Andrea Monson

Expedited appointment scheduling through effective utilization of office management software systems while providing excellent customer service by promptly addressing patient inquiries via phone, email, or in-person interactions.
Promoted a positive work environment by fostering strong relationships with colleagues across all roles within the practice. Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services. Completed new patient registrations in software to create accurate and comprehensive records.
Obtained payments from patients and scanned identification and insurance cards and processed dental insurance claims and payments.

Responded to client and banker requests through email, letter, and phone calls, thoroughly researching the issue or concern. Attention to detail and company policy for the correct procedures was imperative to success. Worked an average of 30 cases a day, with constant new cases coming in demanding proper resolution within the bank's 10 business day policy, while utilizing more than 15 different computer systems.

Responded to system generated alerts by conducting the necessary research to either eliminate the need to contact the customer to confirm transaction or placing holds to protect the customer and the bank from loss until we were able to clear the transactions through contact with the customer by phone after thorough authentication; or by closing accounts as necessary. We used proprietary systems and data owned by the bank while taking the needed steps to protect everyone.

• Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions, including deposits and withdrawals.
• Achieved quarterly sales goals as well as maintaining a nearly 100 percent balancing record accuracy.

• Cashier
• Customer Service Desk
• Dental Office Manager
• Dental Assistant