Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Alejandra Escobar

Hacienda Heights,CA

Summary

Experienced trainer and customer service specialist with an extensive background in verifying insurance benefits and crafting precise patient documentation. I have honed my skills in effectively addressing customer inquiries, resolving issues, and ensuring a high level of satisfaction. As an established Insurance Verification Specialist Lead, I have a reputation for efficiently managing a variety of office tasks and providing exceptional service to both internal and external customers. I excel at developing training documents and workflows for new hires, regardless of their prior medical experience, and I am adept at handling customer interactions in a professional and empathetic manner. Proficient in billing, I expertly managed collections, posting, and account payments, ensuring accurate and timely service. I am committed to independently addressing patient requests and administrative functions with meticulous attention to detail and strong organizational skills, making me a valuable team player. With experience in creating and delivering training programs that align with organizational objectives, I am skilled at employing innovative methods to design engaging and effective learning experiences. My expertise also encompasses instructional design principles and adult learning theories, enabling me to enhance the customer service experience significantly.

Overview

7
7
years of professional experience

Work History

Associate Education and Training Specialist

Providence
08.2023 - Current
  • Evaluated training effectiveness using feedback surveys and assessments, making continuous improvements as needed.
  • Enhanced employee performance by developing and implementing comprehensive training programs.
  • Coached employees on various topics including customer service, conflict resolution, goal setting, and career planning to foster individual growth within the company.
  • Developed training material, computer tutorials and reference materials.
  • Assessed additional needs based on training progress and collaborated with management to meet requirements.
  • Collected data on program effectiveness to develop modifications and improvements to curricula.
  • Spearheaded updates to existing training materials to maintain relevance with industry best practices and evolving organizational needs.
  • Assisted in analyzing and assessing training and development needs for our call center department and individuals.
  • Created a positive learning environment by incorporating adult learning principles into all instructional designs.
  • Developed customized training materials including presentations, job aids, and facilitator guides for effective knowledge transfer.
  • Documented participation and evaluated learning for each participant.
  • Developed innovative role-play scenarios to simulate real-life customer interactions, enhancing problem-solving abilities among trainees.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.
  • Enhanced customer service skills by conducting engaging training sessions for new employees.
  • Maintained strong customer relations and effective customer service standards for our patients and providers.
  • Collaborated with team members to ensure seamless customer service experiences.
  • Implemented and developed customer service training processes.

Intern Trainer

Providence
05.2023 - Current
  • Collaborated with Senior Trainer to inform of training details and prepare new hires for successful careers with organization.
  • Organized presentation information and delivered to new hire groups.
  • Utilized surveys to evaluate new caregiver satisfaction, skills and emotional preparedness for position.
  • Implemented training modules for new caregivers and monitored for completion during anticipated timeframes.
  • Monitored caregiver progress and adapted trainings to support growth and development.
  • Created workflows and PowerPoints to ease the way of new hires to increase caregiver engagement and productivity.
  • Assembled New Hire Binders to provide each caregiver with valuable company and workflow information.
  • Implemented company policies in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Performed observations and evaluated calls with new hires to help them develop their skills and improve quality of care for our patients.

Call Center Representative

Providence
10.2022 - 04.2023
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Achieved high satisfaction rating through proactive one-call resolutions.
  • Able to maintain Top Performer every month while scheduling for Mission which was my designated Ministry.
  • Learned and maintained in-depth understanding of patient care, providing knowledgeable responses to diverse questions.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
  • Implemented feedback from regular evaluations to improve personal performance and contribute positively to the team''s collective growth.

AR Clerk

Optum, UnitedHealth Group
12.2021 - 10.2022
  • Kept accounts receivable tracking database current with relevant client information, collection and billing progress and program changes.
  • Processed a minimum 60 payments every week.
  • Maintained accounting records by performing routine calculating, posting and verifying duties.
  • Monitored customer account details to minimize or rectify non-payments, delayed payments and other irregularities.
  • Posted and verified entries to logs, spreadsheets or reports to update department records and accounting systems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Consulted with customers to resolve service and billing issues.
  • Answered incoming calls , providing frontline customer support or assistance with product and service transactions.
  • Took billing calls, questions and concerns from patients and third party carriers.
  • Identified errors and re-filed denied or rejected claims quickly to prevent payment delays.
  • Posted charges, payments and adjustments.
  • Filed and submitted insurance claims.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.


Lead Verification Specialist and AR Clerk

Chest And Critical Consultants
08.2018 - 12.2021
  • Obtained, updated contact information from all patients and verified data for accuracy.
  • Facilitated communication between patients and various departments and staff.
  • Collected and entered patient demographic and insurance data into computer database to establish patient's medical records.
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Trained and mentored new personnel and students, with and without medical experience background.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Greenway Health, Intergy, was system used in our company. I introduced and trained new hires on system operations.
  • Created curriculum, instructions, documents and workflows for verification specialists and Medical/Caloptima, Self Pay AR Clerks.
  • Advised leadership on best practices for employee growth and productivity goals, consistently helping the company achieve monthly goals.
  • Monitored participant workflow and behaviors throughout training process.
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Tracked progress against goals for each participant.
  • Small Company growth was possible as goals were consistently met. Company began with about 50 providers and in 3 years time rose to 90 providers under companies specialties.

Extern

Chest And Critical Care
07.2018 - 08.2018
  • Developed interpersonal and communication skills by collaborating with all types of personalities in various situations.
  • Offered quality clerical support to department personnel.
  • Completed clerical tasks such as filing, copying and distributing mail.

Education

Certificate - Technology Fundamentals

Chegg Skills
New York, NY
03-2025

Medical Billing And Coding - Medical Insurance Billing

American Career College
Anaheim, CA
07-2018

High School Diploma -

Sonora High School
La Habra, CA
06.2011

Skills

  • Data integrity
  • Data verification
  • Program monitoring and tracking
  • Data Entry and 10-Key
  • Virtual training
  • Training and Development
  • Performance assessment
  • Customer Support
  • Project implementation
  • Workflow Optimization
  • Program facilitation
  • Project development

Languages

Spanish
Native or Bilingual

Timeline

Associate Education and Training Specialist

Providence
08.2023 - Current

Intern Trainer

Providence
05.2023 - Current

Call Center Representative

Providence
10.2022 - 04.2023

AR Clerk

Optum, UnitedHealth Group
12.2021 - 10.2022

Lead Verification Specialist and AR Clerk

Chest And Critical Consultants
08.2018 - 12.2021

Extern

Chest And Critical Care
07.2018 - 08.2018

Certificate - Technology Fundamentals

Chegg Skills

Medical Billing And Coding - Medical Insurance Billing

American Career College

High School Diploma -

Sonora High School
Alejandra Escobar