects with confidence and skill. History of performing well under pressure and accomplishing successive assignments with high accuracy. Experienced in fast-paced environments and adapts well to changing situations.
Overview
12
12
years of professional experience
Work History
Employer Account Services Representative III
Workers’ Compensation Board Alberta
09.2017 - Current
Determine whether the applicant is eligible for a WCB account using the WCB Act, Policies and Procedures
Determine, process, and approve combinations and amalgamations
Investigate and initiate collection of premiums for accounts, and authorize legal action when required to protect WCB and client interests
Issue clearance letters including special clearances
Follow up with employers regarding claims with unregistered employers
Refer, recommend, and assist other departments (Legal Services, Claims, Audit, Account Managers)
Explain business processes and promote online services
Mentoring individuals new to the EAS Rep III role
Courses:
Training the Trainer
Customer Focus Suite.
Projects & Training Experience:
2021 PAM Enhancements - including scripting and testing new features
2021 Collaborative Customer Service team member - discuss and implement process improvements for EAS department
2021 to current - Presenting the Employer Information Sessions
2022 - Ebusiness Modernization
2022 Mentor Training - Presented mentor training to new and existing EAS Rep III mentors
2022/2023 - Annual Return Training - Presenting training to all EAS representatives
2023 Annual Return Coordinator
2023/2024 Secondment with EAS training team - Assisting with preparing and delivering training materials. Providing coaching and mentoring to new EAS representatives in both the EAS Rep II and EAS Rep III positions
2024 EMA R3.3 - Assist with testing and preparing training for EAS reps
2024 PAM Enhancements - planning, testing, and implementing new features for our PAM application
Annual Return Coordinator
Workers’ Compensation Board Alberta
10.2022 - 04.2023
Assist with developing the 2023 plan
Assisting with annual return training development and delivery
Providing day to day direction and leadership for the annual return team
Coordinating resources required to complete the program
Monitoring work volumes and progress
Reporting and tracking issues
Providing timely progress reports to leadership
Communicating progress and providing updates to staff
Delivering final program evaluation with recommendations for next year's program
Employer Account Services Representative II
Workers’ Compensation Board Alberta
07.2012 - 08.2017
Address all general Employer Account Services inquiries, identify issues and problem solve any account discrepancies, with an emphasis on first call resolution
Identify the underlying customer needs/inquiries and present options for solution
Communicate the resolution to the customer and explain any changes that may have an effect on their account
Explain, educate and train clients on services, programs (cyclical business programs such as PPS, PIR, Annual Returns) and online applications
Participate in workshops including; Life of a Policy, Optimizing Clearances, and Annual Returns
Coaching and mentoring new employees
Education
Human Services Counsellor Diploma -
Durham College
Oshawa, Ontario
01.2001
Skills
Teamwork and Collaboration
Staff education and training
Customer Service
Computer Skills
Employee Coaching
Policies and Procedures Adherence
Goal-oriented mindset
Project management abilities
Timeline
Annual Return Coordinator
Workers’ Compensation Board Alberta
10.2022 - 04.2023
Employer Account Services Representative III
Workers’ Compensation Board Alberta
09.2017 - Current
Employer Account Services Representative II
Workers’ Compensation Board Alberta
07.2012 - 08.2017
Human Services Counsellor Diploma -
Durham College
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