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Tamara Shackelford

@tamarashackelford

Senior Billing Analyst at PRESS GANEY LLC, analyzing revenue management and improving client service processes.

At PRESS GANEY LLC, I analyzed revenue management and audited pricing documents, contracts, servicing, integrations, and software capabilities against client service agreements.

I consulted with Quality Control on business processes and standards, contributing to a lower error rate and higher client satisfaction. I also used SalesForce for transaction and amendment analysis and audits.

At NORTHWESTERN MUTUAL, I assessed client situations and presented financial solutions, and managed two direct reports. Earlier, at INDIANA FARM BUREAU INSURANCE, I analyzed organizational risks and contributed to CRM system development through testing and feedback.

Experience

Work history, roles, and key accomplishments

Senior Billing Analyst

Press Ganey LLC

Jan 2019 - Dec 2022 (3 years 11 months)

Managed $75M revenue, audited pricing documents and contracts, and consulted with Quality Control to improve interdepartmental standards. Mastered CRM technology including Salesforce for transaction reconciliation.

Salesforce CRM Data Analysis Audit Revenue Management Process Improvement

Financial Advisor

Northwestern Mutual

Jan 2017 - Dec 2019 (2 years 11 months)

Generated leads through networking and marketing, assessed over 200 client situations, and managed 2 direct reports. Delivered training presentations on life insurance and fostered public service for the local Sickle Cell department.

Networking Social Media Marketing Financial Planning life insurance Leadership Training Client Assessment

Risk Manager

Indiana Farm Bureau Insurance

Jan 2013 - Dec 2017 (4 years 11 months)

Identified and analyzed areas of potential risk and suggested courses of action. Cross-sold liability to 81% of book of business and contributed to the development of risk management systems including the company's CRM.

Risk Analysis Data Analysis Statistical Analysis CRM Development Cross Selling Insurance