Anika Robinson
Pensacola,FL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience assisting clients with navigating their small business banking needs, individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
9
9
years of professional experience
Work History
Navigator
Navy Federal Credit Union
01.2020 - Current
- Provide guidance and support as a navigator to both new and seasoned colleagues, assisting with telephone communications and effectively utilizing manual resources with a high degree of accuracy
- Proficient in utilizing, interpreting and applying data for NFCU policy and procedures to streamline business processes for improved efficiency and member satisfaction through active listening
- Analyze new memberships to drive business growth and resolve member concerns efficiently for high satisfaction
- Address member concerns with staff, management, and stakeholders and collaborate effectively with the team for increased productivity
- Serve on teams for initiatives within the business membership unit.
01.2019 - 01.2020
- Ensured clear, concise communication to handle difficult situations professionally, recommended products and services, processed electronic payments, provided counseling on Navy Federal products, connected members with appropriate resources, ensured compliance with regulations
- Skilled in conducting financial transactions and revolving card issues via Visa CATS.
Patient Access Specialist
Sacred Heart Health System
01.2016 - 01.2019
- Managed confidential documents, organized calendars, scheduled appointments for 50-75 clients a day, and arranged meetings and conferences
- Provided administrative support by answering phone calls, responding to emails, and preparing correspondence
- Ensure compliance with internal and external documentation requirements
- Confirm the validity of provided documents against public records, federal and state resources. Verified insurance coverage and obtained necessary authorizations to ensure timely billing and reimbursement.
- Maintained patient confidentiality by adhering to HIPAA guidelines and hospital policies.
- Provided exceptional customer service, addressing patient concerns promptly and professionally.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Handled sensitive situations involving distressed patients with empathy maintaining professionalism throughout interactions.
- Participated in ongoing training programs to stay current with industry trends and best practices in patient access services.
- Trained and mentored new hires, ensured compliance with regulations for health insurance and services
Education
Master of Science - Health Administration
University of Phoenix
05.2020
Bachelor of Science - Biology
Auburn University At Montgomery
Montgomery, AL05.2012
Skills
- Experience in assimilating information, analyzing facts, and developing logical conclusions
- Tactful, verbal and written, communication and interpersonal skills with conflict resolution
- Detail-oriented and able to handle multiple tasks simultaneously with a high degree of accuracy
- Detail-oriented and able to handle multiple tasks simultaneously
- Ability to effectively and efficiently collaborate with others
- Advanced organizational, planning and time management skills
Accomplishments
- Team Member of the Month, 11/01/2023
- Team Member of the Month, 06/01/2022
- Team Member of the Month, 11/01/2021
Learningdevelopment
- Technical Writing: Quick Start Guides Online Class
- Connecting Through Empathy for Team Members
- Microsoft Office Suite
- Blue Zones
- Oracle RightNow
- Adobe Acrobat
- NCino
- Visa CATS
Teamduties
- Conduct research and preparation of reference material for Weekly/ manual updates
- Team member of the month
- Team newsletter
- Team yearbook
Timeline
Navigator
Navy Federal Credit Union
01.2020 - Current
01.2019 - 01.2020
Patient Access Specialist
Sacred Heart Health System
01.2016 - 01.2019
Master of Science - Health Administration
University of Phoenix
Bachelor of Science - Biology
Auburn University At Montgomery