Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Amelia Staton

Amelia Staton

Sand Springs,OK

Summary

Highly skilled professional with a strong background in analytical thinking, effective communication, and collaborative teamwork. Known for seamlessly adapting to new environments and contributing to team success. Committed to continuously developing and enhancing professional skills, while maintaining a positive attitude towards learning and personal growth.

Overview

13
13
years of professional experience

Work History

Indirect Tax Analyst

T.D Williamson, LLC
11.2023 - Current
  • Review and approve US Sales Tax submissions.
  • Process tax payments.
  • Prepare and file Canada Sales Tax returns.
  • Use strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.

Accounts Receivable

T.D Williamson, LLC
09.2017 - 11.2023
  • Called customers by telephone to collect past due invoices, verify accuracy of charges or to correct account errors.
  • Reviewed files to select delinquent accounts for collection efforts.
  • Processed payments and applied to customer balances.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Entered client details and notes into system for interdepartmental access and review.
  • Responded to customer inquiries and provided detailed account information.
  • Established relationships with customers to encourage payment of delinquent accounts.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.

Small Business Account Manager

Tedford Insurance
02.2015 - 08.2017
  • Collected premiums on or before effective date of coverage.
  • Analyzed customer needs to provide customized insurance solutions.
  • Conducted annual reviews of existing policies to update information.
  • Calculated premiums and established payment methods for sales.
  • Analyzed risk factors to recommend appropriate coverage levels.

Intake Coordinator

Cura-HPC
03.2013 - 02.2015
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Supported office staff and operational requirements with administrative tasks.
  • Enhanced office productivity by handling high volume of callers per day.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
  • Maintained accurate and up-to-date client records.

Patient Care Coordinator

Solstice Living Solutions
02.2012 - 03.2013
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Facilitated communication between patients and various departments and staff.
  • Organized patient records and database to facilitate information storage and retrieval.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.

Education

Associate of Science - Business Administration

Tulsa Community College
Tulsa, OK
05.2023

High School Diploma -

Charles Page High School
Sand Springs, OK
05.2002

Skills

  • Decision-making
  • Communication skills
  • Adaptability and flexibility
  • Critical thinking
  • Medical record requests
  • HIPAA compliance
  • Medical terminology
  • Patient records management
  • Insurance verification

Interests

  • Crafting and DIY Projects
  • Camping
  • Hiking
  • Volunteering
  • Road Trips

Timeline

Indirect Tax Analyst

T.D Williamson, LLC
11.2023 - Current

Accounts Receivable

T.D Williamson, LLC
09.2017 - 11.2023

Small Business Account Manager

Tedford Insurance
02.2015 - 08.2017

Intake Coordinator

Cura-HPC
03.2013 - 02.2015

Patient Care Coordinator

Solstice Living Solutions
02.2012 - 03.2013

Associate of Science - Business Administration

Tulsa Community College

High School Diploma -

Charles Page High School
Amelia Staton