Brandee Gorby - MS-HRM

- As part of the Operations team, you will be responsible for supporting the day-to-day logistics and management of the organization. Your responsibilities include, but are not limited to: - Be an inspired leader of the organization - Formulate strategic and operational objectives - Develop, implement, and review operational policies and procedures. - Make important policy, planning, and strategy decisions. - Help promote a company culture that encourages top performance and high morale - Examine financial data and use them to improve profitability - Create standard operating procedure documentation for training and team growth - Own and maintain compliance with internal policies and external regulations - Maintain compliance with all federal and state employment laws - Maintain compliance with SOC2 policies utilizing custom tools and Vanta software - Monitor and maintain employee compliance with internal policies - Support the HR functions of the company - Own employee onboarding and training - Support sprint planning and project management across all functions - Leading project planning meetings with team leaders based on SCRUM best practices - Support cross-team communication to ensure sprints are completed on time and at quality - Support the financial budgeting, reporting, planning, and auditing of the company - Own monthly financial reporting including statements, budgets v actuals, and stakeholder updates - Create SOP documentation for training and team growth - Work with team leaders to create SOP documentation to ensure sustainability and productivity of the team Work with team leaders to identify opportunities for automation Build + deploy solutions that create operational efficiencies and productivity gains Support CS function Create automated processes that allow for team to quickly receive and respond to customer support tickets

• Create, design, and implement marketing strategy for new and existing clients to expand as a Third-Party Administrator company. • Create, design, and launch new marketing material to include but not limited to; logo, tagline, mission statement, vision statement, diversity and inclusion statement, brochures, flyers, business cards, and give away items. • Create and design marketing brochures for clients, brokers, and partnerships. • Create, design, and implement brand new website that drives the new marketing strategy for the company while adding ease of use for clients, brokers, and participants. • Conduct research analysis of competitors in order to build a competitive marketing strategy to cross market and build broker-client relationships. • Maintain social media accounts including but not limited to; Facebook, Instagram, Twitter, LinkedIn, YouTube, and website blog. • Maintain client and broker contacts in HubSpot and MailChimp. • Create, design, and distribute email campaigns to clients, brokers, and participants in regard to business or updates associated with products and services through FBA. • Provide direct support to Vice President of FBA for marketing projects as well as events and administrative support for the company. • Create and maintain spreadsheets and files for brokers, clients, insurance market, competitors, current client list, terminated client list, and various other projects as requested. • Organize and execute variety of events for office functions such as employee appreciation, holiday party, award banquets, etc. • Daily use of programs such as; Later, HubSpot, MailChimp, Adobe Products, Microsoft Office, WordPress, PDF Filler, Canva, and Social Media Outlets. • Create, design, and distribute monthly company newsletter. • Create, design, and publish blogs to company website.

• Manage and maintain benefits for providers and employees at two office locations. To include the enrollment of new employees, open enrollment, changes to current benefit plans and managing of third-party outsourcing of benefit management. • Provide direct administrative support to Office Administrator, Finance Manager, Billing Department, Anesthesiologist and CRNAs. • New hire and termination process for providers and employees. E.g. uploading information into HR system, prepare files, new hire orientation information, routing correct documentation to designated departments, and I-9 documentation. • Maintaining HRIS (Human Resource Information System) to include transitioning of new anesthesia groups acquired. • Prepare, edit, and proofread Microsoft Word and Excel documents, employee contracts, third party contracts for various administrative purposes. • Research, prepare and edit current Human Resources policies and procedures within employee handbook and handout information. • Tracking and recording provider hours for tracking of billing and auditing for provider contracts. • Prepare patient billing from patient procedures for payment. Maintain record of billing amounts for payment collection. • Maintain files for budgets, headcount, and unemployment records. Maintain active employee files. • Maintain and collect patient billing accounts: payments paid, outstanding amounts, payments arrangements and transition to new billing company with records.

• Provide direct administrative support to the Regional Director - East Coast, Director of Administration, and Director of Business Development. Provide general administrative support to Legal Talent, Docket, Information Technology, Marketing and Business Development departments and provide support for all special projects. • Prepare, edit, and proofread Microsoft Word, Excel and PowerPoint documents, create Microsoft Outlook calendar appointments, and schedule conference rooms. • Plan and execute Capital Call event for emerging companies and investors for the Business Development department. • Assist with planning and execution of Marketing and Business Development events. • Tracking and recording Business Development clients in Salesforce. • Manage Microsoft Outlook calendar for Director of Business Development to include client meetings. • Financial management for administration and human resources departments for Reston office. Including, but not limited to, creating and maintaining budgets, purchasing and maintaining of supplies for office, socials, gifts, and entering invoice and reimbursement requests for administrative departments and executives. • New hire and termination process for staff, associates, and partners. E.g. uploading information into HR system, prepare files, new hire orientation information, routing correct documentation to designated departments, and I-9 documentation. • Manage and organize various charity campaigns, fundraisers, and volunteer events for the office. • Plan, organize, and execute events for attorneys and staff to include but not limited to holiday parties, socials, holidays, staff appreciation week, and community outreach events. As well as desk drops and various special events. • File Human Resources paperwork; maintain hard-copy file system organization; conduct periodic audits. Track and input data into various Human Resources systems.

