- Music
- Acting and Theater
- Knitting
- Youth mentor, providing guidance and support to empower the next generation of leaders
- Reading
- Tabletop Role-Playing Games, running as well as playing
Jamie Zakowski
De Pere,WI
Summary
Versatile and achievement-oriented professional with a proven track record at Catholic Charities of the Diocese of Green Bay, adept in customer service and Microsoft Office. Excelled in client engagement through effective problem-solving and adaptability, significantly enhancing customer satisfaction and retention.
Professional in client services, bringing valuable experience to manage and enhance client relations. Known for effectively addressing client needs and resolving issues to improve satisfaction and retention. Collaborative team player focused on achieving results and adapting to dynamic environments. Skilled in communication, problem-solving, and relationship management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Engagement Specialist
Foundations Health and Wholeness
04.2024 - 11.2024
- Gathered information for client intake, assessed and fulfilled callers' needs and educated on important policies and procedures.
- Welcomed clients at check-in, assisted with paperwork completion and scheduling appointments.
- Processed medical record requests from internal and external sources.
- Assisted in scanning documents (medical records, insurance cards, reports) to client files
- Use of office tools (fax, printer) and E-mail to send documents
Administrative Assistant II
Catholic Charities of the Diocese of Green Bay
10.2019 - 04.2024
- Intake Coordinator: Set up services for clients with counselors, enter clients in system, assist clients in completing initial and annual forms and consents
- Processed insurance verifications
- Reconcile EFT deposits and bi-weekly deposit for Catholic Charities
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Answered multi-line phone system for both Catholic Charities as well as the main Diocesan line, routing calls, delivering messages to staff and greeting visitors.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Client Services Representative
CIOX Health
06.2015 - 10.2019
- Cleveland Clinic OH & FL Team - Answered inbound calls to check status of medical records requests.
- Processed medical record requests primarily to other healthcare facilities and patients, legal and insurance entities.
- Audited medical records for accuracy and completeness, processed within HIPAA guidelines.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- · Assist other team members with questions, help provide various services (ex. Providing discharge dates, maintaining the various forms we use, re-entering or processing STAT orders for other team members)
Customer Service Representative
APAC Customer Services, Inc.
04.2013 - 06.2015
- Healthcare Reform (HCR) Member Services Team
- Inbound Call Center - answered calls regarding benefits and claims.
- Researched claims for inaccuracies and send for adjustment to the correct team.
- Enrollment: Process monthly premium payments, review enrollment to ensure received correct information, investigate cancellation notices, refund statuses, and changes needing to be completed by the Marketplace.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Education
No Degree - Medical Terminology, Basic Anatomy
NWTC
Green Bay, WIHigh School Diploma -
West High School
Green Bay, WI06-2002
Skills
- Appointment scheduling
- Project management
- Customer retention
- Payment collection
- Customer service
- Adaptability and flexibility
- Money handling
- Microsoft Office (Word, Excel)
- Problem-solving
- Computer skills
- Verbal communication
Certification
- CPR/AED Certification
- Mental Health First Aid Certification
- WI Driver's License
Interests
Timeline
Client Engagement Specialist
Foundations Health and Wholeness
04.2024 - 11.2024
Administrative Assistant II
Catholic Charities of the Diocese of Green Bay
10.2019 - 04.2024
Client Services Representative
CIOX Health
06.2015 - 10.2019
Customer Service Representative
APAC Customer Services, Inc.
04.2013 - 06.2015
No Degree - Medical Terminology, Basic Anatomy
NWTC
High School Diploma -
West High School
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