Amy Jo Altieri
Allison Park,PA
Summary
Diligent intake coordinator with over 25 years of experience. Adept at understanding customers' needs and providing effective solutions for excellent results. Experienced in monitoring case management staff and cultivating positive, long-term customer relationships. Utilize in-depth knowledge of various communication channels to optimize client communication and streamline processes, resulting in maximized sales data analysis. Skilled in providing full triage of incoming claims, delivering high-quality internal and external customer service, and collaborating seamlessly with team members. Professional with comprehensive experience in Medicare sales, known for employing impactful strategies and engaging customers to achieve outstanding results. Strong focus on team collaboration, adaptability, and goal achievement in dynamic environments. Proficient in client relationship management, needs assessment, and compliance with industry regulations. Reliable, flexible, and driven to contribute to organizational success.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Licensed Medicare Sales Representative
UPMC
07.2024 - 12.2024
- Collaborated with marketing team to create targeted promotional materials that effectively communicated plan benefits to prospective clients.
- Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
- Participated in ongoing training programs to stay current on product offerings, industry regulations, and best practices in Medicare sales.
- Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
- Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
Claims Assistant & Intake Coordinator
HDI/AIG
12.2000 - 10.2022
- Maximize the efficiency of the work done by the intake department by streamlining the process, cross-training the Admins, and defining the state regulations for easier access
- Exceed quality audit results of 95% by ensuring labeling jurisdictional requirements according to business unit timeframes and correspondence is being directed appropriately
- Supervise case management staff and inquiring adjusters in their daily tasks entering the data into CMS and collaborating with them to overcome challenges
- Increase accuracy of the intake claims regarding state regulations by developing, researching, and presenting training for these regulations
- Ensure an effective communication interface between case management and clients by transcribing and distributing calls and correspondence to appropriate parties, following up on requests for information, and responding to telephone inquiries
- Deliver high-level internal and external customer service by promptly responding to all inquiries within one day of the assignment
- Ensure the reaching of productivity criteria through task prioritization and effective management
- Provide full triage of all incoming claims by delegating assignments to case managers and completing notes and diary entries in accordance with procedures
- Provide support for Medical Records Tracking (MRT) by conducting follow-up calls and composing letters
Collections Specialist
Macy's
05.2002 - 08.2019
- Increased revenue by redesigning the department and reaching out to targeted buyers to view the new collections presented
- Established the business as a top seller for Ralph Lauren products by analyzing inventory and sales data, choosing the right products to highlight, and nurturing a strong relationship between the brand and the store
- Managed the maintenance of optimal stock levels by restocking inventory and closely monitoring inventory levels
- Researched and defined sales and credit goals by following up on delinquent accounts and updating and maintaining accurate financial records, including accounting, receivables, and credit records
- Received the Diamond Star Service Award for 10 years of outstanding service and genuine engagement
Customer Service Representative
JCPenney Telemarketing
08.1994 - 12.2000
- Ensured customers' orders and transactions were processed efficiently and timely by processing their accounts, adhering to guidelines, and handling order cancellations, product returns, or exchanges
- Provided valid and complete information regarding backlogged orders by reviewing the documentation
- Enhanced channels of communication by directing a significant number of incoming phone calls
- Assessed and identified customers' needs by maintaining an empathetic, upbeat and professional attitude towards them
- Guaranteed the customers' satisfaction by acknowledging and resolving their complaints
- Ensured that productivity standards were fulfilled by prioritizing tasks and managing them effectively
Education
High School -
Hampton High School
Allison Park, PASkills
- Customer Service
- Regulations Training
- Team Management
- Administration
- Project Management
- Correspondence Optimization
- Intake Claims
- Sales Data Analysis
- Process Optimization
- Relationship Building
- Sales Research
- Correspondence Knowledge
- Work Ethic
- Enrollment processing
- Eligibility determination
- Customer follow-up
- Goal setting
- Persuasive negotiation
- Sales techniques
- Health insurance
Certification
- Pennsylvania Accident and Health License Sept 2024
- Ohio Accident and Health License Sept 2024
Timeline
Licensed Medicare Sales Representative
UPMC
07.2024 - 12.2024
Collections Specialist
Macy's
05.2002 - 08.2019
Claims Assistant & Intake Coordinator
HDI/AIG
12.2000 - 10.2022
Customer Service Representative
JCPenney Telemarketing
08.1994 - 12.2000
High School -
Hampton High School