Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Intake Specialist
Ohio Heartland Community Action Commission
05.2022 - Current
Answered phone calls and provided new clients with required paperwork to initiate service.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Completed intake assessment forms and filed clients' charts.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Maintained accurate, up-to-date client records for reliable reference and communications.
Supported team members through collaborative problem-solving, leading to enhanced productivity and overall workplace morale.
Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
Streamlined intake systems, resulting in reduced errors and improved speed.
Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
Educated clients about available resources within the organization, empowering them to make informed decisions regarding their care options.
Assessed clients' needs and determined eligibility for intake services.
Key Holder Supervisor
Dollar General Store
09.2019 - 05.2022
Completed store opening and closing procedures.
Counted out cash drawers and balanced totals.
Updated store displays frequently to maintain freshness in presentation while highlighting key products or trends effectively.
Improved customer service by projecting friendly and knowledgeable attitude.
Handled escalated customer issues calmly and professionally while working towards mutually beneficial resolutions in alignment with company values.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Rotated stock according to dates and protocols.
Opened inventory boxes and restocked shelves.
Accepted and processed customer returns.
Manager
Ashley Gas Station
09.2016 - 03.2022
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Maximized performance by monitoring daily activities and mentoring team members.
Onboarded new employees with training and new hire documentation.
Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
Lab Assistant
American Health Network
03.2006 - 07.2016
Managed specimen sample handling, receiving, storage and inventory.
Logged samples correctly into computerized tracking system.
Maintained lab by calibrating equipment and cleaning surfaces and items used.
Enhanced laboratory efficiency by maintaining and organizing equipment, supplies, and samples.
Ensured accurate test results with proper use of lab equipment and adherence to protocols.
Prepared samples for centrifugation, aliquoting and preserving sample integrity.
Demonstrated competence in collecting lab samples for testing.
Demonstrated flexibility working in a fast-paced and ever-changing environment.
Prepared specimens for testing and analysis.
Assisted with ordering supplies and equipment, calibrating instruments and preventive maintenance.
Streamlined data analysis by utilizing software tools and statistical methods for accurate interpretation of results.
Pharmacy Technician
CVS Pharmacy
09.1996 - 03.2006
Answered incoming phone calls and addressed questions from customers and healthcare providers.
Stocked, labeled, and inventoried medication to keep accurate records.
Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.
Assisted pharmacist by filling prescriptions for customers and responding to patient questions regarding prescription and medication-specific issues.
Reduced medication errors by diligently cross-checking medications against patients'' profiles before dispensing.
Supported inventory management initiatives through accurate record-keeping of received shipments and expired medications for disposal purposes.
Collected co-payments or full payments from customers.
Education
High School Diploma -
Buckeye Valley Local High School
Delaware, OH
06.1998
Skills
Data Entry
Intake Assessment
Compassionate communication
Critical Thinking Skills
Records Maintenance
Application assessments
Appointment Scheduling
Multi-Line Phone Systems
Scheduling appointments
Client Intakes
Customer Service
Data Confidentiality
Community Outreach Programs
Data Entry Software
Eligibility Requirements
Timeline
Intake Specialist
Ohio Heartland Community Action Commission
05.2022 - Current
Key Holder Supervisor
Dollar General Store
09.2019 - 05.2022
Manager
Ashley Gas Station
09.2016 - 03.2022
Lab Assistant
American Health Network
03.2006 - 07.2016
Pharmacy Technician
CVS Pharmacy
09.1996 - 03.2006
High School Diploma -
Buckeye Valley Local High School
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