Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
12
12
years of professional experience
Work History
Billing Operations Manager
Aveanna Healthcare
Blue Bell, PA
04.2022 - Current
provide customer service and support to branch location's clinical operational activities
Responsibilities include payroll activities, authorization/billing activities, personnel activities, caregiver coordination activities, and office support activities
Weekly time sheet entries for caregiver staff visits to generate billing
Audit weekly payroll reports and make adjustments when necessary
Process and close payroll each week according to guidelines
Prepare and maintain payroll files
Review and audit weekly net profit reports and communicate discrepancies to management
Be primary point of contact for location caregiver payroll inquiries
Conduct all billing according to company policies and procedures
Manage monthly insurance verifications for active clients receiving therapy or private duty nursing
Verify payer information and benefit plans for new clients
Assist with caregiver onboarding and recruiting activities
Ensure caregiver personnel files are secure and complete
Create and provide monthly evaluation and skills report to directors
Coordinate with Corporate Risk Management and Leave of Absence Specialists for worker compensation claims
Coordinate with People Services on unemployment claims
Be primary point of contact for caregiver questions relating to company benefits, policies, procedures, and education
Establish and maintain an orientation schedule for caregiver staff
Maintain accurate contact list of all active caregivers
Review and confirm weekly schedules according to branch location guidelines
Mail monthly schedule to patient's home each month
Perform scanning and filing of documentation and records
Assist in answering incoming calls and ensuring accurate messages are taken
Process invoices according to branch location guidelines
Process Server
American Legal Records
Broomall, PA
11.2020 - 04.2022
Responded to information requests from clients or legal parties
Promoted accuracy by proofreading and maintaining documents, records, and files
Drafted legal documents and correspondence, including briefs, pleadings, and affidavits
Conducted legal research, leveraging public records and internet resources to investigate laws and case information
Updated office files daily and kept records organized
Served customers by going above-and-beyond to offer exceptional support for all needs
Maintained legal records, including document and file storage for hard copies and digital files.
Legal and HR Operations Coordinator
Momentum Dynamics Corporation
Malvern, PA
09.2019 - 03.2020
Assessed and responded to all privacy-related matters
Demonstrated a deep understanding of company privacy inquiries
Drafted complex responses to ensure timely solutions and build customer trust
Maintained internal documentation for client privacy/data protection inquiries
Collaborated with product/engineering and other cross-functional teams to discuss privacy inquiries
Reviewed data disclosures products
Helped standardize and maintain training programs
Managed annual training and certifications as required by clients
Maintained Docking for Patents
Assisted with contract management
Assisted with compliance and operational support
Tracked and maintained investor certificates.
Legal Assistant
GMorris Wilson, P.C.
Conshohocken, PA
09.2018 - 09.2019
Handled heavy calendaring in Outlook and FileVine (all depositions, court hearings, discovery deadlines, etc.)
Scheduled Deposition
Confirmed appointments
Opened and closed files
Scanned, faxed, and organized large documents and medical records
Wrote turn back letters and updated statutes on limitations sheet
Added attorney time sheets and client costs to Quickbooks
Met deadlines consistently when preparing and filing court pleadings
Answered and screened routine telephone calls and emails
Greeted clients, provided hospitality, and other assistance when needed
Performed additional administrative work as needed.
CSA NA II
Iron Mountain
Royersford, PA
09.2017 - 08.2018
Responsible for providing superior customer service through coordination, monitoring, control, and resolution of escalated customer issues for all service lines
Analyzed requests for customer support and implemented solutions
Ensured that customer requirements are resolved in accordance with service level agreements and performance metrics, including first call or first contact resolution
Responsible for receipt and ownership of customer issues and requests
Reviewed, analyzed, and resolved customer inquiries in a first call or contact resolution
Edited customers' account information
Interpreted and answered customer questions and concerns
Reviewed issues and/or needs, identified trends, made decisions and recommendations on how to resolve issues
Set up and supported customers with appropriate technology requirements
Led and managed account changes such as inventory consolidations, establishing departments, including account maintenance and record classification projects
Received and resolved customer invoice and billing related questions
Interacted with Supervisor, Manager, and other departments for the purpose of resolving customer concerns and needs
Ensured all interactions with customers (both internal and external) are professional and courteous
Ensured prompt completion of all service requests in accordance with service level agreements
Supported customer needs received through Account Management or other internal teams.
Retirement Plan Specialist
Vanguard
Malvern, PA
04.2017 - 08.2018
Developed basic knowledge of Vanguard funds, products, and services, the overall financial services industry through classroom training, on-the-job training, and self-study
Provided high-quality client service across institutional participant services by responding to participant phone inquiries and providing account and plan information from various information systems
Provided fund and investment performance information to participants by phone
Responded to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication
Handled routine participant needs/problems with urgency, professionalism, and efficiency; determined alternative solutions; resolved the problem using current workflow procedures
Initiated transactions for participants including loans and withdrawals, working with the various areas of the institutional investor group division to enhance overall quality and workflow.
Senior Customer Service Agent
KT Communications
Kimberton, PA
06.2016 - 04.2017
Provided quality customer service and support to customers on a daily basis, including phone interaction, problem resolution, and account transaction processing in a timely manner
Responded to customer inquiries
Investigated and corrected errors in customer accounts and statements
Recorded details about customer inquiries
Helped resolve complicated customer complaints
Coordinated and expedited customer inquiries to direct supervisors
Tracked customer calls and client meetings for reporting purposes
Monitored emails, answered multiple phone lines and telephone messages
Built relationships with clients
Managed the organization's overall daily ice operations and responsibilities
Utilized computer system to verify and document customer requests.
Provider Resolution Specialist
Turn 5 Inc
Paoli, PA
01.2012 - 06.2016
Acted as a direct contact with customers to resolve any/all issues that pertain to order fulfillment and customer satisfaction
Provided prompt, efficient support to customers and colleagues relating to order status updates, returns, and warranty claims
Took incoming calls and made outbound calls to customers and vendors as needed to support the sale and fulfillment of back orders
Tracked and contacted customers with balance due or other order issues
Overrode standard processes or procedures as requested by the customer service department
Scheduled return pickups with appropriate shipping agents as required
Updated vendor information in our systems and shared with other appropriate departments
Notified management of trends or problems encountered
Participated in special projects and performed other duties as assigned.