Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
Research Specialist
CITIBANK
01.2022 - Current
Exceptional attention to detail, ability to multitask, delegate work and prioritize tasks based on level of importance.
Assist with procedure updates, streamlining processes, facilitating training and aid in onboarding new teammates.
Facilitate team meetings, conduct walkthrough for leadership and/or audit.
Maintain accurate logs for multiple processes to ensure all auditing guidelines and deadlines are met.
Manage interpersonal consistent communication with all colleagues to ensure all branch violations are reported accurately.
Able to work independently in a fast-paced environment as well as complete projects on time with minimal supervision.
Efficient in maker and checker process for CTR reporting.
Assist in audit meetings and projects as needed, while still managing daily workload.
Trained colleagues in specialized software programs, increasing departmental productivity through optimized workflows.
Policy Services Representative
SAGESURE INSURANCE MANAGERS
07.2020 - 01.2022
Enhanced customer satisfaction by promptly addressing policy inquiries and providing accurate information.
Reduced processing time for policy updates by efficiently managing documentation and data entry tasks.
Ensured compliance with industry regulations by staying up-to-date on changes and implementing necessary adjustments in policies.
Handle product eligibility and and underwriting inquiries from producers.
Collected premiums and issued accurate receipts.
Served as a trusted resource for both internal teams and external clients regarding policy guidelines, processes, and procedures.
Dental Billing Specialist
SMILE BRANDS INC
01.2019 - 07.2020
Review patient accounts to determine accurate demographics are entered and correcting as needed.
Assemble claims with appropriate documentation supporting treatment based on insurance guidelines.
Follow up on appeals and denials to ensure claims are paid out within a timely manner.
Collaborated with dentists to ensure accurate treatment documentation, leading to more precise billing records and improved collections.
Strengthened relationships with insurance companies through proactive communication, resulting in expedited claims processing and increased reimbursements.
Stay current with evolving protocol by attending weekly meetings.
Maintained strict confidentiality of patient information by adhering to HIPAA regulations, safeguarding sensitive data from unauthorized access or use.
Medical Billing Specialist
PARALLON BUSINESS SOLUTIONS
01.2015 - 01.2019
Determine medical service charges using ICD-9 and ICD-10 coding system while navigating multiple platforms.
Research and reply in a timely manner to patient and internal customer inquiries.
Utilize knowledge of Excel formulas and formatting to prepare month-end reports for facilities.
Attend monthly meetings with leadership for the purpose of preparing and creating job aides for department functions.
Receptionist/Administrative Assistant
ALAMO URBAN ENTERPRISES LLC
01.2014 - 01.2015
Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Increased customer retention rates through exceptional communication skills and problem-solving abilities.
Collaborated with management to improve internal processes and procedures for better workflow optimization.
Organized daily and weekly staff meetings anticipated and ordered supply and product needs for daily operations.
Corresponded with clients through email, telephone, or postal mail.
Claims Representative
MERCURY INSURANCE GROUP
01.2013 - 01.2014
Completed the First Notice of Loss Accident Report for clients, claimants, brokers and legal counsel.
Answered high volume of incoming calls from clients, claimants, brokers and legal counsel while providing exceptional customer service
Scheduled towing, repair services, and car rental services for clients and claimants.
Consistently maintained compliance with state varying audit criteria.
Consistently maintained adherence to IRS policies.
Adjusted rates on Certificates of Deposit.
Assisted with close-out requests for business and personal accounts.
Business Customer Service Representative
CITIBANK
01.2008 - 01.2010
Managed high call volume while maintaining excellent rapport with customers, consistently receiving positive feedback for professionalism and service quality.
Process financial entries and adjustments to customers' accounts as needed.
Ensured effective and timely follow-up as promised to customers.
Investigated debit card and fraud disputes.
Assisted with close-out requests for business and personal accounts.
Customer Care Specialist
THE HARTFORD
01.2007 - 01.2008
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Reviewed and analyzed insurance policy to determine client coverage
Reduced customer complaints by efficiently resolving issues through effective communication and problem-solving skills.
Collaborated with cross-functional teams to ensure seamless service delivery for customers.
Resolved routine issues and questions involving claim process.
Education
High School Diploma -
OLIVER WENDELL HOLMES HIGH SCHOOL
San Antonio, TX
01.2005
Skills
Excellent verbal and written communication
Time management
Achievement focused
Leadership skills
Timeline
Research Specialist
CITIBANK
01.2022 - Current
Policy Services Representative
SAGESURE INSURANCE MANAGERS
07.2020 - 01.2022
Dental Billing Specialist
SMILE BRANDS INC
01.2019 - 07.2020
Medical Billing Specialist
PARALLON BUSINESS SOLUTIONS
01.2015 - 01.2019
Receptionist/Administrative Assistant
ALAMO URBAN ENTERPRISES LLC
01.2014 - 01.2015
Claims Representative
MERCURY INSURANCE GROUP
01.2013 - 01.2014
Account Investigator
CITIBANK
01.2010 - 01.2013
Business Customer Service Representative
CITIBANK
01.2008 - 01.2010
Customer Care Specialist
THE HARTFORD
01.2007 - 01.2008
High School Diploma -
OLIVER WENDELL HOLMES HIGH SCHOOL
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