Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tanis Stevenson

North Vancouver,BC

Summary

Technical Consultant with over 17 years of experience on the Payment Team enhancing operations through information systems solutions. Proven track record of transforming specific business goals related to growth and efficiency improvements into new system designs. Knowledgeable innovator known for recommending new technologies to enhance existing systems and introduce new systems.

Overview

22
22
years of professional experience

Work History

Disability Technical Consultant

Sun Life Financial
05.2021 - Current

• Troubleshoot for Regional Operations on issues preventing the effectiveness of Payment Specialists to complete their assigned workload. This would include errors in plan set up, errors in the administration of the claim set up
• Work in partnership with Disability Practise Excellence & Innovation, Issue Resolution, and ITPS to identify issues and collectively work to resolution
• Reviews contract wording and interprets meaning and application to payment function to ensure appropriate payments are calculated and produced for plan members
• Understands the financial impact and takes ownership for the accuracy of own work and information provided through team coaching related to payment calculations and process
• Identify when overpayment process is not being followed and coach Disability Payment Specialist
• Accurate handling of assigned reporting to limit financial impact and perform root cause analyses on trending
• Supports the implementation of philosophy, policy and procedures developed through Practise Excellence & Innovation within the regional operations area
• Coach and resource to Payment Specialist — utilization of tools, payment coding and workload priorities
• Reports back to Manager, Disability Payment Team on trends that are developing so that they can be addressed and where suitable, look to leverage learnings nationally
• Supporting training team/knowledge management on process updates
• Support and champion the Brighter Way Management System for Disability Payment by driving process improvements, ensuring problem solving sessions are on track, One Best Ways are documented and team huddles are effective
• Act as a back up for the Team Leads when required

Disability Payment Specialist

Sun Life Financial
07.2006 - 05.2021
  • Calculate and release Disability Benefit payments
  • Process and apply reimbursements from various sources such as CPP/QPP, WSIB, Pension, etc.
  • Review and comprehend contractual provisions
  • Handle inbound and outbound calls
  • Assist and develop repayment plans for overpayments
  • Respond proactively to client inquiries or concerns
  • Create an environment that promotes team member accountability and autonomy
  • Represent Sun Life professionally, internally and externally, and work well with partners and clients
  • Identify and suggest opportunities for process improvements

Office Manager

Metro Testing Laboratories Ltd.
10.2001 - 07.2006
  • Translate proposals into a database for the purpose of budgeting and invoicing
  • Proposal writing for potential clients
  • Creation and maintenance of spreadsheets for the purpose of working within clients budget
  • Accounts Receivables for main branch and overseeing the accounts receivable for six branch offices, preparing bank deposits for all branches
  • Vacation relief for Accounts Payable
  • Bank reconciling for main branch and six branch offices
  • Assist in the hiring of staff for main branch and sic branch offices
  • Supervise administrative staff
  • Training staff in the proprietary database and daily functions
  • Scheduled technicians for on-site testing
  • Track and maintain telecommunication devices for technicians and management
  • Liaise problems with technicians and site superintendents
  • Report to managers on specific projects with budget progress and potential problems
  • General administrative daily functions

Education

Resource Engineering Technician - Resource Engineering

Seneca College of Applied Arts And Technology
North York, ON
04.1999

Skills

  • Mathematical aptitude
  • Excellent verbal and written communication skills
  • Focus on accuracy and attention to detail
  • Ability to function in a fast paced, structured environment
  • Strong ability to prioritize workload
  • Ability to coach and influence desired behavior
  • Technical aptitude; ability to learn quickly and understand technical concepts
  • Infectiously positive attitude with a drive to succeed and a commitment to quality service

Timeline

Disability Technical Consultant

Sun Life Financial
05.2021 - Current

Disability Payment Specialist

Sun Life Financial
07.2006 - 05.2021

Office Manager

Metro Testing Laboratories Ltd.
10.2001 - 07.2006

Resource Engineering Technician - Resource Engineering

Seneca College of Applied Arts And Technology
Tanis Stevenson