Provide general administrative support to the Regional Director of Administration – Mid – Atlantic, Attorney Resources & Development, Docket, Human Resources, Information Technology, Review Center and Business Development departments and provide support for all special projects. • Prepare, edit, and proofread Microsoft Word, Excel and PowerPoint documents, create Microsoft Outlook calendar appointments, and schedule conference rooms. • Assist and organize various campaigns, fundraisers, and volunteer events for DC and Charlotte. • Plan, organize, and execute events for DC and Charlotte to include but not limited to holiday parties, socials, holidays, staff appreciation week, and healthy Winston week. As well as desk drops and various special events. • Enter invoice and reimbursement requests for all administrative departments. • Maintain back-up documentation filing system; audit monthly reports for discrepancies. • File Human Resources paperwork; maintain hard-copy file system organization; conduct periodic audits. Input data into various Human Resources systems. • Manage and track Service anniversary and STAR employee recognition programs for all staff (DC and Charlotte). • Respond to employment verification via phone, email, and fax. • Miscellaneous projects for the D.C. and Charlotte offices (e.g. running/analyzing reports) • Answer or Route general employee questions. • New hire and termination process for staff, associates, and partners. E.g. uploading information into HR system, prepare files, new hire binders, routing correct documentation to designated departments, I-9 documentation, and final paycheck processing. • Preparing and distributing benefit memos to include but not limited to, new baby, departure, or life changing events. • Maintain files for budgets, headcount, and unemployment records. • Review and release emails sent to the All Business email distribution inbox, under the supervision of the H.R. Manager.

• Support the commander’s family readiness goals by carrying out the organization’s mission statement of creating a network of mutual support and communication from family members, chain of command and soldiers. • Provide overall leadership of the FRG through the recruitment, training and management of the volunteers in order to better support the organization as a whole. • Schedule, plan, organize and conduct events to include socials, fundraisers and formals, as well as volunteer classes to include leadership training and FRG training. • Organize and conduct monthly Battalion level meetings to inform soldiers and families of upcoming events and resources available to them throughout Fort Bragg. • Delegate FRG responsibilities to FRG volunteers in order to promote participation in FRG activities and the accomplishment of FRG objectives. • Serve as a member of the battalion/brigade organization level steering committee; attend meetings to inform higher ranking personnel of the organizations upcoming events and successes. • Disseminate information to FRG regarding unit events/community programs and events. • Identify needs or unique problems of unit families; seek resources for same. • Act as unit FRG spokesperson for communicating family members’ concerns and ideas to the battalion commander. • Volunteer Awards: - Iron Mike Award Pin, April 2016 - Certificate of Appreciation, January 2016

• Support the commander’s family readiness goals by carrying out the organization’s mission statement of creating a network of mutual support and communication from family members, chain of command and soldiers. • Provide overall leadership of the FRG through recruitment, training and management of volunteers in order to better support the organization as a whole. • Schedule, plan and conduct company Family Readiness Group meetings. • Delegate FRG responsibilities to select volunteers in order to promote participation in FRG activities and accomplishment of FRG objectives. • Act as a liaison between battalion and company level FRGs. • Identify the needs or unique problems of unit families. • Track FRG appropriated fund budget. • Serve as a member of the battalion-level steering committee in order to inform higher ranking personnel on events and successes. • Act as a company FRG spokesperson for communicating family members’ concerns and ideas to the company commander and battalion level FRG. • Volunteer Awards: - Hero of the Week, August 2015 - Certificate of Appreciation, May 2015 .

• Answer multiple phone lines in professional manner; assist customers with sales and product related questions. • Maintain knowledge of new and existing products through online learning programs and attending sales meetings. • Meet sales quotas that are set by managerial team in order to help departments succeed. • Help customers with questions, sales, returns/exchanges or trouble shoot both in store and over the phone to improve their shopping experience. • Train new employees on procedures, sales and products. • Help managers and supervisors with customer issues and provide solutions that are best for all parties involved.

• Assist Dental Hygienist and Dentist in variety of dental procedures • Set-up and break down of procedure room in order to prepare for the next dental procedure and maintain OSHA regulations. • Take and prepare dental X-rays to assist the dental team in upcoming procedures. • Filing of charts in proper order while maintaining HIPPA regulations. • Greeting and preparing a patient for the procedure to make them feel comfortable with upcoming procedure. • Sterilization of instruments to maintain OSHA regulations. • Organizing instruments for the dental team to make transition during a procedure smoother