Oluwaseun Awi

• Responsible for the timely and accurate completion of numerous complex and unique ASO/MRP/ERS/AWS/AS/HSA/C+/GSI/Compasses monthly billings and reports for high profile clients.
• Developing and maintaining excel spreadsheets for complex, policy level and multi-divisional billings
• Creating, updating and maintaining complex formulas in Excel, including interest calculations, used in client billings
• Following tax legislation guidelines to calculate taxes on billing and ensuring accurate disbursement to the appropriate government region
• Allocating expenses to the General Ledger for manually billed cases.
• Setting up new HSA policies on system
• Manually setting up new divisional HSA policies, including the creation of new Excel spreadsheets, corresponding and confirming with the Group Sales Office on rates & mailing info and setting up new folders and info cards based on the GIPA notice
• Manually creating new ERS, AWS and AS manual billings in Excel
• Adding HCSA (Division 98) to an existing ASO bill on the ASO system
• Creating MRP bills for Plan Sponsored Directed payment
• Balancing HCSA billing spreadsheet to the HCSA claims download. Responsible for handling Non-Insured commissions accurately and in a timely manner, which results in directly affecting and impacting the advisors' pay cheques.
• Balancing of MRP claims, expenses, taxes on manual billing to automated billing
• Merging GroupNet with Electronic BEN report listing for billing purposes
• Matching of BEN Reports to manual billing spreadsheet

• Mapping and using ASO, MRP and HSA archives
• Balancing of special spreadsheets to manual billings
• Creating and maintaining ASO Information cards and noting any special instructions
• Creating file folders for new groups
• Sorting, packaging, mailing and/or emailing of billings and claims information to clients, consultants and other GWL departments by specific deadlines
• Investigating and resolving billing inquiries from Group Sales Office and Underwriting that need immediate attention.

• Calculating and estimating the amount for annual ASO commissions, setting up new commissions on HSA policies, monitoring the special handling for HSA policies to determine whether commissions are applicable, paying the consultant on KOC1 for annual and HSA commissions, billing the client on the ASO billing system, proofing monthly commissions on KOC1

• Fielded customer complaints and queries, fast-tracking them for problem resolution.
• Investigated technical issues using knowledge base and personal experience to complete timely resolutions.
• Trained new employees on procedures and policies to maximize team performance.
• Offered subject matter expertise on employment regulations, compensation policies and personnel management procedures to optimize internal structures.
• Communicated effectively with plan participants to resolve issues pertaining to health and retirement benefits.
• Reviewed employee enrollments to verify accuracy, inputting all information into company's database.
• Monitored data integrity and confidentiality by observing strict regulations and procedures.
• Documented and updated case notes for each customer and work order.
• Applied consultative approach to collect information on customer service, account and technical concerns.
• Researched and corrected customer issues in areas such as plan benefits, coverage eligibility and claims processes.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.

• Assist callers through our Member Portal site.
• Fielded customer complaints and queries, fast-tracking them for problem resolution.
• Researched and resolved routine and complex issues.
• Handle claim payment status and assessment inquiries.
• Provide Health or Dental benefits coverage.
• Various insurance guidelines such as Privacy Guidelines, Coordination of benefits, eligibility, extension of benefits, etc.
• Forward claims adjustments to the claims area for review.
• Support Email inquiries.
• Communicated effectively with staff, including members of operations, finance and clinical departments.
• Observed strict procedures to protect sensitive patient information, including medical records and
  payment data.

• Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
• Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
• Liaised with customer and funding sources to identify and remove roadblocks to business funding.
• Boosted company productivity and customer satisfaction by streamlining or eliminating inefficient processes.
• Worked with cross-functional resources to implement direct marketing programs to increase customer base.
• Pinpointed inefficiencies in business processes and recommended improved policies.
• Reconciled and reported record discrepancies to prepare for annual audit.
• Identified bottlenecks in processes and implemented new and improved procedures and policies to ease friction and improve productivity.
• Diminished project gaps to facilitate smooth inventory workflow while reducing task duplication.
• Reviewed company software and business programs to determine value and assess viability in live environment.
• Completed audit papers by thoroughly documenting audit tests and findings.
• Interviewed business owners, explained audit scope and conducted exit interviews of audit findings.

• Handled night audit paperwork, verification of daily room occupancy and hotel revenue reviews.
• Audited and balanced cash and credit transactions daily and reset register for next day's operations.
• Completed all nightly updates to hotel rates and individual room charges.
• Checked auditing discrepancies by reconciling cash drop and credit card transactions.
• Directed and trained new staff on procedures, service standards and productivity strategies and provided assistance and mentoring.
• Updated accounts and logs throughout shift to keep up with all requirements.
• Attended all mandatory meetings for hotel staff and brought issues to attention of upper management.
• Assessed checklist on daily basis and planned shift accordingly.
• Assessed data and information to check entries, calculations and billing codes for accuracy.
• Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
• Balanced accounts and conducted nightly audits to keep bookkeeping current.
• Managed inventory of keys and linens each day and included all necessary information on audit reports.

• Assisted customers with various types of technical issues via email, live chat and telephone.
• Supported customers with online billing, access and account issues.
• Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements.
• Managed customer system updates, informing clients of all installation progress stages.
• Input customer service orders and tracked orders through to completion.
• Aided in development of customer acclimation plans for helping clients adjust to implementation of new products.
• Evaluated and responded to incoming sales leads and requests for technical support assistance.
• Created cases and claims for damaged, lost or displaced packages.
• Analyse customers billing concerns and conduct research to address customer discrepancies.

• Oversaw all aspects of business expansion objectives and opportunities, including new market exploration, product development and overseas production possibilities.
• Responsible for various tasks which involve planning and facilitating student activities and events.
• As VP Activities I was also responsible for running organisational fund-raising events and referendums.
• Member of Community Council.
• Responsibly assist Vice President Finance with financial accounts and Redekop School of Business
  (RSB) business ventures.
• Implemented marketing strategies which resulted in 12% growth of customer base.

• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Enhanced financial performance metrics by networking to create successful and sustainable relationships.
• Led banking tasks, business administration and financial decision-making to ensure first-class client services.
• Developed annual branch business plan for maximum profitability and effectiveness.
• Established budgets and strategic business plans for daily operations.
• Articulated growth objectives and operating plans.
• Identified problem areas within loan portfolios, analysed risks and suggested appropriate solutions
• Provided information on accounts, insurance plans and diverse funds.
• Helped clients plan for retirements using mutual funds and other options.